stillwater9999

Edward Roche (Ed)

stillwater9999’s Activity

Yesterday

NL

Boards Post

stillwater9999 replied to the Deranged Monkey Criticism board. 4:26 PM

Re: VL took away my number

For some reason I clicked on SMC Summary and Index which does not give it but the regular way still has it, thank goodness. Still not a great number.

thanks - sw

NL

Boards Post

stillwater9999 posted to the Deranged Monkey Criticism board. 3:00 PM

VL took away my number

In today's edition the projected appreciation of all VL stocks is not given in the usual place. There is still the chart but that is not really useful in identifying the number. Anyone see it elsewhere?

I wrote to VL asking that this number [more]

NL

Boards Post

stillwater9999 replied to the Value Hounds board. 10:01 AM

Re: Clorox & Venezuela

Is Brazil heading down the same path with Rouseff?

sw

Sun Sep 28

NL

Boards Post

stillwater9999 replied to the Deranged Monkey Criticism board. 7:18 PM

Re: Bill Gross Leaving Pimco?

S&P was around 122 in 1982, stocks have done pretty well since.

sw

NL

Boards Post

stillwater9999 replied to the Value Hounds board. 11:27 AM

Re: Copperfield "research" and workers

Short interest in BBSI has climbed dramatically in 2014 and was up 30% from what I see over the first half of Sept. 2014.

[more]

NL

Boards Post

stillwater9999 replied to the Value Hounds board. 9:28 AM

Re: Ackman's concentrated port

My guess is that copperfield is a front for a fairly large hedge fund, my guess is that they have shorted (either through direct sales or options) many millions of dollars of BBSI. This conclusion is based upon past history and on the large volume in [more]

Fri Sep 26

NL

Boards Post

stillwater9999 replied to the Climate Change board. 6:38 PM

Re: Predictions

Again you make the most pessimistic assumptions that what we do not know will be bad, but history shows just the opposite in most cases.

Check back in 40 years and we will see.

The future will be very different and much more [more]

NL

Boards Post

stillwater9999 replied to the Deranged Monkey Criticism board. 6:19 PM

Re: Bill Gross Leaving Pimco?

Who owns all these bonds anyway? Bonds have never been a central part of my investments or even a significant part (since 1982). Of course glad that there are some buyers since they support many companies, government etc. I have not been one and [more]

NL

Boards Post

stillwater9999 posted to the Climate Change board. 6:15 PM

Predictions

40 years from now, our progeny (biologic?, electronic/biologic?, solely electronic?) will look back and see that

- humans knew very little about climate science in 2014

- society will be completely different, and the concerns will [more]

NL

Boards Post

stillwater9999 replied to the Deranged Monkey Criticism board. 6:08 PM

Re: Poll: How Many Smart Folks are on this board?

I used to think I was fairly smart but last night...I was trying to help my 87 year old father in-law balance his checkbook at this home. No computer, only calculator in the house was malfunctioning, so had to do subtraction the long way for the [more]

NL

Boards Post

stillwater9999 replied to the Deranged Monkey Criticism board. 9:48 AM

Re: VL Review - Issue 6 stalwarts

I bought quite awhile ago. Agree it is still somewhat pricey, but just suggesting it as a candidate. Have liked the shareholder friendly and astute mgt. from Albert Nahmad (73), It appears his much younger son (Aaron, 33) is being groomed to [more]

Thu Sep 25

NL

Boards Post

stillwater9999 replied to the Value Hounds board. 12:58 PM

Re: Copperfield "research" and workers

Also this out today from an online service called Workcompcentral:

Faceless Research Group Questions PEOs Financial Stability

[more]

Hidden Gems Boards Post

stillwater9999 replied to the Hidden Gems boards. 12:51 PM

NL

Boards Post

stillwater9999 replied to the Value Hounds board. 7:04 AM

Re: Copperfield "research" and workers

In addition:

- the fact that copperfield refuses to admit their identity is a red flag

- the very convoluted writing of their piece on BBSI is quite clear. Read the more recent Jenks article that clearly lays out the [more]

NL

Boards Post

stillwater9999 replied to the Value Hounds board. 7:00 AM

Re: Copperfield "research" and workers

I am not an expert on Corvel, but the stock price rose significantly in the years following the attack from copperfield. There has been no implosion of the business due to workers compensation issues. So my net is that copperfield was quite wrong in [more]

Wed Sep 24

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Boards Post

stillwater9999 posted to the Value Hounds board. 10:03 PM

Copperfield "research" and workers comp

For those following the story on the short attack from copperfield "research" and BBSI it is worthwhile reading this which goes to the lack of credibility of copperfield in understanding the workers compensation business:

[more]

NL

Boards Post

stillwater9999 replied to the Deranged Monkey Criticism board. 7:06 PM

Re: VL Review - Issue 6 stalwarts

Agree with most of your comments. I like HD better than LOW, has had the better financials historically.

You might also start to look at Watsco also covered in this week's edition. Not terribly cheap but getting cheaper. I own it. Thought it [more]

Hidden Gems Boards Post

stillwater9999 replied to the Hidden Gems boards. 10:37 AM

Mon Sep 22

NL

Boards Post

stillwater9999 replied to the Climate Change board. 4:30 PM

Re: Where are the protests?

It is very clear after hearing the comments and viewing the actions of the protesters on Wall Street that their agenda is not finding reasonable actions on possible climate change. Their real agenda is taking down American Business e.g. stealing, [more]

NL

Boards Post

stillwater9999 posted to the Value Hounds board. 3:35 PM

Roth comments on BBSI

To my knowledge there are only 3 dedicated analysts covering BBSI and one is quite new. Roth is one of the mainstays.

Their comments from late last week:

“We spoke with BBSI management and continue to have conviction in the [more]

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Big gold star, 5000 posts Old School Fool
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