kelbon’s Activity

Yesterday

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Boards Post

kelbon replied to the Berkshire Hathaway board. 8:21 PM

Re: Snide and Snarky Remarks

I would like to apologize for snide and snarky remarks.

Me too.

Many very interesting and extremely informative people have come and gone on this board. My perception was that they got disgusted with arguing with others [more]

Sat Aug 1

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Boards Post

kelbon replied to the Value Hounds board. 5:14 PM

Re: is oil natural gas

I would watch the price of oil and take action only when I'm convinced that the bottom is firmly in place. Then it's a buy.

Great advise. But wait…

Calling a bottom, or a top to commodity or stock prices is impossible; if [more]

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kelbon replied to the Value Hounds board. 1:13 AM

Re: is oil natural gas

Are we now so neck deep in cheap oil it won't ever see $100 per barrel again? Is oil about to do a natural gas and never recover its pricing power in spite of its geographic reach and the many moving parts that influence the supply and the [more]

Sun Jul 26

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kelbon replied to the Value Hounds board. 6:20 PM

Re: Sovran Self Storage SSS

The performance during rising rate cycles is good to very good.

Historically, REITs have provided positive returns two thirds of the time during rising interest rate cycles. Positive returns happen when economic conditions are [more]

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kelbon replied to the Value Hounds board. 2:40 PM

Re: Sovran Self Storage SSS

REITs in general—there are exceptions—borrow a great deal, and raise money to boot by constantly issuing new shares. This gives them a vulnerability that mostly doesn’t come home to roost, but is there nonetheless.

Most REIT investors are [more]

Fri Jul 24

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Boards Post

kelbon replied to the Berkshire Hathaway board. 12:06 PM

Re: Buffett out of touch

Ah, that phrase brings me back.
Worked out well last time.,


The last time Buffett wasn't nearly 85 years old.

Thu Jul 23

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Boards Post

kelbon replied to the Falling Knives board. 1:27 PM

Re: IBM

On an optimistic note:

[more]

Wed Jul 22

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kelbon replied to the New Paradigm Investing board. 2:28 PM

Re: Greece and the Stock Market

Yes, Greece has been bankrupt before, but because they have given up their currency this go around is worse because of it.

I don't see things in black and white. I acknowledge that if a country recklessly overspends creditors demand higher [more]

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Boards Post

kelbon replied to the New Paradigm Investing board. 11:42 AM

Re: Greece and the Stock Market

You can lead a horse to water; you can't make him drink.

kelbon

NL

Boards Post

kelbon replied to the New Paradigm Investing board. 10:59 AM

Re: Greece and the Stock Market

My observations are US dollar-entric though in general they encompass all nations that have their own currency. Countries that do not is a very new development; the great Euro experiment.

Yes, I realize that public and private debt are [more]

Tue Jul 21

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Boards Post

kelbon replied to the Falling Knives board. 11:40 PM

Re: IBM

as Kelbon had pointed out, lots of good tech businesses did well after sinking to low P/Es.

The caveat being: a lot of good tech businesses with high returns on equity and capital and sound balance sheets (IBM is a member of [more]

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kelbon replied to the New Paradigm Investing board. 11:31 PM

Re: Greece and the Stock Market

Congratulations Alan! You are firing on all cylinders!

Alan maybe firing on all cylinders but he is careening down the wrong road.

Anyone of modest intelligence can understand the difference between sovereign and personal [more]

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Boards Post

kelbon replied to the New Paradigm Investing board. 1:01 PM

Re: Greece and the Stock Market

What's so hard to understand??

Granted, too much debt can be ruinous. But, too much is a different proposition if you have a printing press in your basement. Simply put, you don't and the United States of America does. Apples and [more]

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kelbon replied to the New Paradigm Investing board. 11:02 AM

Re: Greece and the Stock Market

Really....that is news to Greece because they only have austerity because of their own excesses and entitlements.

No, not only because of their excesses and entitlements, more so because they gave up their own currency and are [more]

Mon Jul 20

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kelbon replied to the New Paradigm Investing board. 10:02 PM

Re: Greece and the Stock Market

We seem to be moving ever more aggressively to an entitlement society.....just like Greece.

There's not really any comparison.

It's not entitlements that will prove a burden to future generations even if enough revenue is [more]

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kelbon replied to the New Paradigm Investing board. 6:31 PM

Re: Greece and the Stock Market

Our markets seem to respond favorably to some vague deal struck between Greece and the Eurpean Union.

But this article seems to [imply] that there is still a major obstacle on this temporary measure:

[more]

Fri Jul 17

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Boards Post

kelbon replied to the Value Hounds board. 9:35 PM

Re: ENPH

Is the market telling us something?

Because a number of stocks made new 52 week highs?

Today there were 202 new 52 week lows on American
exchanges and 173 new 52 week highs. Go read them
tea leaves…

kelbon

Thu Jul 16

NL

Boards Post

kelbon replied to the Berkshire Hathaway board. 11:31 PM

Re: OT: math question

This online compound interest calculator serves the purpose.
I'm bookmarking it in case my BA II Plus calculator dies…

[more]

Thu Jul 9

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Boards Post

kelbon posted to the Value Hounds board. 11:37 PM

OT: A Quick Puzzle…

A Quick Puzzle to Test
Your Problem Solving


A short game sheds light on government policy, corporate
America and why no one likes to be wrong.


[more]

Wed Jul 1

NL

Boards Post

kelbon replied to the Berkshire Hathaway board. 7:11 PM

Re: Grexit?

For every liability on a borrower's balance sheet there is an asset on a lender's balance sheet.

Yes, though not quite so hunky-dory. An asset on a lender's balance sheet can dramatically shrink, even evaporate, when bankruptcy is [more]

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Big red star, 1000 posts Old School Fool
Board Posts 4228
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People who have rec'd these posts 1495
Recs to Posts Ratio (last 30 days) 7.00
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Most Frequent Board The BMW Method
Very First Post A word of caution.... (5/15/2001)
Percentage of Posts Rec'd 83.80 %
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