tag:blogger.com,1999:blog-9031526429482744032.post8553348503689348967..comments2024-03-27T08:05:06.228-07:00Comments on Don't fuck with Donville: The regrets of Bernard MooneyPenetratorhttp://www.blogger.com/profile/01670644029306203741noreply@blogger.comBlogger7125tag:blogger.com,1999:blog-9031526429482744032.post-2453137953525644912016-02-27T16:43:53.370-08:002016-02-27T16:43:53.370-08:00Just for interest's sake as well as a prelimin...Just for interest's sake as well as a preliminary pool of further homework on my part, I have tracked almost every BNN analyst for a couple of years based on their 3 top picks. I continue to do more homework just in case some nugget is uncovered or leads to some company in a similar industry or some tangential association for me to continue with more due diligence. You all may be interested in knowing that the picks from December 31, 2014 until November 19th, run on December 19th, 2015 of the approximately 100 analysts there were only 15 analysts that were above water ranging from .07% to 35.4%. I just track now and no longer consolidate the results as the majority of picks are really weeds and few blooming flowers. <br /><br />FYI.. # 1 with 3 selections and pony with only a single appearance up to that time was Peter Mann followed by Veronica Hirsch. Only 4 of them achieved 10% +. Best to all.<br /><br />PS. Mr. Donville's 4 appearances were # 1 or # 2 until the bottom fell out by short sellers on HCG, VRX and by association CXR, CPH etc... He ended up at #28 on the list... Not very scientific but.... Chethttps://www.blogger.com/profile/01590880449059524123noreply@blogger.comtag:blogger.com,1999:blog-9031526429482744032.post-19369537900530748082016-02-25T21:44:15.857-08:002016-02-25T21:44:15.857-08:00Remember when I talked about Veronika Hirsh...
She...Remember when I talked about Veronika Hirsh...<br />She just averaged 30% with last year picks. Not too bad following last few months... see BNN twitter note;<br />Veronika Hirsch of @ArrowCapital - Past Picks from March 2, 2015 - $CCLb.TO (+54.60%), $ROST.O (+7.68%), and $ATDb.TO (+26.85%).TRA: +29.71%....<br /><br />Today's picks are ATD.B, TSN.N-Tyson Foods & Cash... Don't expect another 30% with that, but 10-15% even if Cash is close to 0%...<br /><br />Value Man<br />P.S. Bruce is still having the longest solo home run at BNN with a 512% over a year with CXR-T pick between March-2014 & March 2015.. And he is using a momentum strategy instead of a Value or GARP approach, he trimmed the losers quickly as soon as they are fallen below their Moving avg... If you are doing a buy and hold on his picks, you may face very bad surprises...Value Manhttps://www.blogger.com/profile/15163871064041908898noreply@blogger.comtag:blogger.com,1999:blog-9031526429482744032.post-763073420590721362016-02-25T13:13:14.591-08:002016-02-25T13:13:14.591-08:00Right. Most of experts are just ordinary people dr...Right. Most of experts are just ordinary people dressing well.Penetratorhttps://www.blogger.com/profile/01670644029306203741noreply@blogger.comtag:blogger.com,1999:blog-9031526429482744032.post-73272546810832762592016-02-25T13:11:40.165-08:002016-02-25T13:11:40.165-08:00Great comment. The guy is fucking bad.Great comment. The guy is fucking bad.Penetratorhttps://www.blogger.com/profile/01670644029306203741noreply@blogger.comtag:blogger.com,1999:blog-9031526429482744032.post-28648747071908417712016-02-25T12:43:45.980-08:002016-02-25T12:43:45.980-08:00I agree with Twotime!
I have lost respect for som...I agree with Twotime!<br /><br />I have lost respect for some of these "experts" . They are stating that the price of oil is low when it is actually low. Now if an 'expert ' said that in July of 2014 oil will go lower because of supply and demand. That i have respect for! But most are just stating the obvious and that makes them sheep. Baaaa!DeanMasterStockPickerhttps://www.blogger.com/profile/14212503004797478188noreply@blogger.comtag:blogger.com,1999:blog-9031526429482744032.post-28960309249597094202016-02-25T10:03:01.097-08:002016-02-25T10:03:01.097-08:00Is anyone else noticing how poor, really poor Bruc...Is anyone else noticing how poor, really poor Bruce Campbell's picks have been on BNN? I'm checking out his April 2015 picks for his next appearance and all are down over 50% with one having gone bankrupt. At what point do you ban someone from BNN until they show some level of performance?<br /><br />I didn't appreciate the disclaimer yesterday before they went over the past picks saying how it's only a recommendation and for the viewer to do their own due diligence before investing. It's his top picks for fuck sake! These are supposed to be his best ideas going forward. Surely as a professional he can come up with 1 name over 5 appearances that doesn't go down 50% or more! Make cash a top pick if you have nothing to offer or if you have a stop loss in mind how about letting views know?!? I've lost a lot of respect for the guy. He's on there saying how he's positioning for a possible recession yet his fund is already down 25% and he hasn't beaten the TSX over the long term. What are people paying this guy for?Twotimehttps://www.blogger.com/profile/05868436511774128622noreply@blogger.comtag:blogger.com,1999:blog-9031526429482744032.post-9673297816708876222016-02-21T22:36:38.829-08:002016-02-21T22:36:38.829-08:00Quality is always expensive, but often very profit...Quality is always expensive, but often very profitable too!<br /><br />Stock quality refer to quality of growth, quality of operation execution and quality of the management...<br /><br /><br />Berkshire and several great companies that you writen about in your recent blog have every year or two a 15-25% pull-back... François Rochon wrote about that several years ago...<br /><br />Over a 20 years period there are usually between 12-15 20% pull-back.<br /><br />When you find one of the best of breed horse, you will have better results with the ones that won series of races, than the ones who lose all of them... But if the good ones finished 2nd or 3rd for a couple of race, you will have the opportunity to scoop them for less than if you wanted to purchased at the end of streak of wins... But they always gonna be more expensive than lame horses (picouilles)...<br /><br />ValueValue Manhttps://www.blogger.com/profile/15163871064041908898noreply@blogger.com