leaderoftheback’s Activity

Wed Jan 27

CAPS Underperform Pitch

leaderoftheback wrote about Cal-Maine Foods, Inc. (CALM) . 2:09 PM

CALM Underperform

CALM simply can not repeat its past quarterly performance (unless bird flu reemerges). Already two months of below trend prices for the three month quarter. Long run winner...short run...probably not

Caps Pick

leaderoftheback made a pick in CAPS. 2:09 PM

Cal-Maine Foods, Inc. (CALM) will Underperform the S&P 500

Tue Jan 5

NL

Boards Post

leaderoftheback replied to the Value Hounds board. 4:21 PM

Re: Ho Ho HoHum ideas for 2016

If you like IPOs, buy the market!
Renaissance IPO ETF, ticker IPO.

It's underperformed the S&P by 17% since I started tracking it in March 2014.
IPOs are a sucker's bet, in my opinion.
As I note in my CAPS pitch, IPOs will [more]

Sun Jan 3

NL

Boards Post

leaderoftheback replied to the Value Hounds board. 10:31 AM

Re: Tell me please, Mr. Hum

But surely, Denny, they are not all that way. You know, there's that Pareto thing. Which are the 20%?

As for cycles, there certainly are, but it's not a useful point. If it were, we'd all bet on the cycles and forget the details. I [more]

NL

Boards Post

leaderoftheback replied to the Value Hounds board. 9:17 AM

Re: Tell me please, Mr. Hum

Thanks for that, Ho.
Let me preface by saying that dividends are an important aspect of this corner of our investments, but a dividend higher than 3-ish% is a red flag. On the other hand, a high yield is actually a good starting place to [more]

Sat Jan 2

NL

Boards Post

leaderoftheback posted to the Value Hounds board. 9:14 PM

Tell me please, Mr. Hum

(that's HoHum) about KNOP, if you know anything about it.

I am looking for fairly conservative, dividend stocks for a section of our portfolio. Shipping scares me quite a lot; I've followed along long enough to know that I should be scared. [more]

NL

Boards Post

leaderoftheback posted to the Sierra Wireless, Inc. board. 10:53 AM

Best lessons available

Hello all
This may be the only time I post on this board, but perhaps I can shed some light, especially for the (likely) disappointed newbies who might be looking for SWIR insights.

I look for ideas in many places, including MF. I've [more]

Thu Dec 31

CAPS Outperform Pitch

leaderoftheback wrote about Universal Display (OLED) . 9:11 AM

OLED Outperform

12/31/15; trading 56 oh hype. I'll buy hype at $39.

Caps Pick

leaderoftheback made a pick in CAPS. 9:11 AM

Universal Display (OLED) will Outperform the S&P 500

Wed Dec 23

NL

Boards Post

leaderoftheback posted to the Value Hounds board. 8:12 PM

The napkin was right

That may be a first...CALM earnings 2.26 were pretty close to the napkin scratch of 2.25. As of this morning, "analyst" estimates were 2.40, and I thought they could be right, but alas, no.

So one of the hardest things to do, as [more]

Sun Dec 20

NL

Boards Post

leaderoftheback posted to the Messed-Up Expectations Portfolio board. 9:24 PM

Still checking in, Jim?

If so, thanks for the great board. It's one I love to look at only occasionally because so many recs, when made, are seen "close up." How do they look after time passes?

I was 180 posts behind. I've looked at virtually every ticker [more]

Sat Dec 19

NL

Boards Post

leaderoftheback posted to the Value Hounds board. 6:57 PM

Eggs Crack

Eegg prices tumbled 30% this week alone. Prices to producers are normal for this time of year, a little over a buck a dozen.

Regardless of what CALM reports next week, there will be more sellers than buyers. share price in the mid $30s is [more]

Sat Dec 5

NL

Boards Post

leaderoftheback replied to the Value Hounds board. 6:01 AM

Re: Eggs on a Napkin

an update;
1. "Analysts Estimates" are now $2.71, on no new information.

2. the stock price is tumbling, which may or may not have anything to do with said "analysts." My guess is that it's just the smart(est) money [more]

Sun Nov 22

NL

Boards Post

leaderoftheback replied to the Value Hounds board. 3:21 PM

Re: Eggs on a Napkin

Thanks, kel, for the reminder of the odd fiscal year. It's not just that they don't start in January, they don't even start in the right year. I always have to refer to the financial reports to get it right...which apparently nobody at MF is [more]

Sat Nov 21

CAPS Outperform Pitch Reply

leaderoftheback commented on leaderoftheback's pitch for CALM. 6:33 PM

Hello CALM fans and non-fans alike: Just to keep you up on what's up with our friends in the coop...egg prices are returning to the three year trendline. They turned up slightly ahead of schedule, but are otherwise parallel. I'm going to sketch out a [more]

Blog Post

leaderoftheback added a blog post. 6:26 PM

Eggs on a Napkin

Hello CALM fans and non-fans alike:Just to keep you up on what's up with our friends in the coop...egg prices are returning to the three year trendline. They turned up slightly ahead of [more]

NL

Boards Post

leaderoftheback replied to the Value Hounds board. 12:22 PM

Re: PRAA

I think in some cases, people are on to the fact that a lot of debt collection is bogus. The states attorneys general are certainly aware of it...at least in the civilized Northeast.

CAPS Outperform Pitch

leaderoftheback wrote about National Oilwell Varco (NOV) . 12:11 PM

NOV Outperform

Nov 2015; bottom fishing for the long term; start limit at $30; current trade at $37. Risk should be mostly out, but if it drop appreciably below $30, it could be a sign of real trouble...but can't see the future too clearly on that.

Caps Pick

leaderoftheback made a pick in CAPS. 12:11 PM

National Oilwell Varco (NOV) will Outperform the S&P 500
NL

Boards Post

leaderoftheback posted to the Value Hounds board. 10:44 AM

Eggs on a Napkin

Hello CALM fans and non-fans alike:

Just to keep you up on what's up with our friends in the coop...egg prices are returning to the three year trendline. They turned up slightly ahead of schedule, but are otherwise parallel.

I'm [more]

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CAPS Stats & Trivia

CAPS Player Rating 41.79
Player Rank 43595 out of 74888
Score -566.51
Score Change Today -51.16
Accuracy 57.85%
Active Picks 62
Total Picks 293
Best Pick UNFI (+225.24)
Worst Pick HPY (-199.83)
Average Score per Pick -2.13
Charms Earned 9
Highest Rated Favorite ShorterShorts
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Boards Stats & Trivia

Three stars, 500 posts
Board Posts 632
Recs Received 967
People who have rec'd these posts 302
Recs to Posts Ratio (last 30 days) N/A
Threads Started 113
Threads Started Percentage 17.88 %
Most Frequent Board Value Hounds
Very First Post Re: Hello, looking for advice (10/6/2007)
Percentage of Posts Rec'd 57.28 %
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