stillwater9999

Edward Roche (Ed)

stillwater9999’s Activity

Yesterday

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stillwater9999 posted to the Falling Knives board. 5:53 PM

Old chess players

Vishy Anand loses the WC match to Magnus again. He put forth a pretty good effort, not as many blunders as last time, but not enough.

Time to bring on a young challenger like Caruana. Chess is a young man's game (unless you are an [more]

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stillwater9999 replied to the Deranged Monkey Criticism board. 1:58 PM

Re: Appaloosa Portfolio

On home building he also has Whirlpool which some have described as a proxy for this area and Mowhawk- that could be home building or home improvement. He also has Masco which is in the home improvement area from what I see.

Agree he is more [more]

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Boards Post

stillwater9999 replied to the Deranged Monkey Criticism board. 11:55 AM

Re: Appaloosa Portfolio

...also no retail from my quick review...



sw

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Boards Post

stillwater9999 posted to the Deranged Monkey Criticism board. 8:57 AM

Appaloosa Portfolio

Tepper seems to have done about as well as anyone in the last few years. Just studying his portfolio and changes:

[more]

Fri Nov 21

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stillwater9999 replied to the Hidden Gems boards. 5:08 PM

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stillwater9999 replied to the Deranged Monkey Criticism board. 10:24 AM

Re: Airlines

Well I think some of the cost structure issues have been addressed. Lower wages, pension issues addressed/erased, fuel costs low at least for awhile. The main issue I see is competition. What stops new entrants from coming in? Also right now their [more]

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stillwater9999 replied to the Hidden Gems boards. 9:30 AM

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stillwater9999 posted to the Deranged Monkey Criticism board. 8:25 AM

Airlines

Airlines have obviously been on a tear in 2014. If you do not own them, it was a major obstacle in not outperforming. I have never owned one following the Buffet teaching to never buy an airline (preached after he had lost money on US Air I believe.) [more]

Thu Nov 20

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stillwater9999 replied to the Deranged Monkey Criticism board. 12:41 PM

Re: DLTR

If they wind up buying FD I would be very cautious to re-enter, but if DG gets FD I would re-enter DLTR at the right price...

Not an easy one when you see a great co. trying to do what appeared to be a large questionable [more]

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stillwater9999 posted to the Deranged Monkey Criticism board. 9:30 AM

DLTR

Strong earnings out this morning.

Meanwhile DG and FD continue discussions with the FTC:

[more]

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stillwater9999 replied to the Deranged Monkey Criticism board. 9:16 AM

Re: where's naj?

Najdorf Sicilian is out of fashion. Been replaced by the Berlin defense..


sw

Tue Nov 18

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stillwater9999 posted to the Value Hounds board. 3:59 PM

Actavis gets Allergan

Perhaps Allergan picked the lesser of two devils. Neither Actavis or would be suitor Valeant has any great record of real drug R&D in my view. Actavis is Watson (generic co.) plus Forest plus Warner Chilcot. Just another roll up with no pedigree, [more]

Fri Nov 14

Hidden Gems Boards Post

stillwater9999 replied to the Hidden Gems boards. 10:42 AM

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stillwater9999 replied to the Hidden Gems boards. 9:31 AM

Thu Nov 13

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stillwater9999 replied to the Deranged Monkey Criticism board. 5:58 PM

Re: I am presenting an investment conference tonight

Nice presentation, best of luck tonight.

sw

Wed Nov 12

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Boards Post

stillwater9999 replied to the Value Hounds board. 4:59 PM

Re: How much is this Shoe manufacturer worth

Not covered by VL even in the small cap edition. My initial ball park range looking at comps that are covered by VL was 50-100 MM. So the 75 MM current market cap is right in the middle.

Family owned by not not appear to fit my VO strategy [more]

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Boards Post

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

Re: How much is this Shoe manufacturer worth

Debt?

sw

Tue Nov 11

Hidden Gems Boards Post

stillwater9999 posted to the Hidden Gems boards. 7:43 AM

Mon Nov 10

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stillwater9999 replied to the Value Hounds board. 6:31 PM

Re: @ stillwater9999

hi ajm -

Ingles had shown up in my screens. But the history here seems to indicate that they want to keep the business in the family. The current CEO, Robert Ingles II is only 45. He took over when Robert Ingles I died.

So this [more]

Hidden Gems Boards Post

stillwater9999 replied to the Hidden Gems boards. 6:20 PM

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