GauchoChris’ Activity

Tue Dec 23

NL

Boards Post

GauchoChris replied to the Saul's Investing Discussions board. 12:59 AM

Re: A really good two days.

For example, if BOFI drops to anywhere in the $76-77.50 range I will buy with everything I have because it is an $80+ stock.

If SWKS drops in the $67-69 range I buy it all.

If SWIR drops below $39 I buy it all

If WWWW
[more]

Sat Dec 20

NL

Boards Post

GauchoChris replied to the Saul's Investing Discussions board. 3:56 PM

Re: A really good two days.

bought at $33 (devoting about 75% of my portfolio to the stock alone) thinking I was a smart, savvy trader.

That sounds like an oxymoron. Investing 75% in a single set you up for HUGE losses and is anything but savvy. I don't mean to [more]

Wed Dec 17

NL

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GauchoChris replied to the Saul's Investing Discussions board. 4:30 PM

Re: PFIE and oil wells

Stripper wells are important contributors to domestic oil production, even though more than 70% produce less than 10 barrels/day. Stripper wells don't produce much, but there are a heckuva lotta them. The costs of "lifting" those [more]

NL

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GauchoChris replied to the Saul's Investing Discussions board. 12:28 PM

Re: oil and the economy

We're now working on our 3rd $20 drop. So if those economists are right (and it does make sense), then 1% extra growth is $75 billion per year of extra economic value created.

Correcting my math error. It's $750 billion per year!!

NL

Boards Post

GauchoChris replied to the Saul's Investing Discussions board. 12:22 PM

Re: oil and the economy

We also need to remember that a part of oil's decline is because of the strengthening of the US dollar. Oil is priced in US dollars. A higher US dollar will have it's own effects. US exporters will be hurt.

I've been thinking about the [more]

NL

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GauchoChris replied to the Saul's Investing Discussions board. 12:17 PM

Re: oil and the economy

So even if we returned to to the 124K figure we are talking about fewer than 100K jobs lost and more money in the pockets of 300 million Americans.

Very true. But globally there are 7 billion people (although 50% earn less than $2 a [more]

Tue Dec 16

NL

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GauchoChris posted to the Saul's Investing Discussions board. 3:39 PM

INVN, SWKS, SYNA

Each of these companies makes components that go into electronic devices such as mobile phones, tablets, and personal computers. INVN has shown that they can't make consistently growing profits. They have been squeezed by companies like Apple. I have [more]

NL

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GauchoChris posted to the Saul's Investing Discussions board. 3:33 PM

PFIE and oil wells

I've been thinking about PFIE, the market size and oil wells. There are over 1 million wells in the US. I think last year 20,000 new wells were drilled. Shale wells only last a few years. I read that 70% of the oil from a shale well is extracted in [more]

NL

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GauchoChris replied to the Saul's Investing Discussions board. 3:19 PM

Re: oil and the economy

Mauser,

I have been thinking about oil prices and the effects.

We know that lower oil is basically good for overall economic growth. I mean world economy. Increased global growth means a net increase in demand for goods and [more]

Tue Dec 9

NL

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GauchoChris replied to the Saul's Investing Discussions board. 6:51 PM

Re: So Saul, why did you sell Tesla?

My only quibble would be that as long as regular auto companies are growing at 2% , if that, and Tesla is still growing faster, it will deserve a higher P/E.

So it's way overvalued and once (if) it get's to the point where it's [more]

Mon Dec 8

NL

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GauchoChris replied to the Saul's Investing Discussions board. 1:27 PM

Re: PFIE

Oil is down to around $67 today. Lowest since 2009. PFIE management said on the last conference call that in the past they have not seen any correlation between oil price and PFIE sales. PFIE has been in business for 13 years so there have been past [more]

Wed Dec 3

NL

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GauchoChris replied to the Saul's Investing Discussions board. 4:33 PM

Re: PFIE once more

Essentially, PFIE claims that 95% of the burner management market they target is done manually. They backed up their claim of having 80% of automated BMS sold to date.

AJ,

I believe that you are making an assumption that may [more]

Wed Nov 19

NL

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GauchoChris replied to the Saul's Investing Discussions board. 7:52 PM

Re: Why did I buy a bunch of PFIE today?

Do you know how long the VIM management built their business? They may not have spent a lifetime building the company.

I found out the info on LinkedIn.

Shawn French (VIM President) has been with them since [more]

NL

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GauchoChris replied to the Saul's Investing Discussions board. 7:36 PM

Re: Why did I buy a bunch of PFIE today?

Now $1 million divided by 265 thousand shares comes out to a little more than $3.77 cents a share. That means the people who sold their entire business to PFIE, who are in the oil business themselves and know it a lot better than we do, and who [more]

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GauchoChris replied to the Hidden Gems boards. 7:11 PM

Hidden Gems Boards Post

GauchoChris replied to the Hidden Gems boards. 1:59 PM

NL

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GauchoChris replied to the Saul's Investing Discussions board. 10:20 AM

Re: Profire makes acquisition


Can you tell me what % in your portfolio you have in this terrific little company? It looks like such a small diamond that I don't want to oversize it yet, the present price looks good as does it's future.

4.8%

Tue Nov 18

NL

Boards Post

GauchoChris replied to the Saul's Investing Discussions board. 5:20 PM

Re: Profire makes acquisition

It's a tiny acquisition for PFIE. $1M in shares and $750 in cash. The dilution to PFIE's shares will be a little more than 2%.

Chris

Fri Nov 14

NL

Boards Post

GauchoChris replied to the Saul's Investing Discussions board. 1:34 PM

Re: Some thoughts on Q1 2015 earnings & call

So Chris did you add to your holdings?

I sold half my SZYM today and will sell the rest eventually. I'm considering selling a little SYNA to buy more BOFI and UBNT. Other than that I haven't traded much.

Chris

Thu Nov 13

NL

Boards Post

GauchoChris replied to the Saul's Investing Discussions board. 4:49 PM

Re: Reducing Opportunity for Mistakes

Yeah, hopefully we all try to learn from our experiences and mistakes. I think it really begs the question: what is a mistake? It is a poor past decision? And how do we recognize a mistake? Hopefully, we can recognize the difference between a good [more]

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CAPS Stats & Trivia

CAPS Player Rating 89.85
Player Rank 7619 out of 75077
Score 3790.35
Score Change Today +6.25
Accuracy 45.00%
Active Picks 8
Total Picks 20
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Average Score per Pick 189.52
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Boards Stats & Trivia

Three stars, 500 posts Old School Fool CAPS All Star Global Fool
Board Posts 749
Recs Received 1947
People who have rec'd these posts 609
Recs to Posts Ratio (last 30 days) 2.90
Threads Started 194
Threads Started Percentage 25.90 %
Most Frequent Board Saul's Investing Discussions
Very First Post A HG: How to Build Your Portfolio post. (2/24/2006)
Percentage of Posts Rec'd 61.55 %
Show GauchoChris’ 10 Latest Posts