jkm929’s Activity

Wed Dec 24

NL

Boards Post

jkm929 replied to the Deranged Monkey Criticism board. 10:56 PM

Re: Peter Lynch - One Up - On P/E Ratio

The sequel Beating was 332 pages.

Trivia Question: What company did Peter Lynch, in Beating the Street, describe as the "best business, literally, in America"?

jkm929

Mon Dec 22

NL

Boards Post

jkm929 replied to the Deranged Monkey Criticism board. 10:21 PM

Re: Peter Lynch - One Up - On P/E Ratio

"The P/E ratio of any company that's fairly priced will equal its growth rate. I'm talking about growth rate of earnings here."

Growth rate of earnings per VL

Are we talking about the growth rate of earnings [more]

Wed Dec 17

NL

Boards Post

jkm929 replied to the Deranged Monkey Criticism board. 9:12 PM

Re: Investing approach

Look wide and everywhere for ideas - Blogs, VL, WSJ, 13F etc etc. Look for a business I can understand (or have invested before) and what looks like interesting valuation on a trailing basis ( 10x FCF or so, SOTP, 10x P/E). The multiple paid is [more]

NL

Boards Post

jkm929 replied to the Berkshire Hathaway board. 2:42 PM

Re: OT: Mining Companies

Petroleum is not a product in the conventional sense, it's a pre-existing thing.
It's a capital good existing since time immemorial, if you will,
which can only be moved around, bought and sold, transformed a bit, or destroyed.
Except
[more]

Fri Dec 12

NL

Boards Post

jkm929 replied to the Berkshire Hathaway board. 1:39 PM

Re: looking for Munger quote

I think it was mungofitch who posted a quote from Charlie saying he was annoyed that all anyone had to do now was buy Berkshire, sit on their ass and get rich. I looked but could not find the post or quote. It may go back 3-years or [more]

Thu Dec 11

NL

Boards Post

jkm929 replied to the Berkshire Hathaway board. 3:01 PM

Re: X-Post: Avian death lawsuit

Birds also have a problem with communication towers.

http://www.abcbirds.org/abcprograms/policy/collisions/towers...

jkm929

Sun Dec 7

NL

Boards Post

jkm929 replied to the Value Hounds board. 11:24 AM

Re: CALM- Hitting Stride?

The decline in the price of corn from over $7.00 a bushel to $3.57 a bushel probably explains much of the price movement in CALM stock.

[more]

NL

Boards Post

jkm929 replied to the Value Hounds board. 11:15 AM

Re: CALM- Hitting Stride?

CALM is considered to be a commodities company, subject to commodity cycles, and therefore share prices that move with commodity prices

The price of CALM stock would be expected to be positively correlated with the price of eggs and [more]

Fri Nov 21

NL

Boards Post

jkm929 replied to the Deranged Monkey Criticism board. 12:27 AM

Re: French General Discussion

What is your process to force yourself to hold?

I don't like to pay taxes on short term capital gains.

jkm929

Thu Oct 30

NL

Boards Post

jkm929 replied to the Value Hounds board. 1:19 PM

Re: BBSI - I am out

Here's an old thread from 2005 discussing AIG and its accounting maneuvers to avoid charging the income statement for a reserve increase.

[more]

Wed Oct 29

NL

Boards Post

jkm929 replied to the Deranged Monkey Criticism board. 5:23 PM

Re: HP introduces 3-D printing

Sprout appears to be a computer that does away with the keyboard and mouse.

http://www.theverge.com/2014/10/29/7091133/hp-sprout-hands-o...

jkm929

NL

Boards Post

jkm929 replied to the Deranged Monkey Criticism board. 5:12 PM

Re: HP introduces 3-D printing

Here's a Forbes article about Hewlett Packard and 3-D printing.

[more]

Tue Oct 28

NL

Boards Post

jkm929 replied to the Deranged Monkey Criticism board. 10:28 PM

Re: Happy 85th!

I think Citi's eventual number is much higher than $25B.

The eventual number was $45B.

jkm929

Sun Oct 26

NL

Boards Post

jkm929 replied to the Deranged Monkey Criticism board. 12:46 PM

Re: amzn

Since businesses are valued primarily on future cash flows, some of which are a decade or more away, of all people investors should be open to variations in models.

The big news from Amazon's latest earnings release is that smart [more]

Fri Oct 24

NL

Boards Post

jkm929 posted to the Berkshire Hathaway board. 1:27 PM

Charlie Munger's Latest Gift

He likes charitable gifts which bring people together to exchange ideas. His latest is designed to bring theoretical physicists together.

Charles T. Munger has been known for many things over his decades-long career, including longtime [more]

Tue Oct 21

NL

Boards Post

jkm929 replied to the Deranged Monkey Criticism board. 12:56 PM

Re: Do you use price targets?

I have Price Earnings Ratio targets.

jkm929

Fri Oct 3

NL

Boards Post

jkm929 replied to the Value Hounds board. 1:39 PM

Re: Comparing Stock Performance

Change that URL to http://us.spindices.com/

jkm929

NL

Boards Post

jkm929 replied to the Value Hounds board. 1:18 PM

Re: Comparing Stock Performance

So if I want to compare an individual stock or a portfolio to the performance of an index which site offers index performance that includes the reinvestment of the dividend?

Go to [more]

Wed Oct 1

NL

Boards Post

jkm929 replied to the Berkshire Hathaway board. 7:17 PM

Re: Food quality is better in Europe.

It's certainly better than it was in the 1930's. When my mother visited England in 1937, all she could get for dinner in the countryside was boiled mutton, boiled potatoes, and boiled cabbage.

jkm929

Mon Sep 29

NL

Boards Post

jkm929 replied to the Value Hounds board. 10:55 PM

Re: AIG vs. The Fed et al

They misspelt Goldman Sachs

http://www.bloomberg.com/apps/news?pid=newsarchive&sid=a...

jkm929

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Boards Stats & Trivia

Big red star, 1000 posts Old School Fool
Board Posts 2681
Recs Received 4090
People who have rec'd these posts 848
Recs to Posts Ratio (last 30 days) N/A
Threads Started 261
Threads Started Percentage 9.74 %
Most Frequent Board Berkshire Hathaway
Very First Post CHRZ & AT&T (5/28/1999)
Percentage of Posts Rec'd 57.07 %
Show jkm929’s 10 Latest Posts