User 153029

http://www.freedommount.com
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11 Comments

    • Thu Oct 2nd 08:21 AM | Rating: 0 0
      Commented on:
      Seven Companies That Raised Their Dividends, Despite Market Turmoil
      Accenture (ACN) is excellent value here. They have performed extremely well in these difficult times and the outlook for their services remains strong. I also own MCD - agree with your comments there.

      Edward Roche, President Freedom Mountain Investments - holder of ACN and MCD in individual and managed accounts
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    • Sun Sep 28th 14:20 PM | Rating: 0 0
      Commented on:
      International Game Technology: Good Short Opportunity
      The time to short IGT was when it was trading at $50/share. Now it is time to buy these shares. Both Goldman and Jim Rogers at Ariele are positive on IGT. I have bought and sold this a number of times over the years, buying when things looked bleak (at the bottom of the gaming cycle). On a long term basis (the only real basis that investors should ever really consider) this is excellent value now.

      Edward Roche, President Freedom Mountain Investments
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    • Wed Jul 9th 10:37 AM | Rating: 0 0
      Commented on:
      Is Boeing Ready To Take Off?
      If you believe BA has a good future, the better way to play it is to buy PCP and TIE in my opinion. Eventually all the energy inefficient planes will have to be replaced. PCP and TIE will benefit. The sell off in TIE is way overdone.

      Edward Roche- Freedom Mountain Investments
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    • Sun Jun 29th 16:50 PM | Rating: 0 0
      Commented on:
      Petrobras: Set to Become a Global Oil Major - Barron's
      Ken Heebner also owns Oceaneering (OII) according to the latest information available. He would probably own more if it were a larger cap company. But the smaller investor can get plenty.

      E. Roche (Freedom Mountain Investments)
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    • Sun Jun 29th 13:04 PM | Rating: 0 0
      Commented on:
      Petrobras: Set to Become a Global Oil Major - Barron's
      Oceaneering (OII) and Trico Marine (TRMA) are other great ways to play deep water oil. Both have extensive contracts with PBR. Those stocks are less extended.

      E. Roche (Freedom Mountain Investments)
      View article »
    • Sun Jun 22nd 11:30 AM | Rating: 0 0
      Commented on:
      The 'Peak Oil' Myth: New Oil Is Plentiful
      Many of the new oil finds are in deep ocean waters. Oceaneering (OII) and Trico Marine (TRMA) are two of the best ways to play this.

      Edward Roche, Freedom Mountain Investments
      View article »
    • Tue Jun 17th 09:09 AM | Rating: 0 0
      Commented on:
      Precision Castparts: an Abandoned Growth Story, Part I
      PCP is a great company and I hold shares.

      The 10-K lists 55% of revenues as coming from Aerospace and Defense but does not appear to break this down further. Do you have any information on how much of revenues comes just from defense? I would estimate only 15-20%.

      Your target price is high, I would be happy with 200 in 5 years.

      Edward Roche - Freedom Mountain Investments.
      View article »
    • Wed Jun 11th 18:55 PM | Rating: 0 0
      Commented on:
      GFI Group: It's Not Your Typical Brokerage
      I agree with your comments. You did not mention the low valuation relative to likely future prospects and the insider buying.

      Edward Roche, President Freedom Mountain Investments
      View article »
    • Wed Apr 23rd 12:41 PM | Rating: 0 0
      Commented on:
      Notes on Sherwin-Williams' Earnings Call
      Do you know the percentage of SHW revenues that come from outside the US? I could not find this easily in the 10-K.

      thanks - Ed Roche, Freedom Mountain Investments
      View article »
    • Sat Apr 12th 08:29 AM | Rating: 0 0
      Commented on:
      35 Stocks That Ben Graham Would Like Here
      Espey is a good one. Nice dividend too. See my piece on ESP in Seeeking Alpha - Ed Roche, Freedom Mountain Investments
      View article »
    • Thu Apr 3rd 07:27 AM | Rating: 0 0
      Commented on:
      I Love Fertilizer Stocks, but...
      I think you might do better to invest in lesser known names. Every company you mention is in the spotlight, covered by dozens of analysts etc. That is not where you find value.

      Ed Roche - Freedom Mountain Investments
      View article »
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