elcid24’s Activity

Tue Oct 28

Blog Comment

elcid24 commented on ElCid16's blog post. 9:45 AM

A Steel Producer with a Wonderful Track Record - Trading for Half Price

Costs go back down, even if asset turnover doesn't get better (hope it does!) net margin will improve...which will mean ROA will improve...and return on equity will recover as well!

[more]

Tue Oct 21

Blog Comment

elcid24 commented on ElCid16's blog post. 6:48 PM

My [attempted] unbiased assessment of IBM

I think we're on the same page, now...

Blog Comment

elcid24 commented on ElCid16's blog post. 6:47 PM

My [attempted] unbiased assessment of IBM

Yeah - from a Revenue perspective IBM's services group is bigger.

ACN does about $32B annually, versus $57B for IBM.

Vault rankings measure more along the lines of "which company is

[more]

Blog Comment

elcid24 commented on ElCid16's blog post. 5:17 PM

My [attempted] unbiased assessment of IBM

Thanks for stopping by, Value. 

On JohnCLeven's blog, in regards to your point that IBM is still "the LEADER in its field"...

Accenture ranks above IBM in both IT Strategy

[more]

Mon Oct 20

Caps Pick

elcid24 made a pick in CAPS. 11:25 AM

Deutsche Bank AG (USA) (DB) will Outperform the S&P 500

CAPS Outperform Pitch

elcid24 wrote about Kulicke and Soffa Industries, Inc. (KLIC) . 10:59 AM

KLIC Outperform

I don't know much about what the company does. But, this is more of a Ben Graham or Walter Schloss pick. Current Assets: $830MM ($600MM is cash) TOTAL Liabilities: $180MM Annual Cash Flows (past 4 years): $86MM, $200M, $183MM, $95MM TTM Cash Flow: [more]

Caps Pick

elcid24 made a pick in CAPS. 10:37 AM

Kulicke and Soffa Industries, Inc. (KLIC) will Outperform the S&P 500

Sun Oct 19

Blog Comment

elcid24 commented on ElCid16's blog post. 9:36 PM

Predictions

Hopefully, we get there someday. 

Yes sir... 

Thu Oct 16

Blog Comment

elcid24 commented on ElCid16's blog post. 1:42 PM

Taking a step back and look at Tesco from a rational perspective.

So, the dust is beginning to settle with Buffett and his Tesco stake.  He sold some of his position, but not much.

According to the article below, he only took his position down from 3.7% to 3.0%.  For

[more]

CAPS Outperform Pitch

elcid24 wrote about Barclays PLC (ADR) (BCS) . 12:59 PM

BCS Outperform

From 1994 to 2009 (a 16 year period) Return on Equity ranged from 13-26% every single year. The average ROE during that same time was about 18%. However, the past 4 years have not been kind to BCS. Annual returns on equity have been 7, 6, 0, and 1%. [more]

Caps Pick

elcid24 made a pick in CAPS. 10:55 AM

Barclays PLC (ADR) (BCS) will Outperform the S&P 500

CAPS Outperform Pitch

elcid24 wrote about Seadrill (SDRL) . 1:01 AM

SDRL Outperform

Seadrill's normalized pre-tax earnings have ranged from $1.4B to $1.7B over the past several years. Market Cap is now down to $11B, so trading at about 7x pre-tax earnings. I'll take a flier on this in CAPS, but with real money I'd much rather invest [more]

CAPS Outperform Pitch

elcid24 wrote about American Express (AXP) . 12:50 AM

AXP Outperform

In 18 of the past 20 years ROE has been at least 19%. Not once during that 20 year span was ROE below 10%. Whether you average the past 5, 10, 15, or 20 years, the average ROE is greater than 23%. Share count is shrinking, book equity is growing, and [more]

Wed Oct 15

Caps Pick

elcid24 made a pick in CAPS. 2:36 PM

American Express (AXP) will Outperform the S&P 500

Caps Pick

elcid24 made a pick in CAPS. 2:35 PM

Citigroup Inc (C) will Outperform the S&P 500

Caps Pick

elcid24 made a pick in CAPS. 2:35 PM

Bank of America (BAC) will Outperform the S&P 500

CAPS Outperform Pitch Reply

elcid24 commented on ElCid16's pitch for RIG. 10:48 AM

I quickly corrected this investment mistake, and took my money out of RIG. I absolutely HATE buying and selling on a week to week basis, and the thought of paying 2 commissions within a few weeks irks me. But, I think there are better places to [more]

Mon Oct 13

Caps Pick

elcid24 made a pick in CAPS. 10:35 PM

Discovery Communications (DISCK) will Outperform the S&P 500

Caps Pick

elcid24 made a pick in CAPS. 10:34 PM

Chesapeake Energy (CHK) will Outperform the S&P 500

Caps Pick

elcid24 made a pick in CAPS. 10:32 PM

Seadrill (SDRL) will Outperform the S&P 500
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CAPS Stats & Trivia

CAPS Player Rating 70.00
Player Rank 22520 out of 75062
Score 351.22
Score Change Today -9.17
Accuracy 52.47%
Active Picks 107
Total Picks 167
Best Pick VLO (+83.02)
Worst Pick COH (-77.56)
Average Score per Pick 2.10
Charms Earned 4
Highest Rated Favorite Mega
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