imuafool’s Activity

Tue Jul 28

NL

Boards Post

imuafool replied to the Saul's Investing Discussions board. 6:30 PM

Re: Fertilizer industry consolidation efforts

My post focus on nitrogen and potash perhaps short-changed the business descriptions for POT, MOS and AGU that require further clarification.

I continue to follow POT, MOS and AGU because they provide not only potash, but also [more]

NL

Boards Post

imuafool posted to the Saul's Investing Discussions board. 12:30 PM

Fertilizer industry consolidation efforts

BACKGROUND

Take a look at this interesting recent chart, “Best of Breed Shareholder Returns,” showing the Top Ten S&P 500 Index Companies by Total Shareholder Return since August 10, 2005, and find some familiar names [more]

Mon Jul 13

NL

Boards Post

imuafool replied to the Weekly Analysis Club board. 4:59 PM

Re: Valuing DATA - R&D Assumptions

Ears et al,

On the question, should R&D be capitalized or expensed, here are some arguments and comments that pertain to ROIC calculations, taken from the following 3/18/2002 thread and proffered by two extremely sharp Fools - Andrew [more]

Thu Jul 2

NL

Boards Post

imuafool replied to the Living Below Your Means board. 11:54 AM

Re: Another *does anyone here remember*

VeeEnn,

Your post reminded me about an ongoing lawn mower exchange program in Southern California that might help your shopping around (even though you live in the Northeast) and, more importantly, offer qualified Southern California [more]

Wed Jun 24

Thu Jun 18

NL

Boards Post

imuafool replied to the Macro Economic Trends and Risks board. 1:16 AM

Re: California Dreamin' (of Water)

Ray: I’m waiting for my Stage 2 notice that will establish my water consumption limit without penalty (using 2013 monthly consumption baseline less 28%).

warrl: So if you watered your lawn seven days a week during the hottest part [more]

Wed Jun 17

NL

Boards Post

imuafool replied to the Macro Economic Trends and Risks board. 4:53 PM

Re: California Dreamin' (of Water)

For now, NOAA predicts a strong, sustainable El Nino that is brewing in the Pacific. This is both good and perhaps bad news for California, i.e., good because it will break California’s going on to 5-year long drought; bad because a very strong event [more]

Thu Jun 11

NL

Boards Post

imuafool replied to the Weekly Analysis Club board. 5:33 PM

Re: My LAD Analysis

Great start, okapimoon!

I highly recommend taking a look at the following Investor Presentation by Lithia Motors with excellent summary information and outstanding easy to understand graphs and tables. Here’s the definition of a term used, [more]

Mon Jun 8

NL

Boards Post

imuafool replied to the Saul's Investing Discussions board. 2:47 AM

Re: Sprouts: a lot of food for thought

I just returned home, after a gathering with friends for dinner and watching the NBA Steph Curry vs LeBron James game. Exciting over-time game!

First of all, for some reason, there’s a glitch in my geographic distribution by state table. [more]

Sun Jun 7

NL

Boards Post

imuafool posted to the Saul's Investing Discussions board. 6:54 PM

Sprouts: a lot of food for thought

INTRODUCTION

Back on 8/1/2013, after doing my due diligence, I was ready to invest in Sprouts Farmers Market (SFM) on its first day of trading. However, SFM opened at $35/share, a whooping 94% premium above the IPO’s priced shares at [more]

Fri May 29

NL

Boards Post

imuafool replied to the Weekly Analysis Club board. 12:56 AM

Re: My ATRO Analysis

Neil,

In my haste to complete my post the other evening while simultaneously watching Game 6 of the Ducks vs. the Blackhawks, I used Google Finance to find the interest expense for ATRO FY 2014, and found $0, which I used in my WACC [more]

Thu May 28

NL

Boards Post

imuafool replied to the Weekly Analysis Club board. 5:16 PM

Re: My ATRO Analysis

Ears previously posted: Now that you have a and b you can compare them to the cost of capital for ATRO. You can calculate this yourself but it's not fun so I cheat and use the industry cost of capital that I get from [more]

NL

Boards Post

imuafool replied to the Saul's Investing Discussions board. 11:48 AM

Re: some 'maybe' picks

I am currently a Lithia Motors (LAD) shareholder. Here’s my LAD post here on 4/9/2015, that went no where with only one response.
[more]

Wed May 20

NL

Boards Post

imuafool replied to the Saul's Investing Discussions board. 3:54 PM

Re: SWKS and QCOM

Well it turns out that QCOM is not only a competitor but is a big customer of SWKS. They use SWKS components in a number of their chip systems. (Yes, it's a complicated world).
================================================
In the [more]

Tue May 19

NL

Boards Post

imuafool posted to the Saul's Investing Discussions board. 10:03 AM

Any appetite for some GRUB?

BACKGROUND

GrubHub Inc. (GRUB) is the nation’s leading online and mobile food ordering company dedicated to connecting hungry diners with local takeout restaurants. The company’s online and mobile ordering platforms allow diners to [more]

Sat May 16

NL

Boards Post

imuafool posted to the An Open Letter board. 10:46 AM

An Open Letter

To all music lovers, especially of the blues,

Last Thursday, we lost a giant purist of the blues, B. B. King.

I have many of his vinyl record albums in my collection; one of my favorites is “B. B. King - Indianola, Mississippi [more]

Mon May 11

NL

Boards Post

imuafool posted to the Saul's Investing Discussions board. 10:42 AM

QCOM disruptive solution in the RF arena

A recent question here asked how does QRVO's competitive position compare to SWKS? As an investor in Qorvo, Inc. (QRVO) and Qualcomm Inc. (QCOM), I contend that this question is simply too narrow in focus and needs to be broaden for a macro [more]

Wed May 6

NL

Boards Post

imuafool replied to the Saul's Investing Discussions board. 11:58 AM

Re: TDG is to airline industry as WAB to railway

Kris,

I ditto Denny’s comments.

Since I did my due diligence on these companies over a year ago, I already had most of the data on a saved computer spreadsheet and had to add only a few more years of data and calculations. Yes, it [more]

Mon May 4

NL

Boards Post

imuafool replied to the Saul's Investing Discussions board. 12:27 PM

Re: TDG is to airline industry as WAB to railways

Kris,

I took a look at the booming aerospace & defense sector a year ago with interest in TDG and two other companies, i.e., Spirit AeroSystems Holdings, Inc. (SPR) and Triumph Group, Inc. (TGI}. I’ll take a crack at some of your [more]

Sun Apr 12

NL

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]

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Boards Stats & Trivia

Three stars, 500 posts Old School Fool
Board Posts 625
Recs Received 3433
People who have rec'd these posts 1318
Recs to Posts Ratio (last 30 days) N/A
Threads Started 381
Threads Started Percentage 60.96 %
Most Frequent Board Macro Economic Trends and Risks
Very First Post Re: Hello Microtians??? (7/27/1999)
Percentage of Posts Rec'd 78.72 %
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