leaderoftheback’s Activity

Wed Sep 3

Caps Pick

leaderoftheback made a pick in CAPS. 7:37 PM

MGIC Investment Corp. (MTG) will Outperform the S&P 500

Caps Pick

leaderoftheback made a pick in CAPS. 7:35 PM

MAGIC SOFTWARE ENTERPRISES LTD. (MGIC) will Outperform the S&P 500

Wed Aug 27

NL

Boards Post

leaderoftheback replied to the Value Hounds board. 7:56 PM

Re: 35% And Growing Fast

Finally, the end of the thread...and still nobody brings up the logical question:
What if suddenly a large number of index fund holders decide to bail? The fund must sell its shares, no? Does this not begin a self-reinforcing death [more]

Sat Aug 23

CAPS Outperform Pitch

leaderoftheback wrote about Lifeway Foods, Inc. (LWAY) . 8:13 AM

LWAY Outperform

August 2014 pick; currently trading at 13.51. Continued high milk prices may bring it down to my start price of $9, though it may take a while.

Caps Pick

leaderoftheback made a pick in CAPS. 8:13 AM

Lifeway Foods, Inc. (LWAY) will Outperform the S&P 500
NL

Boards Post

leaderoftheback replied to the Lifeway Foods, Inc. board. 7:38 AM

Re: LWAY Q2

LWAY shares continue to defy gravity. Just remarkable.

Peeking at the chart, it looks like if there is a revisit of $8, it'd probably be worth dipping a toe in. I'm gonna put that on my CAPS call.

NL

Boards Post

leaderoftheback replied to the Lifeway Foods, Inc. board. 7:35 AM

Re: LWAY news

Hi Howard-
I believe the overseas demand is largely Chinese. Their own farming is inadequate in volume and apparent safety.

On the other hand, ag exports in general fetch more money overseas than they do in the US. Butter is new to the [more]

NL

Boards Post

leaderoftheback replied to the Value Hounds board. 6:57 AM

Re: How much cash?

a fully paid for home, free and clear

???

Think you own your house free and clear? Try not paying your tax bill. No such thing as free, kiddo...at least not in America.

and if I may comment on the MrW/kelbon [more]

Fri Aug 8

NL

Boards Post

leaderoftheback replied to the Value Hounds board. 3:55 PM

Re: China bubble?

I'm curious, if anybody knows...is a real estate "investment" the Chinese equivalent of "savings?" That could explain two things in this thread, and to my mind make the crashinessability of their economy quite high...and not that [more]

NL

Boards Post

leaderoftheback replied to the Value Hounds board. 8:47 AM

Re: China bubble?

Are the Chinese banks exposed the way US banks were? My impression is that the people who own two or three empty apartments paid cash.

Perhaps the Chinese are different in this regard (but I doubt it); the infection comes because [more]

Wed Aug 6

CAPS Outperform Pitch

leaderoftheback wrote about DXP Enterprises, Inc. (DXPE) . 7:32 PM

DXPE Outperform

Well, if it's for real, it should recover in short order...about two years to reclaim what it lost overnight (last quarter).

Caps Pick

leaderoftheback made a pick in CAPS. 7:32 PM

DXP Enterprises, Inc. (DXPE) will Outperform the S&P 500

Tue Aug 5

NL

Boards Post

leaderoftheback replied to the Value Hounds board. 4:50 PM

Re: CALM

Sorry it's taken me so long to respond, Kel, and I'll dive deeper when I get more time, but here are two bits to chew on:

Feed costs:
[more]

Wed Jul 30

NL

Boards Post

leaderoftheback replied to the Value Hounds board. 8:20 AM

Re: Market correction?

There is a turn in the past day or so, and that is tightening the screws on Russian banks. The way the world is interconnected, seems to me would could get some unexpected fallout and some sort of big market reaction.

I write this after just [more]

Tue Jul 29

NL

Boards Post

leaderoftheback replied to the Value Hounds board. 4:04 PM

Re: SA

when writing with style
is not your style
consider emoticons
that suggest a smile

CAPS Outperform Pitch

leaderoftheback wrote about Eastman Chemical Company (EMN) . 4:00 PM

EMN Outperform

note to self: look hard CAPS pick 7/29/14; currently at 81 and trending down. It looks like a real life buy here.

Caps Pick

leaderoftheback made a pick in CAPS. 4:00 PM

Eastman Chemical Company (EMN) will Outperform the S&P 500

Mon Jul 28

NL

Boards Post

leaderoftheback posted to the Value Hounds board. 4:33 PM

CALM

Hi Folks;
Classic price movement on Cal-Maine, two quarters in a row. Share price rises for weeks ahead of earnings, then falls upon announcement (buy on the rumor, sell on the news); only to see the share price continue to set new all time highs [more]

Sun Jul 27

CAPS Underperform Pitch

leaderoftheback wrote about Bridgepoint Education (BPI) . 12:33 PM

BPI Underperform

This is in technical freefall and has further to go, methinks. It recovered from a previous freefall on suspicions that things really aren't so bad. I personally think they are very bad, right down to the very business model. There are just better [more]

Caps Pick

leaderoftheback made a pick in CAPS. 12:33 PM

Bridgepoint Education (BPI) will Underperform the S&P 500
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CAPS Stats & Trivia

CAPS Player Rating 83.48
Player Rank 12399 out of 75033
Score 411.04
Score Change Today -24.11
Accuracy 63.90%
Active Picks 45
Total Picks 266
Best Pick UNFI (+225.24)
Worst Pick TSL (-212.32)
Average Score per Pick 1.79
Charms Earned 10
Highest Rated Favorite ShorterShorts
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Boards Stats & Trivia

Three stars, 500 posts CAPS All Star
Board Posts 547
Recs Received 724
People who have rec'd these posts 262
Recs to Posts Ratio (last 30 days) N/A
Threads Started 87
Threads Started Percentage 15.90 %
Most Frequent Board Value Hounds
Very First Post Re: Hello, looking for advice (10/6/2007)
Percentage of Posts Rec'd 53.56 %
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