TMFDatabasebob’s Activity

Today

NL

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TMFDatabasebob replied to the Saul's Investing Discussions board. 7 minutes ago

Re: ESNT and VEEV

Hi az5speedy.

I have VEEV on my Watch List, but I don't have anything intelligent to say about it today.


Thanks and best wishes,
TMFDatabaseBob (no position in companies mentioned)
See my holdings here: [more]

Yesterday

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Mon Mar 20

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NL

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TMFDatabasebob replied to the Saul's Investing Discussions board. 1:57 PM

Re: SWKS

Hi again EdGrey.

I don't know enough about vuru to say one way or the other what data they're using. Are they using calendar '16? Fiscal '16? Cash Flow from Operations? Free Cash Flow? Are they making adjustments for one-time [more]

NL

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TMFDatabasebob replied to the Saul's Investing Discussions board. 9:19 AM

Re: SWKS

Thanks for your kind words, all.

I want to address one point in Saul's commentary (actually, I'm making one point, but it touches on all three of his).

Skyworks is still primarily a smartphone supplier, but not entirely a [more]

Sun Mar 19

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