stillwater9999

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stillwater9999 replied to the Deranged Monkey Criticism board. 2:31 PM

Re: VL changes

I am paying the much larger institutional rate ever since they figured out I had a company. I am getting used to the new format, but generally go to the older format for easier navigation.

sw

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stillwater9999 posted to the Value Hounds board. 2:26 PM

AMGN

Has had a 10% pullback. Earnings out this week beat estimates:

[more]

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stillwater9999 replied to the Falling Knives board. 9:45 PM

Re: FKA: Take your pick

yes CLB, Core Labs.

sw

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stillwater9999 posted to the Falling Knives board. 9:00 AM

FKA: Take your pick

BABA, QCOM, RCL, CORE

have a small position in RCL not looking to add at present.

sw

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stillwater9999 replied to the Deranged Monkey Criticism board. 1:41 PM

Re: Year-End Review Cross Post

fyi - A number of the stocks mentioned have been recs from MF HG: FIVE, EPAM, Tile shop, Solazyme, Lumber Liquidators etc. I do not like any of those. I do like and bought recently: ECOL.

sw

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stillwater9999 replied to the Deranged Monkey Criticism board. 1:11 PM

Re: Year-End Review Cross Post

Appears to be a fairly heavy emphasis on MF type picks. Most of that is influenced by their philosophy that places very high value on revenue growth. Some other things as well. I am not in the pay anything (they always seem expensive but buy them [more]

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stillwater9999 replied to the Value Hounds board. 12:36 PM

Re: More nice dividend increases

I practice moderate concentration. As of today the top 5 positions (excluding cash) make up 23%, top 10 32% and top 30 68%. I rarely go much above 5% for any single position. Since I manage portfolios with different objectives, there is some [more]

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stillwater9999 posted to the Value Hounds board. 11:04 AM

More nice dividend increases

Not much in cap gains so far in 2015, but I am seeing some nice div increases from portfolio companies:


WSO raises div by 17%, BLK by 13%, SLB by 25%, KMI 10%, WWD 25%,CNI 25%, PX 10%, OZRk 4%.

sw

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stillwater9999 replied to the Berkshire Hathaway board. 10:41 AM

Re: Fool Me Once, Shame On You...

I am not a broad market guy. I invest in specific companies buying when the price appears right and then only selling when -

- there is a large over valuation
- the business model has fundamentally been damaged

I find few great [more]

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stillwater9999 replied to the Berkshire Hathaway board. 8:46 AM

Re: Fool Me Once, Shame On You...

I would suggest that is probably best not to take such an all or nothing (all in or all out/short) approach. The current market is not cheap, it is a good idea to have more cash on hand than normal, but still good to be largely invested.

sw

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stillwater9999 posted to the Deranged Monkey Criticism board. 11:26 AM

PZN

Down over 30% from its high last spring. Any reason for the large drop other than it may have been overpriced at 73? I see VL thinks the next q results may be down a bit. AUM trends look ok from what I see. Not a lot of news on this [more]

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stillwater9999 posted to the Value Hounds board. 10:13 AM

Hope for housing?

The US market has had many starts and stops in the last couple of years, a good quarter and then a bad one.

DHI (the nations largest homebuilder) results out this morning look promising:

[more]

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stillwater9999 replied to the Falling Knives board. 10:37 PM

Re: FKA: Russian Chess

Those are the kind of games that made me give up OTB chess. It is very hard to keep trying and trying when you know you are most surely going to lose. But So is a pro, and that is his job...

sw

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stillwater9999 replied to the Falling Knives board. 5:27 PM

Re: FKA: Russian Chess

yeah that was torture for So, but he came out well tied for second in the tournament. Another victory for that Norwegian guy whoever he is...


sw

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stillwater9999 replied to the Value Hounds board. 12:38 PM

Re: LyondellBasell

Looking at some price information on Platts and elsewhere, ethylene prices have declined by about 30% from Jan 2014 to Jan 2015. Propylene is down about 40% if I am reading the charts correctly. HDPE prices are holding up much better declining only [more]