stillwater9999

Edward Roche (Ed)

stillwater9999’s Activity

Today

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stillwater9999 posted to the Deranged Monkey Criticism board. 3 hours ago

HD Data Breach?

https://finance.yahoo.com/news/home-depot-investigates-breac...

Another risk factor for retail. Perhaps microchips on cards will fix the problem for [more]

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Boards Post

stillwater9999 replied to the Value Hounds board. 4 hours ago

Re: Valeant per Sequoia

You failed to mention overpaying for acquisitions.



sw

Yesterday

Hidden Gems Boards Post

stillwater9999 posted to the Hidden Gems boards. 12:11 PM

Thu Aug 28

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Boards Post

stillwater9999 replied to the Deranged Monkey Criticism board. 7:51 PM

Re: FL paradox

Own it. Small positions

Sw

Fri Aug 15

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Boards Post

stillwater9999 replied to the Value Hounds board. 9:19 PM

Re: Why I don't post

Like Mr. W and kelbon post both.

sw

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Boards Post

stillwater9999 posted to the Value Hounds board. 7:59 PM

Not happy at work??

Then tell your boss to hire a Happiness Manager.

Leiden Biotech ProQR has one. On its website, the Leiden-headquartered biotech said its roughly 50 employees work to "actively create a caring atmosphere filled with fun and joy," [more]

Thu Aug 14

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Boards Post

stillwater9999 replied to the Value Hounds board. 2:36 PM

Re: lo Pollos Hermanos nod from Cramer

Red Robin had gotten too expensive. JACK (with Qdoba) now too expensive.
CMG too expensive.

I only own BWLD which is on the edge of my attractive valuation metrics, I sell when it gets too pricey and buy back when it is a bit [more]

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stillwater9999 replied to the Deranged Monkey Criticism board. 2:24 PM

Re: Global Luxury stock forecast

I own none of those, but do own a small position in Movado (luxury watch marketer). Like the ratio of price to fundamentals better for that one.

Looking at KORS.


sw

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Boards Post

stillwater9999 posted to the Value Hounds board. 2:22 PM

SEC Investigation (VRX)

http://www.cnbc.com/id/101906435?__source=yahoo%7cfinance%7c....

Would not mind seeing Valeant take a [more]

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Boards Post

stillwater9999 replied to the Value Hounds board. 12:24 PM

Re: How do YOU decide it's a value trap?

In general I have had much better success picking companies that have healthy growing businesses but are still selling at discounts to value.
The trick is to find these fairly rare cases that the market is ignoring/undervaluing. This requires [more]

Wed Aug 13

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Boards Post

stillwater9999 posted to the Deranged Monkey Criticism board. 1:20 PM

Naj - Pick up your car

Its rotting up in Canada...

[more]

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stillwater9999 replied to the Deranged Monkey Criticism board. 1:16 PM

Re: New name

I bought some CTSH after the drop in a personal account, looks cheap.

sw

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Boards Post

stillwater9999 replied to the Deranged Monkey Criticism board. 7:37 AM

Re: New name

Looks like capitulation. Must be time to go all in on the short side...


sw :)

Tue Aug 12

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Boards Post

stillwater9999 replied to the Falling Knives board. 3:22 PM

Re: FKA: Sberbank

but you lose money when there is fraud in the back alleys, not a comment on Sberbank but on anything Russian.

sw

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Boards Post

stillwater9999 replied to the Falling Knives board. 3:20 PM

Re: Non falling, non rising: DLTR

DLTR - good company, too bad they are overpaying for a poor company, Family Dollar. I sold most of my shares.

sw

Mon Aug 11

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Boards Post

stillwater9999 replied to the Value Hounds board. 8:04 PM

Re: Major Major Kinder News

“We proved the doubters wrong the first time around and I anticipate the same result this time,” Mr. Kinder said on Wednesday. “You sell. I’ll buy. And we see who comes out best in the long run.”

[more]

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Boards Post

stillwater9999 replied to the Value Hounds board. 8:01 PM

Re: Major Major Kinder News

As kelbon has pointed out, share purchases by the CEO are not always a sign that things will turn out well. He pointed out Chesapeake and Aubrey McClendon. But I was fairly confident with Kinder that things would turn out well. That was based upon my [more]

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stillwater9999 replied to the Pay Dirt Investment Club board. 6:34 PM

Re: MNKD to partner with Sanofi

Sanofi is a major player in this area and an excellent partner. Still think that they will have some significant hurdles changing patient behavior, getting docs to change regimens etc. Still think MNKD would have been better to partner earleer if [more]

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stillwater9999 replied to the Value Hounds board. 3:27 PM

Re: Major Major Kinder News

Don't bet against the man.

sw

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Boards Post

stillwater9999 replied to the Value Hounds board. 9:29 AM

Re: Major Major Kinder News

Market is loving it...

KMI up 15-20%, KMP up 25%, KMR up 30% pre-market.


Cramer's take:

[more]

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Boards Stats & Trivia

Big gold star, 5000 posts Old School Fool
Board Posts 6331
Recs Received 11241
People who have rec'd these posts 1332
Recs to Posts Ratio (last 30 days) 5.60
Threads Started 2288
Threads Started Percentage 36.14 %
Most Frequent Board Value Hounds
Very First Post A HG Philosophy post. (1/1/2006)
Percentage of Posts Rec'd 61.59 %
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