stillwater9999

Edward Roche (Ed)

stillwater9999’s Activity

Yesterday

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Boards Post

stillwater9999 replied to the Deranged Monkey Criticism board. 6:54 PM

Re: Cheaters prosper

The proper penalty would be lifetime suspension for Brady and Kraft from the NFL.

That would be justice...


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Boards Post

stillwater9999 posted to the Deranged Monkey Criticism board. 6:32 PM

Cheaters prosper

Judge must have been a Pats fan.


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stillwater9999 posted to the Value Hounds board. 9:56 AM

ATRO selected

Looks like a nice win for Astronics:

https://finance.yahoo.com/news/astronics-corporation-selecte...

I have been adding as [more]

Hidden Gems Boards Post

stillwater9999 posted to the Hidden Gems boards. 9:44 AM

Wed Sep 2

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stillwater9999 replied to the Deranged Monkey Criticism board. 3:35 PM

Re: Poll: How low will it go?

starting point was the May 18 (my birthday...) high.

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Boards Post

stillwater9999 polled the Deranged Monkey Criticism board. 2:32 PM

Poll: How low will it go?

We are currently down about 9% on the S&P from the May 18 high. Last Monday we were down 12.3% at the low on Aug 24. Will the market drop further and if so how much?

Tue Sep 1

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Boards Post

stillwater9999 replied to the Deranged Monkey Criticism board. 11:13 PM

Re: Recession-proof? PX

On PX - I have owned it for several years, like the industrial gas sector quite a bit. A few players dominate.

Not recession proof however. About 24% of the business is manufacturing related. Last q was soft due to energy, manufacturing [more]

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stillwater9999 replied to the Deranged Monkey Criticism board. 12:36 PM

Re: September Morn

60% cash - cautious. We will see.

I am 20% cash in my personal accts and 10% in managed accounts or so.

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Boards Post

stillwater9999 posted to the Deranged Monkey Criticism board. 7:19 AM

September Morn

Random thoughts with DJIA futures down 300 as we enter the month of September, historically the worst month for stocks...

More bad numbers out of China, seems like all the trouble started when they cracked down on corruption. I have often [more]

Hidden Gems Boards Post

stillwater9999 replied to the Hidden Gems boards. 6:52 AM

Mon Aug 31

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stillwater9999 replied to the Deranged Monkey Criticism board. 5:10 PM

Re: Blackrock

I have been adding. Was written up twice in Barrons lately as a buy.

Here is one article:

[more]

Hidden Gems Boards Post

stillwater9999 posted to the Hidden Gems boards. 5:07 PM

Sun Aug 30

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stillwater9999 replied to the Berkshire Hathaway board. 4:34 PM

Re: BRK and Phillips 66 (+10% holding)

ahhh..

I see.

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Boards Post

stillwater9999 replied to the Berkshire Hathaway board. 8:00 AM

Re: BRK and Phillips 66 (+10% holding)

I am somewhat puzzled since Berkshire was reported as reducing its stake in Phillips not that long ago:

[more]

Thu Aug 27

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stillwater9999 replied to the Deranged Monkey Criticism board. 12:58 PM

Re: Things going right

Also adding to Astronics (ATRO) which in the low 50s looks like excellent value. Got an analyst Buy rec today.

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Boards Post

stillwater9999 replied to the Deranged Monkey Criticism board. 12:57 PM

Re: Things going right

Agree that there are many positives. US economy (jobs, housing etc.) is positive. China is the wild card, where we cannot trust the numbers released by the government, just have to watch what they are doing, what companies selling things in China are [more]

Hidden Gems Boards Post

stillwater9999 posted to the Hidden Gems boards. 9:25 AM

Wed Aug 26

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stillwater9999 posted to the Deranged Monkey Criticism board. 5:12 PM

This week's market action...

"Is this gambling or what?" ..... P. Lynch

And we have Sept and Oct coming up which have been known to be interesting...

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Boards Post

stillwater9999 replied to the Berkshire Hathaway board. 7:15 AM

Re: Goldman's 25 China insulated Stocks

Plenty of energy related names, hard to agree that these are immune from the China/commodity effects.

I would prefer ASR and PAC.

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Tue Aug 25

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Boards Post

stillwater9999 posted to the Berkshire Hathaway board. 8:10 AM

Boeing increases China forecast

It is a good day to think long term and not to be overcome by short term market gyrations.


I see this from Boeing:

[more]

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Score Change Today -14.25
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Boards Stats & Trivia

Big gold star, 5000 posts Old School Fool
Board Posts 7792
Recs Received 14356
People who have rec'd these posts 1477
Recs to Posts Ratio (last 30 days) 7.70
Threads Started 2775
Threads Started Percentage 35.61 %
Most Frequent Board Value Hounds
Very First Post A HG Philosophy post. (1/1/2006)
Percentage of Posts Rec'd 63.55 %
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