TMFRichDad

Rich Sageman

TMFRichDad’s Activity

Today

NL

Boards Post

TMFRichDad replied to the Value Hounds board. 9:34 AM

Re: NPK dividends again

Hi DTB,

if you want to get out, now might be a good time to consider it. I figure I pay enough taxes already, so I have sold part of my position at about break-even, in the hope of getting it back more than $4 cheaper in a month or [more]

NL

Boards Post

TMFRichDad replied to the iPIG Portfolio board. 8:06 AM

Re: What About Texas Instruments?


With a debt to equity ratio below 0.5


To me, the Debt to equity ratio is simply inadequate for judging whether or not debt is too much. First the book "equity" part is meaningless for many companies and not necessarily [more]

Sun Feb 22

NL

Boards Post

TMFRichDad replied to the Value Hounds board. 5:24 AM

Re: Fastenal (FAST)


Looks like competitors (MSC Industrial is one) are onto the vending machine strategy already:


Thanks sw. I new it would happen sooner or later.

Rich

Sat Feb 21

NL

Boards Post

TMFRichDad replied to the Value Hounds board. 11:01 AM

Re: Fastenal (FAST)

I own FAST. This thread has laid out the relevant facts pretty well. I can only add some color. . . .

If I were to express the "story" on FAST it would be that they are first and foremost run by trustworthy and competent people. [more]

Sun Feb 15

Inside Value Boards Post

TMFRichDad replied to the Inside Value boards. 6:47 PM

NL

Boards Post

TMFRichDad posted to the Value Hounds board. 6:51 AM

O&G - Biggest Moat

Hi all,

Assuming someone thinks that there is opportunity in the oil and ng space right now, it might be smart to consider owning/buying firms that have a unique and inherent strength in their business(s) that will allow them to earn [more]

Sat Feb 14

NL

Boards Post

TMFRichDad replied to the Value Hounds board. 9:09 AM

Re: SK takes a bite


Of course that was in December and things have changed a bit since then, in any case I hope he knows what he's doing, because I'm starting to question if I do. :<)


Fwiw, I place Seth on the same pedestal that I do Ben Graham, [more]

Inside Value Boards Post

TMFRichDad replied to the Inside Value boards. 7:07 AM

NL

Boards Post

TMFRichDad replied to the Value Hounds board. 6:58 AM

Re: SK takes a bite


SK = Seth Klarman


It is interesting that if you click on the link in your post and then click on Seth's port, there's a bar graph that shows 32% (and growing) of his port is energy related and is his largest sector.

I [more]

NL

Boards Post

TMFRichDad replied to the Value Hounds board. 6:45 AM

Re: CARBO


There are other issues like cheap Chines ceramics flooding the market.


France too (Saint-Gobain plant in Ark.).

Competition is the one threat that concerns me the most. Any insights?

The product has a magical [more]

Fri Feb 13

NL

Boards Post

TMFRichDad replied to the Value Hounds board. 7:13 PM

Re: CARBO


How the heck did CRR ever get to $150?


It was there twice. First time in 2011 and then nat gas tanked. The stock fell into the mid-$60's before recovering as the drillers all got more "oily" and the fracking business [more]

NL

Boards Post

TMFRichDad posted to the Value Hounds board. 4:48 AM

CARBO

CARBO Ceramics (CRR) has been mentioned by MonsterFluff before and I added it to my watch list back then. Thanks MF.

The other day I happened to notice some interesting insider activity associated with the shares. This is the trading history [more]

Thu Feb 12

Inside Value Boards Post

TMFRichDad replied to the Inside Value boards. 6:12 PM

Wed Feb 11

NL

Boards Post

TMFRichDad replied to the Value Hounds board. 5:07 AM

Re: What company would you buy in a selloff?

V & MA - because their business model, which collects a small fee based on the dollar volume of every transaction, has built in inflation protection. If consumer inflation causes the price of widgets to increase, V and MA's revenue will grow [more]

Sun Feb 8

NL

Boards Post

TMFRichDad replied to the iPIG Portfolio board. 9:24 AM

Re: It's Time to Part Ways with UPS

Hi Chuck,

I didn't know if you'd be around today or not.


the public disclosure helps me sharpen my saw, keeps me focused on looking at the holdings in the portfolio, and makes me do a more thorough job of justifying any
[more]

Inside Value Boards Post

TMFRichDad replied to the Inside Value boards. 6:45 AM

NL

Boards Post

TMFRichDad replied to the iPIG Portfolio board. 6:13 AM

Re: It's Time to Part Ways with UPS

Hey Chuck,


Once the Fool's disclosure policy allows, and as long as UPS' stock remains above $100 per share, I plan to sell the iPIG portfolio's stake.


Had it been me, I would have made the trade and then reported on [more]

Inside Value Boards Post

TMFRichDad replied to the Inside Value boards. 5:39 AM

Sat Feb 7

Inside Value Boards Post

TMFRichDad replied to the Inside Value boards. 5:51 AM

Mon Feb 2

Inside Value Boards Post

TMFRichDad posted to the Inside Value boards. 5:32 AM

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