CB0606

Brian Pearson

CB0606’s Activity

Sat Aug 1

NL

Boards Post

CB0606 replied to the Saul's Investing Discussions board. 7:34 PM

Re: ABMD : a look at the market and the numbers

Hi Chris, I think you are looking at the quarterly earnings (as that is about what they made last quarter). We should look at the TTM. The most recent Non-GAAP EPS (TTM) is $1.08, so the P/E is in the 70's. I guess we will see what the next earnings [more]

Wed Jul 29

NL

Boards Post

CB0606 replied to the Saul's Investing Discussions board. 3:20 PM

Re: IPGP

Hi Kevin and KL VanLiew,

I updated the EPS numbers with Non-GAAP that I calculated by adding back the stock based compensation and intangibles associated with acquisitions that were included in the Press Releases. I believe we are looking [more]

Sat Jul 25

NL

Boards Post

CB0606 posted to the Saul's Investing Discussions board. 7:31 AM

CRTO Conviction?

I have just now completed my analysis of CRTO (a bit late possibly) and I was just wondering how Saul and others feel about the company at present.

It seems like the revenues are growing pretty nicely (not sure how much room is left) and EPS [more]

NL

Boards Post

CB0606 replied to the Saul's Investing Discussions board. 7:28 AM

Re: GILD

I also bought GILD back when Pro first recommended it and have been happy with the growth. The Hep C drugs have now been impacting earnings for a few quarters, but the question in my mind is how close they are to reaching their potential. They were [more]

Thu Jul 23

NL

Boards Post

CB0606 posted to the Saul's Investing Discussions board. 10:38 AM

NON GAAP Numbers?

Hi Saul, You recently convinced me to start using these so I've started looking for them. Some companies such as AMBA make this really easy, but some others really don't.

You got me interested in ABMD last week and started my digging, but [more]

NL

Boards Post

CB0606 replied to the Saul's Investing Discussions board. 10:16 AM

Re: My resuls for the earnings season so far

Hi Saul, I'm so glad that I took my starter position in INFN earlier in July. Great start for this new holding in my opinion. Probably need to fill this out to a full position.

All the best, Brian

NL

Boards Post

CB0606 replied to the Saul's Investing Discussions board. 10:10 AM

Re: INFN Reports

Jim, Thanks for the translation. I didn't know that one.

Brian

NL

Boards Post

CB0606 replied to the Saul's Investing Discussions board. 10:07 AM

Re: INFN Reports

Hi Neil, This new tool (1YRPEG) sheet is sooo easy to use that I couldn't stand not just going ahead and updating when I saw the information.

Kevin, this is just an outstanding tool Thanks so much for setting it up

All the best, [more]

Tue Jul 21

NL

Boards Post

CB0606 replied to the Saul's Investing Discussions board. 10:08 AM

Re: Sold ABMD

I'm really glad you posted this information. I am not a cardiologist so I was not sure if I should post on the subject. My background is engineering and manufacturing. I did a bit of research on the company as well. It seems like most of the [more]

Mon Jul 20

NL

Boards Post

CB0606 replied to the Saul's Investing Discussions board. 6:55 PM

Re: Candidate stocks

Hi Neil, I agree completely. That is what allowed me to retire at 54 when my manufacturing job disappeared. Most of the things that I really enjoy don't cost much or anything.

Great comments, Brian

Wed Jul 15

NL

Boards Post

CB0606 replied to the Saul's Investing Discussions board. 1:05 PM

Re: Question for Saul & Others

Hi Everyone, First and foremost, thanks for all the helpful ideas. It does appear to me that is probably isn't that material which one I choose, but it was good to see all the comments.

My financial advisor only charges 0.58% so he isn't one [more]

Tue Jul 14

NL

Boards Post

CB0606 posted to the Saul's Investing Discussions board. 4:03 PM

Question for Saul & Others

Hi Saul, I have been using a financial planner for the last 9 years and do all my trades through him presently. However, I now feel enough confidence to make a transition to using an online broker myself.

I was just wondering which on line [more]

Mon Jul 13

NL

Boards Post

CB0606 replied to the Saul's Investing Discussions board. 7:14 PM

Re: What I did during this tumultuous week?

Hi Saul, This was a very helpful post in my opinion. I was wondering how you look differently at newer small positions. That definitely seems to be something that you do much better than I do.

Do you have a process for watching these [more]

Wed Jul 8

NL

Boards Post

CB0606 replied to the Saul's Investing Discussions board. 4:43 PM

Re: 1YPEG Calcs - How to use the spreadsheet

Hi Kevin, I also want to express my appreciation for this great sheet. It just gets better almost every day and always incorporates great new ideas.

Just wondering if there is an acceptable way to share this with my son. He is a TMF Stock [more]

NL

Boards Post

CB0606 replied to the Saul's Investing Discussions board. 4:39 PM

Re: SWKS: Chinese stock market crash

I also bought some more yesterday at $96.55, seemed like a good price to me. My earlier position is up 50% already since PRO first recommended it.

Brian

Mon Jul 6

NL

Boards Post

CB0606 replied to the Saul's Investing Discussions board. 4:11 PM

Re: Addings Earnings Acceleration to the Spreadsheet

Hi Tiptree and Everyone,

I was exploring the upgrades yesterday and agree completely. It is really powerful to be able to see where things are going for the last few quarters as well as the last twelve months.

I was just wondering [more]

Fri Jun 19

NL

Boards Post

CB0606 replied to the Saul's Investing Discussions board. 3:49 PM

Re: Some changes in my Portfolio

Thanks much Saul. That is very helpful... Brian

NL

Boards Post

CB0606 replied to the Saul's Investing Discussions board. 8:14 AM

Re: My last post on insider selling

Hi Everyone, Tom Gardner was talking briefly about this at the Fool One event in Seattle earlier in the week. He said that TMF did some research on this subject a while back and they found that most insider trading had little correlation to [more]

NL

Boards Post

CB0606 replied to the Saul's Investing Discussions board. 8:11 AM

Re: Some changes in my Portfolio

Hi Saul, These results are just amazing. I've been working at applying what you are doing and I'm making progress but still a bit uncertain from time to time. My portfolio is doing well this year (up 21% YTD).

My top holdings are AMBA 22%, [more]

Wed Jan 23

NL

Watercooler Post

CB0606 wrote 2:49 PM

I'm not sure why LO is showing such a poor result in my picks. The price should have been adjusted for the 3:1 split. I got an alert that said it would adjust automatically

CAPS Stats & Trivia

CAPS Player Rating < 20
Player Rank 0 out of 75175
Score 0.00
Score Change Today -5.19
Accuracy 0.00%
Active Picks 2
Total Picks 28
Best Pick BOFI (+218.88)
Worst Pick TTS (-54.07)
Average Score per Pick -5.51
Charms Earned 3
Highest Rated Favorite TrackStifel
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Boards Stats & Trivia

One star, 50 posts Motley Fool One Everlasting Fool SN Olympia3
Board Posts 86
Recs Received 76
People who have rec'd these posts 54
Recs to Posts Ratio (last 30 days) N/A
Threads Started 21
Threads Started Percentage 24.42 %
Most Frequent Board Saul's Investing Discussions
Very First Post A SA Meet and Greet post. (12/23/2012)
Percentage of Posts Rec'd 44.19 %
Show CB0606’s 10 Latest Posts