stillwater9999

Edward Roche (Ed)

stillwater9999’s Activity

Today

NL

Boards Post

stillwater9999 replied to the Value Hounds board. 3:00 PM

Re: KMI - A futile lawsuit

reminiscent of Jarndyce vs. Jarndyce in Dicken's Bleak House....


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Boards Post

stillwater9999 posted to the Value Hounds board. 2:40 PM

KMI - A futile lawsuit

A curious case, from this it appears that the only winners will be the attorneys.

[more]

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Boards Post

stillwater9999 replied to the Value Hounds board. 1:49 PM

Re: PAC Makes an Acquisition

There was some rise in ASR after the change in US-Cuba relations. Some flights to Havana go through Cancun. Traffic trends to Cancun have also been quite positive.


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Boards Post

stillwater9999 replied to the Value Hounds board. 11:45 AM

Re: PAC Makes an Acquisition

Yes I also own ASR, but my position in PAC is much larger (top 5 in managed accounts). ASR has had stronger growth but the valuation is stretched in my view. ASR has a much larger portion of revenues from Intl. passengers and that is more lucrative [more]

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Boards Post

stillwater9999 posted to the Value Hounds board. 11:10 AM

PAC Makes an Acquisition

One of my two Mexican airport operators has made an interesting acquisition which takes its operations beyond Mexico:

Acquisition of DCA:

Grupo Aeroportuario del Pacífico, S.A.B. de C.V. (PAC) (BMV:GAP) (the “Company” or “GAP”) [more]

Yesterday

Hidden Gems Boards Post

stillwater9999 posted to the Hidden Gems boards. 7:47 PM

NL

Boards Post

stillwater9999 replied to the Deranged Monkey Criticism board. 4:40 PM

Re: Druck

AG recently commented on CNBC that productivity is declining due to too much money going into entitlement programs...

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Boards Post

stillwater9999 replied to the Berkshire Hathaway board. 3:43 PM

Re: HR Block

Value line has eps (2014) projected to come in at $1.95 with 2015 at $2.08.

Yahoo finance has 2014 eps at $1.75 and 2015 at $2.08.

Using those numbers gives a higher p/e than what you site.

All earnings occur in one quarter [more]

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Boards Post

stillwater9999 replied to the Berkshire Hathaway board. 3:17 PM

Re: HR Block

There was some discussion on the Deranged Monkey Criticism board where martian (Mr. Taylor) had a position. They are expected to benefit from the additional tax complexities resulting from the Affordable Health Care act.

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Boards Post

stillwater9999 posted to the Deranged Monkey Criticism board. 9:06 AM

Corzine to start hedge fund?

http://www.nj.com/news/index.ssf/2015/04/ex-govenor_corzine_...

- promises strong risk management:

"On April 12, [more]

Sat Apr 18

Hidden Gems Boards Post

stillwater9999 posted to the Hidden Gems boards. 2:24 PM

Fri Apr 17

Hidden Gems Boards Post

stillwater9999 replied to the Hidden Gems boards. 9:26 AM

Hidden Gems Boards Post

stillwater9999 posted to the Hidden Gems boards. 9:20 AM

Thu Apr 16

NL

Boards Post

stillwater9999 replied to the Climate Change board. 12:01 PM

Re: Massive Government Failure

spinning -

Some good points.

But I strongly disagree that capitalism does not serve the commons well. In fact I think historically that capitalism has been the most important system for raising standards of living in the world. In [more]

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Boards Post

stillwater9999 posted to the Climate Change board. 11:12 AM

An interesting contrast

Australia which has a very arid climate, a growing population and where AGW may be a threat has embraced desalination:

[more]

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Boards Post

stillwater9999 replied to the Climate Change board. 10:13 AM

Re: Massive Government Failure

"This fellow apparently believes the CA government should have spent billions on reservoirs and desalinization plants because there were prolonged droughts during Medieval times. Good luck with getting that past the voters.

If private [more]

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Boards Post

stillwater9999 replied to the Climate Change board. 10:06 AM

Re: Massive Government Failure

btresist -

Totally wrong on all counts.

First I am not a "conservative" I am a libertarian.

The government in California was not prevented from doing anything. They spent billions fighting AGW (see the record of [more]

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Boards Post

stillwater9999 replied to the Climate Change board. 10:01 AM

Re: Massive Government Failure

jgc123 -

You are missing key points.

You state:

But those same scientists also clearly state that anthropogenic warming is likely speeding up a process which is going to (and maybe already has started to) increase the [more]

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Boards Post

stillwater9999 replied to the Conservative Fools board. 8:21 AM

Re: judith curry v. Dem Don Beyer

and in California they have spent billions trying to fight human induced climate change and in the meantime done nothing to fund things that would help relieve the water shortage. (building reservoirs, desalination plants etc.) California has [more]

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Boards Post

stillwater9999 replied to the Climate Change board. 8:15 AM

Re: Massive Government Failure

Your post is totally missing all of the facts and the clear science that was known for decades. The CA government should have known. They ignored the science. They did nothing to solve problems that anyone could see coming. Problems that scientists [more]

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