stillwater9999

Boards Post

stillwater9999 replied to the Real Estate Inv. Trusts: REITs board. 8:59 PM

Re: Selling all KIM

I wish you the best with your KIM stock. I always liked the management, although clearly they made mistakes on leverage and have now pulled back from ex-US.

In my area (Main Line Philadelphia) I still see a surprising number of vacant store [more]

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stillwater9999 replied to the Value Hounds board. 3:04 PM

Re: ASR

I believe the tax on dividends is now 10%. You will get foreign tax credits if you invest in a taxable account.

[more]

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stillwater9999 replied to the Value Hounds board. 2:59 PM

Re: ASR

Financials

ASR Site:

http://www.asur.com.mx/en/investor-relations/financial-infor...

Most recent Investor Presentation

[more]

Boards Post

stillwater9999 posted to the Value Hounds board. 2:28 PM

ASR

I have added a bit to my positions in this Mexican airport operator.
ASR operates nine airports in eastern Mexico, the most important being Cancun. It is also involved in a joint venture running the San Juan Puerto Rico airport. Growth in [more]

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stillwater9999 posted to the Value Hounds board. 2:13 PM

Pipelines, Airports and Rails

While I have been passing on the hot IPOs and many other momentum rider stocks, I have been adding to Pipelines, Airports (Mexican), and my Rail stock. All of these have the theme of the toll road, quasi-monopoly.

In the pipeline area, EPD [more]

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stillwater9999 posted to the Value Hounds board. 11:57 AM

More 'bargains'

Some more great 'bargain' IPOs to jump on:

Castlight Health (CSLT)

[more]

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stillwater9999 replied to the Berkshire Hathaway board. 11:38 AM

Re: Squawk Box today

...he would be surprised if stocks dropped 50%. He is not talking about PLUG.

sw

Boards Post

stillwater9999 posted to the Value Hounds board. 9:13 AM

Kinder Family News

8:33 am Kinder Morgan Partners: Kinder Morgan reconfirms its 2014 financial dividend and distribution guidance for Kinder Morgan (KMI), Kinder Morgan Energy Partners (KMP), Kinder Morgan Management (KMR) and El Paso Pipeline Partners (EPB); KMP [more]

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stillwater9999 replied to the Value Hounds board. 9:15 PM

Re: telsa sales

"Are we allowed to talk about such things on TMF?"

It's ok unless you live in New Jersey...

sw (ws?_

Boards Post

stillwater9999 replied to the Deranged Monkey Criticism board. 7:07 PM

Re: Cramer - the "Righteous"

Not saying that is the only way...and glad that others don't use it, if everyone used my methods, there would be no hidden values to find...

sw

Boards Post

stillwater9999 replied to the Deranged Monkey Criticism board. 6:22 PM

Re: Cramer - the "Righteous"

"And as long as they allow investors to dream..."

sounds more like Powerball than investing to me...

sw - Looking for:

- A history (3-4 years or more) of real and rising financials including sales, earnings and [more]

Boards Post

stillwater9999 replied to the Value Hounds board. 5:46 PM

Re: telsa sales

What is a telsa anyway?

sw

Boards Post

stillwater9999 replied to the Deranged Monkey Criticism board. 3:42 PM

Re: Cramer - the "Righteous"

"Yes, although to be fair, you had the same problem with wireless, cable companies, casinos, et al.

"Billions spent up front, no revenue for years, no earnings until after that & plenty of competition from established blue-chip [more]

Boards Post

stillwater9999 replied to the Deranged Monkey Criticism board. 1:41 PM

Re: Klarman warning

Smart money talking.

I am not as cautious as he is but finding far more things to sell than buy at the moment.

sw