hyten1
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Posts posted by hyten1
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http://ecx.images-amazon.com/images/I/51nH-jxYywL._SY346_PJlook-inside-v2,TopRight,1,0_SH20_.jpg
http://ecx.images-amazon.com/images/I/41zRtX0BOgL._SY346_PJlook-inside-v2,TopRight,1,0_SH20_.jpg
http://ecx.images-amazon.com/images/I/517V1E2J-zL._BO2,204,203,200_PIsitb-sticker-arrow-click,TopRight,35,-76_AA300_SH20_OU01_.jpg
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man, i need to look harder and broaden my circle
Ha! If there were another 50 companies that met my criteria I'd buy them too. It's becoming more of a capital problem than an idea problem.
damn!
In no order, tracker positions and cash removed:
ANCPA ANACOMP INC IND NEW CL A
GAV:CH CARLO GAVAZZI HOLDING AG CHF15.00 (BR) B
9476:JP CHUOKEIZAI-SHA INC NPV
CDU:PT CONDURIL-ENGENHARIA SA EUR5
7591:JP EXCEL CO LTD NPV
FAVS FIRST AVIATION SVCS INC CL A NEW
ALGEV:FR GEVELOT EUR35
GWOX GOODHEART WILLCOX INC
STAL:FR INSTALLUX SA EUR16
KRK:NZ KIRKALDIE & STAINS NPV
MA MASTERCARD INC CL A
ALNEX:FR NEXEYA EUR0.50
6149:JP ODAWARA ENGINEERING CO NPV
PREC:FR PRECIA NPV
RBRG RANDALL BEARINGS INC
REOP REO PLASTICS CORP
SVIN SCHEID VINEYARDS INC CL A
SHFK SCHUFF INTERNATIONAL INC
9932:JP SUGIMOTO & CO NPV
TTHG TITANIUM HLDGS GROUP INC
3331:JP ZAKKAYA BULLDOG CO LTD NPV
6947:JP ZUKEN INC NPV
BWLA BOWL AMER INC CL A
HNFSB HANOVER FOODS CORP CDT CL B
IVWIX IVA WORLDWIDE FUND CL I
MPAD MICROPAC INDUSTRIES INC
OPST OPT SCIENCES CORP COM
PDRX PD-RX PHARMACEUTICAL INC
RSKIA RISK GEORGE INDS INC CDT CL A
SODI SOLITRON DEVICES INC COM PAR $0.01
SSY SUNLINK HEALTH SYS INC
WEBK WELLESLEY BANCORP INC COM
WEIN WEST END IND BANCSHARES INC
FIRT FIRST BANCTRUST CORP NEW COM
FRMO FRMO CORP COM NEW
KOGL KOPP GLASS INC
SPCO STEPHAN CO (FL)
53994158 AVALON CORRECTIONAL SVCS INC COM TENDERED FROM CUSIP 0534361
CNRD CONRAD INDUSTRIES INC
FSBW FS BANCORP INC COM
NSBC NORTH ST BANCORP
SVCTF SENVEST CAPITAL INC COM NPV ISIN #CA81731L1094 SEDOL #279629
SFBC SOUND FINL BANCORP INC COM
UCBA UNITED CMNTY BANCORP IND COM
BOTJ BANK OF THE JAMES FINL GRP INC
CZWI CITIZENS COMMUNITY BANCORP INC
PBCP POLONIA BANCORP INC MD
WBB WESTBURY BANCORP INC
WVFC WVS FINANCIAL CORP
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damn!
