stillwater9999

Edward Roche (Ed)

stillwater9999’s Activity

Yesterday

NL

Boards Post

stillwater9999 replied to the Climate Change board. 9:30 PM

Re: Turn in your neighbor

It is NOT hyperbole when distinguished scientists like Dyson are getting death threats.

It is NOT hyperbole when distinguished scientists like Roger Pielke Sr. are being targeted and no longer able to speak on the topic.

You won't [more]

NL

Boards Post

stillwater9999 replied to the Climate Change board. 9:05 PM

Re: Turn in your neighbor

Just to repeat and expand -

The topic of climate change is complex and full of nuance. As has been demonstrated on this board:

- there is no agreement on the models (Points 1-3)
- there is no agreement on the likely [more]

NL

Boards Post

stillwater9999 replied to the Climate Change board. 2:35 PM

Re: Turn in your neighbor

It is naziism.

sw

NL

Boards Post

stillwater9999 posted to the Berkshire Hathaway board. 2:33 PM

WEB is on now

WEB and Van Tuyl currently being interviewed by Becky Quick on CNBC (Consumer News and Buffett Channel) - range of topics including auto related now getting into the broad economy.

sw

NL

Boards Post

stillwater9999 posted to the Climate Change board. 2:01 PM

The danger is real

With the ongoing suppression of anyone having political incorrect thoughts on the science of climate change, we are headed down the path to what happened to science in the Soviet Union:

Biology
-----------

In the mid-1930s, the [more]

NL

Boards Post

stillwater9999 replied to the Value Hounds board. 1:48 PM

Re: PBMs are hot

I forgot to mention that Centene has its own PBM capabilities.

Here is some more on the possible Walgreens/RAD situation:

[more]

NL

Boards Post

stillwater9999 posted to the Climate Change board. 11:07 AM

Turn in your neighbor

if you think he or she might be an enemy of the state. Turn in your neighbor if you think he or she might be an infidel....

Where have we seen that before? Nazi Germany, The Spanish Inquisition, Salem Massachusetts, when the Gang of Four [more]

NL

Boards Post

stillwater9999 posted to the Value Hounds board. 10:30 AM

PBMs are hot

I can remember several years ago when analysts were calling for CVS to divest their Caremark Pharmacy Benefits Management company, saying it was not working out.

What a change. CVS has done very well with Caremark. Express Scripts (largest) [more]

Hidden Gems Boards Post

stillwater9999 replied to the Hidden Gems boards. 10:12 AM

Hidden Gems Boards Post

stillwater9999 posted to the Hidden Gems boards. 7:28 AM

Mon Mar 30

NL

Boards Post

stillwater9999 replied to the Saul's Investing Discussions board. 5:27 PM

Re: A response to "Would you do what they d

Well let's all learn together.

Another good board is Value Hounds. I enjoy having kelbon (resident skeptic) trying to shoot down my stock ideas there.

sw

NL

Boards Post

stillwater9999 replied to the Saul's Investing Discussions board. 4:49 PM

Re: A response to "Would you do what they do?&q

You may want to welcome some input from ears. I have seen his posts over many years on MF. He brings a healthy skepticism that everyone can learn from. Sometimes that skepticism may cause him to miss some opportunities. He missed one of my best ideas [more]

NL

Boards Post

stillwater9999 replied to the Value Hounds board. 3:39 PM

Re: TRN Analysis

I generally agree.

On pipelines while Keystone is probably not getting approved under the current administration other pipelines are being built. Some pipeline companies have abandoned plans to build more in the Bakken. And Keystone might [more]

NL

Boards Post

stillwater9999 replied to the Saul's Investing Discussions board. 2:01 PM

Re: Saul's record

thanks - found it.

sw

NL

Boards Post

stillwater9999 replied to the Value Hounds board. 1:01 PM

Re: TRN Analysis

See slide 9 in the GBX Investor Presentation - it provides a breakdown based upon FTR Associates Sept 2014 Rail Equipment Outlook. Clearly not all of the new regs are defined.

One other thing to note is that with lower fuel prices trucking [more]

NL

Boards Post

stillwater9999 posted to the Saul's Investing Discussions board. 12:06 PM

Saul's record

Is there a post that has the full (or partial) record of investment results?

thanks - sw

NL

Boards Post

stillwater9999 posted to the Climate Change board. 11:46 AM

More on the inquisition

Excellent commentary from Judith Curry on the ongoing inquisition/witch hunt/purge. The behavior of the inquisitors is highly reprehensible and reflects past behavior seen in Stalin's Russia, Mao's China, Nazi Germany etc.

[more]

NL

Boards Post

stillwater9999 replied to the Climate Change board. 11:41 AM

Re: Thoughts of a fallen soldier (Part 3)

As bj points out below this commentary is from Roger Pielke Jr.(son of Roger Pielke Sr.)- also affiliated with CU. I apologize for the confusion.

The comments are still very valid and very important in my view.

sw

NL

Boards Post

stillwater9999 replied to the Value Hounds board. 9:17 AM

Re: TRN Analysis

Go to the GBX investor site:

http://gbrx.investorroom.com/

and click on the Greenbrier Investor Presentation Nov 2014 PDF file.

sw

Show More Activity ...

CAPS Stats & Trivia

CAPS Player Rating < 20
Player Rank 0 out of 75179
Score 0.00
Score Change Today -14.25
Accuracy 0.00%
Active Picks 0
Total Picks 127
Best Pick HALO (+222.39)
Worst Pick JSDA (-77.28)
Average Score per Pick 8.79
Charms Earned 7
Highest Rated Favorite chk999
Go to stillwater9999’s CAPS page

Boards Stats & Trivia

Big gold star, 5000 posts Old School Fool
Board Posts 7211
Recs Received 13095
People who have rec'd these posts 1408
Recs to Posts Ratio (last 30 days) 9.90
Threads Started 2570
Threads Started Percentage 35.64 %
Most Frequent Board Value Hounds
Very First Post A HG Philosophy post. (1/1/2006)
Percentage of Posts Rec'd 63.06 %
Show stillwater9999’s 10 Latest Posts