stillwater9999

Edward Roche (Ed)

stillwater9999’s Activity

Yesterday

NL

Boards Post

stillwater9999 replied to the Value Hounds board. 7:57 PM

Re: CNI - looking attractive

BX - added in October, that worked great but should have added much more.
Impossible company to analyze in any depth given their complexity, have to trust the mgt with this one.

sw

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Boards Post

stillwater9999 replied to the Saul's Investing Discussions board. 5:45 PM

Re: CNI

I have held CNI for many years, it has been an excellent investment.

All of the railroads have declined of late. The US companies have significant exposure to coal and oil shipments have declined as the price of oil has dropped. CNI has far [more]

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Boards Post

stillwater9999 replied to the Value Hounds board. 4:15 PM

Re: CNI - looking attractive

I finally bought some Berkshire (B shares) so I have some exposure to IBM, had some very small positions in IBM a couple years ago but sold and have no interest in buying in again.

Discover Financial looks somewhat interesting, worth some [more]

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Boards Post

stillwater9999 replied to the Value Hounds board. 10:53 AM

Re: CNI - looking attractive

TDG - good company, very expensive stock in my view.

Still have PCP, ATRO.

sw

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Boards Post

stillwater9999 replied to the Value Hounds board. 8:42 AM

Re: CNI - looking attractive

"I think there's better bargains to be had.."

Care to divulge any?

sw

Hidden Gems Boards Post

stillwater9999 posted to the Hidden Gems boards. 8:37 AM

Wed May 20

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Boards Post

stillwater9999 replied to the Value Hounds board. 9:46 PM

Re: CNI - looking attractive

kelbon -

Not dirt cheap but getting attractive in my view.

CNI has a very strong moat, and it is a relative bargain in the current market from what I see. Prince Rupert has a great future as a growing port where CNI has strong [more]

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Boards Post

stillwater9999 replied to the Macro Economic Trends and Risks board. 4:49 PM

Re: Woman Sues Debt Collector, Wins $83 Million

This woman is a defendant in at least two other court cases in Jackson County MO. (one vs. Dillards) and may be a serial litigant.

I think the PRA lawyers did a poor job here, but it is highly likely the outrageous punitive damages will be [more]

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Boards Post

stillwater9999 posted to the Value Hounds board. 4:45 PM

CNI - looking attractive

Shares of Canadian National Rail have declined 15% or so from the peak. US railroad stocks have been hit by declining volumes for coal and now oil. CNI is far less dependent on coal than the US majors.

CNI volumes: Petroleum & Chemicals, [more]

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Boards Post

stillwater9999 posted to the Johnson & Johnson board. 7:56 AM

JNJ Pharma Update

[more]

Tue May 19

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Boards Post

stillwater9999 posted to the Johnson & Johnson board. 4:37 PM

Janssen/Achillon collaboration

in Hep C:

http://seekingalpha.com/pr/13564686-achillion-enters-into-wo...

Even with the Gilead Hep C cure, [more]

Hidden Gems Boards Post

stillwater9999 posted to the Hidden Gems boards. 2:14 PM

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Boards Post

stillwater9999 posted to the Falling Knives board. 9:03 AM

FKA:YGE

Yingli Green (Chinese Solar Energy firm)-

Not what you want to hear:

"Our lack of cash resources and our potential inability to continue as a going concern may materially and adversely affect the price of our ADSs and our [more]

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Boards Post

stillwater9999 posted to the Johnson & Johnson board. 8:55 AM

Invega Trinza approved

Uses Alkermes technology. Important franchise extension.

http://seekingalpha.com/news/2532326-fda-clears-janssens-lon...

sw

Mon May 18

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Boards Post

stillwater9999 posted to the Deranged Monkey Criticism board. 2:26 PM

The Mystery position

Ackman has a very large undisclosed position:

http://finance.yahoo.com/news/bill-ackman-two-undisclosed-po...

Any guesses?

sw

Hidden Gems Boards Post

stillwater9999 posted to the Hidden Gems boards. 11:27 AM

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Boards Post

stillwater9999 replied to the Berkshire Hathaway board. 11:13 AM

Re: How many different positions do you have?

Three Carl Yastrzemski rookie cards, one 1961 Mickey Mantle card (all Topps).

And some stocks as well.

sw

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Boards Post

stillwater9999 replied to the Berkshire Hathaway board. 10:36 AM

Re: BRK and preventing train crashes

Some more data (real data):

The train accident rate in the US has fallen 80% since 1980, and 46% since
2000.

The grade crossing collision rate fell 35 percent since 2000 and 78 percent since 1980

Spending by the [more]

Sun May 17

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Boards Post

stillwater9999 replied to the Berkshire Hathaway board. 7:48 PM

Re: BRK and preventing train crashes

And once again the facts are the American Railroad Association supports positive train control. They are contending that it is not possible to implement it by the end of 2015 in view of the technical complexity as I outlined. See this for more [more]

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