GauchoChris’ Activity

Yesterday

NL

Boards Post

GauchoChris replied to the Saul's Investing Discussions board. 3:55 PM

Re: swks

'bought' my 1st position via selling a 4/17 85 strike put for $1.50
If swks < $85 on 4/17, I buy 100 shares for $83.50 (-commission).


Herman,

A very likely outcome (IMO) is that you will pocket the premium and have no [more]

NL

Boards Post

GauchoChris replied to the Saul's Investing Discussions board. 3:44 PM

Re: Here's what I did during the sell-off

Saul,

I took a bit more risky approach. I didn't sell any stocks but instead opened a bull spread on SWKS this morning.

I sold the May2015 $110 puts and bought an equal quantity of the Jan2017 $90 calls. This allowed me to up my [more]

Tue Mar 24

NL

Boards Post

GauchoChris replied to the Saul's Investing Discussions board. 11:23 AM

Re: INFN

Why? Potential

INFN has a disruptive technology (smaller space requirement, very energy efficient, quick deployment, adding bandwidth via software controlled, etc.)

They are displacing the incumbent

They are building
[more]

NL

Boards Post

GauchoChris replied to the Saul's Investing Discussions board. 1:31 AM

Re: INFN

Lego,

I have not analyzed INFN myself, but assuming that your analysis is accurate, why would you even want to keep a 3% position?

Chris

Sat Mar 21

NL

Boards Post

GauchoChris replied to the Saul's Investing Discussions board. 1:44 AM

Re: The invisible workers

Sweetadeline,

One more thing: the best thing that you can do for yourself is learn how to evaluate investments and how to allocation capital while maximizing returns and minimizing risk. You want to learn for yourself what you should do. [more]

NL

Boards Post

GauchoChris replied to the Saul's Investing Discussions board. 1:39 AM

Re: The invisible workers

Chris what were the stocks that got you to this wonderful space?

This is an interesting question. The source of my nest egg is diverse. There was some dumb luck involved (sold out of most of my stocks in the Summer of 2000 to buy a [more]

NL

Boards Post

GauchoChris replied to the Saul's Investing Discussions board. 12:13 AM

Re: The invisible workers

$1700 is a lot more than I earn in a month, though investing is always wise. I have two degrees and I work a brutal job in a call center. Congratulations on your good fortune.

Speedbump,

How much you earn should be viewed in [more]

NL

Boards Post

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

Re: The invisible workers

What would your (or anyone, feel free to respond) advice be for a portfolio strategy for a guy my age with a modest portfolio under $50000?

Hi Sweetadeline,

At 29 you are already doing very well. $50K in savings is very good [more]

Fri Mar 20

NL

Boards Post

GauchoChris posted to the Saul's Investing Discussions board. 9:48 AM

The invisible workers

I graduated from college in 1992 and started working as an intern two weeks after I graduated. I was only earning $1700 per month. My rent was $550 per month, car insurance $50 per month (when annualized). When you add up all the other expenses, [more]

Thu Mar 19

NL

Boards Post

GauchoChris replied to the Saul's Investing Discussions board. 10:39 PM

Re: Questions

you and Saul share a lot of overlap, especially in your top holdings

Hi Darrell,

Yes, we share about 60% overlap. The top 2 (SWKS and SKX) I found because of Saul so it's not a coincidence that we both own them. I believe [more]

NL

Boards Post

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

Re: Questions

1. What was your experience of narrowing down your holdings like? I am very interested in getting a tight portfolio, I think it's cool. Right now I follow MF Pro plus a few. (30 stocks total). This is pretty good but I could focus it even [more]

Tue Mar 17

NL

Boards Post

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

PSIX at Roth Conference 3/10

http://investors.psiengines.com/events.cfm

There's a new presentation and webcast available that PSIX presented at the Roth Conference last week.

Chris

Mon Mar 16

NL

Boards Post

GauchoChris replied to the Saul's Investing Discussions board. 6:59 PM

Re: Geographic diversification via ETFs

Anirban,

Here are my thoughts.

I think you will better off picking companies rather than funds. I say this because you delve into details, you enjoy analyzing stocks, and you will learn a lot more if you select and follow a few [more]

NL

Boards Post

GauchoChris replied to the Saul's Investing Discussions board. 6:41 PM

Re: Geographic diversification via ETFs

Anirban,

Here are my thoughts.

I think you will better off picking companies rather than funds. I say this because you delve into details, you enjoy analyzing stocks, and you will learn a lot more if you select and follow a few [more]

NL

Boards Post

GauchoChris replied to the Saul's Investing Discussions board. 4:35 PM

Re: PFIE

I'm really sorry if anyone is still in PFIE

No worries, Saul. I was hanging on to hear their earnings report and commentary which I heard and then I sold most of my shares. I still hold a very tiny position which I only have so I am [more]

NL

Boards Post

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

Re: Geographic diversification via ETFs

Companies do anything they can to avoid hiring people in France, for exactly the reason you suggest: If they have to lay anyone off it's exorbitantly expensive. Thus there is very high unemployment. But if anyone tries to reform the laws the [more]

Fri Mar 13

NL

Boards Post

GauchoChris replied to the Saul's Investing Discussions board. 5:41 PM

Re: GILD

This is just my way of looking at it, but it seems a moral way to me. I'm sorry if it makes you uncomfortable, but please give what I wrote some thought.

Not to pick on you, Saul, but I agree with Andy on this. GILD has developed a [more]

Thu Mar 12

NL

Boards Post

GauchoChris replied to the Saul's Investing Discussions board. 12:55 PM

Re: SWKS: Is it too late to buy

Can I just confirm, do you mean the quarter ending 31st December, 2014 ?

As in you're looking at the trailing 12 months for the full year of 2014, and not estimating the full year to the end of 2015.


Yes, my mistake. 12/31/14 [more]

NL

Boards Post

GauchoChris posted to the Saul's Investing Discussions board. 2:07 AM

SWKS: Is it too late to buy

I'm reposting much of this which is contained in my most previous post. The purpose of this post is to look at SWKS. Is it too late to buy now that the stock has risen 30% in 2 months?

The other purpose of this post is to provide a [more]

NL

Boards Post

GauchoChris replied to the Saul's Investing Discussions board. 1:50 AM

Re: My preparations for the next market drop.

It's worth noting that the overall valuation of the stock market is very high today.
It is quite possible that the stock market will spend the next decade or more substantially below current levels, and the S&P's total return over the next
[more]

Show More Activity ...

CAPS Stats & Trivia

CAPS Player Rating 89.64
Player Rank 7784 out of 75149
Score 3911.92
Score Change Today -9.50
Accuracy 45.00%
Active Picks 8
Total Picks 20
Best Pick GMCR (+2728.12)
Worst Pick FMD (-127.85)
Average Score per Pick 195.60
Charms Earned 9
Highest Rated Favorite No Favorites Selected
Go to GauchoChris’ CAPS page

Boards Stats & Trivia

Three stars, 500 posts Top Recommended Fools Old School Fool CAPS All Star Global Fool
Board Posts 848
Recs Received 2427
People who have rec'd these posts 691
Recs to Posts Ratio (last 30 days) 21.30
Threads Started 220
Threads Started Percentage 25.94 %
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 62.03 %
Show GauchoChris’ 10 Latest Posts