PuddinHead42’s Activity

Yesterday

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PuddinHead42 posted to the Saul's Investing Discussions board. 11:33 AM

Chart Chats: AMBA, ANET, etc

http://stockcharts.com/freecharts/gallery.html?amba
Ambarella got whacked by earnings and outlook as we know. It fell and stopped EXACTLY at the closing low from black Monday and [more]

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PuddinHead42 replied to the Saul's Investing Discussions board. 11:15 AM

Re: More AMBA earnings thoughts

I thought I heard that "wearables" were 60% of their business (e.g. GoPro), so if that is slowing, then most of their business is slowing. You would think all the police cams would make up for other wearable declines, but maybe there is [more]

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PuddinHead42 replied to the Saul's Investing Discussions board. 10:56 AM

Re: Some GOOD news for a change.

Unfortunately they were all employed to manage the huge refugee problem, he said only half sarcasticly.

Mon Aug 31

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PuddinHead42 replied to the Saul's Investing Discussions board. 8:30 PM

Re: Zoe's Kitchen reports July quarter

Maybe ZOES is worth a PE of 70 a year from now. Maybe this is a good time to dip your toe into restaurant stocks

You want to buy Zoe's so it can be the next CMG, so if it will turn into CMG than you can wait for real earnings and [more]

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PuddinHead42 replied to the Saul's Investing Discussions board. 7:22 PM

Re: BOFI a very red flag?

unnerving for me to place 10% trailing stop loss orders on my BOFI holdings

Is that a stop limit or stop market order. Stop market could still get you out at 20% down on a flash crash only to see it bounce back after you sell. It [more]

Thu Aug 27

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PuddinHead42 replied to the Saul's Investing Discussions board. 11:39 AM

Re: Interest in GoPro

I think GoPro is going to be a huge winner from cord cutting. Millenials are going to watch something when they're not watching TV and I think GoPro will figure out how to get the content they want to watch on their channel. Long GPRO - love the [more]

Wed Aug 26

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PuddinHead42 replied to the Saul's Investing Discussions board. 9:53 PM

Re: Interest in GoPro

When I look at the charts for another peice of data, I like AMBA better. To me it show much more institutional support. GoPro has been correcting for a long time. It is not getting much institutional favor. They are both down about 30% from recent [more]

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PuddinHead42 replied to the Saul's Investing Discussions board. 9:43 PM

Re: Chinese Stock Market joke from the BBC

"I find that Asian stripper appealing," Tom said as he looked over his soup wontonly.

I could go for some Chinese tacos sez Juan.

That Chinese restaurant gave me constipation.
Which restaurant?
"Hung [more]

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PuddinHead42 replied to the Saul's Investing Discussions board. 9:37 PM

Re: Stock Market Manipulation

I suspect the late day selloff at the end of today (or yesterday if you're reading this in the morning) was once again rigged by large financial institutions looking to capitalize on misdirection and fear,

Less cynically, when retail [more]

Tue Aug 25

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PuddinHead42 replied to the Saul's Investing Discussions board. 8:43 PM

Re: Smells like a Dead Cat bounce

Yep, the cat died again.

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PuddinHead42 posted to the It Is What It Is board. 8:34 PM

Mobileye strong

http://stockcharts.com/h-sc/ui?s=MBLY

surprisingly strong chart in this market. Will be on the buy list when the market turns around.

Sun Aug 23

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Boards Post

PuddinHead42 posted to the Saul's Investing Discussions board. 9:56 PM

Market thoughts

I was listening to the talking heads on options actions and thought this was interesting:
- SP still above historical PE, so not a bargin yet
- once a market goes down 5%, it usually accelerates: Median decline 8.25%, average decline = 12.5% [more]

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PuddinHead42 posted to the It Is What It Is board. 8:01 PM

Market Not done...

I was listening to the talking heads on options actions and thought this was interesting:
- SP still above historical PE, so not a bargin yet
- once a market goes down 5%, it usually accelerates: Median decline 8.25%, average decline = 12.5% [more]

Sat Aug 22

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Boards Post

PuddinHead42 replied to the Saul's Investing Discussions board. 10:16 PM

Re: Ignoring portfolio balance for buying dips

SWKS was a momentum darling of the IBD crowd. That's fine. But these are strictly trading stocks. IBD's discipline is to limit a loss to 7%, period.

There is an important assumption that goes with that - you "buy right". [more]

Wed Aug 19

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PuddinHead42 replied to the Saul's Investing Discussions board. 9:53 PM

Re: INBK Q2 2015 Presentation

slide 13: Average consumer interest checking account balance of $14,000 far exceeds the national average

Hmmm, millenials? Cool with the internet bank thing, but no so cool with putting money in the stock market? Bigger than the baby [more]

Mon Aug 17

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PuddinHead42 replied to the Saul's Investing Discussions board. 12:36 PM

Re: SWKS vs verizon

My point is, with the current plans they psychology is "I get a free phone every 2 years, might as well get it". Now it is "oh, I have a free phone, why should I buy a new one".

If all the carriers go this way, I believe [more]

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PuddinHead42 posted to the Saul's Investing Discussions board. 12:32 PM

PAYC breakout

PAYC has been building a base with a pivot (buy point) at the old highs around $39.85 ish. Today it broke past that on what seems to be very strong volume. Intermediate term growth investors will be buying here.

[more]

Sat Aug 15

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PuddinHead42 posted to the Saul's Investing Discussions board. 2:47 PM

SWKS vs verizon

Verizon just came out with a new plan - buy or bring your own phone and get cheaper rates and we won't give you a free upgrade every year. Add that to the fact that word on the street is that iPhone 6S will be a minor upgrade with a little more [more]

Fri Aug 14

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Boards Post

PuddinHead42 replied to the Saul's Investing Discussions board. 3:59 PM

Re: What is impact of the expiring solar tax credit?

First, I am the one sloppy with the expiration date and have said "expires in 2016" - which is vague enough that I will claim I really meant 12/31/2106. (Truly, I did not think it was expiring Jan 1, 2016, but I was [more]

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PuddinHead42 replied to the Saul's Investing Discussions board. 3:51 PM

Re: SEDG conference call

And I'd add, like 'em or not, I don't expect the subsidies to end anytime soon.

Solar is becoming a powerful lobbying force in DC, and to this end, distributed solar is actually creating a potent grassroots base. Every new customer -
[more]

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