TMFSandman

Mike Sandrik

TMFSandman’s Activity

Today

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Boards Post

TMFSandman posted to the Value Hounds board. 40 minutes ago

Treasuries

Interest rates are headed back up again and one of the results is that US Treasuries might again be preferable to having money in a savings account. The benefit of holding US Treasuries is that the interest you earn is free from state income tax. In [more]

Inside Value Boards Post

TMFSandman posted to the Inside Value boards. 2 hours ago

Fri Jul 21

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Boards Post

TMFSandman replied to the Ask A Foolish Question board. 1:50 PM

Re: Writing options on ATVI

If you're paying for the Options service one of the big benefits is message boards that are patrolled by the analysts running the service. If you have a question about options, and especially if it's a question about an active recommendation, [more]

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Boards Post

TMFSandman replied to the Ask A Foolish Question board. 12:05 PM

Re: Writing options on ATVI

Writing covered calls or puts?

Writing covered calls is definitely not what you want to do if you are bullish on the company and eventually want to own more shares. With a covered call you write calls agains the shares of the company [more]

Thu Jul 20

Inside Value Boards Post

TMFSandman posted to the Inside Value boards. 12:08 AM

Wed Jul 19

Inside Value Boards Post

TMFSandman replied to the Inside Value boards. 9:42 PM

Inside Value Boards Post

TMFSandman replied to the Inside Value boards. 11:27 AM

Tue Jul 18

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Boards Post

TMFSandman replied to the Value Hounds board. 11:37 AM

Re: Fannie and Freddie

Unlike a stock where the upside is unknown, with the preferred’s we know the maximum upside and downside: par if we win, $0 if we lose. The preferred's likely won't trade much above par since they're callable at par. We can plug some [more]

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Boards Post

TMFSandman replied to the Value Hounds board. 1:02 AM

Re: Fannie and Freddie

I just can't see any way in hell that the government is going to let go of this money making machine.


SteveStox,

Thanks for the note.

Yeah, in the hedge fund managers' presentations they stress how much [more]

Mon Jul 17

Inside Value Boards Post

TMFSandman replied to the Inside Value boards. 6:41 PM

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Boards Post

TMFSandman replied to the Value Hounds board. 6:37 PM

Re: Fannie and Freddie

Fannie and Freddie were created by Congress in the late 1960's and early 1970's, and were publicly chartered but privately owned, publicly-traded companies on the NYSE.


Mistake here. I fouled up the year Fannie started [more]

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Boards Post

TMFSandman posted to the Value Hounds board. 5:48 PM

Fannie and Freddie

Background
Fannie Mae (FNMA) and Freddie Mac (FMCC) take on debt to buy mortgages from banks and then securitize those mortgages to sell them to investors. In doing so, an illiquid 30 year mortgage is turned into a highly liquid, tradeable [more]

Inside Value Boards Post

TMFSandman posted to the Inside Value boards. 5:48 PM

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Boards Post

TMFSandman replied to the Retirement Investing board. 11:33 AM

Re: Possible "new" Retirement threshho

readyteddy: So, this fall I am heading to the Cinque Terre with it's picturesque villages clinging to cliffs overlooking the sea.

Can someone 'splain me why a spot in Italy has a French name?



That means [more]

Sat Jul 15

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Boards Post

TMFSandman replied to the Ask A Foolish Question board. 11:15 AM

Re: “trading at X times earnings” vs P/

What is the difference between “trading at X times earnings” and “P/E (ttm)”?

There should generally be no difference. Typically when someone says "trading at X times earnings," earnings is trailing twelve months net income, [more]

Fri Jul 14

Inside Value Boards Post

TMFSandman posted to the Inside Value boards. 4:46 PM

Wed Jul 5

Inside Value Boards Post

TMFSandman replied to the Inside Value boards. 12:47 PM

Tue Jul 4

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Boards Post

TMFSandman replied to the Value Hounds board. 12:53 AM

Re: FCAU

Sales are down but the car manufacturers can still make good money in the low to mid teens these days. While it would be nice (for them) if sales stayed in the high teens, it's not necessary to to be n the right side of profitability like it was [more]

Mon Jul 3

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Boards Post

TMFSandman replied to the Value Hounds board. 9:26 PM

Re: FCAU

What about the potential disruption from BEVs? Fiat-Chrysler is hardly at the forefront of that transition.

No, they're not, though they are moving more research efforts there. If I were somehow planning to hold Fiat Chrysler for [more]

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Boards Post

TMFSandman replied to the Value Hounds board. 7:05 PM

Re: FCAU

I would be curious to hear what advantages you see Fiat-Chrysler having against these competitors.

I've run valuations of and track Ford, GM, and Fiat Chrysler so I know these three firms the best. I know Toyota and Volkswagen [more]

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Boards Stats & Trivia

Big gold star, 5000 posts Feste Award Nominee! Old School Fool Coverage Fool Answer Team
Board Posts 5075
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Threads Started 1292
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Most Frequent Board Investing Beginners
Very First Post selling a fund (11/23/2005)
Percentage of Posts Rec'd 64.43 %
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