khrushchv’s Activity

Tue Mar 18

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Boards Post

khrushchv replied to the Berkshire Hathaway board. 10:31 AM

Re: OT: Shiller CAPE, inconsistent accounting?

I've been thinking a bit about the "tax difference make CAPE comparisons tricky" logic a bit. Here's my take:

1) I don't think the same argument applies to Tobin's Q. Tobin's Q si tightly correlated with CAPE. And, Tobin's Q is [more]

Wed Mar 12

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Boards Post

khrushchv replied to the Falling Knives board. 8:43 PM

Re: Gazprom, OGZPY

I agree with HockeyPop...great FKA!

In the same breath, you might mention any of the Russian majors. And a good indirect play on that are the BP (ADRs) -- BP recently (1.5 years ago?) sold its 50% stake in TNK-BP to Rosneft in trade for a [more]

Wed Feb 5

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khrushchv replied to the Falling Knives board. 8:59 AM

Re: FKA: PM

I don't follow O closely (or other REITs for that matter) so I'm not sure I'm the most qualified to comment. The REIT board has some people who follow them much more closely.

Will there be growth in the cigarette market? I have no idea. I [more]

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khrushchv replied to the Falling Knives board. 3:43 AM

Re: FKA: PM

coolprash said:


What do you think of all the debt that the company has recently taken on?


My take: not a big deal. Why? A couple of reasons.

First, PM (and MO) have the habit of not retiring shares when [more]

Thu Jan 30

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khrushchv replied to the Dividend Growth Investing board. 3:55 PM

Re: KMP vs KMI vs KMR ?!?!?

kelbon said:


unless you will receive more than a thousand dollars per calendar year in distributions from limited partnerships (total; not from each one) in a Roth IRA, it makes no difference which you
[more]

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khrushchv posted to the Falling Knives board. 10:41 AM

FKA: NSR

Neustar (NSR) is down about 18% right now. They're a provider of digital clearinghouse services with revenue model akin to a digital toll-bridge. But, their big revenue and profit generating contract, the "Number Portability Administration [more]

Tue Jan 21

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Boards Post

khrushchv posted to the Value Hounds board. 11:17 AM

Fixed -- Valuing the Flow of Oil (EOG)

Valuing the flow of oil The U.S. is experiencing rapid growth in domestic oil production. This is principally the result of decreasing costs associated with extracting oil from shale formations using “hydraulic fracturing” or, “fracing.” The [more]

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khrushchv posted to the Value Hounds board. 11:10 AM

Valuing the flow of oil (EOG)

The U.S. is experiencing rapid growth in domestic oil production. This is principally the result of decreasing costs associated with extracting oil from shale formations using “hydraulic fracturing” or, “fracing.” The idea behind hydraulic [more]

CAPS Stats & Trivia

CAPS Player Rating < 20
Player Rank 0 out of 74856
Score 0.00
Score Change Today -49.53
Accuracy 0.00%
Active Picks 0
Total Picks 80
Best Pick ACAS (+84.36)
Worst Pick FMD (-68.04)
Average Score per Pick 2.45
Charms Earned 4
Highest Rated Favorite Gemini846
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Boards Stats & Trivia

Two stars, 250 posts Old School Fool
Board Posts 440
Recs Received 1022
People who have rec'd these posts 424
Recs to Posts Ratio (last 30 days) N/A
Threads Started 110
Threads Started Percentage 25.00 %
Most Frequent Board Value Hounds
Very First Post A II: Hello, My Name Is... post. (7/27/2007)
Percentage of Posts Rec'd 58.64 %
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