knighttof3’s Activity

Today

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knighttof3 posted to the An Open Letter board. 2 hours ago

An Open Letter

to my Muslim friends,
why are you guys changing your FB profile pix to the Arabic N (nuun - looks like a horseshoe with a dot)?
Is it the month, or a religious festival, or "go ISIS, death to America"?

Yesterday

NL

Boards Post

knighttof3 posted to the Berkshire Hathaway board. 6:42 PM

Diluters vs BRK

I am under the impression that the worst stock diluters are tankers, BDCs and utilities. Imprecise proxies for these would be the ETFs SEA, BDCS and VPU. So I decided to compare these against the anti-diluter, BRK.

BRK beat SEA and BDCS [more]

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Boards Post

knighttof3 replied to the Political Asylum board. 5:19 PM

Re: Video contradicts StL Police

Both goofy and bufftrainer are right, Powell was ~ 10 feet away. However... there is no reason to continue wielding your knife and walking towards an armed cop saying "shoot me already". He got his wish.

Tue Aug 19

NL

Boards Post

knighttof3 replied to the Political Asylum board. 1:32 PM

Re: For-Profit Insurers Discriminating Again

Health care won't be reformed until we get rid of for-profit health insurers and their unnecessary additional costs.

Hear, hear. Also, food will be costly unless we get rid of for-profit grocery stores and their unnecessary [more]

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knighttof3 replied to the Humor and Urban Legends board. 1:07 PM

Re: 'Kissing cops' problem in NYC ..

What I want to know is, how did they get those burly guys to agree to be kissed by men?

Spoiler: it's The Onion.

Not that there is anything wrong with burly guys kissing, to paraphrase Seinfeld.

Mon Aug 18

NL

Boards Post

knighttof3 replied to the Berkshire Hathaway board. 5:30 PM

Re: OT: Wells Fargo

Kelbon,
by any chance are you referring to lower vs higher instead of flatter vs steeper?

When interest rates are expected to rise investors are going to demand a higher rate of return when buying longer term bonds. Economic [more]

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knighttof3 replied to the Humor and Urban Legends board. 1:58 PM

Re: AverageJoe's 693rd CaptionChallenge

Murca. F yeah.

NL

Boards Post

knighttof3 replied to the Berkshire Hathaway board. 12:07 PM

Re: OT: Wells Fargo

As for interest rates, the turning of the cycle, if/when it happens, should be good for them.
"Normalized" rates, whatever those might be in this century, presumably
mean a steeper yield curve and higher interest margins for
[more]

Sat Aug 16

NL

Boards Post

knighttof3 replied to the Words, Words, Words board. 7:46 PM

Re: moneyed or monied?

Monied.
It's an established phrase, there is no logic why it should be so.

NL

Boards Post

knighttof3 replied to the Berkshire Hathaway board. 7:39 PM

Re: 13F

Looking at the positions, my guess is that Todd/Ted (and perhaps Buffett) are going for good businesses at wonderful prices rather than great businesses at good prices.

Longreits had almost convinced me that DirecTV was a buy-and-hold [more]

Wed Aug 13

NL

Boards Post

knighttof3 replied to the Deranged Monkey Criticism board. 12:47 PM

Re: New name

Sorry, missed that. What is the Debbie Downer ETF?

Tue Aug 12

NL

Boards Post

knighttof3 replied to the Berkshire Hathaway board. 6:02 PM

Re: Sold Today

slow cars and slow men. :^)

Did you just call the man whose account you have been using, slow? :-)

Mon Aug 11

NL

Boards Post

knighttof3 replied to the Political Asylum board. 4:15 PM

Re: The Libertarian Fantasy

Krugman disparages projection but comes up with this gem:
"The answer is no. And the reason can be summed up b>in one word: phosphorus."
Really? One swallow makes a summer? What a biased view.

No doubt, in this case, [more]

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Boards Post

knighttof3 replied to the Berkshire Hathaway board. 12:39 PM

Re: news from ghu

Also banks partially owned and controlled by the government as those in China and Russia operate in different rules than those in the west. Bad loans could be in the book for a long time without being exposed. One needs to understand their loan [more]

Fri Aug 8

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Boards Post

knighttof3 posted to the Falling Knives board. 12:45 PM

FKA: UG

Down 8.5% today based on several disturbing trends and poor quarterly results.

Their president says it better than I can: [more]

Thu Aug 7

NL

Boards Post

knighttof3 posted to the Falling Knives board. 8:11 PM

FKA: HY

Hyster Yale - small lift truck supplier ($1.3B market cap.)
Down almost 3% today and from $106 on March 6 to $89 on July 30 to $73 now.
Cons - earnings miss, no growth, new spinoff from NACCO (NC).
Pros - low P/E, reasonable financials [more]

NL

Boards Post

knighttof3 replied to the Macro Economic Trends and Risks board. 5:04 PM

Re: H2nO

Same in California - http://cdrf.org/wp-content/uploads/2014/03/drought-monitor-m...

And yet, one dare not mention any large scale water importation projects [more]

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Boards Post

knighttof3 posted to the Berkshire Hathaway board. 12:38 PM

OT: VZ

Looks like a coiled spring. Stock has barely budged in a year despite strong financials and a moat, to boot. Not surprising that Todd/Ted is buying.

NL

Boards Post

knighttof3 replied to the Berkshire Hathaway board. 2:36 AM

Re: OT: Wally

Besides, being loved as a business is a nice benefit, and no doubt helps all else being equal,
but it's definitely not a prerequisite for long term success.
Do you love your cable company?


Hmmm - nobody loves Geico [more]

Tue Aug 5

NL

Boards Post

knighttof3 replied to the Words, Words, Words board. 12:00 PM

Re: grammar question

In a world where people say "ax" instead of "ask", and where they say "there are less cookies in this bag", and where they write "their going to town", we have to argue about the singular/plural of [more]

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