stillwater9999

Edward Roche (Ed)

stillwater9999’s Activity

Yesterday

NL

Boards Post

stillwater9999 replied to the Deranged Monkey Criticism board. 7:10 PM

Re: naj - SAVE ?

Done some more reading of their filings, articles etc. More positive that I was. My problem remains the moat. All it would take is for one of the larger carriers to announce they were going after the market, and the stock would probably crater. [more]

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Boards Post

stillwater9999 replied to the Value Hounds board. 1:29 PM

Re: LYB

LYB up about 10% since my post and 7.7% or so today. Could drop again if oil starts tanking. I think the market or some computer program is wrong on this. The future results of this company should not be that correlated with oil [more]

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Boards Post

stillwater9999 posted to the Falling Knives board. 1:25 PM

LYB up 10%

since my FKA post above...very volatile stock and could decline again if oil tanks further. Still think the market (computer programs?) have it wrong. The future results of this company should not be that strongly correlated to oil [more]

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Boards Post

stillwater9999 replied to the Value Hounds board. 12:32 PM

Re: Cuba

Herzfield Caribbean fund up 35%.

Holdings:

http://www.bloomberg.com/quote/CUBA:US

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Boards Post

stillwater9999 replied to the Deranged Monkey Criticism board. 12:15 PM

Re: Managing separate accounts

"I would be curious to know if other money managers feel the same way. Do new accounts get the same portfolio as old accounts? Are there any exceptions?"

I manage each account on a separate basis. I take into account client risk [more]

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Boards Post

stillwater9999 replied to the Value Hounds board. 12:07 PM

Re: Cuba

Cruise lines up, I own a bit of RCL purchased during the ebola crisis, should have bought more but their very high cap ex gave me caution. Do no like the others.

Other companies that have been mentioned are Seabord (shipping in the [more]

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Boards Post

stillwater9999 posted to the Value Hounds board. 11:00 AM

Cuba

Appears that there is some major movement today in improving US/Cuba relations this morning at long last. Perhaps Cuba got a call from their Russian friends that more help is unlikely in view of the dire Russian situation.

In the past I have [more]

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Boards Post

stillwater9999 replied to the Deranged Monkey Criticism board. 9:52 AM

Re: Investing approach

On multiples - I am ok paying even up to 25 or so for really great growing franchises. I rarely go over 30, these imply future growth that the odds may start to go against... The current market is not cheap. Even many slow growers like Colgate have [more]

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Boards Post

stillwater9999 replied to the Value Hounds board. 9:38 AM

Re: LYB

kelbon -

Not seeing any foreign tax withheld in accounts at Fidelity for LYB (tax or tax deferred).

I think the dividend is well covered, has been going up quite nicely.

Balance sheet and cash flows are strong. Quite a [more]

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Boards Post

stillwater9999 replied to the Value Hounds board. 9:26 AM

Re: HALO/Janssen

The HALO technology represent one of the better new delivery platforms for biologics. With up to 50% of new Pharma R&D being devoted to biologics, it is quite interesting. We can see that from the partners list.

The most commercially [more]

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Boards Post

stillwater9999 replied to the Falling Knives board. 9:23 AM

Re: HALO/Janssen

meant to post this to the Value Hounds board. Will do that. HALO has been a bit of a falling knife of late..

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Boards Post

stillwater9999 posted to the Value Hounds board. 9:22 AM

HALO/Janssen

Announce WW collaboration on Enhanze Technologies.

http://finance.yahoo.com/news/halozyme-therapeutics-enters-g......

In the past JNJ had few good things to [more]

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Boards Post

stillwater9999 posted to the Johnson & Johnson board. 9:21 AM

HALO/Janssen

Announce WW collaboration on Enhanze Technologies.

http://finance.yahoo.com/news/halozyme-therapeutics-enters-g......

In the past JNJ had few good things to [more]

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Boards Post

stillwater9999 posted to the Falling Knives board. 9:19 AM

HALO/Janssen

Announce WW collaboration on Enhanze Technologies.

http://finance.yahoo.com/news/halozyme-therapeutics-enters-g...

In the [more]

Tue Dec 16

Hidden Gems Boards Post

stillwater9999 posted to the Hidden Gems boards. 5:39 PM

Mon Dec 15

NL

Boards Post

stillwater9999 posted to the Value Hounds board. 10:55 PM

Boeing

increases dividend by 25% and authorizes 12 B share buyback. BA is off about 14% from its 52 week high. Looks like good value here to me as I think the cycle of moving to the new planes is still ongoing. May see fewer purchases from the oil states, [more]

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Boards Post

stillwater9999 replied to the Value Hounds board. 5:45 PM

Re: LYB

Should have said tight markets where demand is strong...
But maybe a recession is coming?

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Boards Post

stillwater9999 replied to the Value Hounds board. 5:44 PM

Re: LYB

But using some logic expressed above the raw material cost for their competitor FedEx is now lower so FedEx will use this to start a price war....

Logic does not work in tight supply markets.

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Boards Post

stillwater9999 replied to the Value Hounds board. 12:20 PM

Re: LYB

"All I need now is another oil-tethered stock. "

It is starting to look like everything is tethered to oil.


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Sun Dec 14

NL

Boards Post

stillwater9999 replied to the Value Hounds board. 12:03 PM

Re: LYB

I hold EMN, LYB and DOW in this sector, with positions in EMN the largest, DOW quite small. I think EMN has the most differentiated products and the more consistent financial history.

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Boards Stats & Trivia

Big gold star, 5000 posts Old School Fool
Board Posts 6681
Recs Received 11956
People who have rec'd these posts 1346
Recs to Posts Ratio (last 30 days) 6.60
Threads Started 2396
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Very First Post A HG Philosophy post. (1/1/2006)
Percentage of Posts Rec'd 62.42 %
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