gocanucks’ Activity

Mon Apr 14

NL

Boards Post

gocanucks replied to the Deranged Monkey Criticism board. 11:16 PM

Re: apparel retailers

thanks for the nice find.

i guess we as outsiders will never know the full story, but I find myself fully behind Jay and Roger. My memory could be off, but I think Markfield had come back twice already, once in '05, and once in '09, both [more]

Fri Apr 11

NL

Boards Post

gocanucks replied to the Deranged Monkey Criticism board. 8:11 AM

Re: random China observation

I can understand your CAT thesis. What is your beef with HPQ?

i have no beef with HPQ. in fact, i was on record here 1.5 years ago suggesting long HPQ short IBM made sense.

i just think the risk/reward is different at $32 [more]

Thu Apr 10

NL

Boards Post

gocanucks posted to the Deranged Monkey Criticism board. 9:32 PM

GILD?

i thought this was a very good article.
http://seekingalpha.com/article/2129273-a-physician-business...

Naj, i think [more]

NL

Boards Post

gocanucks replied to the Deranged Monkey Criticism board. 3:08 PM

Re: random China observation

ok, i can't help it.


Chinese exports tumbled 6.6% on year in March, which represented an improvement from an 18.1% plunge in February, although consensus was for growth of 4%.Imports slumped 11.3% after climbing 10.1% and missed
[more]

Tue Apr 8

NL

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gocanucks replied to the Deranged Monkey Criticism board. 2:24 PM

Re: apparel retailers

ok, as I read more transcripts, I guess I am coming more into your camp. honestly there is just very few things to get excited about. a few random stuff.

1. CWTR: finally filed. I felt this thing was going BK back in '08, but they lasted 6 [more]

Sat Apr 5

NL

Boards Post

gocanucks replied to the Deranged Monkey Criticism board. 4:19 PM

Re: How to play the top

at the risk of jinxing myself, i wonder if we are finally (hey, just one year early) seeing some of the sequences Livermore outlined.

So we had a few corrections in the last 18 months, but this latest one feels a bit different. first, all [more]

Thu Mar 27

NL

Boards Post

gocanucks posted to the Deranged Monkey Criticism board. 5:33 AM

random China observation

i just spent a month in China to attend some family matters. my mind was not on markets/macro per se, but some random observations.

1. The extent of economy tied to real estate is just staggering. none of this should be new info, but it [more]

NL

Boards Post

gocanucks replied to the Deranged Monkey Criticism board. 4:43 AM

Re: apparel retailers

i dunno if i want to give up on the space all together. like you, i am frustrated by my lack of profit $ in this space last year. but i am not sure any of the things you said was new/different from 2002 and 2009. maybe the internet is a bigger threat [more]

Tue Feb 18

NL

Boards Post

gocanucks replied to the Deranged Monkey Criticism board. 1:09 PM

Re: More M+A

FRX deal is interesting. The founder/chairman is probably the smartest deal maker in pharma space history, and he had the balls to tell Icahn to stfu (more or less). He has been sitting on dry powder for the longest time despite street analysts [more]

NL

Boards Post

gocanucks replied to the Deranged Monkey Criticism board. 11:40 AM

Re: Analyst Report

sw, what's ur email address?

Wed Feb 5

NL

Boards Post

gocanucks replied to the Deranged Monkey Criticism board. 1:52 PM

Re: Remember when....

you and I might be one of the few people who still follow that VL cover sheet with the appreciation potential numbers.

i am getting back to the old habit of flipping through VL every week. aside from that 25% headline number, i can't [more]

NL

Boards Post

gocanucks replied to the Deranged Monkey Criticism board. 10:59 AM

Re: 25%

thanks for sharing. when did he re-start? what was his number? any other nuggets would be more than appreciated.

NL

Boards Post

gocanucks replied to the Deranged Monkey Criticism board. 10:50 AM

Re: 25%

on a related note, Baupost is 50% in cash at the moment.

I went back and re-read Baupost's letter in the 90's. A few interesting nuggets.

1. HR is absolutely right. Klarman's hit rate on macro prediction/worry is pretty [more]

NL

Boards Post

gocanucks replied to the Falling Knives board. 9:53 AM

Re: FKA: PM

PM (along with other global tobacco names) are suffering from currencies, negative regulatory pressure in a few key markets (EU, Russia, Phillipines), and 2014 looks like another flat year after 2013. We are seeing some turn-over in core shareholder [more]

Mon Jan 27

NL

Boards Post

gocanucks replied to the Deranged Monkey Criticism board. 10:04 PM

Re: 25%

a graphical depiction.

https://twitter.com/MarkTDodson/status/427805263395950592/ph...

of course, this is not a market timing tool and inflation is [more]

NL

Boards Post

gocanucks replied to the Falling Knives board. 7:06 PM

Re: Sinking knife: WMT

DTM, i am sorta torn on WMT, and I'd love to hear your take. It has less to do with the merits on the stock itself but more to do with portfolio management/position sizing.

I get the appeal of limited downside, but I honestly can't get [more]

NL

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gocanucks posted to the Deranged Monkey Criticism board. 10:11 AM

SBUX comment

maybe Schultz is on to something. retailer after retailer is reporting horrendous traffic #, despite improving economy and lower gasoline price. can't be just weather.

Good thing AMZN drone is not offering fresh coffee delivered in 15 [more]

Sun Jan 26

NL

Boards Post

gocanucks replied to the Falling Knives board. 4:21 PM

Re: Sinking knife: WMT

DTM, here is something you probably will find interesting. i think the recent struggle at FDO clearly highlights that WMT will be the winner against $ stores in the long run, contrary to the consensus view. I like the idea.

from a sell side [more]

Fri Dec 27

NL

Boards Post

gocanucks posted to the Deranged Monkey Criticism board. 10:36 AM

OT:

Small personal announcement. I am finally taking the plunge and starting a fund (with a friend). My wife took a picture of us signing partnership documents and shook her head -- she couldn't believe we were in hoodies.

As a few people know, [more]

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Boards Stats & Trivia

Big red star, 1000 posts Feste Award Nominee! Old School Fool
Board Posts 2342
Recs Received 6366
People who have rec'd these posts 728
Recs to Posts Ratio (last 30 days) N/A
Threads Started 359
Threads Started Percentage 15.33 %
Most Frequent Board Deranged Monkey Criticism
Very First Post Re: Top price for MO (7/7/2002)
Percentage of Posts Rec'd 64.82 %
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