Search found 16 matches

by caseynshan
Thu Apr 22, 2004 5:14 am
Forum: FIRE Board
Topic: PE switching studies - proceed with caution!
Replies: 12
Views: 20991

Interesting...

To my untrained eye, it appears there is still some definite correlation in your graph to high PE10 and low returns, but the definition of high, has maybe shifted from 20 to 25?

I can't remember how you figure the PE10. I tried looking at Gummy's site, but didn't spot anything... ?
by caseynshan
Mon Oct 13, 2003 8:56 am
Forum: FIRE Board
Topic: Buying Private Health Insurance
Replies: 16
Views: 19558

We are just in the random pool (I assume they only accept healthy folks)
Which is one reason that it probably is half the price of my employers group plan...

We are planning to run the expenses through my wifes self-employed business for taxes, but we did not buy it as a company.

Casey
by caseynshan
Fri Oct 10, 2003 4:41 am
Forum: FIRE Board
Topic: Nobel prize for fat tail theory
Replies: 9
Views: 9877

I don't know why, but i found this sentence amusing....

"Engle's breakthrough concept, known as autoregressive conditional heteroskedasticity, is now an accepted part of every statisticians' tool kit"
by caseynshan
Fri Oct 10, 2003 4:29 am
Forum: FIRE Board
Topic: Buying Private Health Insurance
Replies: 16
Views: 19558

I just got my 2004 Kaiser Info, Wanderer - FYI - for a 43 old single male HMO is 220.00 a month (drops to 166.00 if you drop maternity and prescription drug coverage) If anyone else is curious just tell me you age and family status and I will tell you their rates... Casey "bigtime comparison sh...
by caseynshan
Wed Oct 08, 2003 4:31 am
Forum: FIRE Board
Topic: Buying Private Health Insurance
Replies: 16
Views: 19558

I self insure my wife and kids through Kaiser Permanente HMO. It is about $405 per month for wife and 2 young kids. (It was $380 until the wife hit the big 40). We are very happy with our coverage. (My wife did work for Kaiser at one time, so we probably know the system better than average) Coverage...
by caseynshan
Fri Sep 26, 2003 5:06 am
Forum: FIRE Board
Topic: Nice post on hocus' board
Replies: 6
Views: 6573

Thanks, very good.
by caseynshan
Tue Sep 23, 2003 11:14 am
Forum: FIRE Board
Topic: Baby step towards FIRE
Replies: 7
Views: 6942

FWIW I did read all the posts in this thead.....

I too am taking small steps towards 'Prioritized' life and FIRE (sometimes they conflict sometimes they are symbiotic(did I use that right?oh, i really don't care, you know what I meant.))
by caseynshan
Tue Sep 23, 2003 9:49 am
Forum: FIRE Board
Topic: Appeal for calm. Nothing to read here people. Stay calm!
Replies: 25
Views: 19978

I had to read Bogle's Common Sense and Bernstein's Four Pillars to understand where a lot of the thinking was going. Thanks, I read Bogle's a while back, just finished Four Pillars and also found Malkiels Random Walk really helpful at keeping up. But now I have to get back to C# Unleashed and ASP.N...
by caseynshan
Tue Sep 23, 2003 8:22 am
Forum: FIRE Board
Topic: Appeal for calm. Nothing to read here people. Stay calm!
Replies: 25
Views: 19978

Hey casey, Well sadly my posts can sometimes be more than 3 paragraphs as a flesh out my thinking. I was being a little sarcastic, :wink: I do read the longer ones sometimes, if there is something interesting in the first paragraph.... The reason I am so picky is probably because it takes me three ...
by caseynshan
Tue Sep 23, 2003 4:39 am
Forum: FIRE Board
Topic: Appeal for calm. Nothing to read here people. Stay calm!
Replies: 25
Views: 19978

Petey, I have found a wonderful advantage of these insane posts (my simple rule is to ignore anything over 2 paragraphs. These posts are usually just arguing about junk). they allow me to spend more time at work working. Hopefully I will become more knowledgeable in my field and make significantly m...
by caseynshan
Thu Sep 18, 2003 5:11 am
Forum: FIRE Board
Topic: Style/Portfolio Analysis (Lg Value, Lg Grwth, Sm Value, ...)
Replies: 2
Views: 4519

Thanks, this was invaluable in realizing some of my funds that are listed as blends obviously have more Value than I realized and some of my funds that are listed as Small or Mid Cap are larger Cap than I thought. I plan on selling a little of my Large Cap Value (Vanguard Windsor) and moving into my...
by caseynshan
Wed Sep 17, 2003 6:49 am
Forum: FIRE Board
Topic: Style/Portfolio Analysis (Lg Value, Lg Grwth, Sm Value, ...)
Replies: 2
Views: 4519

Thanks, I've been wanting to figure out what the PE of my portfolio was.
by caseynshan
Mon Sep 08, 2003 10:27 am
Forum: FIRE Board
Topic: Report on International Investing. MSCI EAFE etc
Replies: 3
Views: 5992

very informative. Thanks for posting.

although there was obviously an agenda in the report. Figure #5 provides an obvious example as it is showing the largest companies in the world in certain industries. They left off the industry of a little company named wal-mart...
by caseynshan
Thu Jul 31, 2003 10:01 am
Forum: FIRE Board
Topic: Crestmont's Perspective: Beware The Assumptions!
Replies: 25
Views: 21226

Thanks raddr I just read Damodaran's book Investment Philosophies and found it very interesting (possibly a bit elementary for some around here, but not me. he also has a book on investment valuation.) But anyway he has a significant number of Investment Datasets linked on his site. http://pages.ste...
by caseynshan
Thu Jul 31, 2003 4:40 am
Forum: FIRE Board
Topic: Crestmont's Perspective: Beware The Assumptions!
Replies: 25
Views: 21226

Raddr, I keep messing up the quote, but .... What about other asset classes? Many of these did not participate in the bubble we've recently had. Specifically, what about small/microcap value, REITS, emerging mkts./international small cap, etc.? My feeling is that these asset classes are in general n...
by caseynshan
Thu Jul 31, 2003 4:20 am
Forum: FIRE Board
Topic: Crestmont's Perspective: Beware The Assumptions!
Replies: 25
Views: 21226

Just want to compliment you on your research on your website. I have friends that could learn more from 1 hour with single long term returns graph than the hundreds of hours they spend on Technical Analysis.
hmmm

casey