ToddFinances1’s Activity

Tue Dec 16

NL

Boards Post

ToddFinances1 replied to the Berkshire Hathaway board. 6:00 PM

Re: IBM

Turning into a great price. I'm following it as well.

Todd

Sun Dec 14

NL

Boards Post

ToddFinances1 replied to the Berkshire Hathaway board. 6:34 PM

Re: Prescient Forbes Article on the Oil Bust

<<That $50 break-even price is a market price. A petroleum engineer making $150k today would be happy to accept half the salary when low oil price persists and so would the contractors, land owners, etc. And the break-even price could be $30 or [more]

NL

Boards Post

ToddFinances1 replied to the Berkshire Hathaway board. 11:24 AM

Re: Prescient Forbes Article on the Oil Bust

<< If you believe everything in this article i.e. that the whole economic recovery since 2009 is a bubble driven by over stimulating central banks, then you should sell all stocks including Berkshire. I doubt that WEB believes [more]

Sat Dec 13

NL

Boards Post

ToddFinances1 replied to the Berkshire Hathaway board. 9:05 PM

Re: Prescient Forbes Article on the Oil Bust

<< my amazement, you sounded like one of them just yesterday>>

I'm a value investor so I'm attracted to falling prices. What's not to be excited about? I'm trying to decide when is a good entry point. As you can tell by my first [more]

NL

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ToddFinances1 posted to the Berkshire Hathaway board. 1:36 PM

Prescient Forbes Article on the Oil Bust

Jesse Colombo nails it! In June he identified 9 reasons why oil was headed for a bust. You have to read it. Based on some of the factors oil may be headed a lot lower from here. He describes the post 2009 era as another bubble as central bankers [more]

Fri Dec 12

NL

Boards Post

ToddFinances1 replied to the Berkshire Hathaway board. 10:41 AM

Re: Will Berkshire buy oil stocks/companies?

<<I wonder if oil is a bit like gold? Buffett having disdain for gold. In this way--oil is priced globally essentially by a cartel and more to the point one member of that cartel. Is that really a business/commodity you want to roll the dice [more]

Wed Dec 10

NL

Boards Post

ToddFinances1 replied to the Berkshire Hathaway board. 11:56 PM

Re: Will Berkshire buy oil stocks/companies?

Great opportunities in the making. At $50 oil about half of U.S. oil shale producers are below break-even levels. The remedy for a low price is a low price. In other words, the lower oil goes now the higher it will be 2-3 years from now. I'm planning [more]

Sat Dec 6

NL

Boards Post

ToddFinances1 posted to the Berkshire Hathaway board. 11:47 AM

Energy on Sale

Anyone looking to buy some battered oil stocks? It looks like there are some opportunities in this sector.

Todd

Wed Dec 3

NL

Boards Post

ToddFinances1 posted to the Berkshire Hathaway board. 8:40 PM

Ozone of Reasonableness

Market cap of U.S. equities as a percentage of GDP hits 127%.

http://www.gurufocus.com/stock-market-valuations.php

Todd

Fri Oct 31

NL

Boards Post

ToddFinances1 posted to the Berkshire Hathaway board. 11:02 AM

Jim Grant - Era of central bank worship

http://www.valuewalk.com/2014/10/jim-grant-era-central-bank-...

What are ‘safe haven assets’ if you believe that a bear market in bonds is [more]

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Boards Post

ToddFinances1 posted to the Berkshire Hathaway board. 10:48 AM

Seth Klarman - Complacency Bubble

http://www.ftense.com/2014/09/seth-klarman-on-complacency-be...

Late in a market cycle--when bargains are increasingly hard to find, valuations are [more]

Wed Oct 29

NL

Boards Post

ToddFinances1 replied to the Berkshire Hathaway board. 1:22 AM

Re: IBM & Buffett's job

Henry Singleton bought back a lot of Teledyne shares in the 1970s and today Wall Street calls IBM's buy back program financial engineering even though they are buying back shares at 10x current earnings.

This is great news that they have [more]

Thu Oct 23

NL

Boards Post

ToddFinances1 replied to the Berkshire Hathaway board. 3:49 PM

Re: IBM: Is Buffett Wrong?

Is anyone else confounded by the financial engineering charge of IBM?

IBM has nearly doubled net profit and net profit margin over the past 10 years. Long-term debt has doubled over that time as well. Sales have been flat. The stock has [more]

Wed Oct 22

NL

Boards Post

ToddFinances1 replied to the Berkshire Hathaway board. 11:19 PM

Re: IBM: Is Buffett Wrong?

<<At the risk of having a bolt of lightning come down and strike Yoda, I think WEB got this one wrong. . . >>

I doubt it. Wall Street is too enamored with the sales game and they're selling the stock below what the business is [more]

Wed Oct 15

NL

Boards Post

ToddFinances1 replied to the Berkshire Hathaway board. 2:45 PM

Re: dry powder anyone?

<<A good day to fire some off.>>

I added a small amount of IBM at $179.20.

Todd

Thu Oct 2

NL

Boards Post

ToddFinances1 replied to the Berkshire Hathaway board. 10:04 PM

Re: Rails, Planes and now Autos

Buffett closed the partnership in 1969 due to lack of investment opportunities.

I think Seth Klarman is right about the general environment for stocks although Buffett may see some select opportunities.

Todd

CAPS Stats & Trivia

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Accuracy 0.00%
Active Picks 1
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Boards Stats & Trivia

Three stars, 500 posts
Board Posts 502
Recs Received 2071
People who have rec'd these posts 383
Recs to Posts Ratio (last 30 days) 4.50
Threads Started 103
Threads Started Percentage 20.52 %
Most Frequent Board Berkshire Hathaway
Very First Post Hello to All (12/24/2009)
Percentage of Posts Rec'd 71.51 %
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