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The 10 Most Recent Messages By mungofitch

Take me back to where I was.
  • Date: 12/23/14 8:45 AM
  • Number: 214628
  • Recommendations: 3
There is a chance CBI will see a bounce once tax selling abates
...
Sorry, that chance evaporated as I bought a substantial stake today.


Hear hear.
In fact it's not tax loss selling causing the recent slide, it's the fact
(Continued...)
  • Date: 12/23/14 8:43 AM
  • Number: 254146
  • Recommendations: 3
If you replace it with a roughly equivalent lenient market cap check, the test could be done from 1986 instead of 2002.
...
Yes, but, then nobody would submit anything based on SIpro data, because it starts in 1997 .
Nor would we

(Continued...)
  • Date: 12/23/14 8:15 AM
  • Number: 254145
  • Recommendations: 12
This method is not perfect [see, for example, the section on "Criticisms"],
but many of the objections to this strategy are reminiscent of common objections to Mechanical Investing as well.


Well, I think the argument
(Continued...)
  • Date: 12/22/14 4:52 PM
  • Number: 254139
  • Recommendations: 3
must begin with a $500,000 minimum daily dollar volume rule...

This is not a very strict test.
It generally rules out only a few of the 1700 VL stocks.

If you replace it with a roughly equivalent lenient market cap
(Continued...)
  • Date: 12/21/14 11:04 AM
  • Number: 214605
  • Recommendations: 28
Sorry to hear it

We need someone to take the other side of the argument.
Sometimes we're suffering from groupthink, other times the consensus is right, but
we still need someone to take the other side so we can tell one from the
(Continued...)
  • Date: 12/20/14 1:07 PM
  • Number: 214599
  • Recommendations: 3
One remarks of yours that I'd like you to address a little more was the following:
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They [Wells Fargo] have some soft skills which, apparently, are not easily reproduced.
...
If I extrapolate this statement to Exxon, they also

(Continued...)
  • Date: 12/20/14 12:57 PM
  • Number: 214598
  • Recommendations: 4
For me, it's an Amazon equivalent situation.
Great product. I use Amazon all the time (five different countries in the last 6 months), and twice almost bought a Tesla.
(the Roadster...the S seems like a fine vehicle but not aimed at
(Continued...)
  • Date: 12/18/14 8:00 AM
  • Number: 214549
  • Recommendations: 4
[the article says] Shareholder distributions, which include dividends paid and buybacks...

This is very misleading. A very popular misconception.
Buybacks are NOT shareholder distributions. They are not return of capital to
(Continued...)
  • Date: 12/18/14 8:00 AM
  • Number: 214548
  • Recommendations: 4
[the article says] Shareholder distributions, which include dividends paid and buybacks...

This is very misleading. A very popular misconception.
Buybacks are NOT shareholder distributions. They are not return of capital to
(Continued...)
  • Date: 12/18/14 8:00 AM
  • Number: 214547
  • Recommendations: 47
[the article says] Shareholder distributions, which include dividends paid and buybacks...

This is very misleading. A very popular misconception.
Buybacks are NOT shareholder distributions. They are not return of capital to
(Continued...)
Show Latest Posts:
Total = 10

Take me back to where I was.
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