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Yesterday

2015-05-21

2015-05-20

  • melissawilliam09 commented on page 05-20 23:54
    FPA Capital Fund | FPA Capital Portfolio - 2015 Stock Picks and Performances
    melissawilliam09 05-21 00:54
  • brian_flores commented on The Science of Hitting's article 05-20 20:57
    Walmart: With Help, I'll Be Buying More Soon
    I announced in early 2014 that I was initiating a position in Walmart (WMT) common stock. Since then, I haven’t had too much to say about the...
    View all 1 comment
    brian_flores 05-20 21:57
    • Hi Science, very nice article. To be fair, I believe the company is moving in the right direction on several fronts:

      1) Comparable store sales are increasing at decent rates

      2) Online sales are picking up the pace. If they continue to do so, their infrastructure could help them reach a decent share of total online sales.

      3) The salary increases are non-recurring and I believe it will have a positive impact in the consumer experience.

      4) They are suffering from translation effects which are outside their control.

      To me, the core business is getting interesting headwinds and seems to be on the right path. I believe that by reducing their financial expenses (and leverage) they are close to be one of the remaining bargains in the market.

      All the best,
  • Grahamites commented on Grahamites's article 05-20 19:24
    On Focus Level and How You Spend Your Day
    One of my biggest takeaways from this year’s Daily Journal meeting is that Charlie Munger (Trades, Portfolio) has a very very long attention span...
    View all 6 comments
    Grahamites 05-20 20:24
    • Itzarjuna - Thanks for the nice words:)
  • Grahamites commented on Grahamites's article 05-20 19:24
    On Focus Level and How You Spend Your Day
    One of my biggest takeaways from this year’s Daily Journal meeting is that Charlie Munger (Trades, Portfolio) has a very very long attention span...
    View all 5 comments
    Grahamites 05-20 20:24
    • Science - Thanks for the nice words. I'm sure you'll score much better than me:) 
  • Grahamites commented on Grahamites's article 05-20 19:23
    On Focus Level and How You Spend Your Day
    One of my biggest takeaways from this year’s Daily Journal meeting is that Charlie Munger (Trades, Portfolio) has a very very long attention span...
    View all 4 comments
    Grahamites 05-20 20:23
    • Cogito - I've been using the Pomodoro time management technique with an adroit app and it works beautifully. Thanks for sharing. 
  • pravchaw made a stock note of $BEN: Compelling 05-20 18:55
    $BEN: Compelling
    Comment
  • Thomas Macpherson commented on The Science of Hitting's article 05-20 17:42
    Spotting Hidden 'Cockroaches' In Investing
    “There’s seldom just one cockroach in the kitchen. You turn on the light and all those others start scurrying around. I couldn’t find the...
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    Thomas Macpherson 05-20 18:42
    • I would only add thst as a CEO I've never found a pattern to what industries are most susceptible to the Cockroach Theory. It seems bad eggs are spread across all business from utilities to software companies. Unfortuntely I think its a bottom up problem. At Nintai we generally start with the assumption SOMETHING has to be wrong with management - we just want to avoid the ones that can permanently impair investors' capital. To reach that level of comfort we have to see great communication, crystal clear financials, and great management measurable shills such as allocation of capital, return on equity, and free cash flow management. I dn't think there's any perfect formula, but you simply have to make enough hurdles it makes ir awfully hard for mamagement to slip through in th long term. 
  • erickhamdan made a stock note of $ARLP: High predictability of earnings score, 32% down in 1 year, appears to be deep value stock 05-20 16:51
    $ARLP: High predictability of earnings score, 32% down in 1 year, appears to be deep value stock
    Comment
  • David Goodloe posts: 05-20 16:34
    Westport Sells Its Stake in PetSmart in First Quarter
    Westport Asset Management (Trades, Portfolio)’s investing philosophy has been described on this website as “a modified form of bottom-up value investing that combines classic value investment with forward-looking business...
    Comment
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