stillwater9999

Boards Post

stillwater9999 replied to the Value Hounds board. 3:50 PM

Re: SA

Articles carry my full name and company information. (Freedom Mountain Investments). I also post articles on my company web site. Have not written too many in the last couple of years (BOLT and Syntel were most recent) because I have not been finding [more]

Boards Post

stillwater9999 replied to the Berkshire Hathaway board. 3:38 PM

Re: A $2,000,000,000,000 Loss Event?

There are thousands of examples where armies, governments failed to foresee problems and concentrated on the wrong enemies. Do a search.


sw

Boards Post

stillwater9999 replied to the Climate Change board. 3:35 PM

Re: Lindzen meets someone he can't confuse

The record on Carbon taxes and trading systems is not very good:

[more]

Boards Post

stillwater9999 replied to the Berkshire Hathaway board. 3:10 PM

Re: A $2,000,000,000,000 Loss Event?

Yes perhaps not the best example, much was done in that case. Although even after it was done, as the event approached there were many forecasts of doom and then practically nothing happened to my knowledge in Jan.

There are many other [more]

Boards Post

stillwater9999 replied to the Value Hounds board. 2:53 PM

Re: SA

I only write positive articles on special small/mid cap companies where I feel I have some special knowledge. I am sure that if you write a short piece you can plan to get plenty of flack from longs and possibly the company. There have been some [more]

Boards Post

stillwater9999 replied to the Value Hounds board. 2:47 PM

Re: Eastman Chemical (EMN)

Thanks Ralph for correcting that bad link.

Some other things I like here are ROE about 27% at present at the improving Net Profit Margin, around 10%.

Chemicals tend to be cyclical to some extent, but I do not think we are near the [more]

Boards Post

stillwater9999 replied to the Value Hounds board. 1:35 PM

Re: Eastman Chemical (EMN)

Here is a recent investor presentation:

file:///C:/Users/Edward/Downloads/EMN_Deutsche_June_2014_2.pdf

sw

Boards Post

stillwater9999 replied to the Berkshire Hathaway board. 1:25 PM

Re: A $2,000,000,000,000 Loss Event?

Forget the gold, soap, tp, bottled water and can goods plus some good books are the way to go....

sw

Boards Post

stillwater9999 replied to the Value Hounds board. 11:01 AM

Re: Eastman Chemical (EMN)

Some more details that were on the cc. Some one time events impacting revenues. I think 8-10% total returns are in the likely range from these levels.

Eastman Chemical (EMN -7.5%) slumps to three-month lows after Q2 revenues of $2.46B rose [more]

Boards Post

stillwater9999 replied to the Climate Change board. 10:47 AM

Re: Lindzen meets someone he can't confuse

There is ZERO agreement on what to do. You disagree with btreisist on nuclear, Hansen disagrees with the Sierra Club etc. etc. No agreement on key action items like the Keystone pipeline, tar sands development, coal etc. etc.

Ray Kurzweil [more]

Boards Post

stillwater9999 replied to the Climate Change board. 10:13 AM

Re: The risk is real

How many times do I say this? There is no consensus on the five key logical planks of the globing warming mantra. None. That is what counts. What you do is what counts. Not models.


sw

Boards Post

stillwater9999 posted to the Value Hounds board. 10:08 AM

Eastman Chemical (EMN)

Trading down about 6.7% this morning after earnings out last night.

[more]

Boards Post

stillwater9999 replied to the Berkshire Hathaway board. 7:57 AM

Re: A $2,000,000,000,000 Loss Event?

Perhaps many are concerned about the wrong problem. They should be thinking about this one and not global warming. That can often happen in the course of human events. I remember in 2000 when there were massive concerns about what would happen to [more]

Boards Post

stillwater9999 replied to the Deranged Monkey Criticism board. 4:19 PM

Re: A Dollar Monster?

Strange that FDO's Levine is staying on. Think he would have plenty of money already with the deal and would have little interest taking orders.

sw

Boards Post

stillwater9999 replied to the Climate Change board. 3:08 PM

Re: Climate: An Excuse For Tax Hikes

Just to add further and clarify on Point 4. This really has to do with likely consequences and the timing of such. That is why it is in view different from point 1. There is very little agreement on this point of consequences and timing. bjchip gives [more]