Comments for Greenbackd

Comment on Alternative metrics to the Shiller PE10 by Joshua Chance

Joshua Chance — Fri, 03 Sep 2010 22:30:15 +0000

The way to reconcile the fact that estimates are too high on average with the fact that beat rates are high is to know that analysts lower estimates as the earnings announcement date approaches.

http://www.cxoadvisory.com/fundamental-valuation/the-quarterly-earnings-forecast-walk-down/

Somewhere in my maze of bookmarks I have links to a few other papers that support this. From what I remember, long story short, is that you lose a lot of information using averages, just like its possible to drown in a lake that has an average depth of 1 foot.

Comment on McDonald’s Corporation (NYSE:MCD) field trip report from 1965 by Links of Interest – September 3, 2010 | GregSpeicher

Links of Interest – September 3, 2010 | GregSpeicher — Fri, 03 Sep 2010 14:32:47 +0000

[...] McDonald’s Corporation (NYSE:MCD) field trip report from 1965 « Greenbackd – A Thousandfold Return on Investment [...]

Comment on Quick Idea: Cal Dive International Inc. (NYSE:DVR) by Anon

Anon — Fri, 03 Sep 2010 13:20:57 +0000

Could you fill us in on the balance sheet?

Comment on Quick Idea: Cal Dive International Inc. (NYSE:DVR) by Alden Tyell

Alden Tyell — Fri, 03 Sep 2010 12:56:02 +0000

Nice detective work. Helps that RIG is ticking up. Should drag HAWK HERO up with it.

Comment on Graham / Shiller PE10 calculated using Shadowstats’ CPI by CanadianInvestor

CanadianInvestor — Thu, 02 Sep 2010 12:55:50 +0000

Here is link to a McKinsey article on how the accounting works and its effect on stock value https://www.mckinseyquarterly.com/Corporate_Finance/Capital_Management/How_inflation_can_destroy_shareholder_value_2520

Comment on Graham / Shiller PE10 calculated using Shadowstats’ CPI by Alternative metrics to the Shiller PE10 « Greenbackd

Alternative metrics to the Shiller PE10 « Greenbackd — Thu, 02 Sep 2010 04:00:35 +0000

[...] 2, 2010 by greenbackd My post on the Shiller PE10 ratio calculated using Shadowstats’ alternate to the BLS CPI generated some great discussion about the various flaws in the market-level PE and PE10 – [...]

Comment on Bull market in phrase “turning Japanese” by Nick levis

Nick levis — Thu, 02 Sep 2010 00:59:31 +0000

We are not Japan, but since you are an asset backed balance sheet person, check out some of the articles by the father of Tobin’s Q on why the Japan metaphor is likely a best case scenario.

http://www.smithers.co.uk/

Comment on Bull market in phrase “turning Japanese” by Kevin

Kevin — Wed, 01 Sep 2010 16:10:27 +0000

Considering that the song was a thinly-veiled reference to masturbation, the rampant media usage of the phrase becomes that much more humorous … … …

Comment on Past performance is no guarantee of future results? Indicators of hedge fund performance persistence by Joshua Chance

Joshua Chance — Wed, 01 Sep 2010 02:09:12 +0000

I’ll look forward to it… hopefully you find something interesting.

Comment on Past performance is no guarantee of future results? Indicators of hedge fund performance persistence by shaun noll, CFA

shaun noll, CFA — Tue, 31 Aug 2010 14:40:33 +0000

interesting Joshua, this should be a blog post on its own. I’m certainly going to look into this more as you’ve raised some though provoking insight. awesome.