mark19601962’s Activity

Yesterday

Recommendation

mark19601962 recommended Leana's post on the Mechanical Investing board. 2:37 PM

Re: Overlaps.. 5/15

Recommendation

mark19601962 recommended nyua's post on the Mechanical Investing board. 2:37 PM

Re: Overlaps.. 5/15

Recommendation

mark19601962 recommended nyua's post on the Mechanical Investing board. 2:37 PM

Overlaps.. 5/15

Fri May 22

Recommendation

mark19601962 recommended numerous's post on the Mechanical Investing board. 6:49 PM

Re: Explorations of YldEarnYear_SI

Mon May 18

Recommendation

mark19601962 recommended FoolsGrad's post on the Berkshire Hathaway board. 9:46 PM

Re: veolia

Recommendation

mark19601962 recommended rebel2011's post on the Mechanical Investing board. 7:26 PM

Rankings 18May2015

Sat May 16

Recommendation

mark19601962 recommended skorthos's post on the Berkshire Hathaway board. 3:14 PM

Re: veolia
NL

Boards Post

mark19601962 replied to the Berkshire Hathaway board. 3:14 PM

Re: veolia

I agree with you there.

He really knows investing.

NL

Boards Post

mark19601962 replied to the Berkshire Hathaway board. 2:29 PM

Re: veolia

He has given me ideas in the past.

The ideas are kind of dated, so I think they should come from Jim, since his ideas may have changed.

His recommendations are usually very good.

He talks about his ideas here, and on the [more]

Fri May 15

Recommendation

mark19601962 recommended mungofitch's post on the Berkshire Hathaway board. 11:01 PM

Re: veolia
NL

Boards Post

mark19601962 replied to the Berkshire Hathaway board. 6:27 PM

Re: veolia

Jim is actually very nice to take the time to answer people’s emails.

He has answered a number of mine, and his advice is usually spot on.
However no one is perfect.

What I find distasteful is taking Jim’s time to ask him a [more]

Tue May 12

NL

Boards Post

mark19601962 replied to the Berkshire Hathaway board. 8:44 PM

Re: OT: L

That made it clear to me that high P/E is a reasonable proxy for high growth. People would hardly ever pay 30x P/E for a no grower or 95x forward P/E for a stock with a negative RoE and 0 earnings growth over last 5 and 10 years (that's a river [more]

NL

Boards Post

mark19601962 replied to the Berkshire Hathaway board. 8:20 PM

Re: OT: L

Jim,

There is no one on the board who’s posts I respect more, and who is more willing to help people.

I do however, disagree with your definition of a growth stock. Granted that Morningstar defines a growth stock as one with high [more]

Mon May 11

NL

Boards Post

mark19601962 replied to the Value Hounds board. 10:39 PM

Re: valuing a stock?

Maybe I'm misunderstanding as to how you plan to use this.

I would look for a good solid business with a moat. Look at other things to.

ROIC, ROE, earnings growth, debt, etc.

This would tell me when it is a good time [more]

NL

Boards Post

mark19601962 replied to the Value Hounds board. 9:38 PM

Re: valuing a stock?

Ralph.

I agree. First, I would need to refine this more. I was thinking that median p/e is better than average p/e, due to outliers throwing the numbers off.

Also, it would just be one small part of the picture.

I would [more]

Recommendation

mark19601962 recommended rebel2011's post on the Mechanical Investing board. 6:46 PM

Rankings 11May2015

Sun May 10

Recommendation

mark19601962 recommended knighttof3's post on the Berkshire Hathaway board. 8:15 PM

Re: valuing a stock?
NL

Boards Post

mark19601962 replied to the Berkshire Hathaway board. 8:15 PM

Re: valuing a stock?

Well, I just came up with it this week, and I did my first test case, believe it or not, 30 minutes ago. I posted it on the value hounds board, so I will copy and paste it here.

I did this for two companies. KO, and PG.

The [more]

NL

Boards Post

mark19601962 replied to the Value Hounds board. 7:28 PM

Re: valuing a stock?

Can you run through a few companies doing this?I would love to see it in action

Hi,

I did this for two companies. KO, and PG.

The average p/e over the last ten years for KO was 20.75. To be conservative, I reduced [more]

Recommendation

mark19601962 recommended Bill2m's post on the Mechanical Investing board. 10:44 AM

SI Rankings 2015-05-10
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Boards Stats & Trivia

Big red star, 1000 posts
Board Posts 1579
Recs Received 1362
People who have rec'd these posts 309
Recs to Posts Ratio (last 30 days) 9.60
Threads Started 273
Threads Started Percentage 17.29 %
Most Frequent Board Mechanical Investing
Very First Post Re: 1989-2009 10 Stock Screens (2/21/2010)
Percentage of Posts Rec'd 30.53 %
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