jaroman’s Activity

Tue Jan 20

NL

Boards Post

jaroman replied to the Real Estate Inv. Trusts: REITs board. 6:56 PM

Re: What About VTR

I just remember Ralph saying he would buy it at $66.
BTW, I have been thinking the same as you.....

Sat Jan 17

NL

Boards Post

jaroman replied to the The BMW Method board. 8:09 PM

Re: It's hard to be a lurker when

I can only say what I am thinking/doing.

I am going to add slowly to my long major oil holdings in the March/April time frame (RDS.B, COP)

Last week I trimmed my KMI before earnings and like you, took some greater than 15% profit. [more]

Thu Jan 15

NL

Boards Post

jaroman replied to the The BMW Method board. 2:39 PM

Re: It's hard to be a lurker when

, I'm going to sell when they gain approx. 15%

And what if they don"t?

Wed Jan 14

NL

Boards Post

jaroman replied to the Berkshire Hathaway board. 12:49 PM

Re: OT: oil and oil companies

It seems one needs to see a chart like the XOM:WTI (shocking, btw) for something like CVX and a straight refiner, say VLO.

Mon Dec 22

NL

Boards Post

jaroman replied to the Dropout's Den board. 3:05 PM

Re: GILD

Problem as I see it- what if/when will the other PBMs follow suit?

Fri Dec 12

NL

Boards Post

jaroman replied to the Berkshire Hathaway board. 3:30 PM

Re: OT: Mining Companies

They are definitely in the worst businesses at a very bad time.
But that's the thing; it goes in cycles. Patience and a strong stomach.
They are one of two of the lowest iron ore miners in the world and good capital allocators.
I will add [more]

Wed Dec 10

NL

Boards Post

jaroman replied to the Macro Economic Trends and Risks board. 3:36 PM

Re: ERF now yielding 10 percent

Nope, still bleeding.

Sun Nov 30

NL

Boards Post

jaroman replied to the Value Hounds board. 7:00 PM

Re: FRO downward spiral

Hohum,

I always appreciate and respect your shipping evaluations/explanations.
Do you follow SDLP at all, and if so, is it worthy of an investment?

TIA

Fri Nov 28

NL

Boards Post

jaroman replied to the Macro Economic Trends and Risks board. 3:20 PM

Re: Price War! OPEC to hurt oil producers

I wish I knew when!
I know this, not yet.

When excess/spare capacity in Saudi Arabia starts diminishing-then.

I will give more thanks if no more of my holdings cut their divvies.....

Wed Nov 26

NL

Boards Post

jaroman replied to the Value Hounds board. 6:59 PM

Re: Can We Talk--recession?

Perhaps we shall have a "deflationary boom?"
This sounds like what we are seeing, but is way above my pay grade.

[more]

Sat Nov 22

NL

Boards Post

jaroman replied to the New Paradigm Investing board. 6:52 PM

Re: Not exactly NPI but...

I like these data center REITS
The hit could come if the fed really does ever increase rates.
I would be buying more.

FD: Income investor

NL

Boards Post

jaroman replied to the Real Estate Inv. Trusts: REITs board. 10:19 AM

Re: O and dollar stores

Yes, perhaps that was the thread.

I have SDRL to worry about too, but did trim a bit of O last week.
Would also rebuy if/when the opportunity arises.

NL

Boards Post

jaroman replied to the Value Hounds board. 10:17 AM

Re: Part 2 Rodriguez: new great recession coming

Thank you Denny for a timely reminder.

Fri Nov 21

NL

Boards Post

jaroman replied to the Value Hounds board. 7:54 PM

Re: Part 2 Rodriguez: new great recession coming

Uh, this is why some of us have felt compelled to raise cash.
We are in very good company.

This scares the cr-p out of me.

NL

Boards Post

jaroman replied to the Real Estate Inv. Trusts: REITs board. 7:49 PM

Re: O and dollar stores

I don't think it would be insignificant.

I can't remember/find link, but I just read something about the purchaser here (which one?) is asking regulators about how many stores they would have to shutter for the deal to be [more]

Thu Nov 20

NL

Boards Post

jaroman replied to the Value Hounds board. 3:18 PM

Re: Sourcing Alpha: Do the Contratrade

I find I do this sort of trimming intuitively.
It helps me feel better when I sell part of a position and it keeps going right up!
It is quite difficult, however, to buy the unloved. Those usually keep dropping after I do that.

Nice [more]

Tue Nov 18

NL

Boards Post

jaroman replied to the Value Hounds board. 7:24 PM

Re: winners

Yes, I am saying I cannot find values. None I have confidence in; except perhaps in energy-soon.

GSK I hold, some healthcare REITS I hold.

So, 11X, tell me, where are you finding your "values"?

NL

Boards Post

jaroman replied to the Value Hounds board. 3:46 PM

Re: winners

I started Vangd Healthcare fund in an IRA not long ago.
I cannot find anything I feel comfortable buying here.
I plan on adding to this fund (first US fund I have owned in years)gradually as corrections permit.

Fri Nov 14

NL

Boards Post

jaroman replied to the Real Estate Inv. Trusts: REITs board. 7:07 PM

Re: reit classification

We can expect more volatility.

Sat Nov 8

NL

Boards Post

jaroman replied to the Macro Economic Trends and Risks board. 9:53 AM

Re: Canucks aborting in Maine

I won't even ask you why, in your opinion, "this is barbaric."

Unfortunately, as usual, it is the poor who cannot exercise their rights.

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Boards Stats & Trivia

Two stars, 250 posts Old School Fool
Board Posts 412
Recs Received 324
People who have rec'd these posts 209
Recs to Posts Ratio (last 30 days) N/A
Threads Started 48
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Most Frequent Board Macro Economic Trends and Risks
Very First Post Checking In (8/19/1998)
Percentage of Posts Rec'd 37.38 %
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