stillwater9999

Edward Roche (Ed)

stillwater9999’s Activity

Sat Sep 13

NL

Boards Post

stillwater9999 posted to the Deranged Monkey Criticism board. 10:01 AM

Rising dollar

Good for certain firms.

Dollar/rupee 60.81 nicely above the 60 value uses in projections by Syntel management.

sw

Thu Sep 11

NL

Boards Post

stillwater9999 posted to the Value Hounds board. 12:00 PM

Alibaba anyone?

Huge IPO coming, looks like this is a real company with real financials (the anti-Amazon). I do not think pricing has been set yet.

At the moment I do not do China, and have never bought an IPO, but this might be of interest. Guessing it [more]

NL

Boards Post

stillwater9999 replied to the Climate Change board. 11:55 AM

Re: Fact #2

History has proven optimists right time after time. Look at Warren Buffett, he was buying stocks when most people had great fear and were not buying. He is always optimistic on the vast potential of the American economy. Look at Templeton another [more]

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Boards Post

stillwater9999 replied to the Climate Change board. 7:43 AM

Re: Fact #2

If you want to learn what the future is likely to be read Ray Kurzweil (an optimist), if you want to learn what is not going to happen read the gloom and doom posts of bjchip.

sw

Wed Sep 10

NL

Boards Post

stillwater9999 replied to the Deranged Monkey Criticism board. 7:54 PM

Re: stalwart screen

MD looks interesting at somewhat lower prices. ROE is not great, but like the rest. Never looked at it or AIT in any detail.

sw

NL

Boards Post

stillwater9999 replied to the Deranged Monkey Criticism board. 6:45 PM

Re: stalwart screen

and also you might look at chemical companies. They are benefiting from lower petroleum prices (a key input). I own LYB and EMN.

Another stalwart in my view is RPM which also may benefit from lower petroleum costs. The stock took a bit of a [more]

NL

Boards Post

stillwater9999 replied to the Deranged Monkey Criticism board. 6:39 PM

Re: stalwart screen

One other note, I did have CR Bard for awhile and made some nice profits. It got a bit pricey and I exited. Now have Baxter (BAX) which is going to split up. Also have small positions in Stryker. VL likes it, I am somewhat less keen, do like CEO [more]

NL

Boards Post

stillwater9999 replied to the Deranged Monkey Criticism board. 3:33 PM

Re: stalwart screen

From this list I own CL, CLX (only in personal acct), GOOG, HD, ITW, JNJ, MSFT, NKE, PEP (major position, very long term), SBUX, SIAL - very long term holding, SJM. Been selling MCD (sold out in managed accounts), sold MKC not too long ago. Have [more]

Hidden Gems Boards Post

stillwater9999 replied to the Hidden Gems boards. 2:22 PM

NL

Boards Post

stillwater9999 posted to the Value Hounds board. 10:31 AM

Pipelines, Airports and Rails (Update)

Back on March 14, I posted on this portion of my portfolio:

http://boards.fool.com/pipelines-airports-and-rails-31165905...

The theme here is that all [more]

Mon Sep 8

NL

Boards Post

stillwater9999 replied to the Value Hounds board. 3:43 PM

Re: Scotland votes to split: Sept 19

You were right in the first case. Scotland is part of the US:

- number of US citizens claiming solely Scottish ancestry is 6.85 MM

- number of US citizens claiming Scottish ancestry in combination with other ancestry 27.5 [more]

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Boards Post

stillwater9999 replied to the Value Hounds board. 11:05 AM

Re: "Peter Lynch" in Oregon

Picking a state to live in after choosing the full time RV life:

Texas and South Dakota are popular choices.

[more]

Sun Sep 7

NL

Boards Post

stillwater9999 replied to the Value Hounds board. 11:16 AM

Re: "Peter Lynch" in Oregon

Some possible areas for tax reduction to explore (I am borrowing some of this from poster BGM on an HG board):

- become a resident of a low or no state income tax state like WA or FLA

- buy your RV through your LLC in Montana along [more]

Sat Sep 6

NL

Boards Post

stillwater9999 replied to the Deranged Monkey Criticism board. 8:37 AM

Re: Fun Friday

CVS - still holding all shares, not adding at this point. It is a top 5 holding in managed accounts, would be higher, but some of my clients want to avoid healthcare since they already have large exposure through their careers etc.

Recent [more]

Fri Sep 5

NL

Boards Post

stillwater9999 replied to the Deranged Monkey Criticism board. 7:54 PM

Re: Fun Friday

It has been a strange year with many of the big winners being questionable long term investments in my view. I have been holding a large chunk of cash and trailing the markets. But starting to do a bit better with the BOLT take-over this week and [more]

NL

Boards Post

stillwater9999 replied to the Deranged Monkey Criticism board. 4:01 PM

Re: The Walking Threads

This should fix everything for one of the zombies (appropriate stock symbol BODY):

[more]

NL

Boards Post

stillwater9999 posted to the Falling Knives board. 9:45 AM

FKA: KORS

Falling close to 75 as Sportswear Holdings sells:

[more]

NL

Boards Post

stillwater9999 replied to the Falling Knives board. 9:43 AM

Re: Everyone except the Fabulous Fab

Pretty good game, fizzled out to a draw ending Fab's streak.

Looks like Carlsen- Caruana will be a duel for many years to come.

sw

Thu Sep 4

NL

Boards Post

stillwater9999 replied to the Value Hounds board. 2:41 PM

Re: "Peter Lynch" in Oregon

hohum -

Lithia Motors - very interesting, missed that one probably because VL does not cover it. Amazing run...

sw

NL

Boards Post

stillwater9999 replied to the Falling Knives board. 2:21 PM

Re: Everyone except the Fabulous Fab

Now seeing game (Caruana-Carlsen) should start at 3 pm EDT.

sw

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Big gold star, 5000 posts Old School Fool
Board Posts 6361
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