ajm101’s Activity

Sun Jul 27

NL

Boards Post

ajm101 replied to the Falling Knives board. 4:19 PM

Re: AMZN

I work in tech, but not at Amazon. If AWS were spun out, there is not a doubt in my mind it would be $25B at a minimum. And if that were the case they would be my #1 holding. I suspect they would be valued closer to $90B, or 15 times 2014 revenue. To [more]

Fri Jul 4

NL

Boards Post

ajm101 replied to the Value Hounds board. 4:39 PM

Re: Pets for sale ? (PETM)

I recommended your post, but I'll quibble about the vet comment. Veterinarians spend as much effort, in general, as MDs do getting a degree (and have a lot more anatomies to worry about!)

The cost of vet care is a bargain, even though it's [more]

Thu Jun 26

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Boards Post

ajm101 replied to the Falling Knives board. 10:17 PM

Re: Coal Companies

PMT aka PMGYF? That was a nice update.

Mon Jun 16

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Boards Post

ajm101 replied to the Value Hounds board. 9:25 PM

Re: House of cards...

"Sorry, you can only recommend a post to the Best of once."

Dang.

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Boards Post

ajm101 replied to the Value Hounds board. 9:23 PM

Re: House of cards...

Interesting about the subject: http://www.forbes.com/sites/matthewherper/2014/06/12/valeant...

Sat Jun 14

NL

Boards Post

ajm101 replied to the Mining and Metals board. 3:02 PM

Re: nickel, cobalt, chromium

Noront (NOSOF) and Altius (ATUSF) have both come up, too. KWG Resources (KWGBF) is a maybe. Any opinions on them would be appreciated.

Thu Jun 5

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Boards Post

ajm101 replied to the Mining and Metals board. 8:46 PM

Re: nickel, cobalt, chromium

Agreed, I am not at all above scouring the TSX for mining juniors and buying their shares OTC on the grey market. More than one of those in the portfolio right now. No gold, but plenty of good oil & gas E&P companies as well as more useful [more]

NL

Boards Post

ajm101 replied to the Falling Knives board. 11:20 AM

Re: Coal Companies

I want to live in a country where narcissistic dopes can keep their mouths shut about their politics in polite company (or even the FK board).

There are plenty of politics boards on TMF. By all means talk politics, just take it over [more]

Wed Jun 4

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Boards Post

ajm101 replied to the Falling Knives board. 9:18 PM

Re: Coal Companies

Hitler! There, is this thread over yet?

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Boards Post

ajm101 posted to the Value Hounds board. 4:59 PM

not IBM

http://www.cringely.com/2014/06/04/decline-fall-ibm/

I know some people on this board own IBM. Reconsider.

Tue Jun 3

NL

Boards Post

ajm101 replied to the Falling Knives board. 11:34 PM

Re: FKA: ZQK

Wow, among the biggest decliners of the day are Krispy Kreme (KKD) and Doral Financial (DRL). Makes me nostalgic for some real falling knives!

Mon Jun 2

NL

Boards Post

ajm101 replied to the Falling Knives board. 10:02 PM

Re: Coal Companies

To be fair, Patriot Coal was created to go bankrupt if I remember correctly, having been spun off of Peabody with a lot of underfunded pension liabilities. I think there was a lawsuit or two to that effect..

Fri May 30

NL

Boards Post

ajm101 posted to the Mining and Metals board. 1:28 PM

nickel, cobalt, chromium

Any suggestions of publicly traded mid-size or junior pure-ish plays for those metals? I've done a little looking, and was disappointed that a lot of them were snapped by by xstrata, vale, rio, et. al.

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Boards Stats & Trivia

One star, 50 posts
Board Posts 165
Recs Received 301
People who have rec'd these posts 149
Recs to Posts Ratio (last 30 days) N/A
Threads Started 41
Threads Started Percentage 24.85 %
Most Frequent Board Falling Knives
Very First Post A IV Stocks That Interest You post. (10/14/2005)
Percentage of Posts Rec'd 66.67 %
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