Originally posted by kbscobravert
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Originally posted by Broncojohnny View PostIs this an industrial company you are talking about?Fuck you. We're going to Costco.
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Originally posted by kbscobravert View PostGE and JNJ that I have owned since 91-92. I got the JNJ at a smoking deal. The GE I am going to have to hold onto for a little while longer I think. I find it hard to believe it is only worth 3% more today than it was in the early 90's. I have had some nice dividends over the years though. They have all rolled into more shares of GE.
And just FYI, don't look at what their share price is. Look at what their earnings were when you bought them and when you are selling them. Share price is just what some clown is willing to pay you for them, nothing more. You'll see that while the share price has gone nowhere, their earnings are growing quite nicely. That was the point of my previous post about value, eventually the market recognizes those earnings with a higher share price for any reasonably well run company. It can take a while for that to happen though.Originally posted by racrguyWhat's your beef with NPR, because their listeners are typically more informed than others?Originally posted by racrguyVoting is a constitutional right, overthrowing the government isn't.
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Originally posted by Grape View Postthis is like discussing loosing your kid's college fund at the blackjack table........Originally posted by racrguyWhat's your beef with NPR, because their listeners are typically more informed than others?Originally posted by racrguyVoting is a constitutional right, overthrowing the government isn't.
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It's already been said, but you guys with long-term money are hurting yourselves trying to time the market.Originally posted by davbrucasI want to like Slow99 since people I know say he's a good guy, but just about everything he posts is condescending and passive aggressive.
Most people I talk to have nothing but good things to say about you, but you sure come across as a condescending prick. Do you have an inferiority complex you've attempted to overcome through overachievement? Or were you fondled as a child?
You and slow99 should date. You both have passive aggressiveness down pat.
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Use these markets to pick up companies at close to their down-side. We have a few companies that are trading at damned-near tangible book value. I'll buy a decent business at my bear-case price all-day everyday.Originally posted by davbrucasI want to like Slow99 since people I know say he's a good guy, but just about everything he posts is condescending and passive aggressive.
Most people I talk to have nothing but good things to say about you, but you sure come across as a condescending prick. Do you have an inferiority complex you've attempted to overcome through overachievement? Or were you fondled as a child?
You and slow99 should date. You both have passive aggressiveness down pat.
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Originally posted by slow99 View PostUse these markets to pick up companies at close to their down-side. We have a few companies that are trading at damned-near tangible book value. I'll buy a decent business at my bear-case price all-day everyday.
How about that ALU? oh boyOriginally posted by racrguyWhat's your beef with NPR, because their listeners are typically more informed than others?Originally posted by racrguyVoting is a constitutional right, overthrowing the government isn't.
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Originally posted by Broncojohnny View PostWhat companies do you have at that level? I know Goldman is about $121 on tangible and $131 with intangible. They traded as low as $125 a while back.
How about that ALU? oh boy
Funny thing is, we had a couple guys call us and say that the ALU was their only exposure to the space (heavily underweight the sector) and so they were actually outperforming. Fucking crazy, the space as a whole was down 11% in two days. It's best-practice not to post companies and implied opinions here... so I'll shoot you a message.Originally posted by davbrucasI want to like Slow99 since people I know say he's a good guy, but just about everything he posts is condescending and passive aggressive.
Most people I talk to have nothing but good things to say about you, but you sure come across as a condescending prick. Do you have an inferiority complex you've attempted to overcome through overachievement? Or were you fondled as a child?
You and slow99 should date. You both have passive aggressiveness down pat.
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Originally posted by slow99 View PostYeah, we got our faces ripped off on that one. We've said all along that shit was short-term... but they went aggressively into some fiber business in China (low, low margin business) and killed profitability. We had no idea they'd be that undisciplined and go big after a zero margin business. Fuck.
Funny thing is, we had a couple guys call us and say that the ALU was their only exposure to the space (heavily underweight the sector) and so they were actually outperforming. Fucking crazy, the space as a whole was down 11% in two days. It's best-practice not to post companies and implied opinions here... so I'll shoot you a message.
Put me on copy too, will ya!Originally posted by Cmarsh93zDon't Fuck with DFWmustangs...the most powerfull gang I have ever been a member of.
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Originally posted by 347Mike View PostLame.
Put me on copy too, will ya!Originally posted by davbrucasI want to like Slow99 since people I know say he's a good guy, but just about everything he posts is condescending and passive aggressive.
Most people I talk to have nothing but good things to say about you, but you sure come across as a condescending prick. Do you have an inferiority complex you've attempted to overcome through overachievement? Or were you fondled as a child?
You and slow99 should date. You both have passive aggressiveness down pat.
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Originally posted by slow99 View PostSearch for a research report on FNSR by Jefferies & Company (George Notter, James Kisner, Jody Farquhar, Mike Geenen) then! We just published a 60 page initiation on it 4 weeks ago.Originally posted by Cmarsh93zDon't Fuck with DFWmustangs...the most powerfull gang I have ever been a member of.
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Originally posted by slow99 View PostYeah, we got our faces ripped off on that one. We've said all along that shit was short-term... but they went aggressively into some fiber business in China (low, low margin business) and killed profitability. We had no idea they'd be that undisciplined and go big after a zero margin business. Fuck.
Funny thing is, we had a couple guys call us and say that the ALU was their only exposure to the space (heavily underweight the sector) and so they were actually outperforming. Fucking crazy, the space as a whole was down 11% in two days. It's best-practice not to post companies and implied opinions here... so I'll shoot you a message.
You had said you looked for ALU to come back down, I just didn't expect it to crash but overall weakness is the market is killing anything with the slightest hint of bad news. IR is a great example, as well as UPS.Originally posted by racrguyWhat's your beef with NPR, because their listeners are typically more informed than others?Originally posted by racrguyVoting is a constitutional right, overthrowing the government isn't.
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