PaulWBryant’s Activity

Yesterday

Rule Breakers Boards Post

PaulWBryant replied to the Rule Breakers boards. 3:12 PM

Rule Breakers Boards Post

PaulWBryant replied to the Rule Breakers boards. 12:36 AM

Wed Dec 13

NL

Boards Post

PaulWBryant replied to the Saul's Investing Discussions board. 5:10 PM

Re: The Trade Desk 101

Denny,

If you had to put on a bear hat regarding TTD, what would the case be?

Bear
long TTD

Rule Breakers Boards Post

PaulWBryant replied to the Rule Breakers boards. 5:08 PM

Tue Dec 12

NL

Boards Post

PaulWBryant replied to the Saul's Investing Discussions board. 2:56 PM

Re: Marginal thinking

I've done something similar by estimating cashflow minus the amount invested in growth. The specifics vary for each company. That gives me a potential P/E of 40 - 102 for Shopify (like you said, a couple of years of growth make that look [more]

Mon Dec 11

NL

Boards Post

PaulWBryant replied to the Saul's Investing Discussions board. 12:47 AM

Re: Nutanix story

What do you think, Bear?

Nice of you to even ask, AJ. I think that Bert is a smart guy and knows more than I about this kind of technology and this company. I think Saul is a better investor than I am in many ways. Because of their [more]

Sun Dec 10

Caps Pick

PaulWBryant made a pick in CAPS. 3:10 PM

Lowe's (LOW) will Outperform the S&P 500
NL

Boards Post

PaulWBryant replied to the Saul's Investing Discussions board. 2:59 PM

Re: Nutanix story

Despite 45 posts so far in this thread, I haven't seen anyone address:

- rapidly slowing growth - last 5 quarters:
90.1%
77.4%
67.2%
61.7%
46.2%

Worsening Gross margin - 61.9% Oct17 vs 65.4% Oct16 (or 60.5% [more]

Fri Dec 8

Caps Pick

PaulWBryant made a pick in CAPS. 1:40 PM

Planet Fitness (PLNT) will Outperform the S&P 500
NL

Boards Post

PaulWBryant replied to the Saul's Investing Discussions board. 12:45 PM

Re: New position: NV5 Global (NVEE)

Thanks for the feedback Ears! Let me address your points one by one:

Quarterly growth will be lumpy.

I think it's lumpy due to the acquisitions, but I'm not concerned -- it seems to snap back into place quickly, as I [more]

Thu Dec 7

NL

Boards Post

PaulWBryant posted to the Saul's Investing Discussions board. 5:43 PM

New position: NV5 Global (NVEE)

NV5 Global (NVEE)

Summary and History


My history with NV5 is only a couple days long. TracyK mentioned she'd bought shares, and when I asked about the company she replied that she heard about it on one of the Motley Fool [more]

Wed Dec 6

NL

Boards Post

PaulWBryant replied to the Saul's Investing Discussions board. 6:25 PM

Re: Nutanix story

Hi Bear, I can't remember exactly but I'm pretty sure they explained that, like everyone else, they were instituting the new GAAP rules for recognizing subscription revenue (or something like that) in 2017, and so they were recalculating [more]

NL

Boards Post

PaulWBryant replied to the Saul's Investing Discussions board. 5:02 PM

Re: Nutanix story

Did anyone discuss why NTNX changed their Oct16 quarter numbers? Acquisition?

I just noticed originally revenue was reported as 167M, but now it's 189M. That makes the growth to 276M in Oct17 look like only 46% instead of [more]

NL

Boards Post

PaulWBryant replied to the Saul's Investing Discussions board. 12:09 PM

Re: Saul's Monthly Portfolio Updates

Click on "additional information" on the panel to the right of this message.

Bear

Tue Dec 5

NL

Boards Post

PaulWBryant replied to the Saul's Investing Discussions board. 3:31 PM

Re: Warning - HUBS targeted by Andrew Left

Wow, Hubs now up 50 cents after a short attack by Citron. Hard to imagine anything more bullish than that for a stock. "Just saying", as the expression goes.

It actually started going back up about the time Left got on TV. [more]

Caps Pick

PaulWBryant made a pick in CAPS. 1:56 PM

Varonis Systems (VRNS) will Outperform the S&P 500

Caps Pick

PaulWBryant made a pick in CAPS. 1:56 PM

NV5 Global (NVEE) will Outperform the S&P 500
NL

Boards Post

PaulWBryant replied to the Saul's Investing Discussions board. 12:35 PM

Re: Technical analysis

I was just presenting it because I can think of no other way to choose which of the Saul stocks to buy on dips. What other criteria do you have?

I mostly:

1) Trim ones that haven't dropped as much and add to ones I want [more]

NL

Boards Post

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

Re: Technical analysis

Mauser,

Thanks for the intro to TA. Does it typically hold up during sector rotations and/or market pullbacks?

Bear

NL

Boards Post

PaulWBryant replied to the Saul's Investing Discussions board. 10:40 AM

Re: TracyK's portfolio YTD through 11/30/2017

Nice job again Tracy. Where did you find NVEE?

Bear

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CAPS Stats & Trivia

CAPS Player Rating 81.12
Player Rank 13339 out of 70664
Score 1548.86
Score Change Today +46.14
Accuracy 50.29%
Active Picks 43
Total Picks 432
Best Pick MIDD (+381.66)
Worst Pick WLTGQ (-128.37)
Average Score per Pick 3.59
Charms Earned 7
Highest Rated Favorite TMFPencils
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Boards Stats & Trivia

Big red star, 1000 posts Top Recommended Fools
Board Posts 1235
Recs Received 4333
People who have rec'd these posts 636
Recs to Posts Ratio (last 30 days) 32.10
Threads Started 223
Threads Started Percentage 18.06 %
Most Frequent Board Saul's Investing Discussions
Very First Post New to this (4/9/2015)
Percentage of Posts Rec'd 56.60 %
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