TMFGalagan

Dan Caplinger

TMFGalagan’s Activity

Tue Apr 9

NL

Boards Post

TMFGalagan replied to the Macro Economic Trends and Risks board. 8:14 PM

Re: Helpful calculator for TY2019 estimated tax

Failing to pay on time for the full estimated tax year will trigger a penalty even if the income occurs later in the year and the estimated tax is paid currently when the income is earned.

Not to nitpick too much on what's [more]

Mon Apr 1

NL

Boards Post

TMFGalagan replied to the Stereo 8 board. 11:41 AM

Re: Yet Another Value Blog Follow-up

I have a vague recollection that one of us has commented on the stock expense connection to FRE versus carry income previously.

This what you're looking for?

My couple early thoughts from a cursory review were at [more]

Sun Mar 24

NL

Boards Post

TMFGalagan replied to the Macro Economic Trends and Risks board. 9:40 AM

Re: Economic impact of Medicare for All

Proponents of Medicare for All want to sweep away our complex, confusing, profit-driven mess of a health care system and start fresh with a single government-run insurer that would cover everyone.

The premise of the article's [more]

Thu Mar 21

NL

Boards Post

TMFGalagan replied to the Mechanical Investing board. 9:23 AM

Re: S&P P/E a harbinger of a fall?

Looking back to 1871, the chart shows the P/E for the 24 years with the highest P/E.

That's not what the chart says it's depicting. The chart refers only to years in which the market peaked immediately before [more]

Tue Mar 19

NL

Boards Post

TMFGalagan replied to the Stereo 8 board. 8:35 AM

Re: Retirement 'Merica

I think the study results mostly stem from the fact that U.S. workers are further down the path of realizing that they can't ultimately rely on outside support for their own financial stability. Young U.S. workers have no expectation of a pension [more]

Wed Mar 6

Caps Pick

TMFGalagan made a pick in CAPS. 4:24 PM

Aurora Cannabis Inc. (ACB) will Outperform the S&P 500

Caps Pick

TMFGalagan made a pick in CAPS. 4:24 PM

TransDigm Group (TDG) will Outperform the S&P 500

Caps Pick

TMFGalagan made a pick in CAPS. 4:24 PM

Discover Financial Services (DFS) will Outperform the S&P 500

Caps Pick

TMFGalagan made a pick in CAPS. 4:24 PM

Western Union (WU) will Outperform the S&P 500

Caps Pick

TMFGalagan made a pick in CAPS. 4:24 PM

Scotts Miracle-Gro (SMG) will Outperform the S&P 500

Tue Feb 26

NL

Boards Post

TMFGalagan replied to the Berkshire Hathaway board. 7:37 AM

Re: BRK-B board ...

You might also let them know, that 20-year "members" of this board have never heard of the premium version!
;)


I think that's the first time I've seen a board post that said that TMF wasn't doing *enough* [more]

Thu Feb 21

NL

Boards Post

TMFGalagan replied to the Macro Economic Trends and Risks board. 3:02 PM

Re: Valuable News Sources

I wonder if the 'News Sources' aren't just playing to what their customers demand? While they call themselves News, they are in fact businesses that need to make a profit? With so many people so far on the left/right extremes (or [more]

Caps Pick

TMFGalagan made a pick in CAPS. 11:49 AM

BlackLine, Inc. (BL) will Outperform the S&P 500

Caps Pick

TMFGalagan made a pick in CAPS. 11:49 AM

Mack-Cali Realty (CLI) will Outperform the S&P 500

Caps Pick

TMFGalagan made a pick in CAPS. 11:49 AM

Highwoods Properties (HIW) will Outperform the S&P 500

Caps Pick

TMFGalagan made a pick in CAPS. 11:49 AM

Boston Properties (BXP) will Outperform the S&P 500

Caps Pick

TMFGalagan made a pick in CAPS. 11:49 AM

SL Green Realty (SLG) will Outperform the S&P 500

Caps Pick

TMFGalagan made a pick in CAPS. 11:49 AM

Hudson Pacific Properties (HPP) will Outperform the S&P 500

Thu Feb 14

NL

Boards Post

TMFGalagan replied to the Macro Economic Trends and Risks board. 7:35 AM

Re: Income Tax issues

I don't know when Medicare will increase our bills.

See page 3 here (7 of 16 in the PDF): https://www.ssa.gov/pubs/EN-05-10536.pdf

Which tax return does Social [more]

Fri Feb 1

NL

Boards Post

TMFGalagan posted to the Deranged Monkey Criticism board. 11:25 AM

Fannie/Freddie privatization

Getting FNMA/FMCC out of their stasis has been a favored theme of some high profile investors, including not only Bruce Berkowitz but also our very own Naj.

This from Sen. Mike Crapo of Idaho suggests a potential road forward: [more]

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CAPS Player Rating 75.99
Player Rank 16698 out of 69546
Score 547.94
Score Change Today -39.39
Accuracy 59.84%
Active Picks 164
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Boards Stats & Trivia

Big gold star, 5000 posts
Board Posts 5841
Recs Received 7297
People who have rec'd these posts 1501
Recs to Posts Ratio (last 30 days) N/A
Threads Started 926
Threads Started Percentage 15.85 %
Most Frequent Board Dropout's Den
Very First Post Re: 3:1 split (6/25/1999)
Percentage of Posts Rec'd 42.06 %
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