ToddFinances1’s Activity

Sat Mar 1

NL

Boards Post

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

Re: Moved the goalpost

I think that's disappointing. Buffett owes it to shareholders to explain why he just dropped the measurement. He needs to discuss this topic at the annual meeting.

A rolling 5 year period is a reasonable amount of time to use as a [more]

Thu Feb 6

NL

Boards Post

ToddFinances1 replied to the Berkshire Hathaway board. 10:29 AM

Re: OT: Jeff Matthews on IBM's non-GAAP earnings

Wall Street is wrong on IBM as they are too obsessed with revenues. As such, the business is selling for around 10x after-tax earnings for this year.

Todd

Mon Feb 3

NL

Boards Post

ToddFinances1 replied to the Berkshire Hathaway board. 10:08 PM

Re: The curse of all curses?

<<Perhaps, I'm reading too much into this little quote, but I find this high ROE/no regard for revenue idea to be quite an interesting/thought provoking parallel that Coca-Cola in the late 80s, and the IBM of today seem to have in [more]

NL

Boards Post

ToddFinances1 posted to the Berkshire Hathaway board. 2:50 PM

Rationalwalk, just stay

The quality of your posts exceed, by far, any static from trolls.

Just take a break from the computer and come back later refreshed. Don't worry about the trolls. If they're giving you hell then they respect you.

I try my best to [more]

Thu Jan 23

NL

Boards Post

ToddFinances1 posted to the Berkshire Hathaway board. 5:09 PM

David Einhorn buys BP shares

http://finance.yahoo.com/news/why-david-einhorn-greenlight-c...

In Greenlight Capital’s letter announcing the move, the fund [more]

Tue Jan 21

NL

Boards Post

ToddFinances1 replied to the Berkshire Hathaway board. 5:30 PM

Re: Value Line update on IBM

Yeah I really like the direction they are going. They are shedding low margin businesses and investing in high margin businesses. This bodes well for the long-term but the transition from one to the other while the low margin business is sliding [more]

NL

Boards Post

ToddFinances1 posted to the Berkshire Hathaway board. 5:19 PM

Value Line update on IBM

http://www3.valueline.com/dow30/f4786.pdf

Conservative EPS estimate for 2014; a couple bucks less than what IBM thinks they can do this year.

I would love IBM around $160 or [more]

Tue Jan 7

NL

Boards Post

ToddFinances1 replied to the Berkshire Hathaway board. 1:01 PM

Re: Train accidents...

<<As the climate worsens the power of the younger generations, whose future we are stealing, will increase. One can expect that anytime after 2025 they can and will overthrow the "powers that be" and impose carbon costs that will [more]

Fri Nov 22

CAPS Stats & Trivia

CAPS Player Rating < 20
Player Rank 0 out of 75542
Score 0.00
Score Change Today 0
Accuracy 0.00%
Active Picks 1
Total Picks 1
Best Pick BRK-A (+29.04)
Worst Pick BRK-A (+29.04)
Average Score per Pick 0.00
Charms Earned 0
Highest Rated Favorite No Favorites Selected
Go to ToddFinances1’s CAPS page

Boards Stats & Trivia

Two stars, 250 posts
Board Posts 468
Recs Received 1936
People who have rec'd these posts 369
Recs to Posts Ratio (last 30 days) N/A
Threads Started 95
Threads Started Percentage 20.30 %
Most Frequent Board Berkshire Hathaway
Very First Post Hello to All (12/24/2009)
Percentage of Posts Rec'd 71.37 %
Show ToddFinances1’s 10 Latest Posts