Oforfive’s Activity

Today

Rule Breakers Boards Post

Oforfive replied to the Rule Breakers boards. 2 hours ago

Rule Breakers Boards Post

Oforfive replied to the Rule Breakers boards. 2 hours ago

NL

Boards Post

Oforfive replied to the Saul's Investing Discussions board. 3 hours ago

Re: Call me lame, but I'm leaving AMBA

I did the same. In addition to after hours yesterday, I added a bunch more today at $77.40. I thought about a larger order which would take me to 18%, but settled on raising it to 13%. AMBA is my highest conviction company so it deserves that much at [more]

NL

Boards Post

Oforfive replied to the Saul's Investing Discussions board. 4 hours ago

Re: Call me lame, but I'm leaving AMBA

If selling AMBA takes you to a more comfortable place and lets you hang onto more of your portfolio in a down market, it is probably what you need to do. I'm sure others will tell you to write down your feelings, keep a record of why you sold. I sold [more]

NL

Boards Post

Oforfive replied to the Saul's Investing Discussions board. 7:52 AM

Re: Hi from the U.K

Hi, Unwize.

I'd call you Wizenuf since you found this board.

Lots of different investment styles to be found. Rather than recommend any boards, I suggest you look up TMF1000 and TFMgoLong. They sometimes post on non-premium boards [more]

Rule Breakers Boards Post

Oforfive replied to the Rule Breakers boards. 3:33 AM

Supernova Boards Post

Oforfive replied to the Supernova boards. 3:24 AM

Yesterday

Recommendation

Oforfive recommended GauchoChris's post on the Saul's Investing Discussions board. 10:47 PM

More AMBA earnings thoughts
NL

Boards Post

Oforfive replied to the Saul's Investing Discussions board. 7:53 PM

Re: AMBA Reports

Only thing I see is p/e growth acceleration is slowing. I placed two AH buy orders.

KC

NL

Boards Post

Oforfive replied to the Saul's Investing Discussions board. 10:17 AM

Re: Some GOOD news for a change.

Good news: Today's good news in INBK. One green number on my portfolio. I guess it is as far from China as a company can get. No, that would be CASY, but it is down, too.

Have a great day,

KC

Rule Breakers Boards Post

Oforfive replied to the Rule Breakers boards. 10:02 AM

Mon Aug 31

Rule Breakers Boards Post

Oforfive replied to the Rule Breakers boards. 9:49 PM

NL

Boards Post

Oforfive replied to the Saul's Investing Discussions board. 9:16 AM

Re: Centene (CNC)

Let me try.

The premium part of course is easy. Income from premiums paid by individuals. The services are sort of an "other category and are 11% of revenue. Centene has 11 other businesses, jv's, or what not. These provide dental [more]

NL

Boards Post

Oforfive replied to the Saul's Investing Discussions board. 2:00 AM

Re: Centene (CNC)

Fuma,
I have no concerns, myself, about the future of ACA. Just looking for any reasons for the sell off. The proximate "cause" for the first sell off was the announcement of the Health Net acquisition (not United Health, sorry). A [more]

NL

Boards Post

Oforfive replied to the Saul's Investing Discussions board. 12:17 AM

Re: Centene (CNC)

Chad, thank you for the post. CNC was one of 5 companies that I sifted out of the market about 3 months ago, my first effort to find "Saul companies". After my May purchase, the stock moved up 10% and with this confirmation bias in place, I [more]

Sun Aug 30

Oforfive recommended BlazerMania's post on a Motley Fool Rule Breakers board. 11:51 PM

NL

Boards Post

Oforfive replied to the Saul's Investing Discussions board. 9:35 AM

Re: Warren Buffet and Focus Investing

thanks, Andy.

Thought provoking.

But also explains why Buffet avoids technology.

KC

Recommendation

Oforfive recommended buynholdisdead's post on the Saul's Investing Discussions board. 9:28 AM

Warren Buffet and Focus Investing

Sat Aug 29

NL

Boards Post

Oforfive replied to the Bofi Holding board. 11:48 PM

Re: BOFI Holdings

Go to "Saul's Investing Discussions" board and check thread on Big Red Flag. It is not a premium subscription board and is very active.

KC

NL

Boards Post

Oforfive replied to the Saul's Investing Discussions board. 7:58 AM

Re: BOFI a very red flag?

Neil,

To support your point on California real estate, I went to Trulia.com. I checked house prices in six cities. I looked up the number of properties selling for $10,000 or more, and also selling for [more]

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