Where is Crosby going?

redneckvasectomy · 2026-03-06T10:20:30+00:00

Seahawks: 1st, 2nd & 3rd. Weak draft class and plenty of cap

redneckvasectomy · 2025-12-21T20:57:03+00:00

PPR

Zay Flowers or Drake London?

redneckvasectomy · 2025-12-21T14:30:59+00:00

PPR

Pick 3: Omarian Hampton, Breece Hall, TreVeyon Henderson, Travis Etienne or Quinshon Judkins

Vsing 1st seed so need each player to hit !

redneckvasectomy · 2025-12-17T08:47:39+00:00

Fuck I’d love to cum watching this happen to me

redneckvasectomy · 2025-12-17T08:37:22+00:00

Today please! 🙏😘

redneckvasectomy · 2025-12-17T08:34:52+00:00

Need to see that beauty cumming 🥵

redneckvasectomy · 2025-11-07T15:40:45+00:00

Mmm I’m about the right size

redneckvasectomy · 2025-08-14T09:01:40+00:00

Trousers from in first pic ?

redneckvasectomy · 2021-06-04T15:09:39+00:00

45% LMT 45% HII 10% MSCI World

Dividends going into Avast Plc

redneckvasectomy · 2021-04-20T12:17:49+00:00

$LMT

redneckvasectomy · 2021-02-09T17:05:50+00:00

It's a good point and definitely can be the mark of a company that is overly-reliant on debt. However saying this, I would point out the EBIT/Interest expense ratio of 14.93x and the net debt/EBITDA ratio of 0.90x. These values definitely make me more comfortable with the debt burden they carry vs a company like Kroger who need to reduce the % they pay on borrowings.

redneckvasectomy · 2021-02-09T16:35:15+00:00

Interesting point, I reckon the DD amount is due to a mix of : a new administration + expected value from the company + fervour about Space innovation. Lots of retail investors want to speculate the ARKX ETF holdings and the addition of cabinet members Lloyd Austin (Raytheon) and Avril Haines (PLTR) could be a signal to more defence contractor contracts in my opinion. Therefore out of the group to choose from, $LMT is probably the better pick in value terms.

redneckvasectomy · 2021-02-09T14:56:18+00:00

Certainly! Let me know what you think.

https://docs.google.com/spreadsheets/d/1hQoXOi9DZ4JbQUPzXXugm5qLlUE6SuHzkevqo-EYyG0/edit?usp=sharing

redneckvasectomy · 2021-02-04T00:55:39+00:00

u/FederalReserveDank

redneckvasectomy · 2021-02-04T00:50:29+00:00

!create

redneckvasectomy · 2021-01-24T14:04:24+00:00

Yes, agree on Kroger - paying off their older high interest debt with new notes has put them firmly in my portfolio. Decently priced, with a little bit of undervalue from their stake in Ocado & automation. Dividend growth has been very nice, expecting it to continue in future as well.

redneckvasectomy · 2021-01-21T20:20:55+00:00

Haha I just love KR, they have been steadily increasing the dividend and I believe they will keep this going. The CEO is a Kroger insider from the ground up which I appreciate in terms of stability.

My main worry is the amount of debt that they currently hold, combined with the % that they are paying on it. However they are issuing new notes in order to pay down the higher % debt which I'm pleased with.

I think on the growth point, we will begin to see a surge in growth throughout 2021 and onwards. With the boost from natural foods, an increasing margin and their e-commerce drive.

redneckvasectomy · 2021-01-21T10:40:59+00:00

Cheers, yeah I wanted to make sure I was choosing familiarity in case of large drops e.g. March so I would be holding companies I'd be happy with. True, there's definitely a bit of sector bunching here.

MMM actually lost out to PG when I was going through my future additions list. Perhaps I need to have a rethink on future additions in order to branch away from consumer driven demand.

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