leaderoftheback’s Activity

Fri May 13

NL

Boards Post

leaderoftheback replied to the Cal-Maine Foods, Inc. board. 8:22 PM

Re: Very strange...

Hey Willi=
I've posted extensively on the Value Hounds board. The short answer is that last May, eggs began a meteoric rise in price, stoking CALM profits. For the past few months eggs have been selling for the lowest prices in years. YoY profits [more]

Sat Apr 30

NL

Boards Post

leaderoftheback replied to the Value Hounds board. 12:48 PM

Re: Low multiple investing

Skechers also must contend with the fact that regardless of the brand's newer styles, for many younger consumers "Skechers" means "clunky shoes for old folks".

I might take issue with this statement. I distinctly [more]

CAPS Outperform Pitch

leaderoftheback wrote about Skechers (SKX) . 12:31 PM

SKX Outperform

pick on 4/29/16, currently trading at $33.

Caps Pick

leaderoftheback made a pick in CAPS. 12:31 PM

Skechers (SKX) will Outperform the S&P 500
NL

Boards Post

leaderoftheback replied to the Value Hounds board. 12:29 PM

Re: Low multiple investing

Speaking of simplified investing:
I like charts. Since you've brought up SKX, it's the exact chart that
a: warns me away and
b: makes me want to follow.

It obviously found a whole bunch of momentum...then lost it. The question is [more]

NL

Boards Post

leaderoftheback replied to the Value Hounds board. 12:11 PM

Re: Low multiple investing

Anyone here primarily use low multiple approach to their investments? Low P/E, low P/FCF?

If you can identify a good company with:

• A history of increasing earnings over time

• In a stable industry that isn’t going
[more]

CAPS Outperform Pitch

leaderoftheback wrote about Genesee & Wyoming (GWR) . 11:05 AM

GWR Outperform

testing simplified investing approach

Caps Pick

leaderoftheback made a pick in CAPS. 11:05 AM

Genesee & Wyoming (GWR) will Outperform the S&P 500

Tue Apr 12

CAPS Underperform Pitch Reply

leaderoftheback commented on leaderoftheback's pitch for JRJC. 3:31 PM

Try to find anything about the company from two years ago. No press releases, no financial history, and certainly no SEC filings. It's been whitewashed. Suddenly it's a company with revenue and earnings? I think not. Do I have a bias against Asians? [more]

Fri Apr 8

NL

Boards Post

leaderoftheback posted to the Value Hounds board. 3:53 PM

Eggs, Broken

For those who might care, eggs have exploded...against the wall. Market price is down big, and scanning back they last touched this level in 2012 (April to July), Fall of 2010 (mid-September to mid-October) and for extended periods in 2010 and [more]

Tue Apr 5

NL

Boards Post

leaderoftheback replied to the Value Hounds board. 7:25 PM

Re: AAON vs. HVAC mfg. competitors

Speaking of Kelbon "not liking anything," I did't have time to pipe up when the shot came a while back.

While Kelbon certainly needs no support from me, I totally appreciate and quite agree with his general outlook...there are [more]

NL

Boards Post

leaderoftheback replied to the CAPS Feedback board. 7:03 PM

Re: CAPS changes?

Hi Richard
I don't see any of that stuff on the front page anymore; score leaders, and that associated commentary; how many All Stars or non have rated the stock and rankings by score...

Definitely not a log-in thing. I was wondering if [more]

Mon Apr 4

NL

Boards Post

leaderoftheback posted to the CAPS Feedback board. 7:06 PM

CAPS changes?

Good evening:
somewhere along the line, I can no longer click on a ticker, see the commentary and some other minor (but fun features). Is it just me?
I've looked back six months or so on this board, see nothing.

Thanks

Mon Mar 21

NL

Boards Post

leaderoftheback replied to the Value Hounds board. 4:44 PM

Re: CALM: Scrambled and overcooked

awwww...that's nice, 16. Thanks!

Fool around with this:
https://financial-calculators.com/roi-calculator

You can always ballpark it with the Rule of 72:
[more]

Sat Mar 19

NL

Boards Post

leaderoftheback replied to the Value Hounds board. 8:58 AM

Re: CALM: Scrambled and overcooked

That may be the right thing to do, 16, but maybe not.

As an exercise, lets look at a few things, starting with the CALM chart.

Set-up:
your current 20% gain tells us you paid about $42;
The twelve months before May [more]

Fri Mar 18

NL

Boards Post

leaderoftheback replied to the Value Hounds board. 7:26 PM

Re: CALM: Scrambled and overcooked

forget people...it's warm...chickens like warm...chickens lay lots of eggs in the warm (but not too warm).

I'm not sure that's it. I actually think it's exports...lack of. That's the margin that moves the price.

Or [more]

Thu Mar 17

NL

Boards Post

leaderoftheback posted to the Value Hounds board. 9:31 PM

CALM: Scrambled and overcooked

What an interesting year for eggs. After a flu scare a couple of months ago, eggs have settled back to the lowest prices they've been in a number of years.

One thing that always gives CALM a seasonal bump is the Easter market; typically egg [more]

Fri Mar 11

NL

Boards Post

leaderoftheback posted to the Value Hounds board. 4:23 PM

BBSI

What?
(no position; just curious if anyone has a clue or opinion)

CAPS Stats & Trivia

CAPS Player Rating 42.97
Player Rank 42701 out of 74878
Score -605.72
Score Change Today +16.82
Accuracy 60.25%
Active Picks 63
Total Picks 293
Best Pick UNFI (+225.24)
Worst Pick HPY (-199.83)
Average Score per Pick -2.26
Charms Earned 9
Highest Rated Favorite ShorterShorts
Go to leaderoftheback’s CAPS page

Boards Stats & Trivia

Three stars, 500 posts
Board Posts 645
Recs Received 989
People who have rec'd these posts 306
Recs to Posts Ratio (last 30 days) N/A
Threads Started 117
Threads Started Percentage 18.14 %
Most Frequent Board Value Hounds
Very First Post Re: Hello, looking for advice (10/6/2007)
Percentage of Posts Rec'd 56.90 %
Show leaderoftheback’s 10 Latest Posts