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poortorich

poortorich
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  • It's A Bull Market, Oh My! [View article]
    Here are my picks
    fhco-31%
    soda-28%
    jmba-4.5%
    kkd-172%
    hlf-116%
    nus-250%
    ___________
    100% vs 29% for S and P.

    Its hard to believe that there are still people who are sitting on the sidelines.
    Nov 28 06:43 PM | Likes Like |Link to Comment
  • Daily State Of The Markets: Does Yellen See A Bubble In Stocks? [View article]
    A bubble forms when stocks get very extended and there are no more buyers. Its quite simple actually.
    That is not the situation right now.
    Nov 15 01:39 PM | Likes Like |Link to Comment
  • Is Procter & Gamble's Target Price Justified? [View article]
    MBKelly75


    Good to hear from you again.
    Nov 15 01:34 AM | Likes Like |Link to Comment
  • GNC: Continued Top And Bottom Line Strength [View article]
    Christopher

    You clearly know how to analyze a companies and its industry.
    Good job.
    Nov 12 03:23 PM | Likes Like |Link to Comment
  • Monster Beverage Q3 Earnings Preview [View article]
    Boom!

    Transcript is available now
    Nov 7 08:55 PM | Likes Like |Link to Comment
  • Monster Beverage Q3 Earnings Preview [View article]
    Rodney is not a very articulate guy. But you have to give him credit for building up this company.

    Wait for the transcript. Thats what I do.
    Nov 7 08:53 PM | Likes Like |Link to Comment
  • Monster Beverage Q3 Earnings Preview [View article]
    I tend to look at companies from long term point of view. This has served me well. Do you think ligitigation against MNST will ever end?
    Nov 7 05:57 PM | Likes Like |Link to Comment
  • Monster Beverage Q3 Earnings Preview [View article]
    Hi Seth
    I disagree. Litigation is not eternal.
    Nov 7 05:44 PM | Likes Like |Link to Comment
  • Monster Beverage Q3 Earnings Preview [View article]
    Looks like EPS increased by 13%. If you exclude the litigation costs, it would have been a 20%+ increase. Not bad. Well done Rodney.
    Nov 7 05:38 PM | Likes Like |Link to Comment
  • Is This Really A Bull Market? [View article]
    Update on returns for 2013

    Performance YTD

    Soda-34%
    Jmba-2.7%
    fhco- 40%
    kkd- 162%
    nus-205%
    hlf- 102%

    91% vs 25% for S and P
    Oct 23 01:54 PM | Likes Like |Link to Comment
  • Thoughts On Nobel Prize Winners Fama, Hansen And Shiller [View article]
    Which begs the question, how well have these professors compounded their net worth over the years?
    Oct 15 02:56 PM | Likes Like |Link to Comment
  • Herbalife: Will Icahn Cash Out Sooner Than Not? [View article]
    Matt
    I sold some shares at 68. Having bought a huge portion of my shares in the single digits (split/dividend adjusted) , HLF frankly was becoming bigger % of my holdings. With this general market downturn, I am begining to see value in other companies. At this point, anything more is just gravy.
    As you can see, I don't generally trade. I tend to hold companies for years. These price fluctuations are being driven by short term holders/traders. In 4-5 years, you'll see the price of the company stabilize at intrinsic value.


    Don't worry, our bet is still on.
    Good luck!

    PTR
    Oct 9 12:23 PM | 1 Like Like |Link to Comment
  • Spin-Offs: The Best Way To Beat The Market Every Year [View article]
    Lou

    It depends on what the spin off is. But you are right. This can be quite rewarding.
    Oct 6 05:13 PM | Likes Like |Link to Comment
  • Herbalife: An Ethical Short [View article]
    Andrei

    So are you still short after the news of Ackman covering 40%.

    Here are my thoughts
    1) Buying puts is not cheap. They could expire worthless
    2) 60% is still a significant number. Eventually, HLF will trade based on its intrinsic value and the 60% will need to be covered
    3) Personally, I think buying the puts was a way for him to save face while covering
    4) There's gonna be some short bag holders here.
    Oct 3 01:11 AM | 1 Like Like |Link to Comment
  • The Good And Bad Of Dave Ramsey [View article]
    "If the rate of return on your (leveraged) investment is below the interest rate on your debt, than the "wonderful power of compounding" will work against you, lucky or not. "


    Considering that the interest rates right now are so low (2-3%), one should have no problem outcompounding one's debt.
    Oct 2 06:09 PM | Likes Like |Link to Comment
COMMENTS STATS
2,193 Comments
4,987 Likes