GauchoChris’ Activity

Yesterday

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Boards Post

GauchoChris replied to the Saul's Investing Discussions board. 5:13 PM

Re: syna

Looks like an analyst downgraded it.

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Boards Post

GauchoChris replied to the Saul's Investing Discussions board. 1:48 PM

Re: Have a favorite stock we haven't discussed?

UA has a high valuation but seems to be staying that way all the time. I sold partial position on several occasions because of valuation concerns but the company keeps growing – eventually catching up. This is a Peter Lynch stock – look around and [more]

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Boards Post

GauchoChris replied to the Saul's Investing Discussions board. 12:58 PM

Re: Have a favorite stock we haven't discussed?

I like Under Armor (UA). ...for a lot of folks, especially the younger ones, this is new and fresh! Everyone wants to wear the newest trend and UA seems to be it.

I have a 2.6% position in UA. It's at the top of my list for selling [more]

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Boards Post

GauchoChris replied to the Saul's Investing Discussions board. 8:56 AM

Re: Poll: AEYE: shares bought/sold on 7/23 and 7/24

Well, from the poll so far, it looks like this board contributed at 20% of the share volume on 7/23-7/24. It could be higher depending on how many people didn't respond to the poll.

Thu Jul 24

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Boards Post

GauchoChris replied to the Saul's Investing Discussions board. 9:38 PM

Re: MELI numbers

Mark,

It's been a while since I looked at MELI so I'm not as familiar which the details as I was a few months ago. Danny (dvena) is very knowledgeable about MELI and he has posted a lot of useful info on the MELI board at RB.

MELI's [more]

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Boards Post

GauchoChris polled the Saul's Investing Discussions board. 7:34 PM

Poll: AEYE: shares bought/sold on 7/23 and 7/24

How many shares did you trade on 7/23 and 7/24 (both days combined)? Buys and sells conbined. Choose the best matching answer.

I'm curious how much this Board contributed to the volume increase the last 2 days.

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Boards Post

GauchoChris replied to the Saul's Investing Discussions board. 12:31 PM

Re: AEYE signs contract

Some info about PearTrack (from their website):

"PearTrack Systems was formed by the original founders of Minorplanet Ltd which was admitted to the London Stock Exchange in 1997. Minorplanet Systems PLC went on to become one of the [more]

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Boards Post

GauchoChris posted to the Saul's Investing Discussions board. 11:10 AM

MELI numbers

Here are the MELI revenue numbers since Q1 2011:

Q1 Q2 Q3 Q4 Total
2011 61.5 69.4 81.6 86.5 299
2012 83.7 88.8 97.3 103.8 373.6
2013 102.7 112.2 123.1 134.6 472.6
2014 115.4


Here are the q/q revenue [more]

Wed Jul 23

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Boards Post

GauchoChris replied to the Saul's Investing Discussions board. 5:27 PM

Re: Have a favorite stock we haven't discussed?

FB and GILD out w/ massive top and bottom line beats tonite

GILD's Solvaldi sales were $5.8B for the first 6 months of 2014. In 2013, AbbVie's Humira was the top selling drug with $10.66B in sales. With sales still accelerating, [more]

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Boards Post

GauchoChris replied to the Saul's Investing Discussions board. 5:09 PM

Re: Have a favorite stock we haven't discussed?

What's your take on the issue of lack of growth for INVN? Why have you stayed with it?

First, my position in INVN is 4.0%. A few months ago it was double that and I cut it in half due to slowing growth. My remaining shares have a very [more]

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Boards Post

GauchoChris replied to the Saul's Investing Discussions board. 1:21 PM

Re: Have a favorite stock we haven't discussed?

Saul,

We've discussed INVN before. You sold out earlier this year. If I recall correctly you didn't like the lack of strong earnings growth.

I own about a 5% position in MELI. Issues with the Venezuela and Argentina currencies have [more]

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Boards Post

GauchoChris posted to the Saul's Investing Discussions board. 11:49 AM

More thoughts on AEYE

Yesterday, I bought more AEYE. I think that I may have overdone it a little based on what we know about the company at this point. I'll be looking to sell some to reduce my position size to 2.5%. Here are my additional thoughts:

1) I really [more]

Tue Jul 22

Rule Breakers Boards Post

GauchoChris replied to the Rule Breakers boards. 6:03 PM

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Boards Post

GauchoChris replied to the GGS: Yongye International board. 3:50 PM

Re: Is it over?

I meant $210 per contract for the Jan16 $5 call.

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Boards Post

GauchoChris replied to the GGS: Yongye International board. 3:41 PM

Re: Is it over?

For long YONG calls, just exercise them. That's what I did. I got $2.10 per share.

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Boards Post

GauchoChris replied to the Saul's Investing Discussions board. 12:51 PM

Re: PFIE

1. The previously mentioned USA emissions law enactment and,
2. The natural gas movement to replace coal, (this is helping my KMI investment very nicely also, in fact Rich Kinder, CEO of KMI, is calling it a boom.)

Looks like a nice
[more]

Sun Jul 20

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Boards Post

GauchoChris replied to the Saul's Investing Discussions board. 3:43 PM

Re: AEYE operating on fumes

Saul,

I think a few comments have been misinterpreted. The main reason for me posting warnings is that this company was operating so close to running out of cash (as of March 31, 2014). I don't know if that was the cash low point or if it [more]

Fri Jul 18

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Boards Post

GauchoChris replied to the Saul's Investing Discussions board. 12:09 PM

Re: AEYE operating on fumes

a million dollars in Cash from Operations!!!

Not exactly. You are assuming that all orders are converted to cash. Last quarter they were not as their AR went up. When the plane is almost scrapping the tree line with almost no fuel, [more]

Thu Jul 17

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Boards Post

GauchoChris replied to the Saul's Investing Discussions board. 2:47 PM

Re: AEYE operating on fumes

Chris, with only a 4% cost for $3 million in sales, they took in roughly $2.88 million in gross margin in the second quarter. That's way more than their operating expenses and they will be quite cash flow positive. Hard to see the need for a [more]

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Score 3995.69
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Boards Stats & Trivia

Three stars, 500 posts Old School Fool CAPS All Star Global Fool
Board Posts 662
Recs Received 1700
People who have rec'd these posts 567
Recs to Posts Ratio (last 30 days) 6.70
Threads Started 177
Threads Started Percentage 26.74 %
Most Frequent Board Hidden Gems
Very First Post A HG: How to Build Your Portfolio post. (2/24/2006)
Percentage of Posts Rec'd 59.82 %
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