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35	member 9/22/22 10:07AM Re: Re: Re: Kind Or Forgot About This One 34
I am conceptually taking the other side of "cash" now. I own a lot of different stocks that are trading at low/mid-single-digit multiples of cash flow. I.e., at 15%, 25%, 50% earnings yields. The bad... login to read the rest 4 view available tags
34	member 9/22/22 9:40AM Re: Re: Kind Or Forgot About This One 33
The front end of the yield curve is so steep it makes no sense to hold actual cash. Go from a money market to 6 month Tsys and you pick up 176 bps. Add just... login to read the rest 4 view available tags
31	member 9/21/22 11:02PM Re: Kind Or Forgot About This One 30
this is our largest position right now and i am sure for many others. we dial up and down our exposure depending on the environment. -2 view available tags
30	member 9/21/22 10:34PM Kind Or Forgot About This One
Hi, all -- Me:> This is now my official thread for popping up and saying, "I told you so!" every time stocks go down. OK, so I took care of that, albeit a bit late. What does the... login to read the rest view available tags
29	member 3/09/20 12:17AM Re: Long-term Investing 27
Hi, guys -- Me:> This is now my official thread for popping up and saying, "I told you so!" every time stocks go down. I may be jumping the gun a bit here, but what the heck: https://www.tradingview.com/x/m2FdabyA/ And... login to read the rest 3 view available tags
27	member 12/20/18 7:43AM Long-term Investing
Hi, guys -- This is now my official thread for popping up and saying, "I told you so!" every time stocks go down. The pain of the low ratings and mocking tags will be salved as 19 view available tags
18	member 8/29/18 1:37PM Re: Re: Re: Re: specific idea? 11
not sure anybody cares (I do)....but the ETFs from these folks are often commission-free, so... https://www.barrons.com/articles/sponsored/our-highest-conviction-fixed-income-trade-over-the-next-2-years-1522855598?tesla=y 1 view available tags
16	member 7/21/18 7:03AM Tax free interest
For those residing in jurisdictions without capital gain tax, I'd recommend treasury futures (w embedded interest at sale + bonus in transaction tax jurisdictions : futures are not property by themselves & hence typically not view available tags
15	member 7/21/18 12:38AM Re: Re: interesting thoughts 4
Thanks for the reply. How you think about currency exposure? Does it make sense to be all usd or should you also be exposed to other fx. Also, if you have some time it would... login to read the rest view available tags
14	member 7/20/18 9:24PM ibonds 13
Ibonds from U.S. Govt have some cash-like characteristics relevant to this thread - in fact you can initially think of them as a 1-year CD (or slightly less than 1 year). Right now you can buy... login to read the rest 3 view available tags
10	member 7/20/18 11:02AM Re: Re: specific idea? 8
Why not just buy 2 year Treasuries. They are infinitely liquid, simple to buy with low commissions and no fees, have almost no duration and yield 2.6%. 5 view available tags
9	member 7/20/18 10:51AM Re: Re: specific idea? 8
p.s. alternatives for those of us who never forgot the Schwab YieldPlus fund... Schwab YieldPlus. The theory behind ultrashort bond funds is astonishingly simple: Given the short durations of their holdings—six months is the average maturity—the... login to read the rest view available tags

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			2014	2015
Price:	22.23	EPS	$1.06	$1.38
Shares Out. (in M):	1,233	P/E	20.9x	16.1x
Market Cap (in $M):	27,360	P/FCF	14.7x	20.0x
Net Debt (in $M):	-1,881	EBIT	1,802	3,075
TEV (in $M):	24,982	TEV/EBIT	13.9x	11.9x

Description

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