TMFRichDad

Rich Sageman

TMFRichDad’s Activity

Mon Sep 1

NL

Boards Post

TMFRichDad replied to the Value Hounds board. 9:01 AM

Re: Landauer

Hi DTB,


As for the sustainability of the dividend, it is true that their cash hoard is coming down, but this is not predominantly because of paying it down through dividends, but rather making investments in their businesses,
[more]

Sun Aug 31

NL

Boards Post

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

Re: Landauer

Hi DTB,


NPK is good at spinning off a lot of cash, not wasting it, and buying good (not great) assets at great prices.


All true. Maybe.

But, don't kid yourself about the special. It will be dramatically reduced [more]

Inside Value Boards Post

TMFRichDad replied to the Inside Value boards. 7:02 AM

Wed Aug 27

NL

Boards Post

TMFRichDad replied to the Value Hounds board. 7:37 PM

Re: Landauer

Hi Fluff,

The warning signs of desperation to manufacture growth through acquisition have been apparent for several quarters.Always a red flag for me.

Yes. I'm glad I got out in October. Made some decent change but it was [more]

NL

Boards Post

TMFRichDad replied to the Value Hounds board. 4:38 AM

Re: Landauer

The Radiation Measurement (dosimetry) business was a great business. I say "was" because in the latest 10Q I see that sales took a significant hit, down over 8% yoy. Not sure what the story is there.

Rich

Mon Aug 25

NL

Boards Post

TMFRichDad replied to the Value Hounds board. 5:10 AM

Re: Ubiquiti

Hi Fluff,

Fisher's 15 Points are summarized here:

http://news.morningstar.com/classroom2/course.asp?docId=1456...

Just knowing [more]

Sun Aug 24

NL

Boards Post

TMFRichDad replied to the Value Hounds board. 9:40 AM

Re: 35% And Growing Fast

Hi all,

We are a very smart board. Thank you all for your replies. In reading all of these replies to my post a clear picture of the situation mass-indexing would create emerges.


what happens if everyone (or even just 50%
[more]

NL

Boards Post

TMFRichDad replied to the Value Hounds board. 9:28 AM

Re: Ubiquiti

Hi Fluff,

This one is outside my comfort zone too. That they are producing positive free cash flow at this early stage is a positive in my book. Many early growth stories don't.

If they really have a long enough growth runway in [more]

NL

Boards Post

TMFRichDad replied to the Value Hounds board. 8:53 AM

Re: 35% And Growing Fast

Hi aitraders,


In 2007, I was 100% invested in a Fidelity S&P 500 index fund and a Loomis Bond Fund.

When the first breath of 2008's bad news showed up in the performance of the index fund, I will never forget the
[more]

Sat Aug 23

NL

Boards Post

TMFRichDad posted to the Value Hounds board. 11:10 AM

35% And Growing Fast

Hi all,

The WSJ recently ran an article about investors pouring money into index funds. Here it is:

[more]

Income Investor Boards Post

TMFRichDad replied to the Income Investor boards. 7:53 AM

Inside Value Boards Post

TMFRichDad posted to the Inside Value boards. 7:45 AM

Inside Value Boards Post

TMFRichDad replied to the Inside Value boards. 7:33 AM

Fri Aug 22

Inside Value Boards Post

TMFRichDad replied to the Inside Value boards. 6:22 PM

Income Investor Boards Post

TMFRichDad posted to the Income Investor boards. 5:55 PM

Inside Value Boards Post

TMFRichDad posted to the Inside Value boards. 8:05 AM

Hidden Gems Boards Post

TMFRichDad replied to the Hidden Gems boards. 6:10 AM

Fri Aug 15

Inside Value Boards Post

TMFRichDad replied to the Inside Value boards. 5:18 PM

Inside Value Boards Post

TMFRichDad posted to the Inside Value boards. 5:50 AM

NL

Boards Post

TMFRichDad replied to the Deranged Monkey Criticism board. 5:34 AM

Re: My notes to Kentucky Fried Pensions


I wondered if the comment boards for the paid services on the Fool get editing on their posts...


Unfortunately, no.

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Board Posts 6553
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