knighttof3’s Activity

Today

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Boards Post

knighttof3 replied to the Berkshire Hathaway board. 12:27 AM

Re: OT: S&P earnings

Will there be a recession, yes. But predicting Dow back to 8k at 2008 levels ? BRKA back at 100k ? I don't think so.

Who is predicting BRK at 100K?
You seem to revel in putting up strawman arguments and knocking them [more]

Yesterday

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Boards Post

knighttof3 replied to the Berkshire Hathaway board. 9:41 PM

Re: OT: S&P earnings

Dividends20,
why Dow 30? The biggest overvalued companies are outside of Dow 30, namely AMZN, FB, TSLA.
If I had to pick out of your list, I'd pick the following - don't know if they will go down by 45%, but they are definitely [more]

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Boards Post

knighttof3 replied to the Value Hounds board. 1:13 AM

Re: NOV --- A bargain or a value trap?

WSJ also says they have cut the dividend - http://www.wsj.com/articles/national-oilwell-varco-cuts-its-...

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Boards Post

knighttof3 replied to the Value Hounds board. 1:11 AM

Re: NOV --- A bargain or a value trap?

If my brokerage is to be believed, they have already cut the dividend to 0.67% (Yahoo shows N/A.)
IF (a big if) they can ride out the low oil prices, they are a bargain. I bought O&G stocks during the low prices after 9/11 (2001-2003) and [more]

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knighttof3 replied to the Berkshire Hathaway board. 1:02 AM

Re: OT: S&P earnings

"Trump is like the Mule in Asimov's Foundation trilogy - nobody predicted his rise. No pundit prone to intellectual dissection can understand his simple visceral appeal to the frustrated, angry and frightened white [more]

Sat Jul 23

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Boards Post

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

Re: OT: S&P earnings

According to Nate Silver's Five-Thirty-Eight,

Nate Silver has been wrong on Trump pretty much since the beginning of the Trump campaign. Said so himself: [more]

Fri Jul 22

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Boards Post

knighttof3 posted to the Berkshire Hathaway board. 7:09 PM

Very OT: don't drink!

Not something I wanted to know on a Friday evening...
http://onlinelibrary.wiley.com/doi/10.1111/add.13477/full

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Boards Post

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

Re: Bought a large IBM Position

I remember the discussion then about how AMZN is so extremely overpriced compared to IBM. It was beyond ridiculous. So how did AMZN do ?

up 91% since February.


Would you buy Amazon at today's price ($744)?
If yes, [more]

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Boards Post

knighttof3 replied to the Berkshire Hathaway board. 3:57 PM

Re: OT: S&P earnings

It feels like the tinder is dry, all it needs is a spark.

If the TTM S&P earnings are $80 in Sept 2016, then even with a generous 20 P/E, S&P will be at 1600. That's a drop of 26.5% from today's level of 2175. If you are an [more]

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knighttof3 replied to the Macro Economic Trends and Risks board. 1:16 PM

Re: Child Benefits

Meanwhile, I have bought and sold WalMart, Pfizer, Berkshire, Lucent, Chevron, Kimberly Clark, Coke, Pepsi, and a hundred others. What "productivity" do I ring up in the "oh, I did a good thing" column, except trade chips with [more]

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knighttof3 replied to the Health and Nutrition board. 12:33 PM

Re: Good fats and better longevity

<i. Years ago, we used to have brains periodically, especially as part of scrambled eggs. Yummy! It was a pretty popular typical Portuguese dish.

I am afraid to ask, but brains from which animals?

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

Re: The pattern so far

Agree. There is a major disconnect between earnings predicted by analysts and earnings that you can reasonably expect. See [more]

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Boards Post

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

Re: Bought a large IBM Position

IBM is now $161. It was only $118 back in February. All the while it has climbed most members on this board continue to be negative on the business. You built a wall of worry in front of the stock.

So....?

Wed Jul 20

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Boards Post

knighttof3 replied to the Falling Knives board. 5:09 PM

Re: FKA: NFLX

What are so called "fundamentals"? Why you think your view of "fundamentals" is the only way to value a company?

I am not saying that fundamentals are the only way to value a company.
I am saying that Amazon [more]

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knighttof3 replied to the An Open Letter board. 4:57 PM

Re: An Open Letter

Dear Peter,
we are the preferred choice of umpteen billion people on this planet. we feel confident we will get over your rejection. Have fun searching for other caffeine vehicles and have a nice day!
-- Tea and coffee.

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Boards Post

knighttof3 replied to the Falling Knives board. 2:10 AM

Re: FKA: NFLX

SW: and their current stock price is not in any way justified by their level of profits....

CM: 2 years back @$315 you said the same, here we are AMZN @$740.


And it is still true, not justified by level of profits.
You [more]

Tue Jul 19

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knighttof3 replied to the Words, Words, Words board. 8:25 PM

Re: Bareable?

Wouldn't that be "barrable" with two R's?

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knighttof3 replied to the Humor and Urban Legends board. 8:16 PM

Re: This pretty much sums it up....

FWIW, norovirus is incredibly common on cruise ships. The article sensationalizes it quite a lot. There may be an "oral-fecal" route but I bet the majority is from touching the same food, e.g. at salad bars. Cruise ships have trained crews [more]

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knighttof3 replied to the An Open Letter board. 1:59 PM

Re: An Open Letter

And BTW coffee is the best caffeine delivery vehicle I have found.

Diet or regular colas (apart from leaching bones and giving you gas) taste too chemical-y.

(OTOH a cancer battling friend of mine can tolerate nothing but diet [more]

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Boards Post

knighttof3 replied to the An Open Letter board. 1:55 PM

Re: An Open Letter

Have you tried adding lemon or salt?
(I have not, but just adding half-and-half is good enough for me to cut down on the bitterness.)

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Big red star, 1000 posts
Board Posts 4344
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Very First Post My dumbest investment - ENT (12/6/2007)
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