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The 10 Most Recent Messages By mungofitch

Take me back to where I was.
  • Date: 4/29/16 3:23 PM
  • Number: 223698
  • Recommendations: 6
I still have a position.

Their results could be better to say the least, but I don't think it's "the end" quite yet.
They won't be selling rotating hard drives forever, but I think the end will be a fairly long time
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  • Date: 4/29/16 11:37 AM
  • Number: 223695
  • Recommendations: 33
I thought some people might find this chart interesting.
stonewellfunds.com/BuybackChart.jpg
It shows the price and the then-current buyback threshold. (1.1 times book value at first,
(Continued...)
  • Date: 4/29/16 10:56 AM
  • Number: 262191
  • Recommendations: 0
That detail was explained here http://boards.fool.com/daily-portfolio-values-25684221.aspx.

True enough!
Though it's partly in Latin : )

Jim
  • Date: 4/29/16 10:23 AM
  • Number: 223694
  • Recommendations: 6
[quarterly] Profit soared nearly 128% to $604 million from $265 million for the comparable quarter in 2015...

AWS is certainly doing tremendously well, but that statement is wrong—"financial journalism" strikes
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  • Date: 4/29/16 9:48 AM
  • Number: 223692
  • Recommendations: 1
so in a strange way we may owe one to Mr. Katz—

One B share?

Jim
  • Date: 4/29/16 8:23 AM
  • Number: 223690
  • Recommendations: 6
Say you have three companies A, B and C. ...

Too easy.

Perhaps a more interesting example might be this:
Say you have three companies A, B, and C.
All three have the exact same return on equity, growth rates, and
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  • Date: 4/29/16 6:03 AM
  • Number: 262187
  • Recommendations: 2
linear(1,ord(1),-1,date2ord(20131231)) >= 0
...
What to say, other than express incredulous surprise?


I admit to the same surprise.
But, as you say, it's someone else's backtester, and we didn't write the
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  • Date: 4/28/16 10:05 AM
  • Number: 262175
  • Recommendations: 2
(4) If it ain't 20 years, it ain't a backtest worth reading.
...
I hear ya but after you did all that manipulation could you trust it?


I do a backtest on the S&P using S&P total return data, not SPY data, so I can
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  • Date: 4/28/16 7:19 AM
  • Number: 262171
  • Recommendations: 9
I'd be tempted to test something like this

- Backfill every ETF with the historical data of the index it tracks.
Skip any ETF you can't get a whole lot of history for that way.
A 20 year minimum sounds good.
I got free
(Continued...)
  • Date: 4/27/16 1:53 PM
  • Number: 223682
  • Recommendations: 11
I wonder if they'll have a replay link for a while...

Before the internet, boy, sometimes we had to wonder about things.

"An exclusive VOD replay will be available on Yahoo Finance for 30 days following the meeting.
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Take me back to where I was.
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