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argonaut

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Everything posted by argonaut

  1. Look at RSG and ECL... including dividends they have been solid steady growers (stock price + div) over 15% each year.. RSG is 2nd largest trash collection firm in US. ECL does water maintenance, cleaning supplies globally.
  2. Perhaps this can be a start? http://secfilings.com/
  3. Enjoy! Baanf and Jasper are beautiful!!
  4. My info is about a year old and may need to be reconfirmed... at that time fidelity you signed a foreign trading agreement and could go forth and trade either directly in many countries or for those farther a field (e.g. Brazil) you had to call and talk to he international trading desk... still pretty straightforward ... Schwab you had to open a second account and transfer funds in and out as needed for international trades... much less convenient ... I hope this helps.
  5. For those who have taken both the Toronto 5 day seminar and the New York 5 day at Columbia , what are the differences and which offers a more practical approach? I seek to learn more to manage my own funds. Assume I've already read the books and seek the the benefits of a classroom and interaction.
  6. For the over 5% he has to file a 13g so an SECfilings update would Track of its under his personal name? Anyone know if he does it though a corporation like Gates does?
  7. Perhaps this is addressed elsewhere, but the actual manager listed for this report is not burry but his cfo from when he ran scion so perhaps these are not burry's picks??
  8. I invested in CHK in mid-2012 as a turn around on my own research...figuring it was worth a min of $35/share + ...saw is get to $31 and was holding for a few more $ :(...should have sold most... got out of a chunk as the oil prices dropped but still held onto rest... Probably should have taken a cue from Buffet when they existed the oil stocks e.g XOM and gotten completely out of CHK then...somehow also learn to recognize that a major trend is in place and not just a temp drop.
  9. Any board members live somewhat near here? 34 Roger Street BROOKVALE NSW 2100 I live in Seattle and am looking to get a small package from a store located there to me...I will prepay all costs. PM me for more details.
  10. Hi I started reading an interesting post that was a transcript of different value investors where buffet declined to appear/chat...it was posted on this forum over the last say 2 weeks... I can't seem to find it now... Does anyone recall where it is ? Thanks!
  11. Thank for sharing your xls, Packer. I have this rough calculation for BXE...does this seem roughly on track with your thinking? 11/5/2015 Low netback/boe/d 12.58 High netback/boe/d 15 # days/year 364 Company's Boe/d 40277 Net debt 723,000,000.00 Fully diluted share count 205,800,000.00 Low valuation multiple 8 High valuation multiple 10 Canadian/usd exchange rate 0.75 Valuation: low netback/low multiple usd 2.75 Valuation: high netback/high multiple usd 5.39
  12. Give them a call on Monday. I have either been able to reach a real person when I call or they call me back within a day or so ... I hope they are working on a new issue as it has been over 3 years :(
  13. Just a side note... I don't know if you are self employed or not...See if you can do a SEP-IRA...it has much higher contribution limits I think $53,000 for 2015...
  14. Best of Luck, we even have some sunshine this week to look at :)
  15. I think someone above touched on it ...but I would consider the move knowing that you can always move back in a few years and thus time perhaps more for your wife...e.g. each of you has a chance to do what is best for them "at that time" :) Just my .02...I've lived in both Philly and NY...advantages/disadvantages to both...have cousins just outside center city who are doctors...PM if you wish for more info.
  16. I've met a few people locally (Seattle area COBF members and some not) and get together every so often so share our thoughts over lunch or coffee...I really enjoy it... I'd like to meet one or more folks who would like to go through some of the investing books and get practical experience valuing stocks...in person preferred but online with shared screens might work too...I realize it's close to what the forum offers...
  17. Your brokerage account might do this...I know Schwab does..Fidelity just changed their look and feel so they probably do too...not sure about IB...Google Alerts and RSS can handle news as Mephistopheles mentions.
  18. yes. I think they are more business oriented though they need to pull their fragmentation together.
  19. Re: healthcare It's like handling something super flammable to discuss healthcare I think...but I will say that our rates (my wife and I are both self employed and we have a young kid) used to rise 5-8% a year......then the healthcare "reform".... 2012 18% rise 2013 90% (no typo) rate rise....with a 5 figure annual deductible (which the insurance company took the liberty of bumping up a few thousand in the process automatically)... 2014 ??? don't know yet I was so annoyed that I went to the whitehouse.gov in 2013 on a Friday afternoon and politely but strongly vented (sent an email to you know who)...do they not see that all the items they "forced" the insurance companies to pay for (Add on coverage for) ...the companies said yes we will pay for them AFTER you meet the deductible...this is not productive for entrepreneurs...which in turn is not helping to expand and grow the country.. (ok a bit of a stretch but you get the picture)...I assumed the email would go into a black hole.. To my amazing surprise...48 hrs later on a Sunday morning...the phone rang with an unlisted phone number (I rarely answer these but for some reason I did this one)...Mr....? This is (a women's name) calling about your email on Friday. Do you have a few minutes? Um..sure I replied...Mr. ...can. I walk you through the healthcare plans and or explain some options to you? ... She spent 45 minutes chatting with me...end result..same plan I had already signed up for...net net (pun intended) -- well, the Whitehouse has folks who read emails and do try and walk you through options...I still think the plans need adjusting to be more affordable and we will see how the rates rise from here..at some point...It may just be cheaper to set aside a substantial chunk while in the middle of life and self insure...and pay whatever fines they wish to impose.. rant over :).... Note: I know the rates are different for those fully employed and those pretty young and older...it's the middle folks who are self-employed who saw their rates just soar...
  20. Congrats!! We found ours by networking among friends...one had used one temporarily while theirs was out sick for a week...we liked her, hired her and then the friends' quit and they wanted the one we had...she stayed with us :)
  21. I subscribe as well and have set a number of automatic notifications to gurus..you can do very similar though secfilings.com as well for free.
  22. It's legal... http://www.helpwithmybank.gov/get-answers/bank-accounts/checks-cashing/faq-banking-check-cashing-04.html
  23. Thanks Carvel! I will check it out.
  24. Any suggestions for those located a bit north...e.g. Seattle?
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