knighttof3’s Activity

Tue Mar 3

NL

Boards Post

knighttof3 posted to the Last RoundUp board. 8:50 PM

Bought CAT

EOM... Oh OK, parked the rest of cash in SCHD and more JNJ. I am now 100% in stocks (no bonds) and taking a break from stock-picking to deal with other stuff.

I believe this is the cue that the stock market was waiting for to start [more]

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Boards Post

knighttof3 replied to the Political Asylum board. 8:02 PM

Re: Christian: Shoot all gays in the head

This is a joke, right?
Perhaps taken from The Onion.
I await Snopes' debunking.
This cannot be real in US in 2015.

Mon Mar 2

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Boards Post

knighttof3 replied to the Last RoundUp board. 5:59 PM

Re: Stalwart Screen

We appreciate you.
What is the "for when" column for?

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Boards Post

knighttof3 replied to the Last RoundUp board. 5:52 PM

Re: Bh notes - PE Ratios

it really depends on whether you want cigar butts good for one puff or "set and forget" (mostly) investments. In many years, cigar butts get you more short-term profits while wonderful businesses at fair prices don't do anything [more]

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Boards Post

knighttof3 replied to the Berkshire Hathaway board. 12:11 PM

Re: Wow, WEB ripped David Winters on CNBC

Sorry for the confusion, I completely mixed up Abel and Rose. Time for a second cup of coffee.

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Boards Post

knighttof3 replied to the Berkshire Hathaway board. 11:50 AM

Re: Wow, WEB ripped David Winters on CNBC

Sorry, a rambling post follows...

Re Buffett's criticism of Winters - Oh snap! Or ssss - burn! (Whatever kids call it these days.)

I rather thought that Becky's innocent generic question ("What do you think of corporate [more]

Sun Mar 1

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Boards Post

knighttof3 replied to the An Open Letter board. 4:50 PM

Re: An Open Letter

I sincerely hope you and your family are never injured in an earthquake.

Wow.

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Boards Post

knighttof3 replied to the Berkshire Hathaway board. 1:50 PM

Re: Why Deere?

When Buffett says that buying Berkshire Hathaway was the biggest investment mistake of his career, in my mind I hear him saying ‘my biggest investment mistake was actually bringing all of you along on this ride with me’. When he looks out at that [more]

Sat Feb 28

NL

Boards Post

knighttof3 posted to the Last RoundUp board. 6:33 PM

Bought AIT

Industrial distributor. Modest growth, reasonably cheap. To be honest I don't know how much of their "fluid power" business, if any, involves fracking and hence could decline. But it's a small bet on industrials continuing to perform better [more]

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Boards Post

knighttof3 replied to the Berkshire Hathaway board. 6:24 PM

Re: Dividend

In 10 to 20 years. A centenarian GHU can finally rejoice.

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Boards Post

knighttof3 posted to the Berkshire Hathaway board. 6:22 PM

Strange line from Charlie's letter

You guys have done a good job of picking through the 2014 letter, so I wanted to mention something no one has yet:

"Moreover, its railroad and utility subsidiaries now provide much desirable opportunity to invest large sums in [more]

Thu Feb 26

NL

Boards Post

knighttof3 replied to the Berkshire Hathaway board. 8:52 PM

Re: Reconsidering IBM's Moat

Well, that's the thing about investing: it's all about the future. (That's one of my biggest problems with Ben Graham: I think he focused too much on past results)

As opposed to... future results?
Ben Graham was a very bright [more]

Tue Feb 24

NL

Boards Post

knighttof3 replied to the An Open Letter board. 8:47 PM

Re: An Open Letter

How sad for you! Several people actually died from the cold today. Enjoy your peppers.

Who do you know who died from cold?
Well, manufactured outrage is probably good for keeping you warm on the inside. So there is that.

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Boards Post

knighttof3 replied to the An Open Letter board. 8:44 PM

Re: An Open Letter

When Summer comes and your towns and forests are on fire from the heat and drought, look around for messages from us gloating about our abundant water supplies while you suffer. Don't see any? It's because we are better people than [more]

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Boards Post

knighttof3 replied to the Deranged Monkey Criticism board. 8:39 PM

Re: Noodles NDLS $19.57 Down 29%

USPS has capitalized on the UPS and FedEx policy change, advertising prominently that they don't do Dim Wt pricing.

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Boards Post

knighttof3 replied to the Deranged Monkey Criticism board. 2:39 PM

Re: Fide Grand Prix

There the player with the rook could try to sac for the B of course.

K+B+N vs K is - in theory - winnable. So sacrificing rook for a B is not a good move for the white.
Having said that, I have enough trouble mating using two [more]

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Boards Post

knighttof3 replied to the Words, Words, Words board. 11:12 AM

Re: capitalization

As someone recently posted on HURL: I helped my Uncle Jack off the horse.

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Boards Post

knighttof3 replied to the Berkshire Hathaway board. 11:08 AM

Re: Calling anyone who wants commission free trades

TL;did read. But where is the part about commission free trades?

Mon Feb 23

NL

Boards Post

knighttof3 replied to the Humor and Urban Legends board. 12:35 PM

Re: AverageJoe's 702nd CaptionChallenge

I wonder why Dad has been standing in the doorway shouting for someone to come give him a hand...

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Boards Post

knighttof3 posted to the Last RoundUp board. 12:17 AM

Bough DOW, EMR

Probably ill-timed as well... but I wanted more exposure to materials. I had nothing, then bought BBL in Dec. Passed on FCX - not well-run IMHO. Now the choice was DOW, DD and LYB; DOW won by a nose.
EMR is a little cheap compared to its history, [more]

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Boards Stats & Trivia

Big red star, 1000 posts
Board Posts 3253
Recs Received 5814
People who have rec'd these posts 1115
Recs to Posts Ratio (last 30 days) 7.70
Threads Started 389
Threads Started Percentage 11.96 %
Most Frequent Board Berkshire Hathaway
Very First Post My dumbest investment - ENT (12/6/2007)
Percentage of Posts Rec'd 55.03 %
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