stillwater9999

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stillwater9999 posted to the Deranged Monkey Criticism board. 1 hour ago

Should Ackman be replaced?

Activist investor Bill Ackman apparently a force behind the firing of P&G CEO announced today.

But Ackman's recent record appears awful with disasters on JCP and the Herbalife short. His Target bet awhile back also was not great. He had [more]

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stillwater9999 posted to the Johnson & Johnson board. 4:03 PM

R&D Pipeline

Much of this is not real drug discovery but further development of existing compounds and development of compounds brought in by Business Development.

Looks decent.

[more]

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stillwater9999 replied to the Value Hounds board. 9:06 AM

Re: Passionate Investing

My client accounts are up 20%+ this year and there certainly is not any Netflix or Green Mountain Coffee or DDD or other speculations in there...

Just many solid unknown companies that most people will never find or know.

Some are [more]

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stillwater9999 posted to the Value Hounds board. 3:07 PM

IKNX Update

Not sure anyone else owns this on here but providing a quick update anyway. It is an interesting story at least to me.

My take from 2008, stock at $9.5:

[more]

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stillwater9999 posted to the Berkshire Hathaway board. 7:01 AM

Chicago Bridge & Iron

Chicago Bridge & Iron Company N.V. was founded in 1889 and is headquartered in The Hague, the Netherlands.

Chicago Bridge & Iron Company N.V., an energy infrastructure focused company, provides conceptual design, technology, [more]

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stillwater9999 replied to the Deranged Monkey Criticism board. 3:10 PM

Re: Poll: Technical Analysis

najdorf- great post.

Gold is sterile and produces nothing. That is not what life is about.

Gold is not really like other commodities from what I see in that it has limited uses (jewelry, dentistry) and its price is not correlated [more]

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stillwater9999 replied to the Deranged Monkey Criticism board. 2:17 PM

Re: Investment subscriptions and must read question?

I think I would do fine just with Value Line (Regular and Small Cap edition) and SEC documents for the most part.

I do check S&P, Credit Suisse and some broker reports.

One other thing that I have found valuable is to check [more]

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stillwater9999 replied to the Deranged Monkey Criticism board. 5:00 PM

Re: Poll: Technical Analysis

"At that point, it's the most fundamentals-based investment of all."

In my view gold largely trades on fear, and mostly irrational fear. Fear that spikes at unpredictable times and than recedes. You can eat god it or shave with [more]

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stillwater9999 replied to the Deranged Monkey Criticism board. 2:16 PM

Re: Poll: Technical Analysis

From my point of view there are no fundamentals for gold:

- no revenues
- no earnings
- no cash flow

sw

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stillwater9999 replied to the Deranged Monkey Criticism board. 9:01 AM

Re: Poll: Technical Analysis

I voted for total nonsense. I think that trying to trade major indexes or widely traded stocks (e.g. Apple) on the basis of technical analysis is a fool's game for the small investor. There is no way you can beat supercomputers.

The only [more]

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stillwater9999 replied to the Value Hounds board. 3:46 PM

Re: here's what happened

Happy to see you posting again. Best wishes for a quick recovery, we miss your thorough analyses.

sw

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stillwater9999 replied to the Value Hounds board. 4:33 PM

Re: Three little words

Try telling this to the commentators on "Fast Money".

sw

Boards Post

stillwater9999 replied to the Value Hounds board. 1:15 PM

Re: A++ and ranked 1

However VL has also warned that SIAL has some vulnerability in Europe with university lab budgets being cut.

But the last Q was stronger than I expected.

sw

Boards Post

stillwater9999 replied to the Value Hounds board. 11:04 AM

Re: A++ and ranked 1

The portfolio for the belt and suspenders crowd.

I do own Abbott, Accenture, Bard, Becton Dickinson, Coke, Colgate, COP, Exxon, IBM, JNJ, MCD, MSFT, Nike, Oracle, PEP, Sigma Aldrich, Smucker, and Stryker.

But I am much more excited [more]