stillwater9999

Edward Roche (Ed)

stillwater9999’s Activity

Yesterday

Hidden Gems Boards Post

stillwater9999 posted to the Hidden Gems boards. 6:14 PM

NL

Boards Post

stillwater9999 replied to the Value Hounds board. 6:00 PM

Re: Ethyl's slide into the oily vortex of doom

"EthylMercaptan* sniffing around the energy sector has a concerning sound to it."

More like a concerning odor, if I remember my mercaptans well enough.

sw

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Boards Post

stillwater9999 replied to the Value Hounds board. 5:47 PM

Re: Hardly a bone...

Have you ever looked at FNB (Pittsburgh based bank), current yield is about 3.8%. Pretty solid co. I think eventually they will increase the div slowly. I have been buying when the stock drops near 12 or below which it did 4 times in [more]

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Boards Post

stillwater9999 replied to the Deranged Monkey Criticism board. 4:15 PM

Re: off-hand remark

Perhaps you were more referring to Finish Line (down almost 20%), I do not own that one, just FL which was down in sympathy and also due to some concerns about future NKE orders. Think the 7% drop there seemed an over reaction.

sw

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Boards Post

stillwater9999 replied to the Deranged Monkey Criticism board. 4:01 PM

Re: off-hand remark

I added a bit to that retailer (FL).

sw

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Boards Post

stillwater9999 posted to the Value Hounds board. 11:31 AM

Hardly a bone...

for us Value Hounds to chew on. Added a bit of XOM and SLB, perhaps early. Added some more ATRO, PAC. About the only things I like are the stocks where I already have full positions (SYNT, PRAA, PCP, NWLI).

Where are the Genlytes??? [more]

Thu Dec 18

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Boards Post

stillwater9999 replied to the Deranged Monkey Criticism board. 3:45 PM

Re: off-hand remark

Just curious what were you doing in 1999 when many people were making spectacular returns on internet stocks, many with no EPS? Did you worry about under-performing then? Not saying that what we have now is that extreme but it is getting closer every [more]

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Boards Post

stillwater9999 replied to the Value Hounds board. 9:47 AM

Re: Santa Claus is coming to town...

Been looking for those bargains but not finding many. SYNT, PRAA, NWLI, PCP and PAC look like the best values currently to me but I am already fully subscribed.

Took a look at hotels the last couple of days. That shipped has sailed long ago. [more]

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Boards Post

stillwater9999 posted to the Value Hounds board. 9:41 AM

Some nice dividend increases

From stocks in my portfolios:

RPM increases div by 8.3%, 41st consecutive year, EPD incr. dist by 5.8%, KMI increases by 7.3%, ANCX 7.7%, DOW increases div by 14%, JCI by 18%,NKE by 17%, PEP by 15%, SYK by 13%, DIS 33.7%, EMN 14%, ABT 9%, [more]

Wed Dec 17

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Boards Post

stillwater9999 replied to the Deranged Monkey Criticism board. 7:10 PM

Re: naj - SAVE ?

Done some more reading of their filings, articles etc. More positive that I was. My problem remains the moat. All it would take is for one of the larger carriers to announce they were going after the market, and the stock would probably crater. [more]

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Boards Post

stillwater9999 replied to the Value Hounds board. 1:29 PM

Re: LYB

LYB up about 10% since my post and 7.7% or so today. Could drop again if oil starts tanking. I think the market or some computer program is wrong on this. The future results of this company should not be that correlated with oil [more]

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Boards Post

stillwater9999 posted to the Falling Knives board. 1:25 PM

LYB up 10%

since my FKA post above...very volatile stock and could decline again if oil tanks further. Still think the market (computer programs?) have it wrong. The future results of this company should not be that strongly correlated to oil [more]

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Boards Post

stillwater9999 replied to the Value Hounds board. 12:32 PM

Re: Cuba

Herzfield Caribbean fund up 35%.

Holdings:

http://www.bloomberg.com/quote/CUBA:US

sw

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Boards Post

stillwater9999 replied to the Deranged Monkey Criticism board. 12:15 PM

Re: Managing separate accounts

"I would be curious to know if other money managers feel the same way. Do new accounts get the same portfolio as old accounts? Are there any exceptions?"

I manage each account on a separate basis. I take into account client risk [more]

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Boards Post

stillwater9999 replied to the Value Hounds board. 12:07 PM

Re: Cuba

Cruise lines up, I own a bit of RCL purchased during the ebola crisis, should have bought more but their very high cap ex gave me caution. Do no like the others.

Other companies that have been mentioned are Seabord (shipping in the [more]

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Boards Post

stillwater9999 posted to the Value Hounds board. 11:00 AM

Cuba

Appears that there is some major movement today in improving US/Cuba relations this morning at long last. Perhaps Cuba got a call from their Russian friends that more help is unlikely in view of the dire Russian situation.

In the past I have [more]

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Boards Post

stillwater9999 replied to the Deranged Monkey Criticism board. 9:52 AM

Re: Investing approach

On multiples - I am ok paying even up to 25 or so for really great growing franchises. I rarely go over 30, these imply future growth that the odds may start to go against... The current market is not cheap. Even many slow growers like Colgate have [more]

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Boards Post

stillwater9999 replied to the Value Hounds board. 9:38 AM

Re: LYB

kelbon -

Not seeing any foreign tax withheld in accounts at Fidelity for LYB (tax or tax deferred).

I think the dividend is well covered, has been going up quite nicely.

Balance sheet and cash flows are strong. Quite a [more]

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Boards Post

stillwater9999 replied to the Value Hounds board. 9:26 AM

Re: HALO/Janssen

The HALO technology represent one of the better new delivery platforms for biologics. With up to 50% of new Pharma R&D being devoted to biologics, it is quite interesting. We can see that from the partners list.

The most commercially [more]

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Boards Post

stillwater9999 replied to the Falling Knives board. 9:23 AM

Re: HALO/Janssen

meant to post this to the Value Hounds board. Will do that. HALO has been a bit of a falling knife of late..

sw

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CAPS Stats & Trivia

CAPS Player Rating < 20
Player Rank 0 out of 75070
Score 0.00
Score Change Today -14.25
Accuracy 0.00%
Active Picks 0
Total Picks 127
Best Pick HALO (+222.39)
Worst Pick JSDA (-77.28)
Average Score per Pick 8.79
Charms Earned 7
Highest Rated Favorite chk999
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Boards Stats & Trivia

Big gold star, 5000 posts Old School Fool
Board Posts 6690
Recs Received 11970
People who have rec'd these posts 1347
Recs to Posts Ratio (last 30 days) 7.30
Threads Started 2399
Threads Started Percentage 35.86 %
Most Frequent Board Value Hounds
Very First Post A HG Philosophy post. (1/1/2006)
Percentage of Posts Rec'd 62.38 %
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