LeKitKat’s Activity

Yesterday

Stock Advisor Boards Post

LeKitKat replied to the Stock Advisor boards. 6:36 PM

Mon Apr 14

NL

Boards Post

LeKitKat replied to the Value Hounds board. 3:23 PM

Re: Value Screening and Company Knowledge

revenue growth greater than 20% per year
increasing margins
low PE

NL

Boards Post

LeKitKat replied to the Value Hounds board. 3:02 PM

Re: Value Screening and Company Knowledge

i should use screens it would be more efficient
Do find them hard to use at least the ones tried have been difficult
Know that brokerages offer screening tools--might try there

I usually troll through the biggest losers and winners [more]

Stock Advisor Boards Post

LeKitKat replied to the Stock Advisor boards. 11:38 AM

NL

Article

LeKitKat published an article 9:56 AM

All Luxury Brand Growth in China Is Not Created Equal

Growth of aspirational-luxury accessories is set to take off in the Far East and investors should profit, but not necessarily those who own shares of Michael Kors.

Sun Apr 13

Stock Advisor Boards Post

LeKitKat replied to the Stock Advisor boards. 3:10 PM

NL

Boards Post

LeKitKat replied to the Value Hounds board. 11:07 AM

Re: momentum losing momentum

hey Ho

didn't know HM played in your neighborhood--interesting.

Surprised at Icahn buying Netflix also. Am guessing it was Icahn jr. pressing on that one. They have done well having bought around $80. Which is kind of the point with [more]

Sat Apr 12

NL

Boards Post

LeKitKat replied to the Value Hounds board. 5:51 PM

Re: momentum losing momentum

hey ET

I am sure that these high risk high return stocks wouldn't fill any criteria for Howard Marks as an investment, but his essay made me consider how these types of stocks start out exactly where he describes--unremarkable and anonymous [more]

NL

Boards Post

LeKitKat posted to the Value Hounds board. 1:06 PM

momentum losing momentum

The past couple of weeks has been a nightmare for a lot of the momentum(?) stocks investors have loved the most over the past year give or take.

There was a thread upstream about Daring to Be Great

[more]

NL

Boards Post

LeKitKat posted to the Value Hounds board. 11:48 AM

Herbalife back in the news and down

Ackman on the short side and Icahn long and HLF the bone these two great danes are fighting over. It was a turn for the better for Ackman this week. The Financial Times had sources that verified an investigation by the DoJ and the FBI

In
[more]

Fri Apr 11

Stock Advisor Boards Post

LeKitKat replied to the Stock Advisor boards. 11:08 PM

NL

Boards Post

LeKitKat replied to the Netflix board. 10:36 PM

Re: How much does a second season matter?

thanks for the clarification

I think the best model may prove to be something of a cross. Starz, Showtime HBO and most of the networks have streaming and/or catch up capabilities on a particular show.

Stock Advisor Boards Post

LeKitKat replied to the Stock Advisor boards. 2:47 PM

NL

Boards Post

LeKitKat replied to the Deranged Monkey Criticism board. 11:34 AM

Re: GILD?

I like this company. If you go over to value hounds and scroll back a few days, there is a longish post concerning them and their drugs.

Biotech has been a stealth loser this year turning into a not-so-stealth massacre this week. There are [more]

NL

Boards Post

LeKitKat replied to the Value Hounds board. 10:44 AM

Re: OT: Mouse hunting

i give my katz the guns. let them waste their time surveilling mouse holes.

bad day fro the momentum(?) crowd yesterday. I am still waiting for some of the bigger names to go further into the red.

Stock Advisor Boards Post

LeKitKat replied to the Stock Advisor boards. 10:24 AM

Stock Advisor Boards Post

LeKitKat replied to the Stock Advisor boards. 12:12 AM

Thu Apr 10

Stock Advisor Boards Post

LeKitKat replied to the Stock Advisor boards. 5:08 PM

Stock Advisor Boards Post

LeKitKat replied to the Stock Advisor boards. 3:04 PM

NL

Boards Post

LeKitKat replied to the Netflix board. 2:44 PM

Re: How much does a second season matter?

what's the Y axis? Units are not labeled. What do the numbers count?

What is remarkable is how fast the interest drops off after release arguing against the release of an entire season the same day.

If you were tracking HBO, the [more]

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Recs to Posts Ratio (last 30 days) 21.10
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Most Frequent Board Value Hounds
Very First Post lord of the rings trilogy (3/24/2002)
Percentage of Posts Rec'd 61.38 %
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