luke77’s Activity

Thu Aug 27


Boards Post

luke77 replied to the Berkshire Hathaway board. 8:50 PM

Re: Poll: Market movement

Jim, if you don't mind sharing, are you net short the S&P? Or just hedged? I've been in cash for about a year now, waiting for valuations to get more reasonable, and recently psyching myself up to get at least some short exposure. I thought I [more]

Tue Aug 18


Boards Post

luke77 replied to the Falling Knives board. 8:13 PM


Santander's ROA is less than half of WFC's, and its book value is about the same as it was a decade ago. Doesn't it deserve a much more meager valuation? I guess you could argue that it's a good bank in a really challenging environment...but WFC [more]

Wed Jul 22


Boards Post

luke77 replied to the Berkshire Hathaway board. 7:44 PM


I don't really understand the argument in the article. CBI has more fixed-price contracts than its competitors. Fixed-price contracts don't guarantee profits, if you have cost overruns. CBI has a long history of making money on fixed price contracts. [more]

CAPS Stats & Trivia

CAPS Player Rating 37.32
Player Rank 47129 out of 75185
Score -196.55
Score Change Today -0.06
Accuracy 41.67%
Active Picks 8
Total Picks 12
Best Pick MPEL (+220.59)
Worst Pick EDMC (-180.73)
Average Score per Pick -16.38
Charms Earned 4
Highest Rated Favorite No Favorites Selected
Go to luke77’s CAPS page

Boards Stats & Trivia

Three stars, 500 posts
Board Posts 888
Recs Received 978
People who have rec'd these posts 568
Recs to Posts Ratio (last 30 days) N/A
Threads Started 285
Threads Started Percentage 32.09 %
Most Frequent Board Help with this STUPID computer!
Very First Post Any thoughts? (8/28/2005)
Percentage of Posts Rec'd 37.27 %
Show luke77’s 10 Latest Posts