stillwater9999

Edward Roche (Ed)

stillwater9999’s Activity

Thu Oct 23

NL

Boards Post

stillwater9999 posted to the Falling Knives board. 4:32 PM

FKA: AMZN

The losses keep coming, the market is tired of waiting for significant earnings.

http://finance.yahoo.com/news/live-amazons-q3-earnings-19531...

sw

Wed Oct 22

NL

Boards Post

stillwater9999 posted to the Value Hounds board. 11:35 AM

Precision Cast Parts (PCP)

I had this awhile back, sold when it got too pricey for me, been re-acquiring a reasonable stake around the current price. Down about 16% from its 52 week high. VL is positive. The strong trend in new airplanes continues (see Boeing results this [more]

NL

Boards Post

stillwater9999 replied to the Value Hounds board. 11:30 AM

Re: OT: For our KAT lady....

oh, I thought it was your daughter in training...

sw

Tue Oct 21

NL

Boards Post

stillwater9999 replied to the Deranged Monkey Criticism board. 4:30 PM

Re: Do you use price targets?

"How do you relate value, as it's relative? It has to be based on "price right now versus what you "think" it should be'. It HAS to be price based. Otherwise it's thin air."

Of course but the price by itself tells me [more]

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Boards Post

stillwater9999 replied to the Deranged Monkey Criticism board. 11:30 AM

Re: Do you use price targets?

No. Price means nothing to me, only value matters.

sw

Mon Oct 20

NL

Boards Post

stillwater9999 replied to the Falling Knives board. 11:55 AM

Re: FKA: NFL Career Touchdown Record

Saw everything except the last SF touchdown that did not matter.

PM is a touchdown machine, now he needs one more SB ring...

sw

Sun Oct 19

NL

Boards Post

stillwater9999 replied to the Berkshire Hathaway board. 10:22 PM

Re: IBM releasing earnings 7AM tomorrow

These mystery announcements always seem to disappoint...

sw

NL

Boards Post

stillwater9999 posted to the Falling Knives board. 9:50 PM

FKA: NFL Career Touchdown Record

Peyton Manning 509!!!!!

sw

Fri Oct 17

NL

Boards Post

stillwater9999 replied to the Deranged Monkey Criticism board. 3:11 PM

Re: Thoughts on JNJ

6% position size is very high at least for me. I rarely have positions over 5%. My largest currently are in the 4-5 range.

I have some ex JNJ ers as clients so it is excluded for them since they already own it elsewhere etc.

I also [more]

NL

Boards Post

stillwater9999 replied to the Deranged Monkey Criticism board. 2:43 PM

Re: Thoughts on JNJ

Think you will probably get 5-10%/yr total returns over the next 3-5 years but that might still beat the S&P 500 which is more overvalued in my view.

I like what I see in Pharma. Paul Stoeffels is better than predecessors. They have a [more]

Thu Oct 16

NL

Boards Post

stillwater9999 replied to the Deranged Monkey Criticism board. 7:17 PM

Re: Poll: Buy, Sell, Rotate, Hold

MF -

Could not make your link work

sw

NL

Boards Post

stillwater9999 replied to the Deranged Monkey Criticism board. 5:51 PM

Re: Earnings Syntel

I think the special sauce is B. Desai founder. He is the master of the key client relationships. He built the company from scratch. A very smart man. He has a massive stake in the outcome.

sw

NL

Boards Post

stillwater9999 replied to the Value Hounds board. 5:20 PM

Re: NFLX

and UA and CMG are also overdue for 50%+ cuts in the stock prices...


sw

NL

Boards Post

stillwater9999 replied to the Deranged Monkey Criticism board. 4:18 PM

Re: Earnings Syntel

One of the other items that raised several questions on the cc was the acquisition of TriZetto by competitor Cognizant. SYNT has had a relationship with TriZetto in the healthcare business. Something to watch.

sw

NL

Boards Post

stillwater9999 replied to the Deranged Monkey Criticism board. 4:03 PM

Re: Earnings Syntel

One very important thing to know about Syntel is that Desai and wife control over 65% of the shares. That per centage has increased in recent years. Everything I have seen about this man lends credibility.

The stock can trade quite [more]

NL

Boards Post

stillwater9999 replied to the Deranged Monkey Criticism board. 9:47 AM

Re: Earnings Syntel

I added some more.

sw

Hidden Gems Boards Post

stillwater9999 replied to the Hidden Gems boards. 9:21 AM

NL

Boards Post

stillwater9999 posted to the Deranged Monkey Criticism board. 9:00 AM

Earnings Syntel

http://seekingalpha.com/pr/11338505-syntel-reports-third-qua...

8 cent beat on EPS, revs. slightly below. Increased full year EPS forecast [more]

NL

Boards Post

stillwater9999 posted to the Value Hounds board. 8:31 AM

Earnings (WGO)

Winnebago reported strong earnings this morning that beat estimates. Unit growth was noticeably strong. The American consumer is not dead.

Winnebago (NYSE:WGO): FQ4 EPS of $0.48 beats by $0.02.
Revenue of $245.9M (+14.8% Y/Y) beats by [more]

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Boards Stats & Trivia

Big gold star, 5000 posts Old School Fool
Board Posts 6543
Recs Received 11666
People who have rec'd these posts 1338
Recs to Posts Ratio (last 30 days) 6.60
Threads Started 2352
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Very First Post A HG Philosophy post. (1/1/2006)
Percentage of Posts Rec'd 62.07 %
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