Monday, September 12, 2005
* there are parts of that process I don't post here, such as my checklist.
I've been meaning to make some sort of disclosure like the one I made. At times, I've posted stuff before I bought it and then worried about someone else driving the price up. I wanted to make it clear what I was doing and why.
non-aerospace part of the business that I would be more concerned about in the next downturn. Jay
I write stuff down as I'm going through it and I usually don't skip ahead.
As far as taxes go, I can see that something is off. It looks like I removed the benefit from taxes, but didn't add in a typical amount of tax. And I was just recently talking about not accounting for NOLs on TMF regarding someone's stock pick. D'oh!
Looks like I'll have to update my "mistakes" post.
Getting back to your first question again, the three posts were all done on Sept 10, but I generally keep stuff in draft form (where no one else can see it) until I'm done buying stock. On Sept 10, the Q2 earnings had been out since August 8.
The earliest I could have possibly looked at EDAC was Sept 9, 2005. You can rely on the dates and times stamped on posts, although they're sometimes too early because I start saving results and adding to them over time. So if a post says 7:00 AM Saturday, that's when I created it. There are times when I keep adding to posts for two or even three days, but not much more than that. I use the "UPDATE" tag when I add something much later, unless it's correcting a spelling mistake or something not material... I think. I've probably violated that rule at times. I've been trying to improve my methods over time, so the way I do things changes.
It might be helpful if you date those "UPDATES" and I'm assuming there is no way we would know when a post has been updated? Also is there a way for us to know when a comment has been posted to an old thread? You must be able to track that I assume? I'm new to blogs, so sorry if these questions are stupid, I'm just trying to figure out the best way to navigate around here.
This blog is really just notes for whatever I'm doing with investing. You'll notice the short detour I made in looking at startup community banks. I've gone in various directions with investing, including oil paintings in the late 1990s which was brief but profitable.
Normally, it takes me a week or so to determine if something is a good investment. Sometimes less, sometimes more. I've been covering a lot of ground in the last few months, probably too much too fast.
I've known about the lack of dates on updates and even comments. Sometimes I put dates on updates, sometimes I've missed. I really don't plan to have any sort of flagging when I update something... and I'll definitely be going back and evaluating things again over the next week or more. I did update something with BakBone Software very recently.
This blog is definitely different from other blogs since it's really just notes for myself which other people are free to observe.