DutchMark’s Activity

Tue Nov 13

NL

Boards Post

DutchMark posted to the iPIG Portfolio board. 6:39 PM

Vodaphone

In my search for more dividend stocks, my eye fell on Vodaphone (VOD). Usually I don’t pay a second glance at any stock that yields double digits, too speculative. But I used to own it, when they still owned a large piece of Verizon. When they sold [more]

NL

Boards Post

DutchMark replied to the Vodafone Airtouch board. 6:28 PM

Re: VOD recommendation

Not much activity on this board. Is there a public link to the write up you mentioned?

Mark

Sat Nov 10

NL

Boards Post

DutchMark replied to the Apple board. 12:52 AM

Re: Apple must have upset someone.

I'm of the mind that more data is always better than less data so I'm not a big fan of the decision to stop reporting unit sales.

It’s like sex. Good data is still better than more data...

Wed Oct 31

NL

Boards Post

DutchMark replied to the Apple board. 9:36 PM

Re: Analyzing the analysts

Didn’t he also predict a car? :)

Wed Oct 24

NL

Boards Post

DutchMark replied to the Berkshire Hathaway board. 9:41 PM

Re: Apple & Tesla

The $312M GAAP earnings Tesla just reported must have raised eyebrows from even the staunchest nay-sayers on this board.

$731M increase of cash also postpones, at the very least, the cash-crunch many were expecting.

[more]

Thu Oct 4

NL

Boards Post

DutchMark replied to the Berkshire Hathaway board. 12:28 PM

Re: Bernie Sanders - He’s back!

I’m not sure it’s fair to include Berkshire in the list but it’s maybe not a bad idea in itself. Alternatively one could impose much, much stricter stability rules on banks over a certain size. To the point it may not be worth it to grow any [more]

Wed Oct 3

Caps Pick

DutchMark made a pick in CAPS. 12:11 AM

Comcast (CMCSA) will Outperform the S&P 500

Caps Pick

DutchMark made a pick in CAPS. 12:10 AM

Cardinal Health (CAH) will Outperform the S&P 500

Sat Sep 29

NL

Boards Post

DutchMark replied to the Berkshire Hathaway board. 6:04 PM

Re: Apple & Tesla

FWIW, Musk did just settle.
[more]

Fri Sep 28

NL

Boards Post

DutchMark replied to the Berkshire Hathaway board. 3:25 PM

Re: Apple & Tesla

I didn’t know that version. There’s a different version going around among programmers that only features the optimistic boy. But the actual version is not that relevant. It’s used in the context of having to deal with a complex piece of ‘software’ [more]

Thu Sep 27

Caps Pick

DutchMark made a pick in CAPS. 6:45 PM

CVS Health (CVS) will Outperform the S&P 500

Sun Sep 23

NL

Boards Post

DutchMark replied to the iPIG Portfolio board. 6:08 PM

Re: Comcast (CMCSA)

What are your thoughts on 5G wireless impact on Comcast?

I don’t have any expert knowledge on the subject, so keep that in mind.

There are quite a few variables currently unknown about 5G. How much does it cost to build out? [more]

Mon Sep 17

NL

Boards Post

DutchMark replied to the Berkshire Hathaway board. 12:41 PM

Re: Apple & Tesla

I will give you a million dollars if you bring me all the plants that produce “engines, radiators, transmissions, alternators, car batteries, instrument clusters and all their instruments, fuel tanks, fuel pumps, fuel injection systems, water [more]

NL

Boards Post

DutchMark replied to the Berkshire Hathaway board. 12:36 PM

Re: Apple & Tesla

Aren't you concerned about Tesla's competition? I am in the market for an electric car. I've decided to go with the Jaguar I-Pace instead of the Tesla S or X. I am a pretty educated consumer.

Just curious, as you seem [more]

Thu Sep 13

NL

Boards Post

DutchMark replied to the Berkshire Hathaway board. 8:53 PM

Re: Apple & Tesla

The Jag does look nice...

You mean this one I trust?
https://www.jaguar.com/about-jaguar/jaguar-classic/authentic......


Yes! :)

Tue Sep 11

NL

Boards Post

DutchMark replied to the Berkshire Hathaway board. 7:20 PM

Re: Apple & Tesla

“Betamax vs VHS”

Who knows. But VHS came out only a year after Betamax. Six years after the first SuperCharger stations, I haven’t seen a real competitor yet.

And maybe you don’t see Tesla cars in New Jersey, but if there [more]

Mon Sep 10

NL

Boards Post

DutchMark replied to the Berkshire Hathaway board. 11:35 PM

Re: Apple & Tesla

Three words would have me very concerned Audi - Porsche - Mercedes.


I completely agree, and you might add Jaguar to the list, since they already have a good competitive product on the market. Audi should be any day now, Mercedes in
[more]

Sun Sep 9

NL

Boards Post

DutchMark posted to the iPIG Portfolio board. 4:32 PM

Comcast (CMCSA)

The other one I promised to make a little case for here was Comcast.

Comcast is one of those companies everyone loves to hate. Subscription fees that are always higher than it feels they should be. Poor customer experience. Yearly hassle of [more]

NL

Boards Post

DutchMark replied to the iPIG Portfolio board. 3:42 PM

Re: Resumed Portfolio Reviews Part XXXIX: SJM

Thanks for confirming the numbers. It looks like this one is worth watching, waiting for a good dip. Maybe below $90, although it hasn’t been that low in a while. Patience is gold...

Mark

NL

Boards Post

DutchMark replied to the iPIG Portfolio board. 11:22 AM

Re: Resumed Portfolio Reviews Part XXXIX: SJM

I started with cash from operations and backed out capital expenditures to get to an estimate of free cash flow. I then backed out a bit more for the impact of the divestiture and then ran the DCF from that starting point. I saw the giant spike [more]

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CAPS Stats & Trivia

CAPS Player Rating 80.32
Player Rank 13705 out of 69628
Score 1563.19
Score Change Today -29.69
Accuracy 50.00%
Active Picks 28
Total Picks 79
Best Pick AAPL (+1485.30)
Worst Pick CHK (-195.04)
Average Score per Pick 19.79
Charms Earned 11
Highest Rated Favorite mpfdAC
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Boards Stats & Trivia

Big gold star, 5000 posts Old School Fool
Board Posts 8438
Recs Received 13412
People who have rec'd these posts 2023
Recs to Posts Ratio (last 30 days) N/A
Threads Started 660
Threads Started Percentage 7.82 %
Most Frequent Board Apple
Very First Post Greetings you Fools (1/21/2006)
Percentage of Posts Rec'd 53.71 %
Show DutchMark’s 10 Latest Posts