wax’s Activity

Sat Dec 30

NL

Boards Post

wax posted to the Wax Stax board. 6:34 AM

The Fair Warning Report - 12/29/2017

Johnson Controls, Inc.
2016 was a busy year for the company, buying Tyco International plc, becoming an Irish domiciled company, and then spinning off their automotive business, what a whirlwind. 2017 began the hard work, consolidating [more]

Sat Dec 23

NL

Boards Post

wax posted to the Wax Stax board. 9:07 AM

The Fair Warning Report - 12/22/2017

Energizer Holdings, Inc.
In the end it was an unremarkable year by an unremarkable company. Year over year earnings and free cash flow were both up for the year, debt increased slightly and tangible book value, while still in negative territory [more]

Sat Dec 9

NL

Boards Post

wax posted to the Wax Stax board. 8:51 AM

Adam Bobs With Stan

Woodward Governor Company, Inc.
The company again turned in very good performance of FY 2017 with increases in sales, earnings, and free cash, and decreases in debt and the cash conversion cycle. What I keep wondering about is the need to [more]

Fri Dec 1

NL

Boards Post

wax replied to the Value Hounds board. 9:11 AM

Re: Site for target prices

I guess most folks don't actually do their own stock analysis anymore, relying instead on these sorts of websites for their investment data.

For myself, I built a worksheet a long time ago and I use it almost everyday. While it does [more]

NL

Boards Post

wax posted to the Wax Stax board. 8:46 AM

Encana Corporation

I went back in time with this one and looked at the investment returns from 2010 through 2016, and was less than impressed. Had an investor invested $10K in shares of stock at the end of the day on 12/31/2005 and held it until the end of the day on [more]

Wed Nov 29

NL

Boards Post

wax posted to the Wax Stax board. 8:03 AM

Cabot Corporation

I like what the company does, that they are a picks and shovels company. I don't like that the company has a 49% interest ($15M) in a carbon black affiliate in Venezula and I don't like that the company has exposure in connection with a [more]

Tue Nov 28

NL

Boards Post

wax posted to the Wax Stax board. 10:10 AM

Ashland Global Holdings, Inc.

Okay I admit it, I have never really been an Ashland fan and now that they have spun off Valvoline, it just reminds me why I am not a fan.

In a nutshell it comes down to management. I just don't believe, and this is very subjective I [more]

NL

Boards Post

wax posted to the Wax Stax board. 7:29 AM

Air Products and Chemicals,Inc.

When y-o-y earnings increase by 213%, y-o-y debt falls by 24%, y-o-y free cash flow grows by 12%, the TTM PE is 11, and the current PE is 12, stockholders and wannabes should be happy, right? Maybe.

What puzzles me, and this where due [more]

Mon Nov 27

NL

Boards Post

wax posted to the Wax Stax board. 8:56 AM

Patterson-UTI Energy, Inc.

Patterson-UTI Energy, Inc.
Drilling companies continue to struggle and Patterson-UTI is no different. The company has moved aggressively to lower debt (down 30% y-o-y), as well as cut its dividend (down 60% y-o-y) and reduce its share [more]

Sun Nov 26

NL

Boards Post

wax posted to the Wax Stax board. 10:12 AM

Helmerich and Payne, Inc.

For fiscal 2017 the story was earnings. The company acquired great technology during the year with the acquisition of Motive Technologies and their proprietary Bit Guidance System, but the acquisition happened too late in the fiscal year for it to [more]

Sat Nov 25

NL

Boards Post

wax posted to the Wax Stax board. 11:19 AM

Cisco Systems, Inc.

I am always bothered when I see year over year debt growth (18%) outpacing year over year earnings growth (-4%). I find when that happens, more often than not, year over year free cash flow growth (-2%) has a tendency to slip.

