BenHacker’s Activity

Mon Dec 3

NL

Boards Post

BenHacker replied to the Stereo 8 board. 10:28 AM

Re: Biosyent

GnV,

"As noted here, I have been listening to the Focused Compounding podcast (Geoff Gannon). Geoff is big on illiquidity. That is, he prefers illiquid micros to more liquid ones. I also started to listen to NoNameStocks on the [more]

Sun Nov 18

NL

Boards Post

BenHacker replied to the Deranged Monkey Criticism board. 8:57 PM

Re: NGVC - Natural Grocers

Just poking my head back in here... have discussed this a bit on Twitter with ET, but hadn't circled back.

The stock went to hell after my initial pitch... (under $5) on comps that flattened to zero and declining gross margin coupled [more]

NL

Boards Post

BenHacker replied to the Last RoundUp board. 8:37 PM

Re: Intl Exposure

My view currently is that of any time probably since late 90's, you have a pretty good divergence in valuation and trailing returns which favors adding in some non-US exposure. Even for individual stock pickers, adding some index exposure (in [more]

Sun Oct 14

NL

Boards Post

BenHacker replied to the Deranged Monkey Criticism board. 2:00 PM

Re: An Idea - SHLD Oct 15, 2018 6.625% Secured

Rich, I think DTB kind of hit the nail on the head.

I think Eddie has earned this reputation you mention (that he is disadvantaging others for his own enrichment) *because* Sears has sucked; so that he somehow profited at someone's [more]

Sat Oct 13

NL

Boards Post

BenHacker replied to the Deranged Monkey Criticism board. 12:23 PM

Re: An Idea - SHLD Oct 15, 2018 6.625% Secured

"You did acknowledge the non-negligible risk of this happening, so it may still have been a good bet, even if it didn't work out.

Now trading at essentially what you predicted for BK value? Will you hold out for [more]

Thu Oct 11

NL

Boards Post

BenHacker replied to the Deranged Monkey Criticism board. 6:39 PM

Re: An Idea - SHLD Oct 15, 2018 6.625% Secured

So...

Rumor of filing by Monday payment.

BoD apparently unwilling to endorse ESL plan due to legal liability... essentially my thesis that filing would be avoided due to cost is overwhlemed by BoD fear of liability cost to them [more]

Thu Sep 27

NL

Boards Post

BenHacker replied to the Last RoundUp board. 7:40 PM

Re: SEC sues Elon Musk

Interesting news.

Seems like all signs point to downward here. Not sure what would be the urgency to buy here at $270... but I haven't understood buyers here for a while...

Wed Sep 26

NL

Boards Post

BenHacker posted to the Deranged Monkey Criticism board. 3:57 AM

Pier One (PIR)

Stroll down memory lane as I recall the debates here over the years.

Stock closing back in on <$1 pricing. Just an amazing fall and rise, and fall again.

Every time I walk in one, i still don't know why it exists.

Fri Sep 21

NL

Boards Post

BenHacker replied to the Last RoundUp board. 2:28 PM

Re: Poll: what yield would you consider?

Martian:

"good example is ty preferred

credit risk: ZERO (fund is 1.56b assets; this issue is 30m and it pays 1.5m at par; there are also restrictions on the fund itself that essentially render this fund risk-free barring
[more]

NL

Boards Post

BenHacker replied to the Last RoundUp board. 12:09 PM

Re: Poll: what yield would you consider?

"since we're all guessing I'm assuming he meant 'current yield' but there's no way I can answer that without knowing the risks."

Yeah, to me it's 100% impossible unless we are talking about a return [more]

Mon Sep 17

NL

Boards Post

BenHacker replied to the Deranged Monkey Criticism board. 11:43 PM

Re: An Idea - Conrad Industries (CNRD)

ET, great post as always.

Excellent note on the Jones Act, a fact I neglected to mention.

I too had kind of off and on followed CNRD for a while. As noted, I'm not super pumped about it, but I kind of peg it as a 10-12%+ ROE [more]

Sun Sep 16

NL

Boards Post

BenHacker posted to the Deranged Monkey Criticism board. 1:01 PM

An Idea - Dundee Corp Pref (B, and D only)

I put a post on these in the Bond / Income board in May - so read that for some more background (common dropped $0.5 since then, and preferreds are slightly cheaper):

[more]

NL

Boards Post

BenHacker posted to the Deranged Monkey Criticism board. 12:54 PM

An Idea - SHLD Oct 15, 2018 6.625% Secured

About a year ago I sold out of my long OTC traded SSRAP notes. The ongoing operating losses moved to the point where I had lost confidence of my SRAC notes being made whole long term.

Interestingly enough, the market for SRAC notes has [more]

NL

Boards Post

BenHacker posted to the Deranged Monkey Criticism board. 12:37 PM

An Idea - Conrad Industries (CNRD)

Background:
Conrad is a ship construction, conversion, and repair company in Louisiana. From their annual report: [more]

Thu Sep 13

NL

Boards Post

BenHacker replied to the Berkshire Hathaway board. 7:45 PM

Re: Apple & Tesla

Musk is fond of 420?

I'll allow the joke. ;-)

But seriously, there is an aspect about Tesla's numbers that feel... pulled out of thin air...

here --> [more]

NL

Boards Post

BenHacker replied to the Berkshire Hathaway board. 7:10 PM

Re: Apple & Tesla

I don't know what it is about Tesla that makes so much bullish commentary around it sound like mindless OTC penny stock pumping, but something certainly does seem to do that. :) I guess that's one of the (many) reasons grumpy bears are always [more]

Sat Aug 18

NL

Boards Post

BenHacker replied to the Last RoundUp board. 12:12 PM

Re: TSLA

"Just intellectual curiosity (since this trade is not for us mere mortals) but how hard is it to get a borrow and how expensive is it right now?"

Cheap and plentiful. ~2% annual borrow. Few hundred K shares available at IB, more [more]

Mon Jul 16

NL

Boards Post

BenHacker replied to the Last RoundUp board. 5:46 PM

Re: face plant

I think another interesting point is whether Tan moving out of semi's is sending a signal about how he views that market, although it could be simply AVGO was getting too big. But if that is the case, what were current shareholders thinking [more]

Fri Jul 13

NL

Boards Post

BenHacker replied to the Last RoundUp board. 11:39 AM

Re: face plant

hey - just a fwiw

thanks for posting that note as well!

getting another perspective, having a view looked at in a different way....very helpful


Oh no problem, thanks for your response.

I appreciate the [more]

Thu Jul 12

NL

Boards Post

BenHacker replied to the Last RoundUp board. 2:28 PM

Re: face plant

No position, but I believe many who didn't really grasp (perhaps for a very long time) the strategy behind what Hock was doing and came late to understand the story - this group includes nearly everyone by the way (not a dig at you) - now feel [more]

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Score Change Today +1.13
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Active Picks 6
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Boards Stats & Trivia

Big red star, 1000 posts Old School Fool
Board Posts 1498
Recs Received 4409
People who have rec'd these posts 749
Recs to Posts Ratio (last 30 days) N/A
Threads Started 182
Threads Started Percentage 12.15 %
Most Frequent Board Deranged Monkey Criticism
Very First Post Sysco Corporation (SYY) (6/20/2003)
Percentage of Posts Rec'd 66.56 %
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