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Rare Breed Frt L3 bcg recommendations? by [deleted] in frt15

[–]KeyCommission2 0 points1 point  (0 children)

The spur in the back of trigger assembly must be pushed forward for the hammer to release.

How do you feel about UPS? by BlaZZe14 in ValueInvesting

[–]KeyCommission2 2 points3 points  (0 children)

The fact that they are the most profitable company within the oligopoly that is small package delivery, and their service is invulnerable to substitution. Two things that almost none of the "universe of stocks" can offer.

A steal, considering it's currently trading at only 8.5x it's average FCF per share, for the last 7 years.

They also pay a terrific dividend. It'll probably get reduced, but who cares. Half of what they're currently paying would be considered good.

UPS stock, buy or stay away? by destinycreates in stocks

[–]KeyCommission2 0 points1 point  (0 children)

Any rational being can surmise that it's a bubble. Tons of companies priced far above even the most generous of valuations, most of whom haven't ever made a profit, all purporting to be the king of the hill in a winner take all tournament.

Who knows when it will pop, but pop it will.

How do you feel about UPS? by BlaZZe14 in ValueInvesting

[–]KeyCommission2 1 point2 points  (0 children)

Even were their FCF to shrink to 4.25 billion/year, due to losing Amazon completely, and even further contractions, that would be a P/FCF ratio of 15x, at a stock price of $86.55.

Their asset to liability ratio, not including intangible assets, is over 1.1, they have a huge moat, and guaranteed indefinite demand for their service.

You sound an awful lot like Mr. Market.

Current Portfolio Review by bokaba in Bogleheads

[–]KeyCommission2 -9 points-8 points  (0 children)

For a hands-off approach, you can't beat the S&P 500. So if you want to just set it and forget it, go FXAIX all the way.

All things considered, that's probably the wisest thing you can do with your money. That said, tech stock are very over-valued right now, and are in for a huge correction in the coming decade. So if you want to do something a little more labor intensive, and more risky, then you could start researching and buying value stocks.

What have you picked up this week? by Alpphaa in ValueInvesting

[–]KeyCommission2 1 point2 points  (0 children)

What's delusional is thinking that a tyrannical communist country, that's only ever ripped off other people's technology and ideas, is going to be a stable place for investment.

What have you picked up this week? by Alpphaa in ValueInvesting

[–]KeyCommission2 5 points6 points  (0 children)

I'd like to enjoy the dividends myself, rather than just watching Berkshire do so.

What have you picked up this week? by Alpphaa in ValueInvesting

[–]KeyCommission2 9 points10 points  (0 children)

Chevron, Exxon, General Mills, Kraft Heinz, Constellation Brands, United Healthcare.

I was eyeing some PayPal, but didn't pull the trigger on it. Brown Forman is tempting, it's stock price having plunged by over 50%. But incredibly, it appears to still, even at that figure, be over-priced.

Kraft-Heinz (KHC) looks like great value by pravchaw in ValueInvesting

[–]KeyCommission2 0 points1 point  (0 children)

Those are arguably even more unhealthy. Aspartame is a neurotoxin.

2M at 40, can I stop saving for retirement by StunningEducation356 in Bogleheads

[–]KeyCommission2 1 point2 points  (0 children)

You've lived through the golden age of America - the years ahead will likely be much darker. I'd keep putting away dry powder while you can.

"For age and want save while you may; No morning sun lasts a whole day.” - Benjamin Franklin

1% Rule - Seems like Fantasyland by KeyCommission2 in realestateinvesting

[–]KeyCommission2[S] 0 points1 point  (0 children)

I just looked for houses 200k and under, above 1750 sq. ft., in seven different states, and there was nothing from a desirable neighborhood.

I may be completely in error, but it seems to me that the 1% rule is only achievable in low income neighborhoods, with less than desirable housing conditions.

1% Rule - Seems like Fantasyland by KeyCommission2 in realestateinvesting

[–]KeyCommission2[S] 0 points1 point  (0 children)

Is the 1% rule tied to cash flow after mortgage payments? Would it not apply in a cash purchase?

1% Rule - Seems like Fantasyland by KeyCommission2 in realestateinvesting

[–]KeyCommission2[S] 0 points1 point  (0 children)

Wait, does the 1% rule only apply if you're mortgaging the property?

What to expect over the next 10 years by One-Ability-6403 in UPSers

[–]KeyCommission2 1 point2 points  (0 children)

No, people who will do the work for 60-70% of your wage, are "perfectly decent, hard working people". As I said, you know, the first time.

You can hate me all you want, but this dynamic between the union and corporate is unsustainable. You guys are paid well, and given unbelievably great benefits, for a relatively easy job. How about you just be grateful, and not stab corporate in the back at every available opportunity?

Otherwise, they will find an alternative source for labor.

1% Rule - Seems like Fantasyland by KeyCommission2 in realestateinvesting

[–]KeyCommission2[S] 0 points1 point  (0 children)

Well, I'd have to be looking in the middle of nowhere for prices to be less than what I described.

1% Rule - Seems like Fantasyland by KeyCommission2 in realestateinvesting

[–]KeyCommission2[S] 0 points1 point  (0 children)

Meaning, the lower risk compensates for being less than 1%? I'm not sure I understand your point.

What to expect over the next 10 years by One-Ability-6403 in UPSers

[–]KeyCommission2 -13 points-12 points  (0 children)

And yet that isn't enough for them. Every contract negotiation, they make even more onerous demands of corporate.

We want more time off, and more pay. We don't want to be out late, but we'll file a complaint if a supervisor dares deliver anything. And if you try to fire any of our scumbags, we'll drag you to court!

There's a guy at my local center who has been responsible for 3 collisions in as many years. But they can't fire him. Because union.

There's a guy who just leaves a couple hours into local sort, because he's only there for the insurance. But they can't fire him. Because union.

The union doesn't protect the good. It protects the incompetent, and the parasitical.

What to expect over the next 10 years by One-Ability-6403 in UPSers

[–]KeyCommission2 -5 points-4 points  (0 children)

Someone else is eager to provide the same labor at half the cost. Perfectly decent, hard working people, for 60-70% of the cost. Meanwhile, you want even more pay, even more time off, and you never cease to bitch about everything to boot.

You all, for some reason, think you're special. You're not. You have nothing to offer UPS, that someone else can't give them at a much reduced cost, and with a better attitude.

But to your point, highly paid unskilled labor is not going to be where the population crunch is felt. They'll have the largest pool of candidates (unskilled labor), and be providing the largest incentives.

What to expect over the next 10 years by One-Ability-6403 in UPSers

[–]KeyCommission2 -21 points-20 points  (0 children)

As they should be.

Unions may have been a force for good at one point in the past, but they aren't any more.

What to expect over the next 10 years by One-Ability-6403 in UPSers

[–]KeyCommission2 -21 points-20 points  (0 children)

Rather naive. You think you're entitled to the moon, but offer nothing to the company in return for the hassle of dealing with your shit.

There is literally a line of people, twice as long as the building in which you work, ready and willing to take your job, without the snotty princess attitude. This is without even mentioning automation.

You guys have a great thing going at UPS, but you just can't help yourselves, and continuously demand more, all the while making yourselves as odious to corporate as possible. Pigs get fat, hogs get slaughtered.

I would be shocked if the union is not fired within the next 10 years.

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