brittlerock’s Activity

Yesterday

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brittlerock replied to the Saul's Investing Discussions board. 3:19 PM

Re: Solar City (Tesla's sister company)

There are a host of problems with home scaled battery systems. Noe of them are impossible to resolve, in fact I Have friend with an off-grid summer home on an island where solar combined with a battery system was his only alternative for continuous [more]

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brittlerock replied to the Saul's Investing Discussions board. 3:03 PM

Re: Solar City (Tesla's sister company)

OK - at risk of providing too much information, I'll provide a follow-up on this thread because I've been studying this for years now. I've accumulated a lot of knowledge on the subject. And, way back, a long time ago, I almost became and electrical [more]

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brittlerock replied to the Saul's Investing Discussions board. 2:08 PM

Re: Earnings Season so far

Oh yeah - I got more to say about the grid and our electrical systems in general - but this thread doesn't seem like the right one for it.

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brittlerock replied to the Saul's Investing Discussions board. 2:06 PM

Re: Earnings Season so far

Well - books have already been written on patents, copyrights, trademarks and trade secrets so I'm not going to belabor the point. As you pointed out, some patents offer better protection than others. My father was a designer, he held several all but [more]

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brittlerock replied to the Saul's Investing Discussions board. 1:32 PM

Re: Lannett Company (LCI)

Denny,
Thanks for the reply. I'm not sure I would give much credence to whatever happened at almost any company 16 years ago. Current CEO has been driving the ship for 9 years, so there's an argument to look back that far. But even though we only [more]

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brittlerock replied to the Saul's Investing Discussions board. 1:24 PM

Re: Reflections on LL Q4 and FY 2014

I don't want to cross-wise with TMF posting rules, but I think it's safe to report that Hidden Gems had a none to flattering report on LL today. If you subscribe to that service, I suggest you read it.

Pretty much at issue is both the [more]

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brittlerock posted to the Saul's Investing Discussions board. 11:48 AM

Lannett Company (LCI)

I usually don't prospect for investment opportunities because I think I lack the expertise to perform the necessary analysis. My standard MO is to let others do the initial prospecting and analysis and then I subsequently decide if I think the [more]

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brittlerock replied to the Saul's Investing Discussions board. 9:53 AM

Re: Earnings Season so far

I own some AIOCF but don't see much of a moat.

That fat portfolio of patents and patent applications would be considered a rather wide moat by most investors. Tech companies don't build these portfolios just for giggles. They do so in [more]

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brittlerock replied to the Saul's Investing Discussions board. 1:19 AM

Re: Solar City (Tesla's sister company)

Zildjian (do you have anything to do with the famous brand of cymbals?), I'm afraid you have really got things wound around an axle here. Most utilities are fighting against the deployment of personal solar installations for a variety of reasons. [more]

Wed Mar 4

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brittlerock replied to the Saul's Investing Discussions board. 11:46 PM

Re: Totally OT - Centigrade vs Farenheit

Sorry jkm, it's just not so. Simply because the Fahrenheit scale is so bizarre and I tend to be kind of a geek, I've researched this.

As it turns out nobody actually knows for certain why Fahrenheit came up with 32 for freezing and 212 for [more]

Mon Mar 2

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brittlerock replied to the Saul's Investing Discussions board. 11:25 PM

Re: Portfolio Performance

Thanks all for the speedy replies . . .

I am setting up an Excel spreadsheet so that's what prompted the question. I'm far from an Excel whiz so I'm trying to keep it simple. Tracking dividends, option sales, margin interest (I don't use [more]

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brittlerock posted to the Saul's Investing Discussions board. 7:14 PM

Portfolio Performance

I've got a question about handling certain cash transactions and how to incorporate them as part of the performance measure.

I completely get the idea of recalculating the performance factor with an injection of cash from outside the [more]

Sun Mar 1

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brittlerock replied to the Saul's Investing Discussions board. 12:37 PM

Re: Estate Planning

The bank explained that if I leave the money in trust for her they are required to invest it poorly (in bonds, super-blue chips, conservative mutual funds, etc), in investments whose only claim to fame is that they are guaranteed not to grow. [more]

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brittlerock posted to the Saul's Investing Discussions board. 1:09 AM

Estate Planning

This note is intended for the older set here, that includes Saul, I'm not sure who else, but anyone who is already retired and investing not only for themselves but for the family who will likely out live them.

I recently attended a [more]

Fri Feb 27

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brittlerock replied to the Saul's Investing Discussions board. 9:16 AM

Re: Reflections on LL Q4 and FY 2014

Interesting - As I was reading your post I started thinking an option strategy is probably the way to go with this and as I kept reading your last paragraph mentioned selling $45 Aug puts. That's something I'll seriously consider. The only thing I [more]

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brittlerock replied to the Saul's Investing Discussions board. 12:22 AM

Re: Reflections on LL Q4 and FY 2014

Despite what might look good here from a financial perspective, I'm inclined to sit on my thumbs for at least a little while here to see how the PR plays out.

They might defend themselves and they may be right as rain, but the general public [more]

Wed Feb 25

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brittlerock replied to the Saul's Investing Discussions board. 7:55 PM

Re: Yelp: just say no.

I have a problem with insiders having more votes. They are not going to look out for everyone the same way.

Of course they will look after their self interest first. So what?

Of all the good reasons to not own a company [more]

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brittlerock replied to the Saul's Investing Discussions board. 10:16 AM

Re: Zillow

What matters is whether you have a better stock to put the money in right now.

Even this rule can help you lose money. My (new) rule is would I buy it today? If not, I have to very seriously consider selling it even if I don't have a [more]

Tue Feb 24

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brittlerock replied to the Saul's Investing Discussions board. 2:54 PM

Re: GTLS - Using today's pop to get out!

So from the report:

- Record sales and operating income for 2014 on solid execution
- Strong balance sheet and liquidity to weather market uncertainty and capitalize on opportunities
- Robust 2014 operating cash flow of $119
[more]

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brittlerock replied to the Saul's Investing Discussions board. 2:24 PM

Re: XOOM - Is it disrupting or fading away?

Actually, his age may work in his favor. The airplane business is like a special boys club (virtually no women in any executive suites though there are a few female board members. Wouldn't surprise me if they had a secret handshake and all). It's not [more]

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Board Posts 156
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