stillwater9999

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stillwater9999 posted to the Value Hounds board. 3:45 PM

LL Reduces guidance- Tilson comments

http://seekingalpha.com/article/1887441-my-analysis-of-lumbe......

sw - no position just watching from afar

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stillwater9999 replied to the Deranged Monkey Criticism board. 12:47 PM

Re: BKE - Special Dividend

- a conservatively managed company with very planned/measured growth returning excess profits to shareholders on a very regular basis. They are not trying to be masters of the universe.

Daniel Hirschfeld is the type of manager that is the [more]

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stillwater9999 posted to the Deranged Monkey Criticism board. 8:00 AM

BKE - Special Dividend

BKE announces a $1.20 special div. for 2013 and a 10% increase in the regular quarterly dividend.

[more]

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stillwater9999 posted to the Value Hounds board. 7:59 AM

BKE Special Dividend

BKE announces a $1.20 special div. for 2013 and a 10% increase in the regular quarterly dividend.

[more]

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stillwater9999 replied to the Deranged Monkey Criticism board. 6:44 PM

Re: Death of Retail

I have cut back in this area, in some cases due to valuation in others due to low predictability. Sold all Coach with nice profits. Had a great trade on DECK this year, but out now. It was just way too low at one point.

BKE and DLTR are [more]

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stillwater9999 posted to the Value Hounds board. 10:39 AM

Haverty on IGT (Barron's)

http://online.barrons.com/article/SB500014240531119033026045...

Rapid growth at their internet gambling site [more]

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stillwater9999 replied to the Deranged Monkey Criticism board. 8:33 AM

Re: AMZN - Structural Unprofitability?

The only comment I made on AMZN that was wrong was the share of electronic products. That number was taken directly from Value Line by the way and I did correct it.

AMZN is clearly a very controversial company. They have achieved tremendous [more]

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stillwater9999 replied to the Deranged Monkey Criticism board. 7:32 PM

Re: AMZN - Structural Unprofitability?

and again the commentary from Robert Olstein:

http://video.cnbc.com/gallery/?video=3000218111

sw

Boards Post

stillwater9999 posted to the Deranged Monkey Criticism board. 7:25 PM

AMZN - Structural Unprofitability?

http://seekingalpha.com/article/1779652-amazon-com-the-lack-...

Interesting analysis.


Why doesn't Buffett/Berkshire own [more]

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stillwater9999 replied to the Deranged Monkey Criticism board. 6:28 PM

Re: Peter Lynch on Charlie Rose

My long investing history tells me only to invest in companies (with very rare exception) that have a demonstrated history of revenues, earnings and cash flow. I may miss some great companies, but I strongly believe that I will also avoid many, many [more]

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stillwater9999 replied to the Deranged Monkey Criticism board. 6:00 PM

Re: Why Real Earnings Matter

Of course you fail to mention the very long, long list of companies that went for years without real financials that proved to be disastrous investments.

I will stick with my approach. It has worked very well for decades. Up 37% YTD. [more]

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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]