kelbon’s Activity

Thu May 21

NL

Boards Post

kelbon replied to the Value Hounds board. 1:33 PM

Re: CNI - looking attractive

"I think there's better bargains to be had.."

Care to divulge any?


Two off the top of my head…

IBM from one aspect looks like a no-brainer. The stock is demonstratively cheap and the company produces [more]

Wed May 20

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Boards Post

kelbon replied to the Value Hounds board. 11:03 PM

Re: CNI - looking attractive

Not dirt cheap but getting attractive in my view.

CNI has a very strong moat, and it is a relative bargain in the current market from what I see. Prince Rupert has a great future as a growing port where CNI has strong
[more]

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kelbon replied to the Value Hounds board. 6:21 PM

Re: CNI - looking attractive

sw, I'm not really seeing why you consider CNI attractive at these levels. Sure, it's 15% off its peak, but still, given historical valuations, it seems fairly priced, if not still a little rich.

As per Value Line CNI stock traded close to, [more]

Tue May 19

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Boards Post

kelbon replied to the Berkshire Hathaway board. 11:42 PM

Re: Buffett on Clayton homes

You win! I can't argue with nothing.

Yep, as you say in your original post (you've got nothing to argue with): "I guess it's his way of glossing over the issue with a lot of folk wisdom and gee wiz ah shucks."

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Boards Post

kelbon replied to the Macro Economic Trends and Risks board. 4:02 PM

Re: Most Blunt Truth WMT Not Facing

Walmart has a logical plan to improve its numbers: improve the quality of stores, sell more groceries and local offerings, and compete more aggressively against online giant Amazon. But most of those initiatives rely on consumers spending more for [more]

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kelbon replied to the Berkshire Hathaway board. 12:38 PM

Re: Buffett on Clayton homes

5) CASE CLOSED

Not so fast Sherlock.

For the case to be closed your, or rather Buffett’s, check-list would have to preclude the possibility of the truth of the gist of CPI’s article. It does not. There’s plenty of room for [more]

Sun May 17

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Boards Post

kelbon replied to the Berkshire Hathaway board. 6:49 PM

Re: Buffett on Clayton homes

I think the evidence is that Buffett shares my opinion on this.

I think the evidence is that Buffett, by not acknowledging the possibility of any wrong-doing, is tacitly implying that The Center for Public Integrity's article amounts [more]

Tue May 5

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Boards Post

kelbon replied to the Value Hounds board. 11:58 PM

Re: WP Carey

A million dollars is certainly do-able throughout a working life (though there is a detractor on this board who thinks otherwise).

It's certainly doable for some, but for many it isn't.

The only trouble with that is the [more]

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kelbon replied to the Berkshire Hathaway board. 5:46 PM

Re: Wells Fargo Fraud Allegation

Other reports indicate that it's the City of Los Angeles that is suing Wells Fargo. This is a few steps further than the anecdotal reportage on Clayton Homes, but, one step further removed from Berkshire as rather than owning Clayton outright, which [more]

Mon May 4

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Boards Post

kelbon replied to the Berkshire Hathaway board. 4:02 PM

Re: Buffett on Clayton homes

Rather than digging his heals in what is so hard for Buffett to say something along these lines?

"If any of Clayton's employees mislead customers about terms; interest rates; choice, etc. they shouldn't have. It's not the company's [more]

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Boards Post

kelbon replied to the Value Hounds board. 12:50 PM

Re: WP Carey

If you set up a portfolio that can yield 4% then theoretically if you can live on whatever the 4% is then you don't have to ask yourself how long that rate of withdrawal is going to last. It will last as long as the companies in the port keep [more]

Sun May 3

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Boards Post

kelbon replied to the Berkshire Hathaway board. 11:26 AM

Re: Bill Gates about IBM

If you're trying to evaluate the financial situation of an individual, do you care about how much he spends, or how much he earns? Indeed, if his spending growth outpaces his earnings, that is cause for great concern.

There's little [more]

Sat May 2

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Boards Post

kelbon replied to the Berkshire Hathaway board. 12:54 PM

Re: Bill Gates about IBM

“No, IBM became less of a technology company,” Mr Gates says. “It’s really sad. It turns out, at least so far, Warren was wrong.

I'm inclined to think that Buffett's interest in IBM was as much to do with its cheap stock and its [more]

Wed Apr 29

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Boards Post

kelbon replied to the Dividend Growth Investing board. 12:17 PM

Re: What are div folks doing with Oil

What are div folks doing with Oil[?]

Cautiously holding.

As far as the majors go, the retreat in stock prices hasn't been as severe as the retreat in the price of crude.

kelbon

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Boards Post

kelbon replied to the Value Hounds board. 12:04 PM

Re: CALM, SYNT, & T

As the original post in this thread was on Value Line's predictive powers…

For what it's worth, VL forecast (as of the end of January) a share price for CALM of between $25 and $40 for 2017 -'19. Today the share price is around $45. This [more]

Tue Apr 28

NL

Boards Post

kelbon replied to the Value Hounds board. 5:25 PM

Re: CALM, SYNT, & T

Hopefully Value Line got that correct?

Ha, if Value Line was that good at predicting we'd all be set.

Value Line isn't in the short term (one year) forecasting business when it come to share prices.

They forecast a [more]

Fri Apr 24

NL

Boards Post

kelbon replied to the Berkshire Hathaway board. 12:50 PM

Re: Dear Bank of England

Dear Bank of England,

Please raise your interest rates. I'm sure the Central European Bank et al would soon follow your example. The too strong dollar is bad for U.S. multinationals' profits and what's good for the US is good for Britain. [more]

Wed Apr 22

NL

Boards Post

kelbon replied to the Berkshire Hathaway board. 11:28 PM

Re: Folks needing dividends...

I'm fairly well off and make a good income. I have NEVER kept significant amounts of cash.

The pertinent question, I think, is how do you make a good income? Is it from more than one source? If you have a job which pays well and you [more]

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Boards Post

kelbon replied to the Berkshire Hathaway board. 12:48 PM

Re: It's Good to Be a Crony

As far as i can tell, this is just a trolling effort. This will be my last feeding.

Shame on you.

The point I was making was that, in and of themselves, your five points don’t necessarily have any relevance to whether the [more]

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Boards Post

kelbon replied to the Berkshire Hathaway board. 11:50 AM

Re: It's Good to Be a Crony

1) The WSJ editorial page has a history of being anti-Buffett.

Because a publication, or journalist, seems to have a particular slant doesn't necessarily mean that what they publish doesn't have verity to it.

2) Charlie [more]

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