PuddinHead42’s Activity

Sat Sep 29

NL

Boards Post

PuddinHead42 replied to the Saul's Investing Discussions board. 8:17 PM

Re: CarGurus (CARG) a 2017 IPO winner

A while back there was a presentation circulated about investment lessons looking for the next microsoft type stuff. It had tons of case studies.

But the real problem is, once people do find the next Microsft, they don't have the [more]

Mon Sep 24

NL

Boards Post

PuddinHead42 replied to the Saul's Investing Discussions board. 11:29 PM

Re: Zscaler - wading in

More importantly, I just can't wrap my head around exactly what they do, and I have trouble even distinguishing them from Okta, which I also don't hold. (I guess I'm just a skeptic on internet security companies of any kind.) [more]

NL

Boards Post

PuddinHead42 replied to the Saul's Investing Discussions board. 10:58 PM

Re: NTNX Potential Technical Weakness

OT: sorry, stop reading...
https://stockcharts.com/freecharts/gallery.html?ntnx

The problem is there has been high volume on the sell off, inidicating institutions are [more]

Tue Sep 18

NL

Boards Post

PuddinHead42 replied to the BBNCT1718 board. 8:31 PM

Re: Hello

So...just another player, in need of more discipline

here is my real world stategy: I have access to RB and SA, so each month I blindly buy all 3 of David's picks. I decided in the beginning that I would invest equal amounts in [more]

Mon Sep 17

NL

Boards Post

PuddinHead42 posted to the Saul's Investing Discussions board. 11:12 PM

Bear is Extraordinary

MF RB had a little contest where you picked 5 of their stocks each month for a year, Bear came in #3 - Congrats!!!


TMF Name Score
jmayas 5,584.75
KM1973 4,775.55
PaulWBryant 4,567.08
RedandBlack [more]

Thu Sep 13

NL

Boards Post

PuddinHead42 replied to the Saul's Investing Discussions board. 10:09 PM

Re: Out of PVTL

Have I made the right choice?

regardless of what it does in the future, you have made the right choice. You reasoned unemotionally, made a decision, and then took action. That is a good choice. You then redeployed money in a stock [more]

NL

Boards Post

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

Re: ZS next Rule Breaker?

Yes, TomG is not in RB, he is in SA, but recently he had greatly changed his style for SA he gave us APPN and VRNS and he has made many more tech/growth picks than in the past. In fact he picked a certain company that ships stylish clothing before [more]

NL

Boards Post

PuddinHead42 posted to the Saul's Investing Discussions board. 5:39 PM

ZS next Rule Breaker?

I was thinking it would be today, but no they re-rec'ed an existing pick. But it has to happen, how can it not after reading this board. TomG likes us, I don't think he can resist much longer ;-)

Wed Sep 12

NL

Boards Post

PuddinHead42 replied to the Saul's Investing Discussions board. 11:01 PM

Re: pot stocks

Pretty speculative right now. That said I bought CRC and TLRY back when they were breaking out on strong volume base on liquour companies starting to invest (even though TLRY is medical MJ). TLRY up 193% from 36.13 buy on 8/20. Every day now I keep [more]

Mon Sep 10

NL

Boards Post

PuddinHead42 posted to the Saul's Investing Discussions board. 11:01 PM

The Conservative Saul Investor

So let's say you think Saul's style is risky becuase it is so concetrated and full of young stocks, how could you sleep better at night?

Well, here is the data from Saul's last monthly post
To quickly summarize:
So
[more]

Sun Sep 9

NL

Boards Post

PuddinHead42 posted to the It Is What It Is board. 11:15 PM

Wow

Sorry to see this board disappear.

