StuyvesantGrad70’s Activity

Sun Apr 20

NL

Boards Post

StuyvesantGrad70 replied to the Deranged Monkey Criticism board. 9:57 PM

Re: TWMJF - TWEED related

Tweed has $11.5M in cash and short term investments, book value of $13M. 38M diluted shares. Stock price of $3.09. Market Cap is $118M. So if the stock sells at a P/E of 25, they would have to earn $4.7M. There are no revenues yet. Tweed will sell [more]

Wed Apr 16

NL

Boards Post

StuyvesantGrad70 replied to the Value Hounds board. 12:41 PM

Re: Puzzle of the day

If you like stock teasers, try: http://www.stockgumshoe.com/

NL

Boards Post

StuyvesantGrad70 replied to the Value Hounds board. 12:21 PM

Re: Puzzle of the day

Nestle NSRGY
[more]

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StuyvesantGrad70 replied to the Value Hounds board. 11:34 AM

Re: Puzzle of the day

From the earnings calendar for 4/15/2014:
http://biz.yahoo.com/research/earncal/20140415.html
-It must be CSX. CSX is large and its rail lines extend into Montreal, so it is [more]

Tue Apr 15

NL

Boards Post

StuyvesantGrad70 posted to the Falling Knives board. 10:39 PM

SMTC Corp. (SMTX)

SMTC Corp. is a falling knife. SMTC Corp.'s ticker is SMTX. Semtech Corp.'s ticker is SMTC. Yahoo Finance sometimes gets these 2 companies mixed up.

Business: Electronics manufacturing services (EMS), including product design and [more]

Mon Apr 7

NL

Boards Post

StuyvesantGrad70 replied to the Falling Knives board. 6:00 AM

Re: Liquidity Services LQDT

Cisco's stock was a falling knife from $25 in early 2010 to $14 by late 2012. Cisco is the poster boy for abusive employee stock option grants, but that did not stop the stock from going right back up to $25 in mid 2013.

Fri Apr 4

NL

Boards Post

StuyvesantGrad70 posted to the Falling Knives board. 11:43 PM

Liquidity Services LQDT

Liquidity Services LQDT is a falling knife:

Business:
Online auctions of surplus inventory. Companies, such as Wal-Mart and Costco, either list items for sale directly, or LQDT purchases their inventory and sells it itself. LQDT [more]

Wed Apr 2

NL

Boards Post

StuyvesantGrad70 polled the Deranged Monkey Criticism board. 4:55 AM

Poll: Which Ratio do You Use?

Which ratio do you use?

Tue Apr 1

NL

Boards Post

StuyvesantGrad70 posted to the Deranged Monkey Criticism board. 8:49 AM

The history of A&P and chain stores

A great book report on the history of A&P and chain stores:
http://boards.fool.com/great-ap-and-the-struggle-for-small-b...

Thu Mar 20

NL

Boards Post

StuyvesantGrad70 replied to the The BMW Method board. 8:38 PM

Re: AFL

Check Capital's 35 year charts from are from SRC charts. They are expensive.
http://www.srcstockcharts.com/stock-charts/interactive/green...

Wed Mar 12

NL

Boards Post

StuyvesantGrad70 replied to the Falling Knives board. 11:12 AM

Re: Gazprom, OGZPY

Here is the dividend history:
http://www.gazprom.com/investors/stock/dividends/

NL

Boards Post

StuyvesantGrad70 replied to the Value Hounds board. 10:36 AM

Re: telsa sales

Tesla needs to "grease the wheels" to gain "traction" with the Chris Christie administration. :)

NL

Boards Post

StuyvesantGrad70 posted to the Falling Knives board. 10:17 AM

Gazprom, OGZPY

Gazprom, OGZPY (OTC Pink Sheets), is Russia’s largest company, is the largest producer of natural gas in the world, and contributes 9% of Russia’s GDP. Gazprom owns the world’s largest gas transport system. The only 2 companies in the world that earn [more]

Sat Mar 1

NL

Boards Post

StuyvesantGrad70 replied to the Value Hounds board. 1:20 PM

Re: Hohum: Drone, Workerless Ships

The issue will be that production will only require capital and no labor. In such a state all humans must be capitalists, owners of capital, to get their share of the wealth. I wonder how we will solve that issue.

The same way those [more]

NL

Boards Post

StuyvesantGrad70 replied to the Value Hounds board. 10:09 AM

Re: The difference between 2014 and 1929

85 years since the start of the Great Depression, so very few people are left alive who experienced it. We are losing first hand stories about it.

When I started working in the late 1970's, one of the older employees at my office told me [more]

Thu Feb 27

NL

Boards Post

StuyvesantGrad70 replied to the Value Hounds board. 3:16 PM

Re: Fairly valued Quality companies

I will undoubtedly wipe my tush with toilet paper three decades for now. What does usage have to do with valuation? Your list is too obvious to outperform. It's the undiscovered moat that offers the best return, the only change at significant [more]

NL

Boards Post

StuyvesantGrad70 replied to the Value Hounds board. 2:25 PM

Re: Fairly valued Quality companies

I think your list is substantially 21st century biased. There is survivor bias. There is winner bias.

I think it is likely that 30 years from now: People will still be brushing their teeth with Colgate or Crest toothpaste, cleaning [more]

NL

Boards Post

StuyvesantGrad70 replied to the Value Hounds board. 2:04 PM

Re: Fairly valued Quality companies

If you are interested in really long term charts, try the free version of YCharts. For example, here is a chart of GE going back to 1962, with recession years shaded in grey:
[more]

Wed Feb 26

NL

Boards Post

StuyvesantGrad70 replied to the Value Hounds board. 9:31 PM

Re: Fairly valued Quality companies

I tend to not buy the really high quality companies as they are not ever at such 10% FCF yields. I am debating if it makes sense to have about 10% or so of the portfolio in 5-6% FCF yield companies maybe...like a KO/ PEP and so on. the div yield [more]

NL

Boards Post

StuyvesantGrad70 replied to the Deranged Monkey Criticism board. 2:43 PM

Re: Marijuana Stocks

This article:
http://lazarusip.blogspot.com/2013/12/aerogrow-ceo-were-back...
mentioned AeroGrow (AERO) when it was $2 in December. AeroGrow makes [more]

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Boards Stats & Trivia

Big red star, 1000 posts Old School Fool
Board Posts 2363
Recs Received 6901
People who have rec'd these posts 1516
Recs to Posts Ratio (last 30 days) N/A
Threads Started 897
Threads Started Percentage 37.96 %
Most Frequent Board The BMW Method
Very First Post Re: Anyone else follow UAM? (11/24/1997)
Percentage of Posts Rec'd 65.04 %
Show StuyvesantGrad70’s 10 Latest Posts