ajm101’s Activity

Thu Apr 10

NL

Boards Post

ajm101 posted to the Mining and Metals board. 9:22 AM

Alexandria

I'm generally not too focused on gold miners, but I am curious if anyone has thoughts on AZX.V/ALXDF. The Cadillac Break properties are large and almost adjacent along the same geological trend as Osisko's Malarctic. I wonder if the bidding war [more]

Sun Mar 2

NL

Boards Post

ajm101 replied to the Value Hounds board. 12:15 PM

Re: Catch the Wave?

Shoot... I don't want to start a raw milk thing, but I will say this: raw milk (at the very least) should be treated with care. The risk of foodborne infection is much higher (E coli, listeria, etc) and there is transmission risk of bovine [more]

Wed Feb 26

NL

Boards Post

ajm101 replied to the Value Hounds board. 11:39 PM

Re: SBUX- Sell or hold

DCF and DDM are fine valuation techniques and plenty of people here use them to some degree, or are at least familiar with them. The problem was that your model for the cash flow for PHM was awful, so your resulting DCF valuation was, too. Pulte is a [more]

Fri Feb 21

NL

Boards Post

ajm101 replied to the Value Hounds board. 1:02 AM

Re: Euthanasia of the rentier

Stay well.

NL

Boards Post

ajm101 replied to the Value Hounds board. 12:57 AM

Re: $19 B ????!!!!???

I think $19B is crazy, too... BUT

The bubble days were a lot more about business model stories. No users, no revenue, just "hey, we have a website, so the world is our oyster".

WhatsApp has 450M users, and some percentage [more]

Sun Feb 16

NL

Boards Post

ajm101 replied to the Value Hounds board. 9:51 PM

Re: Poll: 2007-2009 Meltdown

Do you feel this is the right board for this discussion?

NL

Boards Post

ajm101 polled the Value Hounds board. 6:31 PM

Poll: navelgazing

Why do you think people bring in politics into non-political boards?

NL

Boards Post

ajm101 posted to the Value Hounds board. 12:25 AM

GTT

Anyone ever looked into GTT?

sw, I don't know if you remember, but when you posted about NSYS I replied (I couldn't believe anyone else here had looked into them) and mentioned a few other small caps that had come up in the same screen as [more]

Fri Feb 14

NL

Boards Post

ajm101 replied to the Value Hounds board. 1:21 AM

Re: FOSL questions

I know nothing about the watch market, but I know that Apple is widely reported to be close to releasing a watch: [more]

Wed Feb 12

Fri Feb 7

NL

Boards Post

ajm101 replied to the Falling Knives board. 2:37 AM

Re: FKA: PM

Profiting from cigarette sales is obviously unethical. They sell grossly marked-up drugs to addicts that reduce their lifespans by 10 years on average.

Wed Feb 5

NL

Boards Post

ajm101 replied to the Value Hounds board. 2:03 AM

Re: GOOG -things not to like

I'm not going to disagree that GOOG is pricey here.

But the Motorola Mobility acquisition was a coup, absolutely brilliant. One of their cornerstones for future growth is Android, and the biggest risk to it was patent vulnerability. See [more]

Tue Jan 28

NL

Boards Post

ajm101 replied to the Falling Knives board. 12:41 AM

Re: Sinking knife: WMT

I have some shares of WMT in one account. Not a major position, but equal weight with most of the other positions.

That said, they treat their employees and suppliers poorly. They don't treat their customers all that well either. The [more]

CAPS Stats & Trivia

CAPS Player Rating 32.21
Player Rank 50747 out of 74859
Score -1479.07
Score Change Today -18.16
Accuracy 76.47%
Active Picks 40
Total Picks 332
Best Pick BBEP (+126.09)
Worst Pick LPRIQ (-155.06)
Average Score per Pick -4.45
Charms Earned 8
Highest Rated Favorite Mega
Go to ajm101’s CAPS page

Boards Stats & Trivia

One star, 50 posts
Board Posts 152
Recs Received 253
People who have rec'd these posts 124
Recs to Posts Ratio (last 30 days) N/A
Threads Started 39
Threads Started Percentage 25.66 %
Most Frequent Board Falling Knives
Very First Post A IV Stocks That Interest You post. (10/14/2005)
Percentage of Posts Rec'd 67.76 %
Show ajm101’s 10 Latest Posts