Prof103’s Activity

Fri Mar 27

NL

Boards Post

Prof103 replied to the Paulypilot's Pub - Macro Topics board. 21:33

Re: Fixation with Market levels

Most people on these boards know that stock Market index levels are an artificial construct that do not, and should not, affect anyone's long term investing plan because they ignore inflation, dividends and the changing shape of the economy and [more]

Wed Mar 25

NL

Boards Post

Prof103 replied to the Bert's Investor Sanctuary board. 12:34

Re: Forever blowing bubbles

"I continue to find it puzzling why people find disinvestment from the market an active position, whereas 'not making a cake' is presumably understood not to be a type of baking."

Because when you disinvest you still have the [more]

Tue Mar 24

NL

Boards Post

Prof103 replied to the Bert's Investor Sanctuary board. 14:22

Re: Forever blowing bubbles

If I had to summarise demully's excellent post, I would pick this sentence from his last paragraph.

But yeah – it has definitely become a monetary bubble that cannot be grounded in economic activity… make the most of it while it [more]

Fri Mar 13

NL

Boards Post

Prof103 replied to the Property - Markets and Trends board. 16:45

Re: Give the young a break – let...prices

"I would suggest you are wrong in making the assumption that ”houses are assets and not commodities”. I would submit that it is the land on which they sit that is the asset rather than the house.

The land is the permanent asset and its [more]

Mon Feb 23

NL

Boards Post

Prof103 replied to the Bert's Investor Sanctuary board. 17:10

Re: QE - makes the rich richer....

This I think is now well know by impartial intelligent observers.

The only sentence in the Neil Woodford article that I would take issue with is:-

Indeed, this unintended consequence of QE in the US was one of the primary reasons [more]

Fri Feb 13

NL

Boards Post

Prof103 replied to the Tesco plc board. 17:58

Re: Tesco faces fresh accusations ...

"I have sold all my tesco , thinking it will be a very long time before they turn around , and there are better options to be had."

So why do you hang around here? As for not making any profits I bought some in November at [more]

Sat Jan 31

NL

Boards Post

Prof103 replied to the Oil & Gas - Markets & Trends board. 12:46

Re: Oil will never reach $100 again

Rolling on floor laughing my ass off at dumbass prediction that oil will never hit $100 again...

...Don't tell me that $50 oil is the new normal. People literally die for this stuff, and it's running out.


Just quoted the [more]

Sun Jan 25

NL

Boards Post

Prof103 replied to the Oil & Gas - Markets & Trends board. 11:31

Re: Oil will never reach $100 again

Oil will never reach the heights of $100 a barrel again, Saudi Prince Alwaleed has claimed.

Never say "never, so very unlikely to be true.

On the other hand, any glance at an oil price chart shows that oil reached $100 [more]

Wed Jan 21

NL

Boards Post

Prof103 replied to the Oil & Gas - Companies board. 21:52

Re: OPEC is dead. Discuss.

Hi loglorry,

What I think is interesting is that the bulls say natural decline will take up the slack in a year or so especially with cut backs in capex. However, as you say, US production has risen just 4.3MMboed in 5 years and yet that [more]

Tue Jan 20

NL

Boards Post

Prof103 replied to the High Yield - Share Strategies board. 12:36

Re: Aging myths in financial decisions

I don't understand it.

P103

Mon Jan 19

NL

Boards Post

Prof103 replied to the High Yield - Share Strategies board. 19:06

Re: My hyp journey

Eight years ago I realised that to have my retirement income set in stone and lose 75%
of my available retirement capital was not going to be the best course available.

I decided to drip feed amounts
into a S&S ISA [more]

Sun Jan 18

NL

Boards Post

Prof103 replied to the Oil & Gas - Companies board. 22:23

Re: Blood on the streets

There is no natural law that says that oil prices are bound to recover within any particular time frame.

How about supply and demand? My feeling is that supply (big number) and demand (another big number) is very finely balanced. So [more]

NL

Boards Post

Prof103 replied to the Foolish Social Events NOT London board. 21:41

Re: Edinburgh Social (16/1/15) report

Hi DCPlug,

Very nice to have seen you.

Don't forget - $160/bbl in two years .....

No, I have not. But would be happy, as I said, with $100/bbl. BP are reported to have based their investment cycle on two to three [more]

NL

Boards Post

Prof103 posted to the Foolish Social Events NOT London board. 15:50

Edinburgh Social (16/1/15) report

Well, it was Dinner with the King. I refer, of course, to our inestimable host, KingMcKong. The venue, a very familiar one now in recent years, The Shore Bar, looking out onto Leith Harbour. In fact, if it had not been zero degrees outside, one could [more]

Wed Jan 14

NL

Boards Post

Prof103 replied to the Tesco plc board. 17:18

Re: BNP Paribas upgrades Tesco to outperform

As I said on the 9 January:-

Believe me, I would like to believe that too (remember I am overweight) but I fail to see Tesco in the foreseeable future again pushing towards £4 a share, more like £2.50 a share. Finger in the air
[more]

Fri Dec 26

NL

Boards Post

Prof103 posted to the Investment Strategies board. 11:54

Prof103 2014 Portfolio Review

Given that this is more about investment strategy than portfolio management, I thought that it might be of more interest to post this 2014 year portfolio review here as I had done for the 2012 year. As in past years, the Ben Graham “The Intelligent [more]

Boards Stats & Trivia

Big red star, 1000 posts
Board Posts 1195
Recs Received 2088
People who have rec'd these posts 645
Recs to Posts Ratio (last 30 days) N/A
Threads Started 52
Threads Started Percentage 4.35 %
Most Frequent Board High Yield - Share Strategies
Very First Post Boost Your Pension in a Day (18/04/2006)
Percentage of Posts Rec'd 58.58 %
Show Prof103’s 10 Latest Posts