In no order, tracker positions and cash removed:
ANCPA ANACOMP INC IND NEW CL A
GAV:CH CARLO GAVAZZI HOLDING AG CHF15.00 (BR) B
9476:JP CHUOKEIZAI-SHA INC NPV
CDU:PT CONDURIL-ENGENHARIA SA EUR5
7591:JP EXCEL CO LTD NPV
FAVS FIRST AVIATION SVCS INC CL A NEW
ALGEV:FR GEVELOT EUR35
GWOX GOODHEART WILLCOX INC
STAL:FR INSTALLUX SA EUR16
KRK:NZ KIRKALDIE & STAINS NPV
MA MASTERCARD INC CL A
ALNEX:FR NEXEYA EUR0.50
6149:JP ODAWARA ENGINEERING CO NPV
PREC:FR PRECIA NPV
RBRG RANDALL BEARINGS INC
REOP REO PLASTICS CORP
SVIN SCHEID VINEYARDS INC CL A
SHFK SCHUFF INTERNATIONAL INC
9932:JP SUGIMOTO & CO NPV
TTHG TITANIUM HLDGS GROUP INC
3331:JP ZAKKAYA BULLDOG CO LTD NPV
6947:JP ZUKEN INC NPV
BWLA BOWL AMER INC CL A
HNFSB HANOVER FOODS CORP CDT CL B
IVWIX IVA WORLDWIDE FUND CL I
MPAD MICROPAC INDUSTRIES INC
OPST OPT SCIENCES CORP COM
PDRX PD-RX PHARMACEUTICAL INC
RSKIA RISK GEORGE INDS INC CDT CL A
SODI SOLITRON DEVICES INC COM PAR $0.01
SSY SUNLINK HEALTH SYS INC
WEBK WELLESLEY BANCORP INC COM
WEIN WEST END IND BANCSHARES INC
FIRT FIRST BANCTRUST CORP NEW COM
FRMO FRMO CORP COM NEW
KOGL KOPP GLASS INC
SPCO STEPHAN CO (FL)
53994158 AVALON CORRECTIONAL SVCS INC COM TENDERED FROM CUSIP 0534361
CNRD CONRAD INDUSTRIES INC
FSBW FS BANCORP INC COM
NSBC NORTH ST BANCORP
SVCTF SENVEST CAPITAL INC COM NPV ISIN #CA81731L1094 SEDOL #279629
SFBC SOUND FINL BANCORP INC COM
UCBA UNITED CMNTY BANCORP IND COM
BOTJ BANK OF THE JAMES FINL GRP INC
CZWI CITIZENS COMMUNITY BANCORP INC
PBCP POLONIA BANCORP INC MD
WBB WESTBURY BANCORP INC
WVFC WVS FINANCIAL CORP
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here is my:
36% CASH
25% BAC (common, options, warrants)
14% GM (mostly B warrant and some common)
8% HHC
6% AIG
4% C
2% MSFT
2% BRK
4% OTHER
Both BAC and GM are levered through warrants and options, so notional value would be a lot more.
EDIT: I recently (in the last month or 2) sold out of GGP and DFS (that is where a lot of cash was from)
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man
i wrote WEB I think few years ago and along with the letter i send him my book. my letter stated how i have learn a lot from his teachings etc and how it change my life
i got no response :(
so say the least i was sad
hy
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parsad,
what did you write to buffett about? i would like to have a letter from him as well :(
hy
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i have puts (sold) on BAC, MBI, EZPW, INTC, SHLD as well (would sell more if the premium is attractive relative to the strike price)
all at very low strike price, ways to raise some cash (i hardly use margin, so that is not much of a concern)
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anyone selling or just buying puts
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folks, please forgive my stupid question
the artcile mention $35 per share for DOW? which etf are they refering to? its sure is not dja
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forgive my ignorance and stupid question
i was wondering is there a banking institution that does what these mREITS does exclusively? instead of having to get short term loans like nly, these banks can do what these mREITS does? i guess they cannot be classify as REITS.
hy
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so many prefers ... which one
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folks many mortgage reits have been hammer recently due to the chatter on fed tappering
anyone looking at these?
i am still looking, i have a very very small position (that i added a while ago) in nly
hy
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Cardboard,
buyings CALLS! wow hmmm....
are you saying swaping out common position gradually as market goes up and replace the common with calls? this way you will take some money off the table and by utilizing calls you can get the same amount of exposure as before (with the common) but at a fraction the cost.
in the even market dives you lose on your call, which is finite?
is this what you mean?
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i think this discussion is interesting, but if you follow it you would have been out of the market since early 1990's
we all already get a since of the valuation by how easy/hard it is to find ways to put to work our money
its definitely interesting and as a sanity check
still looking for great investments, anyone got any GREAT ideas? i can find a bunch of reasonable ideas :(
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folks forive my ignorance
what happens if you sell your house? does the new buyer have to keep the system and use it?
