grahamsway’s Activity

Tue Apr 22

NL

Boards Post

grahamsway replied to the Value Hounds board. 1:37 AM

Re: Why use return on equity?

<For financials, ROE is meaningful and ROA/ROIC is a distraction.>

I'm going to have to disagree on this one.

For financials ROA can be an extremely important tell. Their whole business basically revolves around what they make [more]

Mon Apr 21

NL

Boards Post

grahamsway replied to the Boyd Gaming Corporation board. 4:12 AM

Re: Inside Gaming

I'm very bullish (and hold SGMS) for two main reasons.

I think their combination of lottery connections and admittedly relatively weaker gaming equipment talents are a nice combo for potential online gaming expansion. Their experience in [more]

Recommendation

grahamsway recommended wcpjr's post on the Boyd Gaming Corporation board. 3:58 AM

Re: Inside Gaming
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Boards Post

grahamsway replied to the Boyd Gaming Corporation board. 3:55 AM

Re: IA=PENN LOSING A CASINO???

I wonder if the Argosy Casino ever ran into a meeting like this.

http://www.youtube.com/watch?v=MSfBrw1Sxy0

"When you were my guest at the Argosy Casino, didn't you [more]

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Boards Post

grahamsway replied to the Value Hounds board. 3:34 AM

Re: Why use return on equity?

<Why is return on equity the most popular yardstick for a company's performance?>

I'm not sure how popular it is. It's pretty low on my list of meaningful stats.

All it basically is supposed to show is generally what an [more]

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Boards Post

grahamsway replied to the Value Hounds board. 2:52 AM

Re: Accuracy of financial data

When it comes to financials, I have to agree with the post from captainccs:

"only by looking at the actual financial statements can you make sense of them"

In many industries, the reported income statements aren't very [more]

Recommendation

grahamsway recommended captainccs's post on the Value Hounds board. 2:39 AM

Re: Accuracy of financial data

Fri Apr 18

NL

Article

grahamsway published an article 10:25 AM

Are Refining Stocks Headed for Tough Times?

Investors may want to be cautious on shares of refiners. Though recent share price advances may suggest otherwise, there is evidence that companies like Valero Energy, Tesoro Corp. and Marathon Petroleum could find profits harder to achieve [more]

Tue Apr 15

NL

Article

grahamsway published an article 5:32 PM

A Time-Tested Way to Profit in a "Rigged" Market

Is the market rigged? It might not matter. History has shown a way investors can profit from stocks like Republic Services, Susquehanna Bancshares, or SpartanNash, even when the market is unfair.

Mon Apr 14

NL

Article

grahamsway published an article 8:21 AM

Why and How I'm Buying the Downtrodden Gold Miners

Gold miners have taken a beating over the last year and a half. But things may be getting better for the sector. Investors with a safety-first attitude may want to start considering the downtrodden gold producers again.

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Boards Post

grahamsway replied to the Value Hounds board. 2:07 AM

Re: momentum losing momentum

Related to Icahn and Netflix,

Having been on both sides of more than a few of Icahn's forays this was my take:

[more]

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Boards Post

grahamsway replied to the Boyd Gaming Corporation board. 1:06 AM

Re: Regional casinos????

Thanks for the great link!

I've been holding off on my PENN buy more because of the impending Russia/US world war. Just kidding, though its still a tense situation over there.

But given the winter blues, maybe waiting until 1Q's are [more]

Recommendation

grahamsway recommended wcpjr's post on the Boyd Gaming Corporation board. 12:56 AM

Re: Regional casinos????

Recommendation

grahamsway recommended wcpjr's post on the Boyd Gaming Corporation board. 12:56 AM

Regional casinos????
NL

Boards Post

grahamsway replied to the Value Hounds board. 12:46 AM

Re: Herbalife back in the news and down

I spent a bit of time on Herbalife and it appeared that the numbers and general facts do not support a pyramid scheme via FTC def.

[more]

Sat Apr 12

NL

Boards Post

grahamsway replied to the Value Hounds board. 12:53 AM

Re: Follow the money: China rising

<concluding not to invest in anything based in China sounds like throwing out the baby with the bathwater. It's the easy way to stay safe. But at what opportunity loss?>

Hi Denny,

I agree there's probably decent, even [more]

Fri Apr 11

NL

Boards Post

grahamsway posted to the Biotechnology board. 2:32 AM

VNDA?

Vanda Pharma looks an interesting situation.

The company's got the drug and looks to be getting the marketing under way.

The market is apparently not that big but pretty much their own.

It seems the drug should be [more]

NL

Boards Post

grahamsway replied to the Investing Beginners board. 1:16 AM

Re: New to Investing

< I bought the Intelligent Investor >

Hi killfish86,

The Intelligent Investor is a great book but not the easiest read.

I'd recommend that you concentrate on these chapters to start:

Chapter 1, so you feel [more]

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Boards Post

grahamsway posted to the Boyd Gaming Corporation board. 12:41 AM

PENN pt2

Thanks for the take on PENN.

After looking at it for awhile, it looks cheap enough. Maybe everybody went ga-ga over the REIT engineering part and dismissed the actual gaming part.

Interestingly, I noticed two recent upgrades that [more]

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Boards Post

grahamsway replied to the Value Hounds board. 12:30 AM

Re: Follow the money: China rising

China will probably be a money maker but its unclear as to when.

Frankly, the place is a mess. Environmental problems, rotting internal debt situation, general misallocation of capital by the government going on 6 years, and demographic [more]

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