TMFDatabasebob’s Activity

Yesterday

Hidden Gems Boards Post

TMFDatabasebob replied to the Hidden Gems boards. 2 hours ago

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Boards Post

TMFDatabasebob replied to the Saul's Investing Discussions board. 1:58 PM

Re: SWKS

Hi foodles.

"Also, the fact that 40% of their sales are from the iPhone is always a risk..."

I agree that it is a risk but, to be technically accurate, 40% of their sales are to Apple. Probably a lot of that goes [more]

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Boards Post

TMFDatabasebob replied to the Saul's Investing Discussions board. 1:43 PM

Re: ANET Thoughts & Questions

I was a bit surprised that you'd want the kind of tutorial I gave. I'm sorry for not giving the answer you needed. I hope someone found it useful. Your follow-up gets to the heart of the matter, I think.

I don't think you're [more]

Sat Feb 18

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Boards Post

TMFDatabasebob replied to the Saul's Investing Discussions board. 1:47 PM

Re: ANET Thoughts & Questions

First question is on guidance. ANET only provides Revenue ($325M), GM (62.5%), Op Margin (27%) and tax (29%) guidance. Is there anyone out there who can help me determine how this relates to EPS?

I'll take a shot at [more]

Thu Feb 16

Rule Breakers Boards Post

TMFDatabasebob replied to the Rule Breakers boards. 10:28 PM

Rule Breakers Boards Post

TMFDatabasebob posted to the Rule Breakers boards. 2:21 PM

Million Dollar Portfolio Boards Post

TMFDatabasebob posted to the Million Dollar Portfolio boards. 2:19 PM

Tue Feb 14

Pro Boards Post

TMFDatabasebob replied to the Pro boards. 10:38 PM

Million Dollar Portfolio Boards Post

TMFDatabasebob replied to the Million Dollar Portfolio boards. 4:16 PM

Hidden Gems Boards Post

TMFDatabasebob replied to the Hidden Gems boards. 11:59 AM

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Boards Post

TMFDatabasebob replied to the Saul's Investing Discussions board. 10:11 AM

Re: PAYC 16Q4 Earnings and Analysis

"Slightly preachy?" Perhaps. I chose to post something I consider to be good advice, and I don't regret that, but this isn't a conversation for this board. I find it unfortunate that we disagree about the sentiment behind a [more]

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Boards Post

TMFDatabasebob replied to the Saul's Investing Discussions board. 10:02 AM

Re: PAYC 16Q4 Earnings and Analysis

Hi OneEyeBirdRtns.

Yes. I visit company Investor Relations (IR) web sites all the time. But I can't make notations on or highlight in electronic materials, so I prefer hardcopy. Sometimes I'll wait for hardcopy and sometimes I [more]

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Boards Post

TMFDatabasebob replied to the Saul's Investing Discussions board. 1:28 AM

Re: PAYC 16Q4 Earnings and Analysis

The Dalai Lama visited the White House less than a year ago.

[more]

Pro Boards Post

TMFDatabasebob replied to the Pro boards. 12:58 AM

Mon Feb 13

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Boards Post

TMFDatabasebob replied to the Saul's Investing Discussions board. 11:21 PM

Re: PAYC 16Q4 Earnings and Analysis

Hi Matt.

Thanks for your kind words. I think you already know that I'm only too happy to return the favor. You have taught me so much about the financial services industry through your analysis of MasterCard. I didn't know how much I [more]

Million Dollar Portfolio Boards Post

TMFDatabasebob replied to the Million Dollar Portfolio boards. 10:04 PM

Hidden Gems Boards Post

TMFDatabasebob replied to the Hidden Gems boards. 9:02 PM

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Boards Post

TMFDatabasebob replied to the Saul's Investing Discussions board. 4:40 PM

Re: PAYC 16Q4 Earnings and Analysis

Hi Saul and Bear.

Thank you both for your kind words.

Thank you too, Saul, for your analysis of PAYC; it helped me with mine.

Bear, I think your idea of adding P/S would have been a good one. I'm sorry I didn't [more]

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Boards Post

TMFDatabasebob replied to the Saul's Investing Discussions board. 2:00 PM

Re: PAYC 16Q4 Earnings and Analysis

I MUCH appreciate the clarification, Doug, even more than the kind words (which are nice too).

Thanks and best wishes,
TMFDatabaseBob
See my holdings here: [more]

NL

Boards Post

TMFDatabasebob posted to the Saul's Investing Discussions board. 10:20 AM

PAYC 16Q4 Earnings and Analysis

Hello Paycom investors (or at least investors wanting to learn about Paycom). Like you, I found this company interesting and I’ve decided to offer quarterly earnings analyses, at least for now. But before I dig into Paycom, please let me share a bit [more]

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