MKArch’s Activity

Fri Nov 7

Blog Comment

MKArch commented on EvanBuck's blog post. 12:08 PM

Finding the "Next Chipotle."

I've got you Evan and that's what I thought your article was about. I was just playing devils advocate point out that a restaurant chain doesn't have to be the next Chipotle to be a "potential" good investment (if you get

[more]

Tue Nov 4

Blog Comment

MKArch commented on TMFHelical's blog post. 9:08 AM

Helical Portfolio Performance to Date

Good to see some old timers coming back and blogging again. Hopefully more follow.

Sun Oct 26

Blog Comment

MKArch commented on Fantasygirl123's blog post. 6:21 PM

Ok let's review....:)

NYA,

 I actually did not make any comments about your investment philosopy and have no problem with investors who prefer to get their money back in the form of dividends instead of letting the company

[more]

Sat Oct 25

Blog Comment

MKArch commented on Fantasygirl123's blog post. 3:11 PM

Ok let's review....:)

F.G.,

 

Once again I responded to an older blog before I saw this one. Per my response on your previous blog, I see nothing wrong with experimenting with some mad

[more]

Blog Comment

MKArch commented on Fantasygirl123's blog post. 10:07 AM

Fantasygirl saw some green......:)

Fantasygirl123,

Hopefully my posts on your previous blogs did not come across as condescending, I meant them to be constructive. Without some understanding of what a stock is worth, or could be worth,

[more]

Fri Oct 17

Blog Comment

MKArch commented on Fantasygirl123's blog post. 11:05 AM

I was your signal- people

I hate to make assumptions about people, however since you put your experience level at low under your profile, I'm going to  give you some advice for a new investor. If you don't already have an accounting background

[more]

Thu Oct 16

Blog Comment

MKArch commented on Fantasygirl123's blog post. 1:21 PM

I was your signal- people

Hi Fantasygorl123, I saw your previous blog before this one and posted some comments there. One additional thought for here, I was a top 1% player in CAPS pre great recession hitting #5 in Caps at one point in it's first year. Late

[more]

Blog Comment

MKArch commented on Fantasygirl123's blog post. 12:42 PM

hmmmm.... Cape May

Hi Fantasygirl123, I live about a 45 minute drive from Cape May (NJ I assume) however it looks like I missed your visit and my wife probably wouldn't think too kindly of me meeting up with a fantasy girl, so that was probably

[more]

Blog Post

MKArch added a blog post. 10:33 AM

Quick Thoughts on Netflix and Stand Alone HBO

I red thumed Netflix for the second time probably a year or more ago under the premise that the real threat to Netflix came from the MPVD's (cable & telcos) who have orders of magnitude more money to spend on content than [more]

Wed Oct 15

Caps Pick

MKArch made a pick in CAPS. 9:52 AM

General Motors (GM) will Outperform the S&P 500

Thu Oct 9

Caps Pick

MKArch made a pick in CAPS. 12:47 PM

Rayonier Advanced Materials (RYAM) will Outperform the S&P 500

Wed Oct 8

CAPS Outperform Pitch

MKArch wrote about GlycoMimetics, Inc. (GLYC) . 1:01 PM

GLYC Outperform

I stole this one from zzlangerhans (probably like a lot of people). Other than piggybacking one of the most successful biotech specialist in CAPS I have nothing to add.

Caps Pick

MKArch made a pick in CAPS. 12:59 PM

GlycoMimetics, Inc. (GLYC) will Outperform the S&P 500

Sun Oct 5

CAPS Underperform Pitch Reply

MKArch commented on TMFPencils's pitch for NDLS. 11:19 AM

When I did my quick and dirty model of NDLS based on CMG 2004 as a starting point, I extrapolated out growth in revenues and expenses over 10 years for NDLS vs. 8 years for CMG and I remember dialing back some performance to add an additional factor [more]

Sat Oct 4

CAPS Outperform Pitch

MKArch wrote about Yodlee, Inc (YDLE) . 10:03 AM

YDLE Outperform

I took a gamble on this one in CAPS only hearing about it on IPO day and liking the story after reading an article and skimming their prospectus. In short they provide cloud based financial planning software for individuals and small businesses, [more]

Fri Oct 3

Caps Pick

MKArch made a pick in CAPS. 1:32 PM

Yodlee, Inc (YDLE) will Outperform the S&P 500

Thu Oct 2

CAPS Underperform Pitch Reply

MKArch commented on TMFPencils's pitch for NDLS. 11:04 AM

I did my own comp to CMG a while back but I went back in CMG's past to find a period when they had a similar number of stores as NDLS had. I came up with 2004 when CMG had 309 stores. They earned 24 cents that year. Would 57X earning have been a high [more]

Tue Sep 30

Blog Comment

MKArch commented on TMFDeej's blog post. 11:11 AM

Canexus and Power REIT Move Closer to Value Realization

Jason,

I don't know if you looked into RBS's spinoff of CFG or not but I added it to CAPS based on my own limited understanding of banks and added a little to my real life portfolio

[more]

CAPS Outperform Pitch Reply

MKArch commented on MKArch's pitch for CFG. 10:53 AM

Here's a better pitch: http://www.fool.com/investing/general/2014/09/29/3-reasons-citizens-financial-group-could-rise.aspx?source=itxsitmot0000001&lidx=1

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CAPS Stats & Trivia

CAPS Player Rating 99.70
Player Rank 228 out of 75068
Score 11302.91
Score Change Today +56.17
Accuracy 65.89%
Active Picks 185
Total Picks 483
Best Pick ITMN (+696.16)
Worst Pick ARBA.DL (-326.00)
Average Score per Pick 23.40
Charms Earned 14
Highest Rated Favorite AsimovRobot
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Boards Stats & Trivia

Big red star, 1000 posts Old School Fool CAPS All Star
Board Posts 1143
Recs Received 2498
People who have rec'd these posts 654
Recs to Posts Ratio (last 30 days) N/A
Threads Started 287
Threads Started Percentage 25.11 %
Most Frequent Board Hidden Gems
Very First Post A HGS: FormFactor post. (12/5/2004)
Percentage of Posts Rec'd 51.53 %
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