stillwater9999

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stillwater9999 replied to the Value Hounds board. 8:10 PM

Re: Other notable earnings

well that bounce in FCFS did not last long...such are the markets..


sw

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stillwater9999 replied to the Falling Knives board. 12:30 PM

Re: FKA: Everything?

Earnings out this morning, see my comments on the Value Hounds board. Stock trading down apparently due to their guidance. But clearly this is a mgt. that likes to under-promise (sandbagging is us). I remain very positive and have been [more]

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stillwater9999 posted to the Value Hounds board. 9:47 AM

Other notable earnings

FCFS - which I have added to lately as the stock had a sizable correction had strong earnings out:

[more]

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stillwater9999 posted to the Value Hounds board. 8:52 AM

Syntel (SYNT) Reports

https://finance.yahoo.com/news/syntel-reports-first-quarter-...

EPS of $1.39 soundly beat analyst estimates once again, which were $1.25 Yahoo or [more]

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stillwater9999 replied to the Value Hounds board. 12:41 PM

Re: Puzzle of the day

Very good, Yes the little nest company.

just amazing how little coverage that company gets vs. the constant nonsense coverage on the hot names...

sw

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stillwater9999 replied to the Value Hounds board. 12:10 PM

Re: Puzzle of the day

not on the Yahoo list either...puzzling...

sw

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stillwater9999 replied to the Value Hounds board. 11:40 AM

Re: Puzzle of the day

Not CSX, I think I did see decent coverage of that one on CNBC. Looks like CSX does beat my secret company in 10 year performance however. (2x)


sw

Hint: it is a household name....has 5 letters in the ticker...

Boards Post

stillwater9999 posted to the Value Hounds board. 8:09 AM

Puzzle of the day

If you watched the financial news on CNBC yesterday, you saw extensive coverage of earnings reports from JNJ, KO, INTL and of course Yahoo, perhaps some others. But at least during the hours I watched there was no mention of the latest earnings from [more]

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stillwater9999 replied to the Johnson & Johnson board. 10:48 AM

Re: Earnings (JNJ)

I well remember when Christine Poon (then number two at JNJ) said at a company conference 8-9 years ago that Pharma was a very difficult area, too many patent expirations, too many issues with promotion, lawsuits over safety etc. She clearly pushed [more]

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stillwater9999 posted to the Johnson & Johnson board. 8:36 AM

Earnings (JNJ)

All of the growth is in pharma. Beat on overall EPS (like those pharma margins), slight raise in guidance, market likes it, may hit 100 today?

[more]

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stillwater9999 replied to the Value Hounds board. 9:24 PM

Re: Value Screening and Company Knowledge

actually you only need one criteria for total success. Just look up the stock price in 5 years using:

www.googlefuture.com


sw

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stillwater9999 posted to the Value Hounds board. 7:00 PM

What happens at 2:30 pm

"The potential new disorder, dubbed sluggish cognitive tempo (SCT) and characterized by lethargy, daydreaming and slow mental processing"

There could be a new attention disorder on the block in the future--one that could open up a [more]

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stillwater9999 replied to the Value Hounds board. 6:46 PM

Re: Syntel (SYNT)

Yes it is a top 5 holding in FMI managed accounts and a top holding in my personal accounts. I added on Friday.

sw

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stillwater9999 replied to the Berkshire Hathaway board. 2:52 PM

Re: Q&A, with Buffett's own #1 question

"The most important question of all humanity would be, is there a god? I'm an agnostic, but I would still want to know. That's the greatest question in the world. Much sooner than you guys, I will find out.."

what he really wants [more]

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stillwater9999 replied to the Value Hounds board. 8:52 AM

Re: Value Screening and Company Knowledge

You can find my basic criteria for investing on my web site:

http://www.freedommount.com/index.php/review-our-investment-...


I [more]

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stillwater9999 replied to the Value Hounds board. 3:57 PM

Re: Stillwater - BBSI

Here is a link to their most recent (March) investor presentation. Still looks like a company planning on significant future growth.

[more]

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stillwater9999 replied to the Falling Knives board. 3:53 PM

Re: BBSI

Here is a link to their most recent investor presentation from March:

[more]

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stillwater9999 replied to the Value Hounds board. 3:08 PM

Re: momentum losing momentum

Great post.

Still some very expensive stocks out there like UA at p/e 69 that have not come down that much...

sw

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stillwater9999 replied to the Value Hounds board. 12:15 PM

Re: Stillwater - BBSI

Along those lines, this is what they have done so far:

https://finance.yahoo.com/news/bbsi-enters-workers-compensat...

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