aitraders’ Activity

Wed Mar 18

NL

Boards Post

aitraders posted to the Value Hounds board. 7:45 AM

5% returns

Following up on the previous thread, I was remiss in not including another recommendation for Brookfield Infrastructure Partners (BIP).

The following article is an excellent review of information as a basis for further [more]

Tue Mar 3

NL

Boards Post

aitraders replied to the Value Hounds board. 5:21 PM

Re: MWE interview...

First, let you folks just read what I've been reading:

Market Realist June 2014, a 9 part report that goes into detail on where and how and with whom they operate:

[more]

NL

Boards Post

aitraders posted to the Value Hounds board. 10:45 AM

MWE interview...

I have talked about MWE in the past. Here is an interview with their CEO Frank Semple.

If you want somebody running your company, how about a mechanical engineer that used to work on a nuclear submarine. A great insight into why Markwest has [more]

Tue Feb 17

NL

Boards Post

aitraders replied to the Value Hounds board. 6:01 PM

Re: Thanks JP Morgan

I looked at Watsco after the Carrier acquisition and for a time afterwards. Later I felt I had missed the boat. But now at 27 PE or so, I just cant bring myself to even consider it.

Just a question, without any deep discovery on my part - do [more]

Sat Feb 7

NL

Boards Post

aitraders posted to the Value Hounds board. 5:19 AM

BIP

Brookfield Infrastructure Partners is one of my favorite companies and most successful investments. Sam Pollock is one my favorite CEO's and capital allocators. Their stock price has increased +10% in the last twelve months, and they just increased [more]

Thu Feb 5

NL

Boards Post

aitraders replied to the Conoco-Phillips board. 1:08 AM

Re: More thoughts on COP....

That is fascinating, because over the last 4 weeks those are exactly the same things that I was looking at.

I think most COP and the dividend will be under enormous pressure for the next 24 months. Of course, as we have seen after 2009 and [more]

CAPS Stats & Trivia

CAPS Player Rating 73.07
Player Rank 20261 out of 75221
Score 2170.00
Score Change Today -82.56
Accuracy 42.22%
Active Picks 69
Total Picks 139
Best Pick MWE (+644.84)
Worst Pick LYG (-157.56)
Average Score per Pick 15.72
Charms Earned 8
Highest Rated Favorite TMF1000
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Boards Stats & Trivia

Three stars, 500 posts
Board Posts 939
Recs Received 2446
People who have rec'd these posts 653
Recs to Posts Ratio (last 30 days) N/A
Threads Started 197
Threads Started Percentage 20.98 %
Most Frequent Board Value Hounds
Very First Post A IVS: Markel post. (11/2/2007)
Percentage of Posts Rec'd 67.09 %
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