dividends20’s Activity

Yesterday

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Boards Post

dividends20 polled the Berkshire Hathaway board. 1:03 PM

Poll: WMT - Online

Why doesn't WMT invest more on online retail ?

Here are the market caps:

WMT - 247 B (PE 26)
BABA - 231 B (PE NA)
AMZN - 147 B PE 516

WMT's sales are ~450B and AMZN's are 75B

WMT's strategy of health [more]

Wed Sep 17

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Boards Post

dividends20 replied to the Berkshire Hathaway board. 5:09 PM

Re: USDA Chief Tells Buffett To Get RR Ready

here are only about 14 weeks left in the year, and it takes a while to increase capacity to transport the grains.

Optimizing existing capacity is simple and easy once management understands the importance. That is what is going on [more]

Tue Aug 26

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Boards Post

dividends20 replied to the Berkshire Hathaway board. 7:46 PM

Re: Schiller: everything is bubbly

I can think of at least 2x in the last 15 yrs & it was correct both times. 1999, though it was more of a NASDAQ issue for me then. 2008, when, well you know. ANd those 2x, how much did the SP500 fall?

If you were able to predict [more]

Mon Aug 25

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Boards Post

dividends20 replied to the Berkshire Hathaway board. 5:36 PM

Re: Schiller: everything is bubbly

Who suggests the market should go down 60% to reach fair value?
Seems a bit extreme. Different metrics give different results, but for example a drop of about 31-32% would take the trend earnings yield down to its median level since 1955
[more]

Sun Aug 24

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Boards Post

dividends20 replied to the Berkshire Hathaway board. 10:53 PM

Re: Schiller: everything is bubbly

This argument that S&P is overvalued has been presented many many times in last 10-15 years.

1. Which companin DOW 30 should go down by more than 60% to reach fair value ? (Note Graham said that DOW and S&P track each other). See [more]

Recommendation

dividends20 recommended bankersfate's post on the Berkshire Hathaway board. 10:08 PM

Re: Schiller: everything is bubbly

Recommendation

dividends20 recommended bankersfate's post on the Berkshire Hathaway board. 10:05 PM

Re: Schiller: everything is bubbly

Wed Aug 20

Recommendation

dividends20 recommended Anysimplefool's post on the Berkshire Hathaway board. 8:25 PM

Re: beheading

Tue Aug 19

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Boards Post

dividends20 replied to the Berkshire Hathaway board. 1:11 PM

Re: brookfield asset management

Don't beat yourself up, I studied it for 10 years before making it my #4 position.

What are the other 3 ?

Tue Aug 5

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Boards Post

dividends20 replied to the Berkshire Hathaway board. 12:47 PM

Re: OT: Wally

In that perspective, Walmart seems headed in the right direction.

Walmart is already doomed. It just does not know. Amazon is eating its lunch. Now, Amazon is moving into India ($2b investment). Walmart is pulling out. Numbers will [more]

Thu Jul 31

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Boards Post

dividends20 replied to the Berkshire Hathaway board. 2:43 PM

Re: Where to put $10,000?

The terms overvalued and undervalued can be very emotional, so the
calmest analysis ignores them. Keep it mechanical and just do the math.


Jim - What stocks in DOW 30 do you see that need to go down by 50%-75% so the DOWN is at [more]

Recommendation

dividends20 recommended Rayvt's post on the Berkshire Hathaway board. 1:57 PM

Re: Where to put $10,000?

Tue Jul 15

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Boards Post

dividends20 replied to the Berkshire Hathaway board. 5:50 PM

Re: OT: so you wanted a dividend...

This is why one should stay invested in the market and buy high quality names. Do not give into the "market is overpriced" hype and put all the cash under their pillow.

Fri Jul 11

Recommendation

dividends20 recommended Rayvt's post on the Berkshire Hathaway board. 3:06 PM

Re: Where to put $10,000?

Thu Jul 10

Recommendation

dividends20 recommended Manlobbi's post on the Berkshire Hathaway board. 9:42 PM

IV10/Price Update
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Boards Post

dividends20 replied to the Berkshire Hathaway board. 9:40 PM

Re: Where to put $10,000?

One of the good answers would have been

"Invest in myself by taking advanced courses and training to improve my engineering skills in ..."

Thu Jul 3

Recommendation

dividends20 recommended mungofitch's post on the Berkshire Hathaway board. 12:52 PM

OT: Posco poscibilities

Mon Apr 28

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Boards Post

dividends20 replied to the Berkshire Hathaway board. 8:47 PM

Re: Buffett votes "abstain"...

I lost a little bit of respect for Mr. Buffett.

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Very First Post Re: It's Time (9/8/2011)
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