khrushchv

Boards Post

khrushchv posted to the Value Hounds board. 6:10 AM

RIG Q1-13 Update

Listened to the conference call and had a quick look at the most recent earnings information from my favorite water-based, hydrocarbon-well-driller.

Revenue
Q1-13: $2.2B
Q1-12: $2.3B

GAAP-EPS
Q1-13: $0.88
Q1-12: [more]

Boards Post

khrushchv replied to the Falling Knives board. 9:41 PM

Re: STX: Jim Chanos' short at Sohn

Thanks for the link.

I didn't see the presentation Chanos gave. But, the summary at Forbes isn't making me lose any sleep...it's basically the fallacy that mungofitch has discussed before:

Seagate is in the business of selling data [more]

Boards Post

khrushchv replied to the Value Hounds board. 7:50 AM

Re: EXXI/Justme001

My name isn't Peter but I did own EXXI for a little while. Sold it recently (and luckily) right before it really built some downside momentum.

I held EXXI for about two years and really didn't like the fact that they could not get Davy Jones [more]

Boards Post

khrushchv replied to the Value Hounds board. 4:46 PM

Re: JNJ & earnings

JNJ has had some "unusual" expenses in the last couple of years...litigation, merger integration costs, restructuring, and the DePuy hip replacement snafu. So they report a non-GAAP measure we might call diluted, "normalized" [more]

Boards Post

khrushchv posted to the Tax Strategies board. 9:46 AM

State Filing Extension

Quick question from a filer who is requesting that the IRS grant an extension to Jan-2014 for filing 2012 taxes. This is because I expect to qualify for the foreign income exclusion.

Before permanently moving abroad I lived in New York. [more]

Boards Post

khrushchv replied to the Value Hounds board. 7:11 PM

Re: Best Values Now

kelbon...as you know, I love playing the devil's advocate role...but allow me to retort...



This is not a shareholder friendly company. The dividend they pay is anemic, a token. Great price yada yada, but apparently management [more]

Boards Post

khrushchv replied to the Value Hounds board. 3:08 PM

Re: Khrushchv POD Congratulations!!! EOM

Thanks Bob. Mostly it seemed a little quiet around these parts. So my natural instinct is to say something provocative to try and get a good conversation going...hopefully more people will now chime in on the conversation!

Boards Post

khrushchv replied to the Value Hounds board. 10:03 AM

Re: Best Values Now

captainccs wrote:



Fast forward 35 or 40 years. George Gilder admits that one of his worst technology forecasts was the coming of age of solid state memories. Disk drive makers have made such strides in the efficiency of magnetic [more]

Boards Post

khrushchv replied to the Value Hounds board. 4:37 AM

Re: Best Values Now

anthonyms said:



Won't Seagate get eaten alive by solid state memory?



That's certainly a concern. One counterpoint is that the rate of data growth in the world makes SSDs a pipe dream in the data [more]

Boards Post

khrushchv replied to the Value Hounds board. 3:48 AM

Re: Best Values Now

tamhas said:



We've had a recent thread here on INTC and, while there are clearly reasons to think they can be competitive in mobile the fact so far is that they are solidly outcompeteted there by QCOM so far, so there might be [more]

Boards Post

khrushchv posted to the Value Hounds board. 7:20 PM

Best Values Now

There is no doubt that the market has risen. But that doesn't mean we Value Hounds can't sniff out a bargain or two. So I'm wondering, what has piqued your attention recently? What looks like a good value?

My top prospects these days tend to [more]

Boards Post

khrushchv posted to the Value Hounds board. 6:16 AM

BIP Valuation

I own units in the Master Limited Partnership (MLP) of Brookfield Infrastructure Partners (BIP). With the market's strong rise of late, and what seems to be a general "reach for yield," I've been consistently coming back to questions [more]

Boards Post

khrushchv replied to the Tax Strategies board. 8:45 AM

Re: MLP in IRA recapture question

When you hold an MLP in a taxable account and your basis reaches zero because of returns of capital you start paying tax on future distributions. Likewise if there's ordinary income to report.


Thanks. Got it. I'm still [more]

Boards Post

khrushchv replied to the Tax Strategies board. 4:26 AM

Re: MLP in IRA recapture question

Thanks for the reply Wradical. Some follow-up questions and thoughts:


Yes, but I hope you're aware that's only half the story. Your basis is also adjusted by your share of the partnership's income/gains/losses, etc. (increased for [more]

Boards Post

khrushchv posted to the Tax Strategies board. 6:56 PM

MLP in IRA recapture question

I've been learning a lot about master limited partnerships (MLPs) lately. I have an IRA that has some units of an MLP. Thankfully this specific MLP doesn't produce year-to-year unrelated business taxable income (UBTI) as UBTI is taxed, even in an IRA [more]

Boards Post

khrushchv posted to the Value Hounds board. 4:55 PM

RIG Quick Hit

I haven't seen anything posted about my favorite deepwater driller in a while so I figure it's worth a shot to maybe get a conversation going.

Took a perfunctory listen to the year-end conference call last night. And it would seem that [more]