aitraders’ Activity

Thu Oct 23

NL

Boards Post

aitraders posted to the Value Hounds board. 6:04 AM

Coal

Here is an article that I read that will certainly be reprinted/rewritten/reproduced innumerous times in the coming future. I have read similar before many times in the last 7 years, and the 'only' thing that has changed is the success of natural gas [more]

NL

Boards Post

aitraders posted to the Value Hounds board. 5:43 AM

RBCAA

just to revisit Republic Bankcorp - here is their latest financials for those intereseted:

[more]

NL

Boards Post

aitraders replied to the Dow Chemical Company board. 4:58 AM

Re: Forbes: Shale-Elujah

Nov 3? Is the magazine already in the newsstands?

I bought DOW in the $ 20's after the failure of the Kuwaiti JV. After following several quarterly conference calls, I was positively struck by CEO Liveris' coolness under extremely difficult [more]

Wed Oct 22

NL

Boards Post

aitraders replied to the Value Hounds board. 4:34 AM

Re: GSBC

You should check out Republic Bankcorp - RBCAA

Identical profile to that which you have suggested with current book at 0.9

Wed Oct 8

Stock Advisor Boards Post

aitraders replied to the Stock Advisor boards. 12:06 PM

Stock Advisor Boards Post

aitraders replied to the Stock Advisor boards. 11:55 AM

Stock Advisor Boards Post

aitraders replied to the Stock Advisor boards. 11:18 AM

Mon Sep 8

NL

Boards Post

aitraders replied to the Value Hounds board. 2:38 PM

Re: Scotland votes to split: Sept 19

LOL - yo, Paul, one step at a time - first they have to win independence from the UK. Indenpendence from the US is going to be a lot harder.

Fri Sep 5

NL

Boards Post

aitraders replied to the Messed-Up Expectations Portfolio board. 2:43 PM

Re: Buying TRN

Jim

sorry I am so slow to understand, but I dont follow:

http://finance.yahoo.com/q/cf?s=TRN

TTM Net Income= 164,200 + 226,400 + 112,800 + 99,600 = 603,800

where [more]

NL

Boards Post

aitraders replied to the Messed-Up Expectations Portfolio board. 12:40 PM

Re: Buying TRN

Hi Jim

nice article.

Question: you talk about Free Cash Flow growth, but when I look at Yahoo Finance, I see negative free cash flow as of Dec 2013

[more]

Sun Aug 24

NL

Boards Post

aitraders replied to the Value Hounds board. 12:20 PM

Re: 35% And Growing Fast

OOPS -

yes, the UK government is not buying additional stake, but naturally trying to SELL the 25% remaining stake. They have most recently postponed this because they feel a retail offering before the dividend has been re-instated wont [more]

Sat Aug 23

NL

Boards Post

aitraders replied to the Value Hounds board. 2:13 PM

Re: 35% And Growing Fast

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 feeling of helplessness watching the [more]

Tue Aug 19

NL

Boards Post

aitraders replied to the Value Hounds board. 8:14 PM

Re: How much cash?

I find that I keep around 15% of cash on hand to cover ca. 18-24 months of forecasted expenses and/or as dry powder for conviction positions (which hasnt been many lately)

After 2008/2009, I have found that this strategy combined with a [more]

Mon Aug 11

NL

Boards Post

aitraders replied to the Value Hounds board. 10:09 AM

Re: Major Major Kinder News

boa heh - 9.5% today? get outta here. that should help my beat the S&P numbers this year.

Now if LYG would start their dividend, .....

NL

Boards Post

aitraders replied to the Messed-Up Expectations Portfolio board. 10:03 AM

Re: CF Industries Q2 2014

Hey Jim

I just wanted to come back to this one because I think it deserves some more attention. Just going to bullet point some discussion points:

a. The performance and the CC transcript give two totally different pictures that [more]

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