Wed Aug 29

NL

Boards Post

PuddinHead42 replied to the Saul's Investing Discussions board. 10:02 PM

Re: $$NOW ServiceNow

ServiceNow broke out of a valid base today on strong volume. This combined with the super strong growth numbers makes it a buy up to 5% above the pivot of $194.91 (80% increase in volume). 5% ceiling would be $204.66

Pete

Mon Aug 27

NL

Boards Post

PuddinHead42 replied to the Saul's Investing Discussions board. 11:34 PM

Re: UBNT: Anyone still following?

I am still long. Here is a recent IBD "The New America" article on it.
[more]

NL

Boards Post

PuddinHead42 replied to the Saul's Investing Discussions board. 11:29 PM

Re: $$NOW ServiceNow

What do Broadcom (AVGO), General Electric (GE), Zillow (Z) and Yale University have in common? They all use cloud-based enterprise software from IBD 50 stock ServiceNow (NOW).

Founded in 2004 and headquartered in Silicon Valley, ServiceNow [more]

Sun Aug 26

NL

Boards Post

PuddinHead42 posted to the Saul's Investing Discussions board. 10:46 PM

$$NOW ServiceNow

As mentioned in prior post, one of the new tools my new company is using is ServiceNow. It is a very good helpdesk and change request tool. It is in the cloud, I can go to it and see all my tickets. It has a catalog for ordering standard things (e.g. [more]

NL

Boards Post

PuddinHead42 posted to the Saul's Investing Discussions board. 10:33 PM

$$ZS ZScaler is awesome

As I have mentioned a few times, buy IT division was spun off to a standalone company and had the opportunity to start from scratch and therefore pick all new tools. We now use:
ServiceNow - help test, change requests
UltiPro - Paycheck, HR [more]

NL

Boards Post

PuddinHead42 replied to the Saul's Investing Discussions board. 10:18 PM

Re: Zscaler gets Fed Gov't Authorization

Yes, this is very important. Gov is very late to getting to the cloud, but this will help - lots of growth will come from the Gov and FedPamp is a set of security guidelines that cloud providers must adhere to in order to host Gov [more]

NL

Boards Post

PuddinHead42 replied to the Saul's Investing Discussions board. 9:52 PM

Re: $$VEEV top growth stock

Veev blew out earnings last week and was up 12%. Their Vault subscription count is growing rapidly. They are the best in class and are growing, but way to extended to buy now.

P.

Mon Jul 23

NL

Boards Post

PuddinHead42 posted to the Saul's Investing Discussions board. 8:35 PM

$$VEEV top growth stock

Excellent growth stock with SaaS for pharmaceutical companies.

...
Veeva shares top billing among cloud-based medical software stocks with Athenahealth (ATHN) and Medidata Solutions (MDSO). The group ranks No. 4 among the 197
[more]

Wed Jul 18

NL

Boards Post

PuddinHead42 posted to the Saul's Investing Discussions board. 10:04 PM

OT: Chart chat: MDB, NEWR, PSTG, SHOP, SQ, VRNS

MDB, NEWR, PSTG, SHOP, SQ, VRNS +ABMD, ALGN, HUYA, IQ,

http://gilmoreport.com/july-18-2018/

Might help some find an add on point for their favorite stocks.

Pete

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CAPS Stats & Trivia

CAPS Player Rating 76.88
Player Rank 16105 out of 69668
Score 644.80
Score Change Today +26.24
Accuracy 57.22%
Active Picks 21
Total Picks 206
Best Pick NVDA (+1388.89)
Worst Pick TBT.DL (-149.82)
Average Score per Pick 3.13
Charms Earned 9
Highest Rated Favorite TMFBabo
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Boards Stats & Trivia

Big gold star, 5000 posts Old School Fool
Board Posts 6114
Recs Received 9480
People who have rec'd these posts 1674
Recs to Posts Ratio (last 30 days) N/A
Threads Started 2252
Threads Started Percentage 36.83 %
Most Frequent Board It Is What It Is
Very First Post Re: Who is the prophet of NewValueThink? (1/4/2000)
Percentage of Posts Rec'd 50.67 %
Show PuddinHead42’s 10 Latest Posts