TMFRichDad

Rich Sageman

TMFRichDad’s Activity

Today

Inside Value Boards Post

TMFRichDad posted to the Inside Value boards. 5:13 AM

Wed Dec 17

Income Investor Boards Post

TMFRichDad replied to the Income Investor boards. 6:32 AM

Mon Dec 15

NL

Boards Post

TMFRichDad replied to the Value Hounds board. 6:21 AM

Re: LYB

Hi Fluff,


DOW is paying 3.6% at current prices. Maybe when it hits 4% even tied as it is to oil it would be worth the buy.


Interesting that you should mention this. I often compare divi yields between two stocks. One [more]

Sun Dec 14

NL

Boards Post

TMFRichDad replied to the Value Hounds board. 9:23 AM

Re: Brown-Forman Corporation-How do you value?

Hi aleax,


Companies that will profit from sustained lower prices of energy yet aren't being credited for it are another avenue for exploration. E.g, DOW -17% over 6 months -- yet they are a big buyer of hydrocarbons and energy... why
[more]

NL

Boards Post

TMFRichDad replied to the Value Hounds board. 8:59 AM

Re: LYB

Hi Fluff,


There is a value added component to plastics and performance materials that raw commodities don't have. Any slowing of economies globally would affect these segments, but margin expansion might be a suitable offset.
[more]

Income Investor Boards Post

TMFRichDad replied to the Income Investor boards. 6:19 AM

Sat Dec 13

NL

Boards Post

TMFRichDad replied to the Value Hounds board. 10:18 AM

Re: LYB


Pricing of chemicals should depend upon demand and supply.


Well, yes, but in the case of a commodity pricing also depends on what your competitors are doing. If Company A sees that their feed costs go down and lowers their [more]

NL

Boards Post

TMFRichDad replied to the Value Hounds board. 9:15 AM

Re: LYB


""The recent downdraft in oil prices implies a flatter petrochemical cost curve", not really sure exactly what he means there, seems to imply lower pricing for their products?


As a long term shareholder of DOW, I [more]

Inside Value Boards Post

TMFRichDad replied to the Inside Value boards. 8:56 AM

Wed Dec 10

Income Investor Boards Post

TMFRichDad posted to the Income Investor boards. 5:40 AM

Sun Dec 7

Inside Value Boards Post

TMFRichDad replied to the Inside Value boards. 8:12 AM

Sat Dec 6

Inside Value Boards Post

TMFRichDad posted to the Inside Value boards. 9:49 AM

Inside Value Boards Post

TMFRichDad posted to the Inside Value boards. 9:45 AM

NL

Boards Post

TMFRichDad replied to the iPIG Portfolio board. 8:48 AM

Re: Happy 2nd Birthday, iPIG Portfolio!

Happy Birthday and wishing the iPIG portfolio many more to come.

Rich

Mon Dec 1

NL

Boards Post

TMFRichDad replied to the Value Hounds board. 5:37 AM

Re: Collateral damage

I wonder if the Railroads might take a hit on the growth rate they've seen over the years as oil has gotten more and more expensive. Cheap oil would make trucking more competitive . . .

Rich

Inside Value Boards Post

TMFRichDad replied to the Inside Value boards. 5:22 AM

Sun Nov 30

NL

Boards Post

TMFRichDad replied to the Value Hounds board. 7:43 AM

Re: Making a list, checking it twice...


What are you all putting on your oily Christmas list this season?


Like I've mentioned previously, I think that it is too early to be hitting the buy button. Now that OPEC has passed the baton to the US oil shale players it means [more]

Inside Value Boards Post

TMFRichDad posted to the Inside Value boards. 6:38 AM

Sat Nov 29

Income Investor Boards Post

TMFRichDad replied to the Income Investor boards. 8:03 AM

Thu Nov 27

Income Investor Boards Post

TMFRichDad replied to the Income Investor boards. 6:38 AM

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CAPS Stats & Trivia

CAPS Player Rating 95.04
Player Rank 3726 out of 75070
Score 1540.71
Score Change Today -6.33
Accuracy 56.02%
Active Picks 24
Total Picks 237
Best Pick DOW (+384.99)
Worst Pick NPK (-94.50)
Average Score per Pick 6.50
Charms Earned 10
Highest Rated Favorite ClientNine
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Boards Stats & Trivia

Big gold star, 5000 posts Old School Fool Coverage Fool CAPS All Star
Board Posts 6622
Recs Received 11598
People who have rec'd these posts 1459
Recs to Posts Ratio (last 30 days) 4.60
Threads Started 1520
Threads Started Percentage 22.95 %
Most Frequent Board Value Hounds
Very First Post A IVS: Anheuser-Busch post. (1/2/2006)
Percentage of Posts Rec'd 64.84 %
Show TMFRichDad’s 10 Latest Posts