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The 10 Most Recent Messages By CMFAnurag

Take me back to where I was.
  • Date: 6/22/18 10:45 PM
  • Number: 17876
  • Recommendations: 0
Wow! What a journey.

Thanks for sharing it with us, FoolishErik.

Looking forward to another 20 years with you.

Anurag
  • Date: 6/22/18 8:53 PM
  • Number: 64
  • Recommendations: 1
Hi Jeff

What makes ORCL a great value?

For the last 7 years
* Flat revenue - $35.6B to $37.7B
* Flat Net income - $12.7B to 13.8B
* FCF yield at $12B: 6.7%
* Perhaps the only cheaper market metric is FWD P/E at
(Continued...)
  • Date: 6/21/18 6:03 PM
  • Number: 50561
  • Recommendations: 12
There is a survivorship bias involved when we claim that had someone never sold things would be better. I suspect there is a large number of of individual investors who lost their shirt in an undiversified portfolio or not selling a large position
(Continued...)
  • Date: 6/21/18 9:48 AM
  • Number: 6916
  • Recommendations: 3
how do we make those decisions? what are the guidelines? how best to figure allocation? etc. What has come of that?

PRO is just a portfolio service for 99% of its charter (my belief), so any education we can finagle is pure luck. I
(Continued...)
  • Date: 6/21/18 9:37 AM
  • Number: 38144
  • Recommendations: 3
but in general Financials are not doing too well these days.

This sector has done pretty well for me with TMF stocks like BR, IBKR, banks (BOFI, FISI, CFR), insurance companies, financial information firms like VRSK and FDS, credit
(Continued...)
  • Date: 6/20/18 6:52 PM
  • Number: 50552
  • Recommendations: 3
RTFM2009

I concur with all your points specifically: the key is managing a balanced portfolio and understanding the importance of one's exposure (some are comfortable with concentrated stocks...including myself) is the right
(Continued...)
  • Date: 6/20/18 5:55 PM
  • Number: 38138
  • Recommendations: 0
What makes GS cheap?

Anurag
  • Date: 6/20/18 3:01 PM
  • Number: 6914
  • Recommendations: 3
That statement feels presumptuous and it to me implies that PRO members aren't capable of doing things on their own; that they aren't able to operate w/o PRO holding their hands.

If taken out of context, the statement
(Continued...)
  • Date: 6/20/18 9:22 AM
  • Number: 6912
  • Recommendations: 0
Is that metric or performance ever measured and communicated?

Yes, it is. You can see it on the bottom of the scorecard. Better still, please check this link
(Continued...)
  • Date: 6/19/18 9:23 PM
  • Number: 22376
  • Recommendations: 0
I am cool with alternative investments with a few caveats. I have made a few in the past with mostly success but the way I invest is that I need to legally know non-public aspects of the investment just like one would buy real estate after talking
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Take me back to where I was.
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