GauchoChris’ Activity

Yesterday

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Boards Post

GauchoChris replied to the Saul's Investing Discussions board. 9:26 PM

Re: Brace Yourselves

Just a quick question. What's the rationale behind buying on Thursday? I believe Greek vote results are out by Sunday. How about buying early next week?

On Friday the markets will be closed so Thursday is last train day this week. [more]

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Boards Post

GauchoChris replied to the Saul's Investing Discussions board. 10:15 AM

Re: Monthly summary of my positions, end of June

Alex,

Apple, who comprises~15% of revenues to SYNA has said that they want to take the touch driver and the display integration in house to design a combined TDDI... Apple doesn't seem to like SYNA.

I thought this was [more]

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Boards Post

GauchoChris replied to the Saul's Investing Discussions board. 10:13 AM

Re: Brace Yourselves

It also worries me to look at the red haircut my portfolio is getting today.

Am I missing something?


Ant,

Remember....

1) the debt ceiling crisis
2) 9/11
3) the other debt ceiling crisis
4) even [more]

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GauchoChris replied to the Saul's Investing Discussions board. 1:17 AM

Re: Brace Yourselves

Is anyone actually worried about this? And if so, what are your concerns?

Neil,

I am not worried and I don't think that any of this will affect any of my investments in the long run. However, some in Europe are very worried. [more]

Sun Jun 28

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Boards Post

GauchoChris replied to the Saul's Investing Discussions board. 10:50 PM

Re: Brace Yourselves

Those of us with a wee bit o' dry powder might find a few golden opportunities in the days ahead.

Probably a good guess. Greek vote is not until July 5 so it is doubtful that there will be much positive news from Greece before then. [more]

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Boards Post

GauchoChris replied to the Saul's Investing Discussions board. 10:46 PM

Re: A gaze in the mirrow

Htownrich,

I disagree that a house is a liability not an asset.

It depends. The way it's described in "Rich Dad, Poor Dad" an asset puts money in your pocket which a liability drains money out. If you buy a house, [more]

Wed Jun 24

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Boards Post

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

Re: CMG @ End of 2016

Mark,

Suppose your marginal tax rate for long-term gains is 30% (20% federal + 10% state)

Close. For a US taxpayer, there may also be the healthcare act tax. And the long term capital gains rate is 15% so long as total income [more]

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GauchoChris replied to the Saul's Investing Discussions board. 1:07 PM

Re: CMG @ End of 2016

Maybe it's been awhile for you, but selling a position which is more than 90% not profit (and thus no taxes on that)... THAT is painful.

That's usually true but not always. I'd have rather have had CMG drop 50% before my sale IF the [more]

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Boards Post

GauchoChris replied to the Saul's Investing Discussions board. 10:55 AM

Re: CMG @ End of 2016

DJ,

FWIW, I sold my shares in CMG a few months ago after being a shareholder for over 8 years. My decision was based on my following opinions:

1) that growth would inevitably slow as the company gets larger

2) when growth [more]

Mon Jun 22

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Boards Post

GauchoChris replied to the Saul's Investing Discussions board. 12:03 PM

Re: Skywards Opening Design Center

Further, Skyworks' new design center supports the company's long standing relationships with its system-on-chip partners and the University of California, San Diego

I thought the selection of San Diego was interesting. I believe that [more]

Fri Jun 19

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Boards Post

GauchoChris replied to the Saul's Investing Discussions board. 3:10 PM

Re: SolarEdge rise???

Saul,

I'm not sure. Last Saturday, I spent a whole day installing a solar system on a residential property. I was a volunteer and it was my first time participating in such an installation. It was a retrofit system on the roof of the garage. [more]

Rule Breakers Boards Post

GauchoChris replied to the Rule Breakers boards. 3:03 PM

Thu Jun 18

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Boards Post

GauchoChris replied to the Saul's Investing Discussions board. 6:14 PM

Re: IBNK and Low Volume

As I begin to research IBNK, I notice that the average volume is only about 16,000, and the trend is down since the April 27. I have never bought a company that traded so thinly. Is anyone else concerned about the volume issue?

Only [more]

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GauchoChris replied to the Saul's Investing Discussions board. 12:40 PM

Re: Saul and All

My point about industry understanding is that there is a lot I can understand about, for example, SKX and the comparison to UA from a "rule" basis, but I would still be uncomfortable about investing in SKX because I don't understand the [more]

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GauchoChris posted to the Saul's Investing Discussions board. 8:57 AM

SWKS doubling dividend

Before: 13c per quarter
Now: 26c per quarter

Wed Jun 17

NL

Boards Post

GauchoChris posted to the Saul's Investing Discussions board. 7:25 PM

NHTC: Chinese Ponzi scheme or not?

Somebody introduced NHTC to this board a few weeks ago. Just based on the growth numbers and P/E I bought a small position so that I would be forced to look at it more closely. The 1YRPEG was an amazingly low 0.08, meaning the stock could go up over [more]

Mon Jun 15

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Boards Post

GauchoChris replied to the Saul's Investing Discussions board. 11:51 AM

Re: 1YFPEG

Hope this helps draw a similar analogy to investing. I view the 1YPEG as a measure of velocity, which really resonated with me when I heard it. It is a technique we use for software projects all the time.

Also, look at EPS growth [more]

Fri Jun 12

NL

Boards Post

GauchoChris replied to the Saul's Investing Discussions board. 8:04 PM

Re: 1YPEG - Backtested?

Gator,

You made some good points. I try to use common sense. I don't just invest in a stock because it has a low PEG. I look at PEG maybe as a first pass but then I look more closely at some other details because making an [more]

NL

Boards Post

GauchoChris replied to the Saul's Investing Discussions board. 6:43 PM

Re: 1YPEG - Backtested?

Since the denominator is growth rate, it may naturally select for stocks that are smaller caps and high flyers?

Hmmm. Whats the largest cap stock of them all? And what's it 1YRPEG?

The answer is AAPL. And the 1YRPEG is [more]

Rule Breakers Boards Post

GauchoChris replied to the Rule Breakers boards. 3:42 PM

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Score 3951.85
Score Change Today -31.80
Accuracy 45.00%
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Boards Stats & Trivia

Big red star, 1000 posts Old School Fool CAPS All Star Global Fool
Board Posts 1023
Recs Received 3259
People who have rec'd these posts 755
Recs to Posts Ratio (last 30 days) 14.30
Threads Started 269
Threads Started Percentage 26.30 %
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 65.69 %
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