jds47’s Activity

Mon Jul 7

NL

Boards Post

jds47 posted to the Ask A Foolish Question board. 4:27 PM

Are GOODWILL numbers meaningful?

I was scanning the financials for ORCL and noticed that a large amount of their total assets ($29.6b out of $90.3b total) is in the intangible GOODWILL. This is over 30%

For MSFT, it is about 10% ($14.6b out of $142b total).

For SAP [more]

Fri Jul 4

CAPS Outperform Pitch

jds47 wrote about Canadian National Railway (CNI) . 1:30 PM

CNI Outperform

Its tracklines form an insurmountable moat. Company is run well.

Caps Pick

jds47 made a pick in CAPS. 1:30 PM

Canadian National Railway (CNI) will Outperform the S&P 500

CAPS Underperform Pitch

jds47 wrote about Panera Bread (PNRA) . 12:21 PM

PNRA Underperform

Operational problems (long wait times) are not yet under control and will take time to fix. Longer term, I think they will do better.

Caps Pick

jds47 made a pick in CAPS. 12:21 PM

Panera Bread (PNRA) will Underperform the S&P 500

CAPS Outperform Pitch

jds47 wrote about Western Union (WU) . 11:19 AM

WU Outperform

Broad moat - 90+ % revenue from overseas where there is little organized competition. Low current price (PE 10). Decent yield 2.8%

Caps Pick

jds47 made a pick in CAPS. 11:19 AM

Western Union (WU) will Outperform the S&P 500

Thu Jun 19

CAPS Outperform Pitch

jds47 wrote about Oracle (ORCL) . 9:31 AM

ORCL Outperform

Tightly woven into IT infrastructure of corporate America = very wide moat. Seem to be tightly managed. Ellison sometimes comes across as an a**h*** but the results have been stellar.

Caps Pick

jds47 made a pick in CAPS. 9:31 AM

Oracle (ORCL) will Outperform the S&P 500

CAPS Outperform Pitch

jds47 wrote about Wells Fargo (WFC) . 9:29 AM

WFC Outperform

Aggressive growth of core business. None (or little) of the funny business that wounded C, BOA, JPM. A favorite stock of Warren

Caps Pick

jds47 made a pick in CAPS. 9:29 AM

Wells Fargo (WFC) will Outperform the S&P 500

Thu May 1

NL

Boards Post

jds47 replied to the Living Below Your Means board. 8:29 PM

Re: What's Your Playground?

I mostly do outdoor activities and teaching children for fun. Outdoor activity is with friends or through the appalachian Mountain Club - kayaking, biking, hiking. With kids, I volunteer through local organizations - in Boston Partners in Education [more]

NL

Boards Post

jds47 posted to the Ask A Foolish Question board. 8:06 PM

Yield vs Interest Rate Risk term

I've been looking at bond investments. I'm considering very short duration funds such as Vanguard Short Term vs. somewhat longer term funds - in particular DLTNX (a DoubleLine Fund) or LSBRX (Loomis Sayles Total Bond Fund).

The VG fund has a [more]

NL

Boards Post

jds47 posted to the Retirement Investing board. 7:35 PM

i like VDIGX better than Dodge and Cox

I've been studying the components of the RYR portfolios and thing Vanguard's Dividend Growth Fund (VDIGX) is a better choice than the Dodge and Cox Fund (DODGX). The newer recommendation of Goodhaven (GOODX) has too short a history to have a reliable [more]

CAPS Stats & Trivia

CAPS Player Rating 47.09
Player Rank 39668 out of 74976
Score -6.51
Score Change Today +0.02
Accuracy 50.00%
Active Picks 9
Total Picks 10
Best Pick JPM (+13.98)
Worst Pick MSFT (-19.60)
Average Score per Pick -0.65
Charms Earned 1
Highest Rated Favorite No Favorites Selected
Go to jds47’s CAPS page

Boards Stats & Trivia

Old School Fool
Board Posts 25
Recs Received 19
People who have rec'd these posts 13
Recs to Posts Ratio (last 30 days) N/A
Threads Started 15
Threads Started Percentage 60.00 %
Most Frequent Board Retirement Investing
Very First Post A RYR Q & A Board post. (1/4/2006)
Percentage of Posts Rec'd 48.00 %
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