PuddinHead42’s Activity

Mon Dec 11

NL

Boards Post

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

Re: JUNO - Efficacy and Safety Update of JCAR017

OT: Blue had good news (with CELG) at the conference. Check out the amazing volume in BLUE today
http://stockcharts.com/freecharts/gallery.html?blue

Sun Dec 10

NL

Boards Post

PuddinHead42 replied to the Saul's Investing Discussions board. 10:51 PM

Re: JUNO new clinical data repost

I find two big problems with CAR-T, first it is hugely expensive, and someday we might realize money does not grow on trees and stop insuring super-high cost cures. Second, I believe the CRSPR (simple gene edit technology) could really be a quantum [more]

NL

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PuddinHead42 replied to the Saul's Investing Discussions board. 10:44 PM

Re: ANET: new product

using SW rather than HW. No wonder CSCO can't keep up.
I have spent way too many years dealing with Cisco. First, they seem to want to acquire more than innovate and they tend to "ruin" the products they buy (Tandberg, [more]

Tue Nov 28

NL

Boards Post

PuddinHead42 replied to the Saul's Investing Discussions board. 11:48 PM

Re: TomG's second stock, Varonis Systems first l

TomG started a new service recently for microcaps and just last week they were reopening with a new perspective and even more optimism. I would not be surprised if the two stocks he tossed us are from that service. Hmmm.

NL

Boards Post

PuddinHead42 replied to the Saul's Investing Discussions board. 11:03 PM

Re: NVDA - what next

If it's not already being done, better simulation for airplane pilot training to replace expensive simulator time with cheap PC time. It's even possible nVidia GPU's could find their way into full-blown flight simulator hardware, if [more]

Mon Nov 27

NL

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PuddinHead42 replied to the Saul's Investing Discussions board. 10:42 PM

Re: NVDA - what next

Clearly it will be something that requires lots of fast calculations, but what. I don't know how, but I am going to guess something with cybersecurity. Not just general AI machine learning, but something specifically needed for cyber attach [more]

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PuddinHead42 posted to the Saul's Investing Discussions board. 10:35 PM

NVDA - what next

There was a recent post on NVDA's deal with GE: The two companies issued a joint press release on Sunday revealing Nvidia's processors will be used in GE Healthcare's 500,000 imaging devices globally. GE says the partnership will help [more]

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PuddinHead42 replied to the Saul's Investing Discussions board. 10:29 PM

Re: Nvidia With Another Major Deal

So every time you think nVidia might be overpriced, they start getting used for something new. This time it is improving medical imagine and allowing lower radiation doses. Who guessed that? So if a skeptic can't guess the next unkown and says [more]

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Boards Post

PuddinHead42 posted to the Saul's Investing Discussions board. 10:22 PM

Bitcoin Canary in the Coal Mine?

I don't think so. I don't think it is the sign of the top, but maybe. It is what everyone talks about. People at work talk about it. One guy has "some" with his dad and watches the price all day. I am sure it is the talk of cocktail [more]

NL

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PuddinHead42 replied to the Saul's Investing Discussions board. 10:12 PM

Re: Square -What the short attack actually said!

Saul, thanks, you calm analysis is priceless.

To everyone else, be cautious grabbing a falling knife on a growth stock like this. I do like that it was caused by a "bogus" short sell argument, but IBD has also been pointing out [more]

Sun Nov 26

NL

Boards Post

PuddinHead42 replied to the Saul's Investing Discussions board. 4:23 PM

Re: LYV: New America article

My thesis with LYV (which I own a small amount of at the current time) is that those growth rates may rise with the rise of the legalization of a certain herb.

Or maybe people will forget to buy their tickets ;-)

NL

Boards Post

PuddinHead42 posted to the Saul's Investing Discussions board. 11:04 AM

LYV: New America article

Here is one for the (far future) watchlist, but not sure it is ready for prime time yet.

Live concerts are becoming a very big business, and Live Nation is in the heart of that growth. Even with the age demographic of this board, I would [more]

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PuddinHead42 replied to the Saul's Investing Discussions board. 10:31 AM

Re: Shopify press release re Black Friday

And Saturday was "small shop Saturday". While this was invented and pushed by AMEX, it seems to be somewhat of a thing and it will interesting to see if that is well above last year's rate for SHOP.

NL

Boards Post

PuddinHead42 posted to the Saul's Investing Discussions board. 10:25 AM

Free Rule Breaker Stocks!

They are "free" because they were in a recent RBI podcast, one that David puts out each Wednesday. Usually worth a listen. He only "picks" stocks in them a few times a year and he usually has a theme, this time it was something [more]

Tue Nov 14

NL

Boards Post

PuddinHead42 replied to the Saul's Investing Discussions board. 10:21 PM

Re: ESNT 3rd Qtr

Top Notch IBD growth rankings.

Checklist......Rating
Composite Rating 99 Pass
EPS Rating 97 Pass
RS Rating 83 Pass
Group RS Rating A+ Pass
SMR Rating A Pass
Acc/Dis Rating B Pass

NL

Boards Post

PuddinHead42 replied to the Saul's Investing Discussions board. 10:07 PM

Re: Ubiquiti Earnings - My take

Saul, again and again you have shown amazing instincts for when to get out of stocks. While there's a ton of useful information here from you (and others, of course) on all sorts of buy and sell rationales, it would be great to see if this [more]

NL

Boards Post

PuddinHead42 replied to the Saul's Investing Discussions board. 10:00 PM

Re: Why I sold TWLO

Very week growth fundies...

Checklist Rating
Composite Rating 18 Fail
EPS Rating 11 Fail
RS Rating 12 Fail
Group RS Rating A- Pass
SMR Rating D Fail
Acc/Dis Rating E Fail

NL

Boards Post

PuddinHead42 posted to the It Is What It Is board. 9:03 PM

Yellow Flags?

One of the warnings is the elevated number of distribution days. It increased to seven on the Nasdaq with Tuesday's drop in higher trade. But the S&P 500 still has little distribution, and all of the Nasdaq's distribution days were losses [more]

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