physdude’s Activity

Yesterday

NL

Boards Post

physdude replied to the Falling Knives board. 12:37 AM

Re: CBI

Make that Prescience Point, not Precision Point. I am not familiar with
this name and remembered it wrongly.

Sat Jul 26

NL

Boards Post

physdude posted to the Falling Knives board. 3:22 AM

CBI

It is down nearly 9% after beating earnings in Q2 due to renewed
accusations of accounting impropriety by Precision Point. What is most
interesting about it is that Berkshire owns 8.8% of it.

Fri Jul 18

NL

Boards Post

physdude replied to the Berkshire Hathaway board. 3:30 AM

Re: IBM earnings out

I have somewhat more confidence in IBM's buybacks since Warren Buffett seems impressed with them on that front. The situation is also a little bit different than 2007 as interest rates are much lower but I agree that companies generally don't take [more]

Thu Jul 17

NL

Boards Post

physdude posted to the Berkshire Hathaway board. 4:36 PM

IBM earnings out

EPS of $4.32/shr in Q2 (http://finance.yahoo.com/news/ibm-reports-2014-second-quarte...). Buyback continues with diluted shares outstanding now just a hair [more]

Mon Jul 14

NL

Boards Post

physdude replied to the Falling Knives board. 3:56 PM

Re: QCOR

Please note that everything below the dashes are the quotes and not my opinion. I think his/her facts are in the ballpark but that the snark is a bit overboard.

NL

Boards Post

physdude replied to the Falling Knives board. 3:46 PM

Re: QCOR

Another post of na33mahmed on the subject (made a typo in the earlier post regarding his/her username) (I have reasons to think this author is reliable but definitely make no guarantees to that [more]

NL

Boards Post

physdude replied to the Falling Knives board. 3:38 PM

Re: QCOR

My intention was not to come out smug but rather just put up a celebratory post on an analysis that, by most indications, seems to have turned out right. I also get things wrong, of course, and it definitely looks like I got NQ wrong earlier in the [more]

NL

Boards Post

physdude replied to the Falling Knives board. 2:46 PM

Re: QCOR

"If P/E expansion ever happens for this stock so that it becomes comparable to it's peers, a three figure stock price might not be out of the question."
(post of 6/13/2013)

Well, it is nice to see an old prediction finally [more]

NL

Boards Post

physdude replied to the Falling Knives board. 2:30 PM

Re: QCOR

While I hate to indulge in thread necromancy, it seems reasonable to go back to the QCOR stock itself as it nears the triple digit level with the SEC approving the proxy for its merger with MNK which is being strongly backed by Paulson. While I am [more]

Tue Jul 1

NL

Boards Post

physdude replied to the Questcor Pharmaceuticals Inc board. 8:44 AM

Re: Latest comments on QCOR buyout

I sold about half my position by shorting MNK when the merger equivalent price was about 96 so I did leave some money on the table too. I am still keeping half as I think the relative undervaluation of QCOR will not be as pronounced for the combined [more]

Sun Jun 8

NL

Boards Post

physdude replied to the Berkshire Hathaway board. 6:55 AM

Re: OT: Robert Cialdini explains

I second the suggestion on Kahnemann's book. I read it earlier this year and found it very fascinating and informative. It is also well written and enabled me to explain myself many of my own thinking patterns.

Wed Jun 4

NL

Boards Post

physdude replied to the Ebix Inc. board. 2:48 PM

Re: Any idea on today's price drop?

No idea why at all. I shorted a few puts since I couldn't find anything.

Thu May 22

NL

Boards Post

physdude replied to the Berkshire Hathaway board. 8:56 AM

Re: Amazon beats IBM in its home turf

Isn't that repackaged year old news?

NL

Boards Post

physdude posted to the Berkshire Hathaway board. 8:55 AM

Berkshire looking to expand to Brazil?

Berkshire gets reinsurance permit in Brazil http://finance.yahoo.com/news/brazil-grants-eventual-reinsur...

Sat May 17

NL

Boards Post

physdude replied to the Questcor Pharmaceuticals Inc board. 7:05 PM

Re: Buyout

For once, I got the timing right by doing close to nothing. :) (I did, however, effectively sell off about a third of my position by shorting MNK when the equivalent price got to 90.)

I am also playing the merger arbitrage since it seems [more]

NL

Boards Post

physdude replied to the Mechanical Investing board. 6:54 PM

Re: NH-NL

The Wall Street Journal number seems to be -72. http://online.wsj.com/mdc/public/page/2_3021-newhinnm-newhig...

Fri May 16

CAPS Underperform Pitch Reply

physdude commented on addikt06's pitch for NQ. 12:39 PM

Wow, that is right on the ball! I wish I had read this earlier. I put in almost 2.5% of my portfolio into this company between 10-12 and didn't sell at 20. I am going to take my loss, tough as it is, as I never anticipated the non-filing of the 20F. [more]

Caps Pick

physdude made a pick in CAPS. 12:33 PM

NETQIN MOBILE INC ADR (NQ) will Underperform the S&P 500

Tue May 13

NL

Boards Post

physdude replied to the Falling Knives board. 2:10 PM

Re: Chinese stocks

An interesting analysis of a Hong Kong textile company which might be of good value and which is definitely a falling knife : [more]

Mon May 12

NL

Boards Post

physdude replied to the Falling Knives board. 2:50 PM

Re: Chinese stocks

This has been an interesting discussion. I like the idea of writing puts, particularly on the banks. They would have to go bust relatively quickly for that not to work okay from this point on. I also need to look into the Hong Kong REITs. I think [more]

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CAPS Stats & Trivia

CAPS Player Rating 58.74
Player Rank 30951 out of 75010
Score 196.21
Score Change Today +0.89
Accuracy 50.00%
Active Picks 7
Total Picks 8
Best Pick QCOR (+193.18)
Worst Pick WMT (-19.20)
Average Score per Pick 24.53
Charms Earned 2
Highest Rated Favorite No Favorites Selected
Go to physdude’s CAPS page

Boards Stats & Trivia

One star, 50 posts
Board Posts 172
Recs Received 199
People who have rec'd these posts 114
Recs to Posts Ratio (last 30 days) 1.00
Threads Started 18
Threads Started Percentage 10.47 %
Most Frequent Board Berkshire Hathaway
Very First Post Buffett's results explained finally by academia? (1/25/2013)
Percentage of Posts Rec'd 54.65 %
Show physdude’s 10 Latest Posts