itconsultant’s Activity

Fri Jul 18

NL

Boards Post

itconsultant posted to the Falling Knives board. 1:52 AM

ROST and TJX - 52 week lows

lower than avg historical P/E valuations....

Any experts around?

NL

Boards Post

itconsultant replied to the Value Hounds board. 1:51 AM

Re: Favorite online screening tool?

finviz.com

Sat Jul 12

NL

Boards Post

itconsultant posted to the Falling Knives board. 1:51 AM

FK - PBPB

below IPO price... from $30s to $11...

Fri Jul 11

NL

Boards Post

itconsultant replied to the Deranged Monkey Criticism board. 1:42 AM

Re: Added to

Added to

1) OUTR
2) BCOR
3) PRSEY

NL

Boards Post

itconsultant replied to the Deranged Monkey Criticism board. 1:42 AM

Re: New digital VL

Can you browse edition by edition? I use a library access and cant see the research reports now.

Wed Jul 9

NL

Boards Post

itconsultant posted to the Falling Knives board. 8:47 AM

OUTR -- kind of FK

Outerwall shares have been drifting lower since the large tender to repurchase 20% of shares using debt. Stock looks very cheap on P/FCF, P/E , EV/EBITDA. Sales growth has slowed but still not a declining business... as is priced..

very [more]

Fri Jul 4

NL

Boards Post

itconsultant replied to the Deranged Monkey Criticism board. 12:21 AM

Re: 20 years Topics

Congrats

Thu Jul 3

NL

Boards Post

itconsultant replied to the Deranged Monkey Criticism board. 1:20 AM

Re: Convergys (CVG)

thanks for posting. I spent a few minutes looking. CVG does look interesting. VL has FCF at $2 a share in 2015. Good growth in 2014 and 2015 due to the acquisition.

Took on some debt but they could pare it down some. goal is to stay within [more]

Thu Jun 12

NL

Boards Post

itconsultant replied to the Value Hounds board. 11:09 AM

Re: Poll: Open spot in portfolio

Guys,

Both WDC and STX have exposure to SSD via acquisitions. And they keep innovating. I dont own either stock right now but both hard drive and SSD should co exist for years and then both these cos should be able to transition to SSD as [more]

Wed Jun 4

NL

Boards Post

itconsultant replied to the Value Hounds board. 10:49 AM

Re: UNH raises dividend by 34%

Question,

If you manage separate accounts and get a new account, what would do you ? How much invested would you be on day 1 , day 10, day 30, day 100.....

Buy all the stocks you own in other accounts at smaller position sizes? or [more]

Wed May 28

NL

Boards Post

itconsultant replied to the Deranged Monkey Criticism board. 11:17 PM

Re: So...buybacks from MCD

DLTR , ABC also few more come to mind.

If biz is still growing but there is no need for that capital , then i guess buybacks are OK. they may not be buying at 10x FCF but still will contribute over time as long as business is growing (even [more]

NL

Boards Post

itconsultant replied to the Deranged Monkey Criticism board. 3:12 PM

Re: So...buybacks from MCD

Will be re-franchising more stores and that reduces capital invested in the biz and that can be returned to share holders. improves ROIC. I think on the surface it makes sense

no position

NL

Boards Post

itconsultant posted to the Falling Knives board. 3:10 PM

DSW

DOWN 28% TODAY...

Sat May 24

NL

Boards Post

itconsultant replied to the Deranged Monkey Criticism board. 11:57 AM

Re: Replacement for 10K-wizard?

i second seclive.com You get emails when filings are ready.

another option is to use a RSS reader

Wed May 21

NL

Boards Post

itconsultant replied to the Deranged Monkey Criticism board. 6:55 PM

Re: All-Time IRA

Do you find anything interesting in Retail land currently? TJX/ ROST or any of the dollar stores?

NL

Boards Post

itconsultant replied to the Deranged Monkey Criticism board. 6:51 PM

Re: AEO latest - how to Implode Your Business Mo

I would say BKE and CATO are probably better managed. Look at CATO balance sheet and consistency of profits/ FCF. I dont care if there is not a lot of top line growth. They run the conservatively. Have paid growing dividends. Did a special in 2012. [more]

Thu May 15

NL

Boards Post

itconsultant replied to the Deranged Monkey Criticism board. 11:15 PM

Re: Cash levels?

15%.

I have some sort of fairly valued positions that I continue to hold due to decent compounding potential such as Oracle, Microsoft. I also hold some defensive high dividend stocks such as VZ and VOD. I still think VOD may have be a [more]

NL

Boards Post

itconsultant replied to the Deranged Monkey Criticism board. 11:12 PM

Re: Chanos short on Valeant

Could work fine. However as you pointed out, what is the track record. I met him in person at a conference last year. He was short GameStop at the time. A popular short. While the story is ongoing, it has not worked for the shorts (unless thy shorted [more]

Wed May 14

NL

Boards Post

itconsultant replied to the Deranged Monkey Criticism board. 5:52 PM

Re: Revenue Growth - How Do You Weight It

thanks you are working too hard. take it easy. you are doing great. the bargains will come. lets all be patient. Cash will be useful sooner rather than later. I have 15% cash and several special sits, which i hope are better than [more]

NL

Boards Post

itconsultant replied to the Deranged Monkey Criticism board. 4:42 PM

Re: Revenue Growth - How Do You Weight It

This is an excellent question and I have been wondering about both earnings growth, high ROE and Sales growth. My question was more in terms of how do i decide how much to pay for it. A few names that come to mind

1) Cognizant. Good top [more]

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Boards Stats & Trivia

Three stars, 500 posts Old School Fool
Board Posts 673
Recs Received 729
People who have rec'd these posts 283
Recs to Posts Ratio (last 30 days) N/A
Threads Started 172
Threads Started Percentage 25.56 %
Most Frequent Board Deranged Monkey Criticism
Very First Post A SA Your Success Stories post. (11/9/2006)
Percentage of Posts Rec'd 47.25 %
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