rharmelink

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rharmelink replied to the Mechanical Investing board. 7:50 PM

Re: CashCowROE screen

It seemed that since ROE% is ttm, you'd also use ttm for the others. FWIW, using Q lowered the CAGR & Sortino. Using Q on ROE killed the performance.

Except that ROE% is an income statement item (i.e. "period of time") [more]

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rharmelink replied to the Mechanical Investing board. 3:54 AM

Re: CashCowROE screen

My screen is https://www.portfolio123.com/app/screen/summary/69068?st=1

Sorry. Somehow mine got toggled to private. It had been public earlier:

[more]

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rharmelink replied to the Macro Economic Trends and Risks board. 8:46 PM

Re: Saving a bankrupt hospital

The majority of our nation's health care costs is spent during the last six months of life.

Unfortunately, we don't know when that is until after the fact. How does that fact help us?

My most expensive medical care to date [more]

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rharmelink replied to the Macro Economic Trends and Risks board. 8:14 PM

Re: The micro problems with America

I mostly agree except that they should pay taxes into the national workers pension plan and the national healthcare insurance plan.

Those should still be the responsibility of employees and citizens, not employers. FICA is one of the [more]

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rharmelink replied to the Mechanical Investing board. 6:16 PM

Re: CashCowROE screen

I've done a little playing around with this screen on portfolio123, using my standard crap filters instead of VL ratings. Jan-99 to Jan-13

I did as well. Would you be willing to share yours? If not, no problem.

Here is what I [more]

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rharmelink replied to the Mechanical Investing board. 6:07 PM

Re: CashCowROE screen

Just curious -- when a screen like this uses some factors that update quarterly and some factors that update daily, should there be special considerations as to when the rebalance occurs?

For example, suppose a company passes on the [more]

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rharmelink replied to the Mechanical Investing board. 5:47 PM

Re: MI Real Money - Piotroski, Foolish8, etc.

That means your screen is throwing out $100K per year, on average, that you need to do something else with.

I usually look at whether the # of stocks can be expanded. That is, instead of top 5, can you go to top 6, top 7, etc., as [more]

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rharmelink replied to the Macro Economic Trends and Risks board. 3:56 AM

Re: The micro problems with America

one not enough demand in the economy by the actual workers, they are underpaid.

Yeah, right. Give me a million dollars and I'll spend it right away. I promise. Will I create enough demand in our economy to justify giving away the [more]

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rharmelink replied to the Macro Economic Trends and Risks board. 3:26 AM

Re: PD: Owner made fast-food restaurants succes

So not being able to afford to pay more than minimum wage makes one a bad employer?

I would have said the reverse -- not being to able to produce more than the value of minimum wage makes one a bad person to employ. At least if an [more]

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rharmelink replied to the Humor and Urban Legends board. 8:04 AM

Re: Some statements don't make sense

If it's improved, then there must have been something before it, so it couldn't be new.

I would have said that by definition if it's changed, it's new and different. For example, "new" Coke.

When people say [more]

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rharmelink replied to the Macro Economic Trends and Risks board. 12:49 AM

Re: PD: Owner made fast-food restaurants succes

I hope the kids in the next generation see through the crapola.

Like my 26-year-old nephew, that bought the condo I used to live in?

He's living below his means.

In any case, the next generation can't live the [more]

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rharmelink replied to the Macro Economic Trends and Risks board. 12:37 AM

Re: PD: Owner made fast-food restaurants succes

Who would have thought a lousy ten cent an hour raise at a pizza joint would destroy the world as we know it?

Geez. I didn't know everyone was only ten cents an hour away from a "liveable wage". Let a guy know, huh?

Boards Post

rharmelink replied to the Macro Economic Trends and Risks board. 8:53 PM

Re: PD: Owner made fast-food restaurants succes

This is essentially collective bargining. 25 stores bargining as one.Why is it good for capitalism when the owners do it, but bad when the workers do?

As long as they don't interfere with "non union" individuals that are [more]

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rharmelink replied to the Macro Economic Trends and Risks board. 8:42 PM

Re: PD: Owner made fast-food restaurants succes

If minimum wage goes up it goes up for the competition as well.

Since all of the competitors will be faced with the same choices let the one who does it best win.

Yup. That's the way it works.

But, in the process, [more]

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rharmelink replied to the Macro Economic Trends and Risks board. 8:27 PM

Re: PD: Owner made fast-food restaurants succes

People deserve a liveable wage when they work.

Again, that nefarious phrase. How much money is required for room and board?

If one employee can earn a liveable wage by producing 10 units a day, while the next employee can [more]

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rharmelink replied to the Macro Economic Trends and Risks board. 3:14 PM

Re: PD: Owner made fast-food restaurants succes

You, the minimum wage clerk, *are* the person who makes the customer feel welcome in the store. You *are* the person who gets their order right. You *are* the person who, every day, makes going to Wendy's, or any other retailer, an enjoyable [more]

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rharmelink replied to the Television Banter board. 7:37 PM

Re: Renewals/Cancelations List

Broadcast networks. I only really consider NBC, CBS, ABC and Fox in this group.

How about PBS and The CW?

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rharmelink replied to the Macro Economic Trends and Risks board. 10:09 PM

Re: Reverse sticker shock...

Imagine that you bought a 30 year T-Bill in 1983 paying 11+% that is maturing today. Now you get <3%!

1977 7.75
1978 8.49
1979 9.28
1980 11.27
1981 13.45
1982 12.76
1983 11.18
1984 12.41
1985 [more]

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rharmelink replied to the Macro Economic Trends and Risks board. 9:02 PM

Re: MCD

...but I think MCD coffee is better than Dunkin Donuts coffee.

You're apparently not using the donuts properly. :)

Boards Post

rharmelink replied to the Mechanical Investing board. 3:16 PM

Re: will computerized trading hurt mi?

Their point was that the computer can analyze a lot more data than we can, so it puts us at a disadvantage.

The "experts" have always had better equipment, better data, and had it delivered more quickly.

I recall an [more]