RE: RE: RE: RE: Eric Nuttall's top picks today To be fair to Eric Nuttall I actually think highly of him as an analyst. He knows the facts and figures about every company and knows the management as well. What I have question with Eric is his picks, they never seem to do well. There is a major disconnect in Eric's game between knowing your companies and which companies would prosper in the market.
Also, he is loyal to his own holdings to a fault. For example, he keeps touting LEG and PPY.A (his major holdings) in spite of the "free fall" they experienced, especially with LEG.
That's why it prompted me to coin the phrase - the "Nutty Curse" when he pick WCP as one of his top picks.
As to Acker, I have no use of him. This guy can only make money in a bull market when high tide raises all ships. Acker's mysterious model seems to be the answer for all questions. On top of that his selections are basically limited to blue chip companies only. Hence no chance to make any real big money other than clipping coupons and perhaps a 5% to 10% in capital appreciation during a bull market. There is one more thing I totally disagree with Acker. He only looks at earnings and never pays any attentions to cash flows. This is very typical of the CA training as they emphasize earnings above all. One company he hates the most is CPG (in which he sais it's his only short) because in his opinion earnings does not support the monthly cash payouts.
Well that's a very short sighted view. If you know accounting you have to pay attention to the time that cash is generated and the time that cash is received. Acker takes the view that earnings is cash, but it's not so in the real world. We do make sales on credit and that alone would create a major timing difference already between when a sale is made and cash is received.
I do listen to Acker once in awhile when I want comic relief.