earslookin’s Activity

Today

NL

Boards Post

earslookin replied to the Weekly Analysis Club board. 8:04 AM

Re: My AYI Analysis

Hi Neil,

Nice write up, thanks for sharing.

Your observation about dependence on cyclical industries is a key for me. Right now AYI is in a fairly long-in-the-tooth up cycle -- not a great time to embrace.

I have a couple [more]

Sat Jul 4

NL

Boards Post

earslookin posted to the Weekly Analysis Club board. 10:33 AM

Acuity (AYI)

I like that it's self-funding. It has some characteristics of a strong franchise. I don't like the debt overhang.

The Board meetings must be real fun -- almost all of them are my age. They must take turns nudging each other to stay [more]

Thu Jul 2

NL

Boards Post

earslookin replied to the Weekly Analysis Club board. 5:34 PM

Re: Is it really Thursday??

Um, I think I'm going to be late again. I have lots of good excuses, though, especially if they don't have to be true.

Somewhere you mentioned you had a two year old. Enough said!

NL

Boards Post

earslookin replied to the Saul's Investing Discussions board. 5:19 PM

Re: Monthly summary of my positions, end of June

OK, guys, I am game! Here are my YTD numbers, which are handily beating my annualized 2% CAGR target: My account: 2.1%

Rich,

From one curmudgeon to another, I fear you've been turned to the light side. No matter. We can fix [more]

Sat Jun 27

NL

Boards Post

earslookin replied to the Weekly Analysis Club board. 9:07 AM

Re: Analyze in 15 minutes a day

For those doing analyses or are comfortable doing them, what would you change?

I'd add 15 minutes to Day 7...

Checklist (15 minutes)

How does this business make money?

How is it financed?

[more]

Fri Jun 26

NL

Boards Post

earslookin replied to the Weekly Analysis Club board. 5:59 PM

Re: My DPLO Analysis

If you didn't already see it, this guy seems to know something about the industry and is (mostly) positive about DPLO...

[more]

Mon Jun 22

NL

Boards Post

earslookin replied to the Saul's Investing Discussions board. 9:35 AM

Re: YPEG Questions

Would you consider selling high YPEG price stocks in your port?

For me, PE and PEG value the stock, not the business. They suggest whether the current stock price is reasonable in relation to earnings. But they don't tell me what the [more]

Sat Jun 20

NL

Boards Post

earslookin replied to the Weekly Analysis Club board. 9:44 PM

Re: Odds & Ends (Some on HUBS, some not)

Yes, and isn't that always the question?

It is.

The value of any investment is the sum of it's future cash flows (emergent birds) expressed in terms of today's dollars.

By rights, before I make any investment, I [more]

NL

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earslookin replied to the Weekly Analysis Club board. 1:12 PM

Re: HUBS a bub

so I'm sure my tielessness would not toss me into the general non-positive category of the tieless...

I may have exaggerated a tad. Some of my friends and relations are stubbled, untied, take frequent naps in Cambridge, and work just [more]

Fri Jun 19

NL

Boards Post

earslookin posted to the Weekly Analysis Club board. 8:16 PM

HUBS a bub

Here in Boston we hate what's happened over in neighboring Cambridge over the last decade or two. In our view, those stubble-faced, tieless new wave entrepreneurs -- like at HubSpot -- have contributed zero to humanity -- other than raising prices in [more]

NL

Boards Post

earslookin replied to the Weekly Analysis Club board. 7:47 AM

Re: HUBS Report

I love your write-ups, okapimoon!

Me too! But you're no slouch, Neil. ;)

Seriously, I've enjoyed immensely reading both your write ups. You both combine insight with an engaging writing style. Much appreciate your [more]

Sun Jun 14

NL

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earslookin replied to the Weekly Analysis Club board. 4:16 PM

Re: Neil - Stock-Based Compensation

and perhaps in some other situations more? bonds maybe?

Bonds are a form of debt. But you're right, there's another class of investment that doesn't fit either debt or equity: derivatives. Derivatives include animals like options, [more]

Fri Jun 12

NL

Boards Post

earslookin replied to the Weekly Analysis Club board. 9:04 PM

Re: Neil - Stock-Based Compensation

Hi okapimoon,

Congratulations on your post of the day. Good job on the analysis of LAD. Maybe you don't need those books after all!

411,185 total capital equity...it makes sense that all the original equity plus the debt borrowed [more]

Thu Jun 11

NL

Boards Post

earslookin replied to the Weekly Analysis Club board. 8:53 PM

Re: Neil - Stock-Based Compensation

okapimoon,

You are asking great questions.

Where do we finance the cost of financing? And what and how much are they financing that even if it were 8% it would reduce total return on equity? (Are they financing all or equal to [more]

Wed Jun 10

NL

Boards Post

earslookin replied to the Weekly Analysis Club board. 10:08 PM

Re: Neil - Stock-Based Compensation

where do I discover the tax rate is 15%?

Go back to the 10-K and if you have Internet Explorer use "Edit/Find on this page..." and type in "effective tax rate" without the quotes. It should take you to the place in [more]

NL

Boards Post

earslookin replied to the Weekly Analysis Club board. 7:37 PM

Re: Neil - Stock-Based Compensation

okapimoon,

My first ever actually searched, found, and opened 10K!

lol, some people would rather get a root canal than read a 10-K. You have courage.

Okay, if you open up that 10-K again and go back to the financial [more]

Tue Jun 9

NL

Boards Post

earslookin replied to the Weekly Analysis Club board. 11:00 PM

Re: Neil - Stock-Based Compensation

okapimoon,

I have to take these one at a time, otherwise it gets too confusing for me.

in your first mention of the LOGM's failure on the five minute test, you talked about the operating profit after tax of $7,387 and operating [more]

NL

Boards Post

earslookin replied to the Weekly Analysis Club board. 10:32 PM

Re: Neil - Stock-Based Compensation

Hi Neil,

To me it's the same as a secondary offering, only you're selling the shares for human capital instead of monetary capital.

It's not the same to me. The company is giving a *discount* to the recipient of the grant. In [more]

NL

Boards Post

earslookin posted to the Weekly Analysis Club board. 8:34 AM

Neil - Stock-Based Compensation

Hi Neil,

The discussion over the last decade or two about stock-based compensation seems to have moved along two tracks -- theoretical and practical. If it works for you, maybe we could first address theory and then later talk about [more]

NL

Boards Post

earslookin posted to the Weekly Analysis Club board. 8:11 AM

okapimoon - ATRI

Hi okapimoon,

Meanwhile, since both "five" tests given rise to immediately thumbs down to first to stocks which have pinpointed their (in your mind) flaws, would it be possible for you to point out a ticker that is a good [more]

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