stillwater9999

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stillwater9999 posted to the Value Hounds board. 10:42 AM

Dividends

Seeing some pretty nice increases in dividends this year, but with sharply rising stock prices, effective yields are actually going down in most cases. Some of the larger div. boosts:

Watsco (+60%), IGT (+57%), BBSI (+38%), NEU (+22%),V [more]

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stillwater9999 posted to the Deranged Monkey Criticism board. 8:46 AM

Why Real Earnings Matter

I worked 24 years for a large Fortune 500 corporation. It was reputedly one of the best companies and one that kept building shareholder value at or near the top of the chart of importance. Division managers were closely held to their quarterly [more]

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stillwater9999 posted to the Value Hounds board. 7:51 AM

Coach's New Bag (Barrons)

In today's Barrons:

[more]

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stillwater9999 posted to the Falling Knives board. 6:48 PM

FKA : ULTA

a market darling tumbles 20%+ today after weak earnings and guidance.

Citi and Sterne Agee say buy on the weakness. Cramer says the group is too dangerous. Greenberg says that a recent SEC visit may have led to changes.

[more]

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stillwater9999 replied to the Value Hounds board. 6:20 PM

Re: pull the trigger-buy a slug?Ulta-bomb

when you fly high, you can fall very fast, had been a market darling prior to this. VL supplementary report appears cautious saying that next year EPS growth may only be in the 16-18% range.

I am pretty unfamiliar with this company, but [more]

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stillwater9999 replied to the Deranged Monkey Criticism board. 6:14 PM

Re: Peter Lynch on Charlie Rose

make that Olstein (Robert) on AMZN.

sw

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stillwater9999 replied to the Deranged Monkey Criticism board. 5:56 PM

Re: Peter Lynch on Charlie Rose

True that Buffett/Berkshire does not own ARDNA or BBSI for that matter. Those companies are much too small to move the needle for Berkshire, but I like to think that a young much poorer Buffett might have invested in these and many of the other [more]

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stillwater9999 replied to the Berkshire Hathaway board. 5:50 PM

Re: OT: financial/investment advisors here?

...and of course there are some who spend just about all their efforts on studying companies and ignore the marketing side. Doomed to be small forever perhaps, but providing a real service to loyal clients.

Up 37% YTD.

sw

Boards Post

stillwater9999 replied to the Deranged Monkey Criticism board. 4:13 PM

Re: Brave Warrior

not bad (we will see if the gains last), but my largest position (BBSI) is up 126% YTD and it actually has earnings and aghast pays a dividend. What could BBSI be thinking? We know that only moribund companies with no ways to invest in growth would [more]

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stillwater9999 replied to the Deranged Monkey Criticism board. 4:08 PM

Re: Peter Lynch on Charlie Rose

....make that AMZN does Buffett/Berkshire own?


AMZB is a special Bezos vehicle...

sw

Boards Post

stillwater9999 replied to the Deranged Monkey Criticism board. 4:04 PM

Re: Peter Lynch on Charlie Rose

How many shares of AMZB does Buffett/Berkshire own?

What if McDonalds's announced Monday that they were changing their business model. For the foreseeable future, they were cutting prices to the bone to drive up market share. They will be [more]

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stillwater9999 replied to the Deranged Monkey Criticism board. 2:21 PM

Re: Peter Lynch on Charlie Rose

Can they?

Extraordinary claims (and stock valuations) require extraordinary evidence.

sw

Boards Post

stillwater9999 replied to the Deranged Monkey Criticism board. 10:15 AM

Re: Peter Lynch on Charlie Rose

Good interview.

I was hoping Rose would ask him if he would buy AMZN today. Lynch was always big on the importance of earnings, and AMZN ain't got much there.

sw

Boards Post

stillwater9999 posted to the Deranged Monkey Criticism board. 10:14 AM

Portfolio Recovery (PRAA)

Proven itself to be the class act in debt collection.

Comments from Jim Gillies:

"Portfolio Recovery Associates (NASDAQ: PRAA ) buys defaulted consumer debt from credit providers for pennies on the dollar and then turns that [more]

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stillwater9999 posted to the Value Hounds board. 9:49 AM

Portfolio Recovery (PRAA)

Proven itself to be the class act in debt collection.

Comments from Jim Gillies:

"Portfolio Recovery Associates (NASDAQ: PRAA ) buys defaulted consumer debt from credit providers for pennies on the dollar and then turns that [more]

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stillwater9999 replied to the Berkshire Hathaway board. 8:57 AM

Re: Off Topic/Income Investments

You also might consider FNB - a regional bank in the Pittsburgh PA area (has expanded into Maryland), pays 3.8%. Regional banks may be acquired as the banking industry continues to consolidate. With rising rates, many dividend based investments may [more]

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stillwater9999 replied to the Berkshire Hathaway board. 8:16 PM

Re: Off Topic/Income Investments

You might check the Dividend Growth Investing board. A recent post:

http://boards.fool.com/kmi-way-down-31005005.aspx

sw