stillwater9999

Edward Roche (Ed)

stillwater9999’s Activity

Yesterday

NL

Boards Post

stillwater9999 posted to the Falling Knives board. 9:14 AM

Falling dimensions

Another warning from DDD:

http://seekingalpha.com/news/2452226-3d-systems-same-old-sam...

Not buying this one.

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NL

Boards Post

stillwater9999 replied to the Deranged Monkey Criticism board. 6:36 AM

Re: Syntel miss

Well I think the q results were not as strong as I would have liked. So I decided to reduce slightly (taking profits). I still like the long term story here. So still a very large position.

I will add more detail when the q is [more]

Thu Apr 23

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Boards Post

stillwater9999 replied to the Deranged Monkey Criticism board. 6:47 PM

Re: Syntel miss

Sold a bit. It has been the number one position (although others are quite similar in size). It is still a top five holding. Did not sell any of the shares in my personal account. Might be a good point to add if you have no [more]

Hidden Gems Boards Post

stillwater9999 posted to the Hidden Gems boards. 6:44 PM

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stillwater9999 posted to the Retirement Investing board. 2:57 PM

Planning for retirement

I have seen many discussions on these boards covering just about every aspect of retirement - how to maximize social security, how to invest before and after, best states for retirement, part time work in retirement, volunteering in retirement etc. [more]

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Boards Post

stillwater9999 posted to the Deranged Monkey Criticism board. 1:22 PM

Syntel miss

Have to say I was surprised. Also surprised that the market has not been harsher (down about 5%). Market seems to be buying that the miss was largely due to Q1 budget issues. Based upon the call it appeared the issue was in the banking/financial [more]

Wed Apr 22

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Boards Post

stillwater9999 posted to the Falling Knives board. 3:47 PM

Falling HOG

Harley Davidson down 24% from 2014 highs. Earnings out this week missed on revs. (slight beat on EPS):

[more]

Tue Apr 21

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Boards Post

stillwater9999 replied to the Value Hounds board. 3:00 PM

Re: KMI - A futile lawsuit

reminiscent of Jarndyce vs. Jarndyce in Dicken's Bleak House....


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Boards Post

stillwater9999 posted to the Value Hounds board. 2:40 PM

KMI - A futile lawsuit

A curious case, from this it appears that the only winners will be the attorneys.

[more]

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Boards Post

stillwater9999 replied to the Value Hounds board. 1:49 PM

Re: PAC Makes an Acquisition

There was some rise in ASR after the change in US-Cuba relations. Some flights to Havana go through Cancun. Traffic trends to Cancun have also been quite positive.


sw

NL

Boards Post

stillwater9999 replied to the Value Hounds board. 11:45 AM

Re: PAC Makes an Acquisition

Yes I also own ASR, but my position in PAC is much larger (top 5 in managed accounts). ASR has had stronger growth but the valuation is stretched in my view. ASR has a much larger portion of revenues from Intl. passengers and that is more lucrative [more]

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Boards Post

stillwater9999 posted to the Value Hounds board. 11:10 AM

PAC Makes an Acquisition

One of my two Mexican airport operators has made an interesting acquisition which takes its operations beyond Mexico:

Acquisition of DCA:

Grupo Aeroportuario del Pacífico, S.A.B. de C.V. (PAC) (BMV:GAP) (the “Company” or “GAP”) [more]

Mon Apr 20

Hidden Gems Boards Post

stillwater9999 posted to the Hidden Gems boards. 7:47 PM

NL

Boards Post

stillwater9999 replied to the Deranged Monkey Criticism board. 4:40 PM

Re: Druck

AG recently commented on CNBC that productivity is declining due to too much money going into entitlement programs...

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Boards Post

stillwater9999 replied to the Berkshire Hathaway board. 3:43 PM

Re: HR Block

Value line has eps (2014) projected to come in at $1.95 with 2015 at $2.08.

Yahoo finance has 2014 eps at $1.75 and 2015 at $2.08.

Using those numbers gives a higher p/e than what you site.

All earnings occur in one quarter [more]

NL

Boards Post

stillwater9999 replied to the Berkshire Hathaway board. 3:17 PM

Re: HR Block

There was some discussion on the Deranged Monkey Criticism board where martian (Mr. Taylor) had a position. They are expected to benefit from the additional tax complexities resulting from the Affordable Health Care act.

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NL

Boards Post

stillwater9999 posted to the Deranged Monkey Criticism board. 9:06 AM

Corzine to start hedge fund?

http://www.nj.com/news/index.ssf/2015/04/ex-govenor_corzine_...

- promises strong risk management:

"On April 12, [more]

Sat Apr 18

Hidden Gems Boards Post

stillwater9999 posted to the Hidden Gems boards. 2:24 PM

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