TMFCochrane

Matthew Cochrane

TMFCochrane’s Activity

Yesterday

NL

Boards Post

TMFCochrane replied to the Saul's Investing Discussions board. 5:30 PM

Re: Facebook

Well, look, I'm long FB -- it is constantly jockeying for top spot in my portfolio -- and have been long for about three years. Here are my thoughts:

1) I trust Zuck. Not blindly, obviously, but I gotta give credit where it's due. He [more]

Stock Advisor Boards Post

TMFCochrane replied to the Stock Advisor boards. 5:09 PM

Tue Jan 16

Stock Advisor Boards Post

TMFCochrane posted to the Stock Advisor boards. 10:40 AM

Inside Value Boards Post

TMFCochrane posted to the Inside Value boards. 10:39 AM

Mon Jan 15

Stock Advisor Boards Post

TMFCochrane posted to the Stock Advisor boards. 8:37 PM

Inside Value Boards Post

TMFCochrane posted to the Inside Value boards. 8:40 AM

Sun Jan 14

Stock Advisor Boards Post

TMFCochrane posted to the Stock Advisor boards. 9:27 PM

One Boards Post

TMFCochrane posted to the One boards. 9:19 PM

Thu Jan 11

Caps Pick

TMFCochrane made a pick in CAPS. 11:04 AM

Snap Inc. (SNAP) will Underperform the S&P 500

Wed Jan 10

Caps Pick

TMFCochrane made a pick in CAPS. 2:18 PM

iShares S&P India Nifty 50 Index (INDY) will Outperform the S&P 500

Sun Jan 7

NL

Boards Post

TMFCochrane replied to the New Paradigm Investing board. 8:50 PM

Re: 5G changes everything

Smartphones, Broad Market and one other I cannot recall.

AJ, the third is power amplifiers. Power amplifiers is about 10% of total rev, broad market is 26%, integrated mobile (basically smartphones) is 64%.

On the last [more]

NL

Boards Post

TMFCochrane replied to the New Paradigm Investing board. 12:29 PM

Re: 5G changes everything

Hey Duma,

Their revenue growth rate has been pretty low at 18%. Has that been decelerating and have they given projections for the impact of 5G?

No, right now its actually accelerating. But it is lumpy based on smartphone [more]

Caps Pick

TMFCochrane made a pick in CAPS. 11:23 AM

Envestnet (ENV) will Outperform the S&P 500

Caps Pick

TMFCochrane made a pick in CAPS. 11:22 AM

HP (HPQ) will Outperform the S&P 500

Sat Jan 6

NL

Boards Post

TMFCochrane replied to the New Paradigm Investing board. 12:27 AM

Re: 5G changes everything

I barely got through the last year, cannot imagine middle of next decade, but if you want to get ahead of the curve, indeed Skyworks does appear to be one of the big 5G winners. Not only will the volume dramatically increase, but so will the [more]

Fri Jan 5

Stock Advisor Boards Post

TMFCochrane posted to the Stock Advisor boards. 8:47 PM

Pro Boards Post

TMFCochrane posted to the Pro boards. 8:45 PM

Million Dollar Portfolio Boards Post

TMFCochrane posted to the Million Dollar Portfolio boards. 8:44 PM

NL

Boards Post

TMFCochrane posted to the MasterCard Inc. board. 8:44 PM

1 Upgrade and 1 Downgrade Today, But...

It's the good kind of downgrade, as it comes with a price target raise :)

Be that as it may, RBC Capital has nonetheless decided it's time to downgrade Mastercard shares. And yet, that news isn't quite as bad as it may [more]

Inside Value Boards Post

TMFCochrane posted to the Inside Value boards. 8:43 PM

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CAPS Stats & Trivia

CAPS Player Rating 66.58
Player Rank 23503 out of 70314
Score 2197.18
Score Change Today +78.72
Accuracy 41.15%
Active Picks 70
Total Picks 299
Best Pick NVDA (+1060.39)
Worst Pick BITCF (-136.10)
Average Score per Pick 7.35
Charms Earned 8
Highest Rated Favorite No Favorites Selected
Go to TMFCochrane’s CAPS page

Boards Stats & Trivia

Big gold star, 5000 posts Ticker Guide
Board Posts 5584
Recs Received 17046
People who have rec'd these posts 1310
Recs to Posts Ratio (last 30 days) 12.00
Threads Started 3438
Threads Started Percentage 61.57 %
Most Frequent Board Saul's Investing Discussions
Very First Post BDCs (2/15/2015)
Percentage of Posts Rec'd 76.15 %
Show TMFCochrane’s 10 Latest Posts