GauchoChris’ Activity

Today

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Boards Post

GauchoChris replied to the Saul's Investing Discussions board. 2 hours ago

Re: AMBA Reports

OK. I listed to the call. The replay is available here:

http://investor.ambarella.com/events.cfm

Q2 (quarter just reported) had a lot of business that happens in Q3. [more]

Sat Aug 29

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Boards Post

GauchoChris replied to the Saul's Investing Discussions board. 6:26 PM

Re: Zoe's Kitchen reports July quarter

First, your right on the risk. Hence, my low investment

Low allocation doesn't seem like a good reason to set yourself to lose money. Isn't it better not to lose money, even if it's just a little bit?

NL

Boards Post

GauchoChris replied to the Saul's Investing Discussions board. 12:23 PM

Re: BOFI a very red flag?

with your memory that jumbos are $417,000 or more

Conforming loans are up to $417K. In California, there are high conforming loans which are up to $625,500. These are not Jumbo loans.

Fri Aug 28

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Boards Post

GauchoChris replied to the Saul's Investing Discussions board. 3:22 PM

Re: BOFI a very red flag?

Thanks, Neil. Very well said.

I can speak from experience because I am the type of customer that most regular banks won't lend to. I think that I would be a target customer for BOFI.

Around May 2009, I was trying to get a mortgage. [more]

Rule Breakers Boards Post

GauchoChris replied to the Rule Breakers boards. 2:21 AM

Mon Aug 24

Rule Breakers Boards Post

GauchoChris replied to the Rule Breakers boards. 5:30 PM

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GauchoChris replied to the Saul's Investing Discussions board. 4:15 PM

Re: perspective

I was on the wrong side - those stops were loss limits so the stock got sold and then within a very short time the price shot back up.

The idea of setting up stop loss limits never made any sense to me if you are an investor. Buy a [more]

Sat Aug 22

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Boards Post

GauchoChris replied to the Saul's Investing Discussions board. 4:53 PM

Re: Ignoring portfolio balance for buying dips

Hi Bob,

I think I completely understand. I agree that SWKS is incredibly mispriced right now. In fact, IMO it's the best bargain that I see at the moment. If management hits what they are saying they will hit next year (i.e. $7 EPS) then we [more]

Fri Aug 21

Rule Breakers Boards Post

GauchoChris replied to the Rule Breakers boards. 2:19 PM

Wed Aug 19

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Boards Post

GauchoChris replied to the Saul's Investing Discussions board. 11:22 AM

Re: Zack's Ratings

While Schwab's ratings seem to bear no relation to reality,

I think Schwab ratings might be inversely proportional to reality!

Chris

Fri Aug 14

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Boards Post

GauchoChris replied to the Saul's Investing Discussions board. 1:06 PM

Re: My Recent Trades: a Study in Scarlet

*The Albania point was mentioned in the SA article, with a lot of positive emphasis. I am not actually sure why having oil fields in Albania is a good thing – in fact, I am not really sure where Albania is, although I suspect either in South [more]

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GauchoChris replied to the Saul's Investing Discussions board. 11:14 AM

Re: What is impact of the expiring solar tax cre

Do you know the reason for the discrepancy?

Brian,

My guess is that when people hear that it expires in 2016 they assume the beginning of the year and not the end.

Chris

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Boards Post

GauchoChris posted to the Saul's Investing Discussions board. 7:55 AM

What is impact of the expiring solar tax credit?

Some people have expressed concerns about the expiring solar tax credit. Let's have a look at the impact.

SCTY is probably the most efficient installer in the US. Every quarter they report their per watt installation cost. Last quarter it [more]

Thu Aug 13

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Boards Post

GauchoChris replied to the Saul's Investing Discussions board. 6:03 PM

Re: ABMD thoughts

In a string of posts about ABMD that we batted back and forth, you seemed pained and perplexed that I was investing in it when it didn't seem like a good "Saul" choice to you. You kept wondering what I was seeing that you [more]

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GauchoChris replied to the Saul's Investing Discussions board. 12:49 PM

Re: Skyworks Expands Filter Operations in Japan

Thank you, Chris. Take us the next step. How do you think this will affect the price of their stock?

Edgeworm,

I've just written something about cause and effect and opinions.

Now, here are my thoughts about this [more]

NL

Boards Post

GauchoChris posted to the Saul's Investing Discussions board. 12:42 PM

Stock price moves: cause and effect

Whenever the market price of a stock goes up or down, many people ask, "What happened to cause the stock price to down/up (question is asked more often when the stock price goes down)?"

I think it is human nature to want to know [more]

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Boards Post

GauchoChris replied to the Saul's Investing Discussions board. 10:59 AM

Re: Solar Edge (SEDG) earnings out

Gross margins were low because sales were increasing over 100%. To keep up with orders they had to ship by air often, work lots of overtime, the usual. To overcome that they have been increasing manufacturing capacity, etc. Margins this quarter [more]

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Boards Post

GauchoChris posted to the Saul's Investing Discussions board. 9:37 AM

Skyworks Expands Filter Operations in Japan

Sounds like they need more capacity to meet demand and increase their competitive advantage so they can turn around client projects more quickly.

Capitalizes on Growing Market Demand for Highly Integrated Solutions;
Uniquely Positions
[more]

Wed Aug 12

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Boards Post

GauchoChris replied to the Saul's Investing Discussions board. 4:25 PM

Re: Solar Edge (SEDG) earnings out

Revenues up just 120% year over year.

Adjusted earnings of 31 cents, up 55% SEQUENTIALLY, and up from a loss the year before.

Nothing more to say


Saul,

I didn't buy this one because gross margins were too [more]

NL

Boards Post

GauchoChris replied to the Saul's Investing Discussions board. 4:14 PM

Re: SCTY

Chris,

I understand your concerns but I don't share them.

The question I keep turning over in my head is, what are current SC customers going to do/think in 5-10 years when the cost of solar equipment is a lot less than it is [more]

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Big red star, 1000 posts Top Recommended Fools Old School Fool CAPS All Star Global Fool
Board Posts 1098
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Recs to Posts Ratio (last 30 days) 23.80
Threads Started 288
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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 67.40 %
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