stillwater9999

Edward Roche (Ed)

stillwater9999’s Activity

Today

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Boards Post

stillwater9999 replied to the Deranged Monkey Criticism board. 57 minutes ago

Re: Best Way to Outperform

I would not be overly concerned about under performance during 2014. In my view this is a very strange year and a year not favorable to basic value investing.

- strong stock performance by industries (airlines) and some companies e.g. Alcoa [more]

Yesterday

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Boards Post

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

Re: Stray Reflections

I agree that lower oil prices should overall be a plus. But we could see some major disruptions/disasters in certain countries that have developed major dependence on oil income. Venezuela is near the top of the list, Russia, Iran, etc are also [more]

Wed Nov 26

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Boards Post

stillwater9999 replied to the Value Hounds board. 7:28 PM

Re: Can We Talk--recession?

Of course another one will come. Most likely the next one will be much less severe than the last based upon historic probabilities. It will be another buying opportunity especially for young people.

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Boards Post

stillwater9999 replied to the Berkshire Hathaway board. 4:29 PM

Re: One that got away (BDX)

At this point market high, just about every sale you ever made looks bad...except maybe energy related stocks.

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Hidden Gems Boards Post

stillwater9999 posted to the Hidden Gems boards. 1:55 PM

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Boards Post

stillwater9999 posted to the Berkshire Hathaway board. 1:53 PM

One that got away (BDX)

Becton Dickinson (BDX) has doubled in the last 2 years. Was a Berkshire holding for quite awhile with decent but unspectacular results if I remember correctly. Sold last holdings in late 2010 when the portfolio manager left [more]

Tue Nov 25

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Boards Post

stillwater9999 replied to the Deranged Monkey Criticism board. 5:22 PM

Re: Never cheap enough

CMG - I had the chance to get spin off shares (owned MCD) but kept MCD, came very close to buying in 2009 but not quite cheap enough, big mistake, but I would never have held all the way up. Current price makes no sense in my view, despite how many [more]

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Boards Post

stillwater9999 posted to the Deranged Monkey Criticism board. 10:41 AM

Maybe not...

Maybe Tepper was not doing as well as I thought in at least some of his funds...

[more]

Mon Nov 24

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Boards Post

stillwater9999 replied to the Deranged Monkey Criticism board. 8:29 PM

Re: Airlines

Finally found an airline bull, thanks,

I am still a skeptic but evaluating.

Why not LUV? Run too far?

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Sun Nov 23

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Boards Post

stillwater9999 posted to the Falling Knives board. 5:53 PM

Old chess players

Vishy Anand loses the WC match to Magnus again. He put forth a pretty good effort, not as many blunders as last time, but not enough.

Time to bring on a young challenger like Caruana. Chess is a young man's game (unless you are an [more]

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Boards Post

stillwater9999 replied to the Deranged Monkey Criticism board. 1:58 PM

Re: Appaloosa Portfolio

On home building he also has Whirlpool which some have described as a proxy for this area and Mowhawk- that could be home building or home improvement. He also has Masco which is in the home improvement area from what I see.

Agree he is more [more]

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Boards Post

stillwater9999 replied to the Deranged Monkey Criticism board. 11:55 AM

Re: Appaloosa Portfolio

...also no retail from my quick review...



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Boards Post

stillwater9999 posted to the Deranged Monkey Criticism board. 8:57 AM

Appaloosa Portfolio

Tepper seems to have done about as well as anyone in the last few years. Just studying his portfolio and changes:

[more]

Fri Nov 21

Hidden Gems Boards Post

stillwater9999 replied to the Hidden Gems boards. 5:08 PM

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Boards Post

stillwater9999 replied to the Deranged Monkey Criticism board. 10:24 AM

Re: Airlines

Well I think some of the cost structure issues have been addressed. Lower wages, pension issues addressed/erased, fuel costs low at least for awhile. The main issue I see is competition. What stops new entrants from coming in? Also right now their [more]

Hidden Gems Boards Post

stillwater9999 replied to the Hidden Gems boards. 9:30 AM

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Boards Post

stillwater9999 posted to the Deranged Monkey Criticism board. 8:25 AM

Airlines

Airlines have obviously been on a tear in 2014. If you do not own them, it was a major obstacle in not outperforming. I have never owned one following the Buffet teaching to never buy an airline (preached after he had lost money on US Air I believe.) [more]

Thu Nov 20

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Boards Post

stillwater9999 replied to the Deranged Monkey Criticism board. 12:41 PM

Re: DLTR

If they wind up buying FD I would be very cautious to re-enter, but if DG gets FD I would re-enter DLTR at the right price...

Not an easy one when you see a great co. trying to do what appeared to be a large questionable [more]

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Boards Post

stillwater9999 posted to the Deranged Monkey Criticism board. 9:30 AM

DLTR

Strong earnings out this morning.

Meanwhile DG and FD continue discussions with the FTC:

[more]

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Boards Post

stillwater9999 replied to the Deranged Monkey Criticism board. 9:16 AM

Re: where's naj?

Najdorf Sicilian is out of fashion. Been replaced by the Berlin defense..


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