jjaym’s Activity

Thu Apr 17

NL

Boards Post

jjaym replied to the Living Below Your Means board. 4:49 PM

Re: Budget App's

Here's a previous thread you might find useful:

http://boards.fool.com/budget-categories-30101222.aspx?sort=...

Tue Apr 15

NL

Boards Post

jjaym replied to the Dividend Growth Investing board. 3:44 PM

Re: secured promidary notes


[…]It can trade sideways for years with stock prices, more or less, flatlining as corporate earnings advance.
That could happen. It hasn't, ever, but maybe this time is different.

It can, and it has. Here's just one
[more]

Mon Apr 14

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Boards Post

jjaym replied to the Dividend Growth Investing board. 12:23 PM

Re: secured promidary notes

Not to overstate a bear case or anything, but you've said things like this a couple of times now, without providing any evidence:

...the market to fall 50%, but knows this only happens two or three times every hundred years. [more]

Sun Apr 13

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Boards Post

jjaym replied to the Berkshire Hathaway board. 6:30 PM

Re: 5 ticket punch card.

I'd call it too hard and punt for something like an S&P500 index fund. If forced to select individual stocks....probably: BRK, KO, PG, JNJ, INTC.

Sat Apr 12

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Boards Post

jjaym replied to the Living Below Your Means board. 4:37 PM

Re: Ideal time to sell Used Car

Anecdota:

Transportation expense:

2 cars 2006 Pontiac Vibe (72K miles) and 2010 Ford Focus (40k miles)
Total Transportation expenses for last year were around $6000. That includes all repairs, registration, fuel, parking, tolls [more]

Wed Apr 9

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Boards Post

jjaym replied to the Berkshire Hathaway board. 5:24 PM

Re: Suggestion for Annual Meeting

I suggest the Munger fan will be better served by listening to an extended interview or two on Youtube, rather than hearing the odd one-liner over a speaker in Omaha. An example of the former:

"... in fact you can argue that if
[more]

Fri Apr 4

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Boards Post

jjaym replied to the Dividend Growth Investing board. 11:32 AM

Re: dfish X Denny: 15% growth Div. Champs

Do we really need this thread running on 2 boards, with essentially identical posts on each? Just saying.

Wed Apr 2

NL

Boards Post

jjaym replied to the The BMW Method board. 7:07 AM

Re: Pricing

I found 3 times in the last 40 years with roughly 50% drops in the S&P500. Jan73-oct74: 122 to 61. Aug00-Oct02: 1425-768(around 46%) and Oct07-Mar09: 1576-667, so it seems those kinds of moves can happen a lot more often than once every 50 years. [more]

Mon Mar 31

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Boards Post

jjaym replied to the The BMW Method board. 8:17 PM

Re: Pricing

50% or thereabouts is not so far-fetched. Seems from looking at a S&P500 chart that we had drops of around 50% in 2000-2002 and again in 2007-2009. A 50% decline for a single year may be a little more rare, but that isn't what I'm talking about.

NL

Boards Post

jjaym replied to the The BMW Method board. 7:17 AM

Re: Pricing

I am anticipating, or at least preparing for a reasonably large correction in the next few years. I have about 18-20% cash, which may be getting larger, and I'm currently favoring large, safe, high dividend companies. My theory being that a Blue-chip [more]

Thu Mar 27

NL

Boards Post

jjaym replied to the Value Hounds board. 8:45 AM

Re: Baxter (BAX) to split company

As luck would have it, I just picked up some BAX about 2 weeks ago just over $67. I guess I may have some decisions to make on this, eventually. Keep one or both, or neither. Could just sell it now for a really nice annualized gain, I suppose.

Mon Mar 24

NL

Boards Post

jjaym replied to the Berkshire Hathaway board. 8:32 PM

Re: BRK By any measure ... See page 4

Is that when they spun off Abvie?

Look down a few pages at the BRK.A chart, not the ABT chart.
Although all the charts are worth a look.

NL

Boards Post

jjaym replied to the Applied Materials board. 7:19 AM

Re: Hey People

AMAT's actually going UP!!
That's probably because I sold it in October around $18.

Sun Mar 23

NL

Boards Post

jjaym replied to the Online Banking board. 5:36 PM

Re: Dwolla

If you live in the Pittsburgh area, it's quite likely. Kretschmann Farms is our CSA. I now have the Dwolla account, but haven't used it yet. May send my next payment that way, just to try it out. I guess you can use Dwolla to vendors as a guest also, [more]

Sat Mar 22

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Boards Post

jjaym replied to the The BMW Method board. 11:25 AM

Re: AFL

Thanks for the link to Check Capital Management website. Lots of familiar quality names there.

Thu Mar 20

NL

Boards Post

jjaym replied to the The BMW Method board. 10:55 AM

Re: AFL

I don't see anything happening around year 2000. Maybe you meant 2009? Slope seems to stay pretty good until the 2007-2009 financial mess, and the price still has not fully recovered from that, in my opinion. Interestingly, 2007-2009 didn't seem to [more]

NL

Boards Post

jjaym posted to the The BMW Method board. 10:15 AM

AFL

Aflac

I started buying this back in November and it hasn't paid off for me just yet. But, I can be patient. Aflac is currently sitting near the top of my best-liked holdings.

[more]

Tue Mar 18

NL

Boards Post

jjaym replied to the The BMW Method board. 7:10 AM

Re: SPLS

I don't know, Paul. There's a danger in only looking back, but I have a tough time predicting the future. Looking back the last 10 years, only in FY2012 did they lose money. They've been pretty consistent, other than some recent troubles. [more]

Sun Mar 16

NL

Boards Post

jjaym replied to the The BMW Method board. 7:39 AM

Re: AA

http://investing.money.msn.com/investments/key-ratios?symbol...

Too many years with negative ROE and the ones that are positive aren't good [more]

NL

Boards Post

jjaym posted to the The BMW Method board. 7:30 AM

SPLS

http://invest.kleinnet.com/bmw1/stats20/SPLS.html

Any thoughts on Staples? I've got it on my watch list. One of the few things I'm seeing that are cheap right now.

A [more]

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Boards Stats & Trivia

Three stars, 500 posts Old School Fool
Board Posts 799
Recs Received 1014
People who have rec'd these posts 620
Recs to Posts Ratio (last 30 days) 1.00
Threads Started 194
Threads Started Percentage 24.28 %
Most Frequent Board The BMW Method
Very First Post Re: BFF+BS&P30 - 5/28/99 (5/29/1999)
Percentage of Posts Rec'd 43.30 %
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