PaulWBryant’s Activity

Thu Jul 19

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PaulWBryant replied to the Premium Commons boards. 12:36 PM

NL

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PaulWBryant replied to the Saul's Investing Discussions board. 8:59 AM

Re: Oh! This time it’s different???

10% portfolio allocation I have to this wonderful new way of investing. 10% is a lot I admit and currently it's more like 6% but it certainly adds zest to the investing game.

You're getting pretty wild and crazy, Strelna. [more]

Wed Jul 18

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PaulWBryant replied to the Portfolio Management board. 6:08 PM

Re: Right number of stocks

Just looking for some guidance on the number of stocks to own versus your dollar amount if their is one.

Since you said "versus your dollar amount" I'll offer another perspective. I think you should own no fewer than [more]

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PaulWBryant replied to the Premium Commons boards. 4:50 PM

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PaulWBryant posted to the Premium Commons boards. 12:51 PM

Tue Jul 17

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PaulWBryant replied to the Premium Commons boards. 1:16 PM

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PaulWBryant posted to the Premium Commons boards. 5:43 AM

Mon Jul 16

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PaulWBryant replied to the Saul's Investing Discussions board. 9:33 AM

Re: Why my investing criteria have changed

To what should we reasonably compare our results?

I think about this too, Strelna, but I'm not sure there's a good answer. Any "behemoth basket" you came up with would probably contain GOOG too, and it's only up [more]

Fri Jul 13

Caps Pick

PaulWBryant made a pick in CAPS. 3:48 PM

Mitek Systems (MITK) will Outperform the S&P 500

Caps Pick

PaulWBryant made a pick in CAPS. 3:47 PM

Nutanix (NTNX) will Outperform the S&P 500

Tue Jul 10

NL

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PaulWBryant replied to the Saul's Investing Discussions board. 4:38 PM

Re: Upcoming Earnings Dates

Thanks sjo, but these are incorrect. Probably you saw projections somewhere. Nasdaq's site refers to these as "estimated dates" as opposed to "expected dates."

For example, AYX just announced today that they will [more]

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PaulWBryant replied to the Saul's Investing Discussions board. 12:31 PM

Re: Pure Storage offering at $23.75?

That doesn't help any and could mean cash, buying shares of something else, buying bonds, buying treasuries, or some such.

I think that does help. Especially since most of the sellers are institutions.

4.4 million is a [more]

Sat Jul 7

NL

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PaulWBryant replied to the Saul's Investing Discussions board. 3:09 PM

Re: A few new Saul like stocks to explore

Using Docusign reduces the length of the sales process for companies and probably results in more sales as it is easier (and can be done with less hesitation) to sign electronically then to sign the old school paper and pen way.

I
[more]

NL

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PaulWBryant replied to the Saul's Investing Discussions board. 1:33 PM

Re: IMMR

Dana,

Haha wow, $85 million last quarter, after $7 million the previous quarter and $35 million in 2017 total! What caused the anomaly this quarter?

Clearly they don't expect revenue to stay up there because they [more]

NL

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

Re: Pivotal: the answer to the puzzle?

It sounds as if customers, and especially existing customers who wanted to expand their footprint, were coming to them as fast as they could handle them, and they just didn’t need more S&M at all.

How’s that for a
[more]

Fri Jul 6

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PaulWBryant replied to the Premium Commons boards. 4:39 PM

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PaulWBryant replied to the Saul's Investing Discussions board. 1:38 PM

Re: On Pivotal's number of subscribers

They simply must have massive upselling......no other way around it unless a few companies are spending gargantuan amounts to make up $340 million difference?? Not likely IMO.

Duma,

Why on earth do you find that unlikely? I [more]

NL

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PaulWBryant replied to the Saul's Investing Discussions board. 11:26 AM

Re: On Pivotal's number of subscribers

What happens when Pivotal gets to 500 customers, 1000 customers

That's exactly my point, Tinker. Even if they get 1,000 new customers who each spend 50k/year, nothing happens. Pivotal's 400m in subscription revenue goes [more]

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PaulWBryant replied to the Premium Commons boards. 10:34 AM

Thu Jul 5

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PaulWBryant replied to the Premium Commons boards. 7:21 PM

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CAPS Stats & Trivia

CAPS Player Rating 89.57
Player Rank 7280 out of 69784
Score 3192.93
Score Change Today -12.67
Accuracy 51.69%
Active Picks 37
Total Picks 453
Best Pick SQ (+449.02)
Worst Pick WLTGQ (-128.37)
Average Score per Pick 7.05
Charms Earned 9
Highest Rated Favorite TMFPencils
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Boards Stats & Trivia

Big red star, 1000 posts Top Recommended Fools
Board Posts 1637
Recs Received 8217
People who have rec'd these posts 820
Recs to Posts Ratio (last 30 days) 38.40
Threads Started 344
Threads Started Percentage 21.01 %
Most Frequent Board Saul's Investing Discussions
Very First Post New to this (4/9/2015)
Percentage of Posts Rec'd 60.54 %
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