knighttof3’s Activity

Yesterday

NL

Boards Post

knighttof3 replied to the Berkshire Hathaway board. 9:34 PM

Re: OT: Bubble Watch

Googling this, the earliest mention is late 2013. Buffett spoke of zone of reasonableness when DOW hit 16,000: https://www.youtube.com/watch?v=n_kvGAAu9b8 (around 1:20 mark.) No mention of [more]

Fri May 26

NL

Boards Post

knighttof3 replied to the Berkshire Hathaway board. 3:21 PM

Re: OT: Falling Knives...Autozone edition

And don't forget to figure how much earnings you could have made in Berkshire (or AutoZone) with the upfront savings on the fuel-burner while you're waiting on your other savings.

Now now, we all know that the excess cash [more]

NL

Boards Post

knighttof3 replied to the Value Hounds board. 12:31 PM

Re: Sure-fire winners

t h ....owner of a lot of experience, defined as what ya get
when you didn't get what you expected.


It would be valuable to me, and to others I am sure, if you can share what you have learnt. 64 years is a long time to be in [more]

NL

Boards Post

knighttof3 replied to the Value Hounds board. 1:00 AM

Re: Sure-fire winners

" The author’s intention was clear, "

Yeah, it was to get you to read Fortune. And he succeeded. It was never to actually wait 10 years to be proven right for a boost in reputation. That's too long a time and too uncertain an [more]

Thu May 25

NL

Boards Post

knighttof3 replied to the Dividend Growth Investing board. 8:15 PM

Re: What to buy now?

The following link is to the HASI January 2017 announcement of the 100% distribution deferment for 2016

I am going to start Knight & Co. 11% distribution per year, guaranteed. No Ponzi scheme.
I will put the money in [more]

NL

Boards Post

knighttof3 replied to the Dividend Growth Investing board. 4:14 PM

Re: What to buy now?

jdc,
so Buyandwin has high-distribution portfolio and does not pay taxes on much of the distribution because it is return of capital. That is not the same as not paying taxes on dividends.
I think we all know that dividends and [more]

NL

Boards Post

knighttof3 replied to the Dividend Growth Investing board. 2:22 PM

Re: What to buy now?

He is investing in companies that mostly pay a tax-deferred dividend, so most of it is not taxable. What happens is that the cost basis of his holdings drop so if he were to sell there would be higher capital gains to pay.

I [more]

NL

Boards Post

knighttof3 replied to the Dividend Growth Investing board. 12:19 PM

Re: What to buy now?

Why should I as an owner have to sell my share of the business to get a return on my investment and then only after paying a chunk of the profits to the FED and STATE?

This is ironic.
A dividend shrinks your equity in the [more]

Wed May 24

NL

Boards Post

knighttof3 posted to the Macro Economic Trends and Risks board. 2:56 PM

Speaking of lucrative gigs...

https://www.bloomberg.com/news/articles/2017-05-23/madoff-fu...

Quote:
A firm hired by the U.S. to distribute [more]

Tue May 23

NL

Boards Post

knighttof3 replied to the Berkshire Hathaway board. 4:34 PM

Re: OT: Death By Amazon

Competitive advantages and resulting monopolies from recent advances in data-gathering technology should be addressed

This is an interesting train of thought.

Over the years, Google, Facebook, Amazon, Google, Netflix, [more]

NL

Boards Post

knighttof3 replied to the Berkshire Hathaway board. 3:19 PM

Re: Beating the market even harder than we thoug

Rock bottom costs, what are we paying Warren maybe .001% to manage our money?

T & T are compensated handsomely to underperform and read 10-Qs.

Mon May 22

NL

Boards Post

knighttof3 replied to the Berkshire Hathaway board. 8:31 PM

Re: OT: Death By Amazon

If Amazon confined itself to retail, then sure. Amazon the company will be a the only retail game in town, but Amazon the stock will be a terrible investment.
The niggling little problem is that their ambitions don't stop at crushing retail. [more]

Sun May 21

NL

Boards Post

knighttof3 replied to the Dividend Growth Investing board. 7:27 PM

Re: Gene's challenge.

desertdaveataol - you missed my point.
All, apologies for typos in previous post ("denotes", "nothing wrong".)

NL

Boards Post

knighttof3 replied to the Humor and Urban Legends board. 7:21 PM

Re: GRAFTING

Drafting?
(Sometimes spelt draughting)
https://en.wikipedia.org/wiki/Drafting

NL

Boards Post

knighttof3 replied to the Dividend Growth Investing board. 6:07 PM

Re: Gene's challenge.

Kelbon and RayVT,
Dividend is a specific word that usually means the payout decided by the board of the company. What you're describing is called home-made dividend in academia and would not make sense in the context of the title of this [more]

NL

Boards Post

knighttof3 replied to the Berkshire Hathaway board. 5:56 PM

Re: Inside the S&P 500: An Active Committee

That's what I just said in post 229441!

Fri May 19

NL

Boards Post

knighttof3 replied to the Falling Knives board. 8:36 PM

Re: Falling knife- limiting the bleeding

DTB,
there are no simple rock-solid cautionary tales in the stock market. A lot of people like to point at big blunders from super investors (like me and Buffett's IBM folly) but that doesn't teach you what to avoid. After all Miller WAS [more]

NL

Boards Post

knighttof3 replied to the Berkshire Hathaway board. 4:27 PM

Re: OT Longleaf Partners to Close

What this thread illustrates is that the committee that decides the constitution of the S&P 500 index are KILLING it! Those dudes should start a mutual fund of their own. Think about it.

Thu May 18

NL

Boards Post

knighttof3 replied to the Falling Knives board. 4:14 PM

Re: FKA: CBI

On a positive note, a true dividend grower - the yield keeps going up every day :-D

Show More Activity ...

CAPS Stats & Trivia

CAPS Player Rating 52.36
Player Rank 35552 out of 74632
Score 133.24
Score Change Today +2.60
Accuracy 45.45%
Active Picks 9
Total Picks 11
Best Pick RTN (+223.29)
Worst Pick BKE (-129.18)
Average Score per Pick 12.11
Charms Earned 4
Highest Rated Favorite No Favorites Selected
Go to knighttof3’s CAPS page

Boards Stats & Trivia

Big gold star, 5000 posts
Board Posts 5068
Recs Received 9177
People who have rec'd these posts 1323
Recs to Posts Ratio (last 30 days) 5.80
Threads Started 607
Threads Started Percentage 11.98 %
Most Frequent Board Berkshire Hathaway
Very First Post My dumbest investment - ENT (12/6/2007)
Percentage of Posts Rec'd 55.96 %
Show knighttof3’s 10 Latest Posts