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be careful
http://www.sec.gov/Archives/edgar/data/1549575/000154692713000077/dalalstreet132013q1v3.txt
it looks like he has swap GM common for GM warrants
which is something that i done a little while ago
GM'B warrant is a long long term option, it a better way to leverage your GM shares, most of my GM investment are in warrants
EDIT: GM is pabari's second largest holding by value
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folks forgive my ignorance, i was wondering what everyone's thoughts are on this topic, in regards to "market cap vs nominal gdp" ratio
i am puzzle on why we don't adjust the nominal gdp part to consider for globalization? does anyone have this info?
as we know market cap is how much a companies worth given by the market, a company like KO which makes half of its profit overseas (i think that is the number) naturally would have a large market cap than a KO that doesn't make that part of the profit overseas. however in this scenario the GDP would not be affected in the calculation.
am i missing something? please forgive my ignorance
EDIT: i am not argueing that market is high or low, just like to have more accurate data. if you look at this ratio over time (http://www.cornerofberkshireandfairfax.ca/forum/general-discussion/i-worry-about-the-shot-heard-around-the-world/?action=dlattach;attach=1738) it seem like its trending up for decades, how do you explain that? does that mean we have some sort of overvaluation that have a cycle of centuries or multi centuries? please forgive my igorance.
base on the chart we have been overvalue since early 1990's (except for 2008/2009). obviously i have no been investing for that long, i guess this entire thing make be pause a little.
also i wonder, what about before 1920's what does the data look like way back. i would beat the ratio is even lower in the past? obviously this is just a hunch.
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man i sold cover calls for $51, a little while ago
now trying to buy it back :(
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was hoping chanos news would knock the stock down a lot more ... so i can pick up some
hy
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the market cap vs gdp and corp profit vs gdp
are all somewhat related
how do we adjust these number base on globalization?
imagine a world were US GDP collapses (imagine a world were US has become rome, just a thought experiment) and US company make MOST of its profit outside of US. this is an extreme example to illustrate we need to take globalization into account in the data, anyone have any data on this?
Market Cap vs GDP
The Infinite Compounding Fallacy
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<snip>.... Over the last 30 years, the total stock market capitalization has grown at approximately 9% per year, while GDP has grown at approximately 5% per year. When these assumptions are extended out to 2025, the infinite compounding fallacy becomes quite clear. in order to maintain the historical rates of appreciation that are used in almost every financial planning model, the stock market will need to be $17.4 Trillion dollars larger than US Gross Domestic Product by the year 2025. ....</snip>
Source: http://businessoflifellc.com/the-business-of-life/the-infinite-compounding-fallacy/
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http://businessoflifellc.com/wp-content/uploads/2011/07/MKT-to-GDP-Ratio.png
http://businessoflifellc.com/wp-content/uploads/2011/07/MKT-CAP-vs-GDP.png
http://businessoflifellc.com/wp-content/uploads/2011/07/Regress-to-Historical.png
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folks Jim chanos presentation the sohn conf
http://www.marketfolly.com/2013/05/jim-chanos-sohn-conference-presentation.html
he is short wdc/stx
anyone have the actual presentation
would like to see if he present anything that we have not discuss already
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the metric warren use % of profit vs GDP i do think need to be adjusted for a global economy
now by how much i have no idea
it simple common sense, many US corp's profit are from outside of the US. to compare present vs the past % of profit to GDP, we will prob need to take into account the portion of GDP outside of US into the equation
again by how much i don't know, anyone have come across anything regarding this.
i understand people are concern. % of profit vs GDP is definitely one of the talking points, even warren and charles has eluded to the need to consider gdp outside of US.
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but i have to say personally, i tend to buy early (when its going down) and sell early (when its going up)
trying to adjust this, wait longer than i usually would, re calibrate my internal gauge (I could just be fooling myself)
hope it works
also selling is no fun, the massive tax hit, not fun at all (even with long term cap gain, after you add federal plus state etc)
i am 40% cash
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my entire point is, all the talk about ALL TIME highs (on CNBC etc), with inflation adjusted we are not at all time highs, that is all. also it also shows that stocks overall have not gone anywhere for over 10 years for some perspective.
i understand parsad's point
actually for some perspective (for myself as well)
After inflation the S&P 500 is 22.4% below its March 2000 high.
and what relevance does the march 2000 high have to where stocks are today?
What are you reading currently?
in General Discussion
Posted
liberty, i just finish it last few days, it was very eye opening, never thought duty free was so profitable, the amount of cash dividend they were getting was insane.
hy