knighttof3’s Activity

Today

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Boards Post

knighttof3 replied to the Value Hounds board. 2 hours ago

Re: The Shortcomings of CAPE

Good discussion on this on the Berkshire Hathaway board.
http://boards.fool.com/damodaran-on-cape-32373790.aspx?sort=...

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Boards Post

knighttof3 posted to the Berkshire Hathaway board. 3 hours ago

$53.72

"Mr. Buffett declined to comment on whether he or his company have been shorting Dow’s shares as a way to exert downward pressure on the stock and avoid triggering the conversion."
...
"The 2009 preferred-stock agreement had [more]

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Boards Post

knighttof3 replied to the Berkshire Hathaway board. 4 hours ago

Re: Damodaran on CAPE

comparing the last decade with the last two decades is pretty silly, since the last 20 years, from 1996 to 2016, are almost all among history's highest valuations, and also because half of them are in the last decade, which is what we are [more]

Yesterday

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Boards Post

knighttof3 replied to the Humor and Urban Legends board. 4:38 PM

Re: What was Noah's wife's name?

Joan. Joan of Arc.

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knighttof3 replied to the An Open Letter board. 4:37 PM

Re: An open letter

people who haven't walked a mile in another's shoes, just not only don't "get it", but are very righteously judgemental in expressing their viewpoints. ... what I think the important point is empathy (what has been termed [more]

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Boards Post

knighttof3 replied to the Berkshire Hathaway board. 1:00 AM

Re: There's Still Hope

Ignore the alpha-beta calculations (which are hard to do right because beta depends on the timeframe, and then services like Bloomberg manipulate the correlations to get beta closer to 1.)

It is true that IBM is a tech company. Oh yes, [more]

Tue Aug 23

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Boards Post

knighttof3 replied to the Berkshire Hathaway board. 5:53 PM

Re: Indexing / ETF`s WEB.

Thanks much!

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Boards Post

knighttof3 replied to the Berkshire Hathaway board. 4:28 PM

Re: Indexing / ETF`s WEB.

Jim,

would you mind posting the list of 46 companies in the FT screener result?

Mon Aug 22

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Boards Post

knighttof3 replied to the Humor and Urban Legends board. 3:15 PM

Re: Calling it a day.

I would love a warm lass of MILF and a nookie at bedtime.

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Boards Post

knighttof3 replied to the Berkshire Hathaway board. 3:11 PM

Re: Institutional Put Selling

This combination is synthetically equivalent to selling calls, and so it is unlikely to end poorly, if you believe markets are overvalued. On the contrary, it is a more conservative alternative to being fully invested in the market. [more]

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Boards Post

knighttof3 replied to the Berkshire Hathaway board. 2:17 PM

Re: Institutional Put Selling

The classic equation (ignoring TVM and dividends) is
call + bond = stock + put
Re-arranging
stock = bond - put + call

The institutions have got the "bond - put" right, they are holding bonds and selling puts. But not [more]

Sun Aug 21

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Boards Post

knighttof3 replied to the Berkshire Hathaway board. 9:14 PM

Re: Todd & Ted

I think Buffett in his old age (and perhaps health problems brought on by drinking sugar, though he may think his money and talent makes him immune) is feeling feeble and risk-averse and has switched to "safe" bond-like investments. [more]

Sat Aug 20

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Boards Post

knighttof3 replied to the Berkshire Hathaway board. 2:44 PM

Re: Todd & Ted

Apple - I have already expressed my opinion on Apple multiple times
before on this board (in short, I see it as a safe play but not
something that will generate fireworks).

...

Verizon - thoughts on this are very
[more]

Fri Aug 19

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Boards Post

knighttof3 replied to the Macro Economic Trends and Risks board. 7:11 PM

Re: Thank God

And watch the bail-bond industry fold up the same afternoon.

Get arrested for ANYTHING, and sit in jail until your trial. Period.


Are you trying to relate these two or is that just a separate wish?
If the former, maybe [more]

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Boards Post

knighttof3 replied to the Berkshire Hathaway board. 6:39 PM

Re: Todd & Ted

Does anyone know on top of their head how these guys have done?

Better than Buffett's IBM purchase ;-) OK I have used that zinger too often.
I do find it easier to understand (after the fact, but sometimes before) why [more]

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Boards Post

knighttof3 replied to the Deranged Monkey Criticism board. 12:10 PM

Re: Retail doing better

Maybe analysts overestimated the immediate threat from AMZN - it's easy to beat lower forecasts. The long-term threat still remains.

Thu Aug 18

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Boards Post

knighttof3 posted to the Macro Economic Trends and Risks board. 9:00 PM

Thank God

http://www.reuters.com/article/us-usa-prisions-idUSKCN10T1P7...

"U.S. to phase out federal use of private prisons".
I hope the states follow [more]

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Boards Post

knighttof3 replied to the Berkshire Hathaway board. 4:13 PM

Re: Just a quick recap of BNSF

Third, Berkshire had to pay a big premium, I think it was $15/ share above the prevailing price of $85. So their return over the next few years is obviously severely constrained by this one time overpayment. But the importance of that hit will [more]

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Boards Post

knighttof3 replied to the Berkshire Hathaway board. 1:49 AM

Re: Poll: Indexing

Most experienced investors find it better to own the stocks themselves--even if they mimic an index. You save expense ratio and trading costs and you can edit the list to omit stocks that are clearly not performing.
The bolded [more]

Wed Aug 17

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Boards Post

knighttof3 replied to the Macro Economic Trends and Risks board. 9:15 PM

Re: Aetna dumping ACA

Do you want to live in a society where people who can't pay their medical bills, whether insured or not, get care or don't get care?

If your answer is that you're OK with people dying on the street, even little kids, because
[more]

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CAPS Stats & Trivia

CAPS Player Rating 46.00
Player Rank 40466 out of 74930
Score 61.45
Score Change Today +1.57
Accuracy 36.36%
Active Picks 9
Total Picks 11
Best Pick RTN (+181.48)
Worst Pick VIVO (-73.12)
Average Score per Pick 5.59
Charms Earned 3
Highest Rated Favorite No Favorites Selected
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Boards Stats & Trivia

Big red star, 1000 posts
Board Posts 4429
Recs Received 7938
People who have rec'd these posts 1242
Recs to Posts Ratio (last 30 days) 8.50
Threads Started 534
Threads Started Percentage 12.06 %
Most Frequent Board Berkshire Hathaway
Very First Post My dumbest investment - ENT (12/6/2007)
Percentage of Posts Rec'd 55.66 %
Show knighttof3’s 10 Latest Posts