stillwater9999

Edward Roche (Ed)

stillwater9999’s Activity

Thu Aug 27

NL

Boards Post

stillwater9999 replied to the Deranged Monkey Criticism board. 12:58 PM

Re: Things going right

Also adding to Astronics (ATRO) which in the low 50s looks like excellent value. Got an analyst Buy rec today.

sw

NL

Boards Post

stillwater9999 replied to the Deranged Monkey Criticism board. 12:57 PM

Re: Things going right

Agree that there are many positives. US economy (jobs, housing etc.) is positive. China is the wild card, where we cannot trust the numbers released by the government, just have to watch what they are doing, what companies selling things in China are [more]

Hidden Gems Boards Post

stillwater9999 posted to the Hidden Gems boards. 9:25 AM

Wed Aug 26

NL

Boards Post

stillwater9999 posted to the Deranged Monkey Criticism board. 5:12 PM

This week's market action...

"Is this gambling or what?" ..... P. Lynch

And we have Sept and Oct coming up which have been known to be interesting...

sw

NL

Boards Post

stillwater9999 replied to the Berkshire Hathaway board. 7:15 AM

Re: Goldman's 25 China insulated Stocks

Plenty of energy related names, hard to agree that these are immune from the China/commodity effects.

I would prefer ASR and PAC.

sw

Tue Aug 25

NL

Boards Post

stillwater9999 posted to the Berkshire Hathaway board. 8:10 AM

Boeing increases China forecast

It is a good day to think long term and not to be overcome by short term market gyrations.


I see this from Boeing:

[more]

Tue Aug 18

NL

Boards Post

stillwater9999 posted to the Deranged Monkey Criticism board. 10:00 AM

TJX

Strong results, strong comps (+6%), raised guidance. I have been adding, should own more.

sw

Hidden Gems Boards Post

stillwater9999 replied to the Hidden Gems boards. 7:16 AM

Mon Aug 17

NL

Boards Post

stillwater9999 replied to the Berkshire Hathaway board. 7:37 AM

Re: Charter

Seems very unBuffett like to me...

sw

Sun Aug 16

NL

Boards Post

stillwater9999 replied to the Value Hounds board. 5:48 PM

Re: Buffett shuffles

Charter sells at a very high p/e, VL sees it as over valued. What is the story there?

sw

NL

Boards Post

stillwater9999 posted to the Berkshire Hathaway board. 5:45 PM

Charter

What does Berkshire see in Charter Communications? (CHTR) I think I see they upped their stake. Charter has is selling at a very high price relative to earnings. Value Line sees it as overvalued. I do see some other large investors (whales) have [more]

NL

Boards Post

stillwater9999 replied to the Berkshire Hathaway board. 8:07 AM

Re: Yawn

I am very happy that most of my top holdings are almost never discussed on CNBC and I generally avoid companies that are in the news far too much.

sw

Fri Aug 14

NL

Boards Post

stillwater9999 posted to the Value Hounds board. 2:25 PM

Fallen HERO

Hercules Offshore goes BK, perhaps mentioned before on here.

[more]

NL

Boards Post

stillwater9999 posted to the Berkshire Hathaway board. 7:32 AM

PCP - something to watch

This story about the major plane makers considering reducing titanium has been ongoing for awhile now:

[more]

Thu Aug 13

NL

Boards Post

stillwater9999 replied to the Berkshire Hathaway board. 6:31 PM

Re: Buying Like Buffett

I would contend that buying AMZN has absolutely nothing to do with Buying Like Buffett. AMZN is a greater fool stock in my view.

sw

Wed Aug 12

NL

Boards Post

stillwater9999 posted to the Berkshire Hathaway board. 7:17 AM

Boeing Raises India Forecast

Boeing Co. raised its market forecast for India as the planemaker expects travel demand to grow in the world’s second-most populous nation.
Boeing predicts Indian airlines will need 1,740 new planes over the next 20 years, up from the 1,600 [more]

Tue Aug 11

NL

Boards Post

stillwater9999 replied to the Berkshire Hathaway board. 4:14 PM

Re: Business Wire hacked?

On CNBC the Options Monster folks always refer to "They" as the party moving options prices sharply. Perhaps these hackers and trader partners were the "They" in some cases....

sw

Hidden Gems Boards Post

stillwater9999 posted to the Hidden Gems boards. 3:36 PM

NL

Boards Post

stillwater9999 replied to the Berkshire Hathaway board. 2:03 PM

Re: PCP is being digested.... now what

Boeing (BA) is also reasonably priced in my view, and you retain exposure to aerospace. Pays a 2.7% dividend. I bought some small positions there recently.

Of course no chance for a buy out with BA.

Agree there is no rush to put all [more]

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Big gold star, 5000 posts Old School Fool
Board Posts 7778
Recs Received 14337
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Recs to Posts Ratio (last 30 days) 8.00
Threads Started 2769
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Very First Post A HG Philosophy post. (1/1/2006)
Percentage of Posts Rec'd 63.56 %
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