imuafool’s Activity

Yesterday

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Boards Post

imuafool replied to the Saul's Investing Discussions board. 10:26 PM

Re: Re: Trinity and GBX

Sheesh Saul.

I really hate this kind of half-a$$ clips by a Seeking Alpha news editor, who failed to cite the original source that he copied only portions of verbatim, i.e., a WSJ article by Bob Tita, who also wrote:
[more]

Thu Apr 16

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Boards Post

imuafool replied to the Saul's Investing Discussions board. 7:00 PM

Re: A new statistic – The 1YPEG

Saul,

I also have a problem with PEG calculations that use a 5-year expected growth rate, i.e., YAHOO FINANCE and others.

That’s why I take a look at the 1-year PEG ratios readily available at the Nasdaq site.
[more]

Mon Apr 13

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Boards Post

imuafool replied to the Saul's Investing Discussions board. 10:49 AM

Re: Trinity Industries (TRN) vs. GBX and WAB

Saul,

This is an ongoing whistleblower case that originated in 2005. On October 20, 2014, a federal jury decided that Trinity Industries should pay $175 million in a case brought by a whistleblower who questioned the safety of thousands of [more]

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Boards Post

imuafool replied to the Saul's Investing Discussions board. 10:01 AM

Re: Trinity Industries (TRN) vs. GBX and WAB

Ears: I think ROIC is a better comparison than ROE for these companies. ROE can be misleading when there is debt ....
Also did a back of the envelope weighted cost of
[more]

Sun Apr 12

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Boards Post

imuafool replied to the Saul's Investing Discussions board. 7:40 PM

Re: Trinity Industries (TRN) vs. GBX and WAB

Anirban,

Thanks for your feedback.

You have a good eye and fiscal sense. GBX’s EPS for 2014 should be $3.44, not $0.44. My computer worksheet table shows 3.44, but I must have deleted the 3 digit, when realigning table numbers to [more]

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Boards Post

imuafool posted to the Saul's Investing Discussions board. 2:50 AM

Trinity Industries (TRN) vs. GBX and WAB

BACKGROUND

In January 2014, I conducted my due diligence on companies (TRN, GBX, ARII and RAIL) that manufactured railroad cars, in particular, oil tank cars. Back then, these companies could not make these cars fast enough to meet the huge [more]

Thu Apr 9

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Boards Post

imuafool replied to the Saul's Investing Discussions board. 8:40 PM

Re: Lithia Motors (LAD)

utahchris: how do these businesses tend to fare in a recession? I assume it's bad... but how bad.
=================================
Chris,

Take a look at the “Profitability and SAAR” graph on Page 8 of the LAD Investor [more]

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Boards Post

imuafool posted to the Saul's Investing Discussions board. 4:46 PM

Lithia Motors (LAD)

Last October 2014, I began looking at the auto dealership industry, when this cyclical sector was experiencing a sharp price pullback over several weeks. During my research, the sector’s stock prices suddenly spiked upward, when Berkshire Hathaway [more]

Thu Apr 2

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Boards Post

imuafool posted to the Saul's Investing Discussions board. 12:23 PM

QORVO, one not discussed here

Back in August 2014, when board dwellers here and a TMF pay site were going gaga over Skyworks Solutions (SWKS), I posted the following at the Value Hounds board concerning RF Micro Devices Inc. (RFMD) that historically experienced a dead cat bounce [more]

Sun Feb 15

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Boards Post

imuafool posted to the Gardening and Landscaping board. 3:11 PM

S. Calif. winter heat wave

While the U.S. Northeast is snow bound and the Boston area expects 6 feet more of snowfall, high temperatures in my Los Angeles County city have ranged from the mid-70s to the high 80s during the recent past two weeks. Last Friday’s high temperature [more]

Fri Nov 21

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Boards Post

imuafool posted to the Value Hounds board. 6:02 PM

Part 2 Rodriguez: new great recession coming

Part 1 provides background info about value investor Robert Rodriguez that helps understand where he is coming from in this Part 2 post.

Back in 2007 [“Absence of Fear” CFA Society of Chicago speech [more]

Mon Nov 10

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Boards Post

imuafool posted to the An Open Letter board. 6:22 PM

An Open Letter

To the Rubulavirus MuV carrier (whoever you were in 1945):

This Veterans Day, thanks for unintentionally and fortuitously saving my father’s life.

In April 1945, you and my 20-year old father, a U.S. Army private, were aboard a [more]

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Boards Stats & Trivia

Three stars, 500 posts Old School Fool
Board Posts 606
Recs Received 3245
People who have rec'd these posts 1255
Recs to Posts Ratio (last 30 days) N/A
Threads Started 376
Threads Started Percentage 62.05 %
Most Frequent Board Macro Economic Trends and Risks
Very First Post Re: Hello Microtians??? (7/27/1999)
Percentage of Posts Rec'd 78.55 %
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