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Profile for Spekulatius
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Site Participation
Date Joined Jan 23 1996 User Level
Posts 5950 Boards Moderated8
PeopleMarks 103 Bans Issued 1
Ignored By 5 Bans Received 0

Personal Information
Occupation/Title: Physicist
Age: 38+9
Location: Cal-a-fornia
College: in a country far far away...
Degree: PeeHDee
Favorite Stocks: The ones making me money...
Investment Style: Value stocks, buying and selling too early.
Investment Experience: 32 Years
Interests and Hobbies: stocks, literature, the gym, fixing up my house
Quote: To be a realist, one has to believe in wonders
Additional Info: a. k a. Clownbuck
25 Most Recent SubjectsLast PostPosts
Value Investingyesterday  3,769
Fundamental Value Investing June 5 68
50% Gains InvestingMay 24 702
BuffettologyApril 20 32
Dividend investing for retirement March 14 27
BAK - Investing 11/9/2012 130
The Brazil Board 9/13/2012 24
Big Dog's Boom Boom Room8/26/2012 127
View from the Center and Left 8/17/2012 1
What are you listening to now? 11/15/2011 2
Apple Inc.10/22/2011 1
Interactive Brokers / Timberhill7/29/2011 18
Questions and Answers with SI Admin (s)7/21/2011 1
Bosco & Crossy's stock picks,talk area5/25/2011 50
Shipping - Oil & Gas Tankers, Dry cargo, LNG 9/29/2010 3
Biotech Valuation4/22/2010 91
Ask Michael Burke3/28/2010 140
Wine you can tolerate for under $10 a bottle 3/16/2010 1
Wine You Can Enjoy @ Under $203/10/2010 2
The Financial Collapse of 2001 and Beyond3/8/2010 2
Mish's Global Economic Trend Analysis12/30/2009 3
The Residential Real Estate Crash Index9/29/2009 75
The Epic American Credit and Bond Bubble Laboratory9/23/2009 1
Value of Perfect Information 2/21/2009 7
Contrarian Investing 1/19/2009 10
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Posts by Spekulatius
MessageSubjectRecsPosted
Anybody still interested in Brazilian banks BBD @13.7$ or ITUB @ 13.45$ ? They tValue Investingyesterday
Added some CAM.L at 9262 pence. The stock has been weak lately on no news, but tValue InvestingSunday
Re NSH - you need to look at the EV if you look at EBITDA, because EBITDA does nValue Investinglast Friday
I bought a small position in NSH, which owns NS units and the IDR for NS. It yieValue Investinglast Friday
Dole is probably undervalued but the CEO is one of the main reasons why. They soValue InvestingJune 11
SOld out APA @86.2$ - Reducing oil exposure some more. I assume the mini-pop wasValue InvestingJune 7
Re CAM.L (or whatever) - I use Interactive Brokers with international stocks. IValue InvestingJune 5
>>Value Investing at its worst<< Or maybe not - DLR up today 5.2% Fundamental Value Investing 1June 5
Re CST - I don't see it as a compelling value at ~8x EBITDA, although I thinValue InvestingJune 2
VALE @14.XX$ is trading for tangible book finally. Unless iron ore demand tanks Value InvestingJune 2
Re WLFC - why don't you consider attractive? I agree it has warts and does Value InvestingJune 2
AFED, I agree with you on the Gold Miners - the miners look cheap relative to thValue Investing1June 1
Added to CAM.L at 9825 pence. Motley Fool UK has a pretty good writeup on this uValue Investing1May 31
Re NVE - when I purchased the stock, utilities were out of favor and NVE was traValue Investing1May 30
3093.T Treasure factory - below is a link to an analyst meeting presentation, whValue InvestingMay 29
Reduced my NWLI position by 50% at 197.x$. Reduced GTS at 20$ as I am a bit suValue InvestingMay 28
I have looked at NSRGY this weekend as the stock is having a mini correction. I Value Investing1May 28
WLFC almost down to 13$/ share. Book value is ~22.5$, so it is trading at a consValue InvestingMay 26
There is no agreement yet with XOM, just talk about it. When you read the headli50% Gains InvestingMay 24
Update - XOM talks news with IOC pretty much the final note in the controversy nValue InvestingMay 24
The Fund is crap. I don't like the holdings in that fund much either at curValue Investing1May 22
Pretty good presentation from Zeke Ashton right along the line we have talked abValue Investing3May 21
Re - Selling winners the Key phrase is "in a short period of time". HValue Investing1May 21
THST - Truett Hurst winery IPO that will come to a market with an auction proceValue InvestingMay 19
If you think TSLA is worth 50$, while trading at 90$, the obvious play would be Value InvestingMay 19
I looked at RDS in some detail and the problem that I see (and agree with S&Value InvestingMay 19
It's one thing to get a notice when you have 500M$ in net cash and no debt l50% Gains InvestingMay 18
I agree with your idea to play for a long real estate recovery - the problem is Value Investing1May 18
My Buys and Sells are mainly focused on the dividend yield. I have been selling Value Investing1May 18
It's reasonably valued if you believe the forecasts. However, I believe theValue Investing1May 17
OT: You'd rather hold cash??? Yes I would rather hold cash substitute "Value Investing3May 17
Henry, the fact that the EV > Market cap, just means that AAUKY has net debt,Value InvestingMay 17
More Sells: MN sold at 19.7$ - fairly valued CSX @25.85$ (partial sale) - fairValue InvestingMay 15
Re AIT - go figure. It's 10% lower than where I sold it but that is after a Value InvestingMay 15
Sold out HSP @34.4$ - for a turnaround pretty much in progress fairly valued. Value Investing2May 14
NBCB @24.4$ - a New Orleans upstart bank that IPO'd at 24$ on 5/9. The stockValue InvestingMay 13
DVN and APAboth have moved up despite mediocre results. Both of them have announValue Investing3May 11
I don't think that management is aligned with share/unitholders with IFMI an50% Gains InvestingMay 10
Re DLR- When looking at BV which was one of his concerns (selling 3x book), I bValue Investing2May 9
MM or CD's yield nothing, might as well put it under the mattress. I donValue InvestingMay 7
Faiveley is still somewhat more expensive than my trainwreck <g> stock CAFValue InvestingMay 7
I have never bought a CEF at a premium to NAV and never will. It is a loosing prValue Investing1May 6
I am wondering what caused the EBITDA spike (and subsequent decline) in 2010. TValue InvestingMay 4
100M$in EBITDA (2012) with a 1.1B$EV and 2.2x book is just too expensive for a Value Investing1May 2
CAC@33$ reduced position and sold out the holding in my IRA. The earnings releasValue InvestingMay 1
I'll go with a little bit of NOV @64.26$ this morning. I like the market leaValue Investing1May 1
I think your short argument for BWLD appears convoluted. You mention higher chicFundamental Value Investing 1April 30
The idea behind the post was not to raise your blood pressure, it was to bring uValue InvestingApril 26
>>Another value investor sees JC Penney as a must Buy.<< Soros is Value Investing2April 25
I agree with your post and equity bond like consumer stocks at 20x earnings lookValue InvestingApril 24
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