stillwater9999

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stillwater9999 replied to the Berkshire Hathaway board. 16 minutes ago

Re: Buffett votes "abstain"...

One needs to understand there is a process here in very large companies.
"Discussions" go on outside and before board meetings. WEB may very well have voiced some opposition in private discussions. But when it comes to the finale board [more]

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stillwater9999 replied to the Deranged Monkey Criticism board. 2 hours ago

Re: And Now Presenting....

Good discussion. NWLI has been a very fine investment. Still in our top five. Have not sold a share. Was not as bold as you...

sw

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stillwater9999 posted to the Deranged Monkey Criticism board. 10:56 PM

Ackman's War

http://abcnews.go.com/Blotter/bill-ackmans-secret-deal-herba...

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stillwater9999 replied to the Macro Economic Trends and Risks board. 8:35 AM

Re: United Health snivels about competition

UNH is a very well managed company and has been a superb investment. They are required to update shareholders on new developments. One does see irrational competition in various insurance markets from time to time. Companies with underwriting [more]

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stillwater9999 replied to the Value Hounds board. 7:39 AM

Re: Why use return on equity?

No matter what metrics one uses, there are very few great bargains out there right now....


Syntel may be an exception.

sw

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stillwater9999 replied to the Deranged Monkey Criticism board. 8:40 PM

Re: Ackman rides again!

I just know they have paid more than some large pharma would pay on a couple of these major deals. I have seen it all before, usually ends badly.

sw

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stillwater9999 replied to the Deranged Monkey Criticism board. 5:59 PM

Re: Ackman rides again!

I know that Valeant is outbidding major pharma companies on some of these deals. That would make me nervous if I was a Valeant shareholder. Overpaying is a cardinal sin. Allergan does appear to be a good property, but at what price?


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stillwater9999 posted to the Johnson & Johnson board. 4:20 PM

$100

Just a number, but still nice to see.

sw

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stillwater9999 replied to the Macro Economic Trends and Risks board. 12:03 PM

Re: Good News on Keystone XL

and the politics:

[more]

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stillwater9999 replied to the Deranged Monkey Criticism board. 5:42 PM

Re: OT: Chess appreciation

As I usually do I dropped in on Friday to watch a round of the Philadelphia Open, now the biggest tournament of the year here. The stock market is closed so chess takes its place.

This year Gata Kamsky, US champion, and a world champion [more]

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

Pfizer going after AZ?

reportedly in a $100B buyout. Interesting if this proves true, interesting that they would want AZ and not one of the smaller biotechs, e.g. AMGN, GILD, Celgene etc.

[more]

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stillwater9999 replied to the Pencils Palace board. 10:01 AM

Re: Thoughts on Under Armour (UA)

"What do you think about Under Armour? "

Good company, significantly over priced. I might buy it at 1/3 to 1/2 the current price.

Despite what David Gardner and Seth Jayson think, valuations do matter.

It is also [more]

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stillwater9999 replied to the Macro Economic Trends and Risks board. 9:11 AM

Re: Good News on Keystone XL

"You know, like every single one of them."

Both parties have failed us, that is why I don't vote for either one in most cases. Ethanol was a bad idea from the start.

On Keystone we see support from:

Warren [more]

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stillwater9999 replied to the Macro Economic Trends and Risks board. 1:06 PM

Re: Good News on Keystone XL

Actually very bad news, although certainly not a surprise. A totally political decision by our president, the same man who was a big supporter of the indefensible ethanol legislation when he caved into Illinois farmer pressure.

These [more]

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stillwater9999 replied to the Value Hounds board. 1:01 PM

Re: CNBC: Next 25 years

Since most of these guys normally have a time horizon of about 1 day, I am not sure I would trust their long term vision...

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stillwater9999 replied to the Value Hounds board. 8:10 PM

Re: Other notable earnings

well that bounce in FCFS did not last long...such are the markets..


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stillwater9999 replied to the Falling Knives board. 12:30 PM

Re: FKA: Everything?

Earnings out this morning, see my comments on the Value Hounds board. Stock trading down apparently due to their guidance. But clearly this is a mgt. that likes to under-promise (sandbagging is us). I remain very positive and have been [more]

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stillwater9999 posted to the Value Hounds board. 9:47 AM

Other notable earnings

FCFS - which I have added to lately as the stock had a sizable correction had strong earnings out:

[more]

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stillwater9999 posted to the Value Hounds board. 8:52 AM

Syntel (SYNT) Reports

https://finance.yahoo.com/news/syntel-reports-first-quarter-...

EPS of $1.39 soundly beat analyst estimates once again, which were $1.25 Yahoo or [more]