jkm929’s Activity

Fri Jan 23

NL

Boards Post

jkm929 replied to the Value Hounds board. 1:35 PM

Re: UPS vs FDX

I wonder how the price comparison fares when including dividend reinvestment.

The latest Fortune 500 edition of Fortune magazine shows the total return on FDX stock for the last ten years (2003-2013) was at an annual rate of 8.4% [more]

Mon Jan 19

NL

Boards Post

jkm929 replied to the Deranged Monkey Criticism board. 12:15 AM

Re: Black Swan is a Swiss Bird?

Does anyone see any other de-pegging likely around the world?

Someone saw de-pegging coming the day before it happened as FXCM stock dropped 11% that day on four times average volume.

jkm929

Sat Jan 3

NL

Boards Post

jkm929 replied to the Deranged Monkey Criticism board. 1:08 PM

Re: 2014 Returns

I'm surprised the equal weight did better

It's probably a result of the quarterly rebalancing.

[more]

Thu Jan 1

NL

Boards Post

jkm929 replied to the Deranged Monkey Criticism board. 11:34 PM

Re: 2014 Returns

From the S&P website, the S&P 500 TR index returned 13.69% last year. The S&P 500 Equal Weighted TR index, however, returned 14.49%. The Equal Weighted version also outperformed its market cap weighted version for the 3, 5, and 10 year [more]

NL

Boards Post

jkm929 replied to the Deranged Monkey Criticism board. 12:04 AM

Re: Donville POP!

and what were they?

Dated Dec. 24th.

http://www.stockchase.com/expert/view/1287

jkm929

Tue Dec 30

NL

Boards Post

jkm929 replied to the Value Hounds board. 10:13 PM

Re: NSRGY

Even though the United States has a treaty with Switzerland that allows for a 15% withholding, the dividends are still withheld at 35% because Switzerland doesn't know who the taxpayer is and thus assumes that he or she isn't a resident of a [more]

NL

Boards Post

jkm929 replied to the Value Hounds board. 3:06 PM

Re: NSRGY

Swiss ADRs' dividends are subject to 35% withholding tax.

Tax from my Novartis dividend was at a 15% rate.

jkm929

Mon Dec 29

NL

Boards Post

jkm929 replied to the Value Hounds board. 12:37 PM

Re: Ho Ho HoHum ideas

Here's what oil services company Helmerich & Payne has for its stock portfolio, taken from the 2013 Annual Report.

STOCK PORTFOLIO HELD
Number of
September 30, 2013 Shares Cost Basis Market Value
(in thousands, except share [more]

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]

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Boards Stats & Trivia

Big red star, 1000 posts Old School Fool
Board Posts 2693
Recs Received 4120
People who have rec'd these posts 851
Recs to Posts Ratio (last 30 days) 2.90
Threads Started 261
Threads Started Percentage 9.69 %
Most Frequent Board Berkshire Hathaway
Very First Post CHRZ & AT&T (5/28/1999)
Percentage of Posts Rec'd 57.22 %
Show jkm929’s 10 Latest Posts