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Big Moose

Big Moose
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  • The No. 1 Stock In The World - Part 1 [View article]
    Great article! Loved reading the reasoning of so many folks I admire on SA. I am surprised no one picked BRK. The #1 criterion I would look for is a company with huge moat and a pristine balance sheet. Closely behind it would be a management that knows how to allocate capital.
    May 27, 2015. 02:28 AM | 1 Like Like |Link to Comment
  • Stress Test For Dividend Growth Investors [View article]
    Concur with David. The other question that begs to be asked is if someone cannot afford to see their principal go down, should they really be in the stock market? That said, great article! Very timely reminder of the risks lurking around.
    May 10, 2015. 10:17 PM | 4 Likes Like |Link to Comment
  • Mr. Valuation's Best Valued Ideas For Retirement And Dividend Growth Portfolios: Cisco [View article]
    Good points Chuck. I agree with you that the job of a manager is to improve the operating results. CSCO is a unique business with an excellent moat that could have gone on to great heights but unfortunately did not. To use "Oracle of Omaha's" (after all, its May) quote, these are "mistakes of omission, not commission," so they don't show up on the earnings statement. In the process, CSCO systematically lost ground to HP, Brocade and Alcatel by losing its focus (Flip, Linksys) and poor capital allocation. The only silver lining was their advancement in the Server business, but that is a low margin business. When you really think of the number of devices that have been activated in the last 10 years, I feel CSCO missed the boat. Big time! History will ultimately be the judge... I hope the new CEO does better than Chambers.
    May 5, 2015. 01:44 AM | Likes Like |Link to Comment
  • Mr. Valuation's Best Valued Ideas For Retirement And Dividend Growth Portfolios: Cisco [View article]
    Nice article as always Chuck. CSCO will continue to be undervalued as long as John Chambers is the CEO. Good company, dominant in their space but very poor management that has not been held accountable. In some ways similar to EMC in that respect. Hope that changes soon. I have held the shares for 10 years and it has not gone anywhere..
    May 4, 2015. 02:49 AM | Likes Like |Link to Comment
  • Frank's International: A Hidden Gem In The Oilfield-Services Patch Is On Sale [View article]
    Same story, bought pretty soon after they went public. Down now but hopefully not for too long. Glad they brought in new CEO and professional management, this cannot continue to be just a family run business
    Apr 25, 2015. 12:29 PM | 1 Like Like |Link to Comment
  • Omega Healthcare Is A Classic Textbook Model Of Repeatability [View article]
    Brad, Great article as always. You always talk in terms of your Sleep Well at Night (SWAN) REITs like O, VTR .... Leaving valuation aside for a moment, is OHI in one of your top 5 SWAN REITs? Thanks,
    Apr 24, 2015. 12:22 AM | 1 Like Like |Link to Comment
  • Mark Your Calendar For Markit Lockup Expiration [View article]
    Does anyone know what the $2.2 B of Goodwill is on the Balance Sheet of Markit? Is it the cost of acquisition they did?
    Apr 14, 2015. 01:05 AM | Likes Like |Link to Comment
  • Comments On Gilead's Quarter And The Road Ahead [View article]
    Great article as always Doc. Viewpoints nicely substantiated with numbers.
    Feb 12, 2015. 08:58 AM | Likes Like |Link to Comment
  • HollyFrontier Buying Opportunity [View article]
    Thanks, my observation was similar but always good to hear another point of view. I feel the same about PSX - excellent management and great capital allocation. Would love to hear your thoughts on PSX..
    Jan 26, 2015. 01:58 PM | 1 Like Like |Link to Comment
  • Why Valero Energy Is A Great Buying Opportunity Right Now [View article]
    Arie, As always, nice work.
    Jan 23, 2015. 03:12 PM | Likes Like |Link to Comment
  • HollyFrontier Buying Opportunity [View article]
    In the refinery space, how does HFC compare to a VLO or TSO? Which are the best run refinery businesses. It looks like crude is going to stay low for sometime, my thought is to buy the most efficient operators..
    Jan 23, 2015. 02:59 PM | 1 Like Like |Link to Comment
  • IBM 2015: The Rise Of Watson [View article]
    Step in the right direction, though one can say it was not bold enough. IBM will reorganize into 13 Business Segments. Ship will turn, albeit slowly.. Only time will tell..
    Jan 15, 2015. 08:33 PM | Likes Like |Link to Comment
  • IBM 2015: The Rise Of Watson [View article]
    Long IBM but not for the reasons mentioned in this article. IBM has historically been the first to market on innovations many times the opportunity Watson presents. Unfortunately, IBM squandered every one of them due to poor execution. Personally, would like to see IBM divest a bunch of its low margin business and focus on fewer areas.
    Jan 7, 2015. 12:03 AM | 1 Like Like |Link to Comment
  • VeriSign: A Value Creating Company Trading At Low Multiples [View article]
    Detailed analysis - very nicely done!
    Jan 2, 2015. 01:19 AM | Likes Like |Link to Comment
  • Berkshire Bought Deere: Should You, Too? [View article]
    BluePack Partners, Excellent response! Very informative. Its this kind of stuff that helps us value investors get to the bottom of things..
    Oct 9, 2014. 01:11 AM | Likes Like |Link to Comment