valuegeek’s Activity

Sun Aug 2

Caps Pick

valuegeek made a pick in CAPS. 8:20 AM

Polaris Industries (PII) will Outperform the S&P 500

Tue Jul 28

Caps Pick

valuegeek made a pick in CAPS. 9:09 AM

Boardwalk Pipeline Partners, LP (BWP) will Outperform the S&P 500

Mon Jul 27

Caps Pick

valuegeek made a pick in CAPS. 7:49 PM

Oceaneering International (OII) will Outperform the S&P 500

Sun Jul 26

Caps Pick

valuegeek made a pick in CAPS. 9:38 AM

Dawson Geophysical (DWSN) will Outperform the S&P 500

Caps Pick

valuegeek made a pick in CAPS. 9:35 AM

Geospace Technologies (GEOS) will Outperform the S&P 500

Caps Pick

valuegeek made a pick in CAPS. 9:34 AM

Schlumberger (SLB) will Outperform the S&P 500

Sat Jul 25

Caps Pick

valuegeek made a pick in CAPS. 11:09 AM

NOW Inc. (DNOW) will Outperform the S&P 500

Caps Pick

valuegeek made a pick in CAPS. 7:15 AM

SPDR Gold Trust (ETF) (GLD) will Outperform the S&P 500

Caps Pick

valuegeek made a pick in CAPS. 7:13 AM

Market Vectors Gold Miners ETF (GDX) will Outperform the S&P 500

Sat Jul 18

Caps Pick

valuegeek made a pick in CAPS. 9:37 AM

Praxair, Inc. (PX) will Outperform the S&P 500

Fri Jul 17

Caps Pick

valuegeek made a pick in CAPS. 4:28 PM

Valeant Pharmaceuticals (VRX) will Outperform the S&P 500

Tue Jul 14

Caps Pick

valuegeek made a pick in CAPS. 1:59 PM

Enphase (ENPH) will Outperform the S&P 500

Mon Jun 8

NL

Boards Post

valuegeek replied to the Berkshire Hathaway board. 5:15 PM

Re: Fairfax

It's a dink for me, in part because I trust Gaynor and Steve Markel more than Watsa - but I can't argue with the results he has delivered for long-term shareholders. Fairfax does stand to make a heck of a lot of money the next time the market takes a [more]

Fri Jun 5

NL

Boards Post

valuegeek posted to the Berkshire Hathaway board. 1:19 PM

OT: Brooklyn Investor: Jamie Dimon for dummies

Jamie Dimon for dummies:

http://brooklyninvestor.blogspot.com/

...with some discussion of the relationship between interest rates and P/E ratios as well. I'm still of the opinion [more]

Wed May 6

NL

Boards Post

valuegeek posted to the Berkshire Hathaway board. 5:05 PM

OT: MKL Q1

Markel quarterly results:

https://www.markelcorp.com/About-Markel/NewsRoom/Reuters2045...


At $750, it's selling for about 1.33 x book. I might add a [more]

NL

Boards Post

valuegeek posted to the Markel Corporation board. 5:04 PM

Q1

Results:

https://www.markelcorp.com/About-Markel/NewsRoom/Reuters2045...

Spoiler alert: the news is good. And it looks like shares are trading hands at [more]

Tue May 5

NL

Boards Post

valuegeek replied to the Value Hounds board. 9:16 AM

Re: Tisch on energy prices / investment

Who cares what Tisch says - he is not exactly Buffett or even Gayner. What have the Tisches done for L shareholders for the last 10 years? http://www.gurufocus.com/financials/L

Well, [more]

Mon May 4

NL

Boards Post

valuegeek replied to the Value Hounds board. 7:03 PM

Re: Tisch on energy prices / investment

Another quote:

I think right now the conditions are bad enough for rig valuations to go down. The problem is they haven't been bad enough for long enough. There are people who either have rigs chartered, so they are not feeling any [more]

NL

Boards Post

valuegeek posted to the Value Hounds board. 7:01 PM

Tisch on energy prices / investment

Some insight on the energy section from James Tisch, on the Loews Corp CC. Anyone can bloviate, but I find Loews's take more valuable than most. They've seen this movie before. They have it on DVD, VHS, and 35mm.

transcript courtesy of [more]

CAPS Stats & Trivia

CAPS Player Rating 86.46
Player Rank 10186 out of 75199
Score 766.48
Score Change Today -21.16
Accuracy 56.58%
Active Picks 74
Total Picks 763
Best Pick POWR (+188.70)
Worst Pick PCYC.DL (-738.52)
Average Score per Pick 1.01
Charms Earned 8
Highest Rated Favorite TMFStockSpam
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Boards Stats & Trivia

Two stars, 250 posts CAPS All Star
Board Posts 436
Recs Received 3271
People who have rec'd these posts 577
Recs to Posts Ratio (last 30 days) N/A
Threads Started 121
Threads Started Percentage 27.75 %
Most Frequent Board Berkshire Hathaway
Very First Post Democratic staffer's family pet killed (1/23/2012)
Percentage of Posts Rec'd 78.67 %
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