FourthStooge’s Activity

Fri Jun 26

NL

Boards Post

FourthStooge replied to the Saul's Investing Discussions board. 10:51 AM

Re: SWIR

Hi Drake, I fixed the spreadsheet. Thanks! -DJ

Wed Jun 24

NL

Boards Post

FourthStooge replied to the Saul's Investing Discussions board. 11:15 AM

Re: CMG @ End of 2016

Chris,

There were times when I considered selling (I actually sold some a few years ago to buy MAKO in an IRA - bad decision). In fact, my portfolio would be growing really well this year if not for the slump in CMG.

However, this [more]

NL

Boards Post

FourthStooge posted to the Saul's Investing Discussions board. 10:04 AM

CMG @ End of 2016

Fools,

Ever since Chipotle has been a public company, its stock price has been over-priced and the prospective future returns muted as a result.

Many people project the existing business out into the future, without considering [more]

Rule Breakers Boards Post

FourthStooge posted to the Rule Breakers boards. 10:03 AM

Hidden Gems Boards Post

FourthStooge posted to the Hidden Gems boards. 9:59 AM

Mon Jun 22

NL

Boards Post

FourthStooge replied to the Saul's Investing Discussions board. 11:54 AM

Re: AMBA

I do not own AMBA (yet). But if I did, I'd realize that the price of the stock is where it was on June 4. So it's not that big of a deal.

There have been other Citron reports, which resulted in big price drops.

There are a couple [more]

Tue Jun 16

Stock Advisor Boards Post

FourthStooge posted to the Stock Advisor boards. 2:09 PM

NL

Boards Post

FourthStooge replied to the Saul's Investing Discussions board. 1:58 PM

Re: SWIR

Fools,

It looks like SWIR is indeed priced quite reasonably. Here are some observations:

During the previous 4 quarters the Adjusted P/E was between 36 & 78. If the adjusted earnings come in as expected, according to analysts [more]

Fri Jun 12

Pro Boards Post

FourthStooge replied to the Pro boards. 3:14 PM

NL

Boards Post

FourthStooge posted to the Saul's Investing Discussions board. 9:59 AM

Skyworks Numbers

Fools,

You'll find a sheet that contains historical pro-forma business and stock performance numbers that may be useful.

[more]

Pro Boards Post

FourthStooge posted to the Pro boards. 9:58 AM

Thu Jun 11

Rule Breakers Boards Post

FourthStooge replied to the Rule Breakers boards. 10:06 AM

Wed Jun 10

Rule Breakers Boards Post

FourthStooge replied to the Rule Breakers boards. 4:47 AM

Fri Jun 5

NL

Boards Post

FourthStooge replied to the Saul's Investing Discussions board. 7:13 AM

Re: BOFI and Non-Gaap Earnings

I get a TTM earnings of 5, but Saul listed his TTM as 4.88. Any suggestions as to what I may be doing different?

It could also be that there is a difference in the denominator. One could use quarterly WA shares, annual WA shares or [more]

Tue Jun 2

NL

Boards Post

FourthStooge replied to the Saul's Investing Discussions board. 10:12 AM

Re: BOFI Data Spreadsheet

Here are a couple more observations:

Book Value per Share is increasing at a nice clip.

BV/Shr. Mar Jun Sep Dec
2012 15.6 15.8 16.4 17.1
2013 18.2 19.2 20.1 21.8
2014 23.5 25.3 27.5 29.6
2015 32.0 [more]

Mon Jun 1

NL

Boards Post

FourthStooge replied to the Saul's Investing Discussions board. 12:46 PM

Re: BOFI Data Spreadsheet

Btw, your spreadsheet is so much neater and clearer than mine are

I'm just trying to apply Saul's method to the numbers. It sure makes for a clearer picture. You should be able to copy/paste or save it for your own use.

DJ

NL

Boards Post

FourthStooge replied to the Saul's Investing Discussions board. 12:19 PM

Re: BOFI Data Spreadsheet

Hi billyfreezr,

This is intentional as I left the existing quarter, which ends this month, with the prior quarter's data.

Once the quarter is over, I'll change the numbers.

Thanks,
DJ

NL

Boards Post

FourthStooge posted to the Saul's Investing Discussions board. 11:18 AM

BOFI Data Spreadsheet

Fools,

In case you're interested, you could access a Google Spreadsheets (inspired by Saul) that contains a lot of historical performance data (anybody can edit it).

[more]

Rule Breakers Boards Post

FourthStooge posted to the Rule Breakers boards. 11:14 AM

Wed May 27

NL

Boards Post

FourthStooge replied to the Saul's Investing Discussions board. 4:04 AM

Re: Puts, calls, options, growth rate, other iss

Thank you very much for posting the links to Saul's books. His picture will now replace the image I've had of him in my mind's eye. -DJ

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