In the case of [more]

Sun Oct 29

NL

Boards Post

wax posted to the Wax Stax board. 10:37 AM

Looking for Wood at Sybil's Place

There is an old adage in the stock market, buy on the rumor, sell on the news. Every trading day, shares are bought and sold based on this adage and many others. Analysts issue sell ratings on stocks and the next day issue buy ratings on the same [more]

Sat Sep 2

NL

Boards Post

wax posted to the Wax Stax board. 5:42 AM

Cindy Finds Some String

The E Pluribus Unum Wax Ink Portfolio was up 1.4% for the week.

By comparison, the Dow was up 0.8%, the Nasdaq was up 2.7%, the S&P 500 was up 1.4%, the Russell 2000 was up 2.6%, and the Volatility Index, commonly known as the VIX, was [more]

Sat Aug 26

NL

Boards Post

wax posted to the Wax Stax board. 7:58 AM

Peter Pinches a Pickle

The omnipotent Wax Ink Portfolio was up 10.1% for the week.

By comparison, the Dow was up 0.6%, the Nasdaq was up 0.8%, the S&P 500 was up 0.7%, the Russell 2000 was up 1.4%, and the Volatility Index, commonly known as the VIX, was down [more]

Sat Aug 19

NL

Boards Post

wax posted to the Wax Stax board. 8:31 AM

Mortimer Finds a Shoe

The omnipotent Wax Ink Portfolio was down 0.3% for the week.

By comparison, the Dow was down 0.8%, the Nasdaq was down 0.6%, the S&P 500 was down 0.6%, the Russell 2000 was down 1.2%, and the Volatility Index, commonly known as the VIX, [more]

Sat Aug 12

NL

Boards Post

wax posted to the Wax Stax board. 9:05 AM

The Wax Report - Week Ending 08/11/2017

<span style="font-family: Arial; font-size: 9pt;">The "I Sux At Portfolio Management" <a href=" [more]

Sat Jun 24

NL

Boards Post

wax posted to the Wax Stax board. 8:35 AM

The Wax Report - Week Ending 06/23/2017

The ever tenacious Wax Ink Portfolio was up 0.2% for the week.

By comparison, the Dow was up slightly, the Nasdaq was up 1.8%, the S&P 500 was up 0.2%, the Russell 2000 was up 0.6%, and the Volatility Index, commonly known as the VIX, [more]

Sat May 6

NL

Boards Post

wax posted to the CAPS Feedback board. 8:03 AM

Caps Free Stuff

I have been posting stuff on CAPS since its inception and have thoroughly enjoyed the privilege. But for the past several weeks I have been getting the following message when I try to post.

"It's not you, it's us. We appear to [more]

Sat Apr 8

Blog Post

wax added a blog post. 8:54 AM

The Wax Report - Week Ending 04/07/2017

The wildly popular Wax Ink Portfolio was down 0.9% for the week. By [more]

Sat Apr 1

Blog Post

wax added a blog post. 8:50 AM

The Wax Report - Week Ending 03/31/2017

The soon to be ubiquitous Wax Ink Portfolio was up 1.0% for the week. By [more]

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CAPS Stats & Trivia

CAPS Player Rating < 20
Player Rank 0 out of 70259
Score 0.00
Score Change Today -3.53
Accuracy 0.00%
Active Picks 0
Total Picks 77
Best Pick DORM (+937.42)
Worst Pick LAYN (-154.19)
Average Score per Pick 28.42
Charms Earned 11
Highest Rated Favorite No Favorites Selected
Go to wax’s CAPS page

Boards Stats & Trivia

Big red star, 1000 posts Feste Award Nominee! Old School Fool
Board Posts 1312
Recs Received 2214
People who have rec'd these posts 869
Recs to Posts Ratio (last 30 days) N/A
Threads Started 459
Threads Started Percentage 34.98 %
Most Frequent Board Cheeze-O-Rama
Very First Post Amazon, Zen and the Great Beyond (1/17/1999)
Percentage of Posts Rec'd 50.91 %
Show wax’s 10 Latest Posts