knighttof3’s Activity

Yesterday

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Boards Post

knighttof3 replied to the Humor and Urban Legends board. 12:09 AM

Re: I've go it all figured out...

Here is a picture of Dave's front door on 11/1:
[more]

Thu Oct 23

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Boards Post

knighttof3 posted to the Dividend Growth Investing board. 8:03 PM

OT: ISO a convenient portfolio tracker

CNN Money has a portfolio feature where, instead of inputting all of your holdings manually, they grab the holdings from your accounts once you give them the login information. (Ignore the security aspects for now.)

Over a long and [more]

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Boards Post

knighttof3 replied to the Dividend Growth Investing board. 7:58 PM

Re: SCHD- Schwabb Dividend ETF

I don't see a way using Schwab's website to sort SCHD holdings by dividend yield. Maybe do come copy-paste of symbols via a text document into Yahoo Finance.

For dividend champions, consult dfish's website [more]

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Boards Post

knighttof3 replied to the Berkshire Hathaway board. 6:04 PM

Re: Forget equal weighting, EM is where it's at

Jim,
"Part-of-Mungo" was a bit of tongue-in-cheek, considering the depth of your quant posts on the MI board and fundamentals-related posts on this board. I imagined a part of you wanting to chuck the complexity and throw darts. No [more]

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knighttof3 replied to the Falling Knives board. 5:45 PM

Re: FKA: AMZN

hate to see them fail--love them as a place to do business and stream videos

But they are doing great! Sales are up 25% YoY, free cash flow is up, the investors are just too short-sighted.
I was short via LEAP puts, would be [more]

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knighttof3 posted to the Berkshire Hathaway board. 3:52 PM

Forget equal weighting, EM is where it's at

Enterprise multiple (TEV/EBITDA) is all you need to know, say these academics. Though they agree with a Part-of-Mungo and with Malkiel's monkey that complex valuation strategies are not needed. Except Pietrovski F-score.

[more]

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knighttof3 replied to the Berkshire Hathaway board. 3:20 PM

Re: IBM: Is Buffett Wrong?

IBM is the poster child for financial engineering and the stock market has been propped up by cheap credit and if QEn fails to materizalize after QE(n-1) then it will all come down and you will all be sorry.
[more]

Wed Oct 22

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Boards Post

knighttof3 replied to the Tax Strategies board. 7:12 PM

Re: index mutual fund question

Thanks Ira,
several Vanguard pairs come to mind:
VFINX - VOO
VDAIX - VIG
VHDYX - VYM
and so on.

I compared [more]

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Boards Post

knighttof3 posted to the Tax Strategies board. 5:49 PM

index mutual fund question

If your broker offers free synthetic DRIP for ETFs and no-commission ETF trades, is there any reason to opt for an index mutual fund instead of an ETF with identical composition?

As far as I know the tax situation will be almost the same, or [more]

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knighttof3 replied to the First World Problems board. 1:43 PM

Re: Interesting Texts

"I am fine. Allahu Akbar!"

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knighttof3 replied to the Deranged Monkey Criticism board. 12:37 PM

Re: cheap thrills - painless ways to save

Let me plug Chase Freedom card - rotating 5% cash backs on things you buy most in that season (e.g. gas in summer); 1% on everything else; no annual fee; and the one I like best - redeem cashbacks in any amount you want.
I hate cards like [more]

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Boards Post

knighttof3 replied to the Berkshire Hathaway board. 12:31 PM

Re: IBM: Is Buffett Wrong?

Consider your own portfolio: imagine you sell your Walmart shares at 14 times
cyclically adjusted earnings and instead buy Visa shares at 13 times cyclically adjusted net earnings.


That makes sense for my portfolio, or for a [more]

Tue Oct 21

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Boards Post

knighttof3 replied to the Berkshire Hathaway board. 8:14 PM

Re: OT: SP 500

Here is an intriguing strategy: http://online.barrons.com/articles/8-really-cheap-stocks-141...

tl;dr without Barron's subscription: check out BMLEX.
They [more]

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Boards Post

knighttof3 replied to the Living Below Your Means board. 6:20 PM

Re: Retired on $30,000 a Year

You are all living your life wrong. My choices are just better than yours.

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knighttof3 replied to the Berkshire Hathaway board. 5:26 PM

Re: OT - Safe Value - BP or IBM?

I am confident there must be some thoughts on BP as an investment within this generally well informed and thoughtful group!

Please don't take this as a personal attack, but your OP sounded like you believe in BP's value because you [more]

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Boards Post

knighttof3 replied to the Berkshire Hathaway board. 2:54 PM

Re: Poll: What is IBM's IV?

The central question here is will IBM have significantly higher EPS in 5 years or not?. If the answer is yes, then it's probably cheap. If EPS is in terminal decline, then IBM is way overvalued.

Another possibility is that EPS is [more]

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knighttof3 replied to the Berkshire Hathaway board. 11:45 AM

Re: Poll: What is IBM's IV?

After 31 votes, assuming these values for ranges (mostly midpoints, except $300+ is taken to be $400 and POS GTZ to be 0)

$400 2
$250 11
$175 8
$100 4
0 6

Median: $175
Average: $172.58
Mode: [more]

Mon Oct 20

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Boards Post

knighttof3 replied to the Words, Words, Words board. 8:05 PM

Re: Posted here because.....

And that's how I said it for years, "Don Quicks-Oat".
Americans don't say "keehottic", do they?
(Yes I am a citizen but this was not on the test.)

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Boards Post

knighttof3 replied to the Berkshire Hathaway board. 6:32 PM

Re: OT: IBM..."It’s a terrible mista

Berkshire's breakeven counting dividends to date is around $159.50 a share, so they're still up $645m.

On an investment of $10 billion. In three years. So about a 2.1% CAGR.

Here is an SeekingAlpha article that came out on [more]

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Boards Post

knighttof3 replied to the Words, Words, Words board. 6:05 PM

Re: Posted here because.....

Don Quixote (pronounced kee-hoe-tay),

But why?
I have put up with idiosyncratic English spelling for years, why do I have to do the same with Spanish?
All I want to do is to drive from San Joss to La Joe-lla and eat some [more]

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Big red star, 1000 posts
Board Posts 3039
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Very First Post My dumbest investment - ENT (12/6/2007)
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