User 174536's Comments RSS Syndication from SeekingAlpha.com http://seekingalpha.comuser/174536/comments http://seekingalpha.com/article/170923-skeptical-about-buffett-s-big-bet?source=feed#comment-743354 743354

On Nov 03 05:13 PM Roger Knights wrote:

> Why pay a premium and put all your eggs in one basket? Why not buy
> a basket of RRs at market prices?
>
> There's a considerable long-term risk in BNI: The port in Mexico's
> west coast that is being built, in conjunction with improvements
> to a railroad line from it to Kansas, that is intended to be a low-cost
> alternative to high-wage US west coast ports. This could divert a
> good deal of traffic.
>
> I thought China had lots of coal.]]> Tue, 03 Nov 2009 19:48:03 -0500

On Nov 03 05:13 PM Roger Knights wrote:

> Why pay a premium and put all your eggs in one basket? Why not buy
> a basket of RRs at market prices?
>
> There's a considerable long-term risk in BNI: The port in Mexico's
> west coast that is being built, in conjunction with improvements
> to a railroad line from it to Kansas, that is intended to be a low-cost
> alternative to high-wage US west coast ports. This could divert a
> good deal of traffic.
>
> I thought China had lots of coal.]]> http://seekingalpha.com/article/170923-skeptical-about-buffett-s-big-bet?source=feed#comment-742960 742960
Second, there's more to valuation than P/E. What's BRK's cash flow? How's it compare to its GAAP earnings?

Thanks for wasting 2 minutes of my life with this nonsense. ]]> Tue, 03 Nov 2009 15:57:10 -0500
Second, there's more to valuation than P/E. What's BRK's cash flow? How's it compare to its GAAP earnings?

Thanks for wasting 2 minutes of my life with this nonsense. ]]> http://seekingalpha.com/article/129891-blockbuster-wattles-buys-into-the-doomed-company?source=feed#comment-455449 455449 Tue, 07 Apr 2009 18:09:19 -0400 http://seekingalpha.com/article/119827-autonation-lots-to-look-forward-to-down-the-road?source=feed#comment-384916 384916
You also forgot to include inventory in your "current shortfall" calculation. Where do you think the A/P comes from? It can "get" cash by selling its inventory...just like any other business does.]]> Wed, 11 Feb 2009 21:55:56 -0500
You also forgot to include inventory in your "current shortfall" calculation. Where do you think the A/P comes from? It can "get" cash by selling its inventory...just like any other business does.]]> http://seekingalpha.com/article/89819-sears-faces-risk-if-economy-doesn-t-improve?source=feed#comment-226230 226230
If you look past the changes in working capital, which will reverse themselves because SHLD isn't growing, they generated + cash flow last quarter.

]]> Fri, 08 Aug 2008 13:17:57 -0400
If you look past the changes in working capital, which will reverse themselves because SHLD isn't growing, they generated + cash flow last quarter.

]]> http://seekingalpha.com/article/89819-sears-faces-risk-if-economy-doesn-t-improve?source=feed#comment-225500 225500

]]> Thu, 07 Aug 2008 17:14:16 -0400

]]> http://seekingalpha.com/article/77698-borders-to-sell-paperchase-a-good-short-term-move?source=feed#comment-172223 172223 Thu, 22 May 2008 19:34:46 -0400 http://seekingalpha.com/article/71300-borders-keeps-us-in-suspense?source=feed#comment-146619 146619
The only thing I don't like is BGP buying back tons of stock a couple years ago around $20, and now issuing a bunch of warrants at $7. Talk about a waste of capital. Way to return money to the shareholders...]]> Mon, 07 Apr 2008 16:30:33 -0400
The only thing I don't like is BGP buying back tons of stock a couple years ago around $20, and now issuing a bunch of warrants at $7. Talk about a waste of capital. Way to return money to the shareholders...]]>