Oforfive’s Activity

Sun May 3

NL

Boards Post

Oforfive replied to the Saul's Investing Discussions board. 2:51 AM

Re: The price you have to pay for terrible resul

"The CAPs game".
Odd that I should be defending CAPS, but.... What I have been recently using CAPS for are a couple of things. One is to document my opinion on recommendations from the various services, at least for those that are [more]

Fri May 1

Supernova Boards Post

Oforfive replied to the Supernova boards. 9:48 PM

NL

Boards Post

Oforfive posted to the Saul's Investing Discussions board. 7:32 PM

BOFI

I posted this on RBS BOFI board:

"Lots of metrics posted but I haven't seen any comment on the 41% y-o-y increase in quarterly non-interest expenses.
That would be 45.6% increase in salaries, 9.9% data and internet, 118% [more]

Rule Breakers Boards Post

Oforfive posted to the Rule Breakers boards. 7:26 PM

Thu Apr 30

Rule Breakers Boards Post

Oforfive replied to the Rule Breakers boards. 10:23 AM

NL

Boards Post

Oforfive replied to the Saul's Investing Discussions board. 9:17 AM

Re: What's your take on recent sentiment?

Your being in the late 20's, you should not worry about an "upcoming" bear market. Get invested maybe 90 to 95%, assuming you have 'x' months' essential expenses set aside. You will experience a bear market. You will see your portfolio get [more]

Tue Apr 28

NL

Boards Post

Oforfive replied to the Saul's Investing Discussions board. 8:44 AM

Re: crto

6000 might not leave a lot of runway. Clients are probably not the corner grocery store or local Chevy dealer. Should be thinking in terms of Russell 5000 and that sort of thing....

KC

Mon Apr 27

NL

Boards Post

Oforfive posted to the Saul's Investing Discussions board. 9:38 PM

crto

Do I read this correctly? CRTO works with 8000 publishers and 6000 clients? It would seem the number of potential clients is many times more than 6000. The runway for added clients would be huge, right?

KC

Sun Apr 26

Rule Breakers Boards Post

Oforfive posted to the Rule Breakers boards. 7:23 PM

Rule Breakers Boards Post

Oforfive replied to the Rule Breakers boards. 6:25 PM

Rule Breakers Boards Post

Oforfive posted to the Rule Breakers boards. 7:07 AM

Sat Apr 25

Supernova Boards Post

Oforfive replied to the Supernova boards. 6:45 PM

Thu Apr 23

NL

Boards Post

Oforfive posted to the Saul's Investing Discussions board. 9:39 AM

skx

Thank you, Saul

KC

Wed Apr 22

NL

Boards Post

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

Re: Synchronoss, a new position.

"Additionally, for the cloud part of the business, what is the moat? What keeps other companies, such as AT&T from setting up its own cloud?"

I don't know. But, thinking about AT&T, they have taken on tremendous debt for [more]

Tue Apr 21

Supernova Boards Post

Oforfive replied to the Supernova boards. 8:16 AM

Mon Apr 20

NL

Boards Post

Oforfive replied to the Saul's Investing Discussions board. 6:53 PM

Re: Defying Gravity

I am in same boat as you. I own, or have owned, all of your companies except ZLTQ. Unfortunately I have sold, a few years ago, HAIN, MNST, and most of SWIR. On those I listened to the noise of the blogs and sold "bad company" or "sky [more]

NL

Boards Post

Oforfive replied to the Saul's Investing Discussions board. 9:53 AM

Re: Some help with CGNX

Geez, they had to bury that Apple reference on page 2. :)

KC

NL

Boards Post

Oforfive replied to the Saul's Investing Discussions board. 9:07 AM

Re: Some help with CGNX

I am long CGNX (0$.5%), but only as following MF recommendations. This thread prompted a look at the 10-K. I gleaned the following numbers which may provide some "bull" support:

The one company concentration was, as you've noted [more]

Fri Apr 17

Rule Breakers Boards Post

Oforfive replied to the Rule Breakers boards. 7:07 AM

Thu Apr 16

NL

Boards Post

Oforfive replied to the Saul's Investing Discussions board. 3:25 AM

Re: Buying SKX

Another fair price analysis. Seems underpriced to me. TTM Revenues increasing at high teens to 28% and accelerating. EPS doubling. How do you continue doubling eps with 28% revenue increases.... Business cyclical so can't compare sequential quarters, [more]

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Two stars, 250 posts
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