TracyK’s Activity

Wed Dec 13

NL

Boards Post

TracyK replied to the Saul's Investing Discussions board. 11:53 AM

Re: Alteryx Press Release today

When I looked at their website, they have partnerships with significant players that are in this space (in their own way): Tableau, Microsoft (Excel, Microsoft BI), and Qlik. That can be a powerful combination.

This is an interesting [more]

NL

Boards Post

TracyK replied to the New Paradigm Investing board. 11:25 AM

Re: The Trade Desk 101

This is very helpful, thanks for sharing Denny.

Mon Dec 11

NL

Boards Post

TracyK replied to the Saul's Investing Discussions board. 10:58 AM

Re: New position: NV5 Global (NVEE)

It's interesting, brittlerock. I learn a lot from numbers, but what sticks with me is stories. Please keep doing both. ~TracyK

NL

Boards Post

TracyK replied to the Saul's Investing Discussions board. 10:54 AM

Re: New position: NV5 Global (NVEE)

Don,
That's a great question. 2017 Engneering and Construction Trends: https://pwc.to/2B3UYNa

"First, the recent downturn has hurt smaller firms (those with less than US$6 billion in revenue) [more]

Fri Dec 8

NL

Boards Post

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

Re: New position: NV5 Global (NVEE)

Bear and Raptor2,

I think that is why I was drawn to this business: something that is not like my other investments. They describe their business as:

NV5 is a provider of engineering and consulting services to public and private [more]

Thu Dec 7

NL

Boards Post

TracyK replied to the Saul's Investing Discussions board. 1:07 PM

Re: Time to focus again

Last night, I caught up on a few of the Motley Fool podcasts, and the contributors highlighted a few stocks that they're interested in researching:

TDOC Teladoc
SFIX Stitch Fix
COHR Coherent
SGMO Sangamo Therapeutics
IDXX [more]

Tue Dec 5

NL

Boards Post

TracyK replied to the Saul's Investing Discussions board. 7:53 PM

Re: TracyK's portfolio YTD through 11/30/201

I'm telling ya folks, the Motley Fool podcasts are very helpful.

Today, I re-listened to a 10/16/2017 podcast from Rule Breaker Investing: Bitcoin, Blockchain & Cryptocurrency. The podcast broke the topics down into small bit sized [more]

NL

Boards Post

TracyK replied to the Saul's Investing Discussions board. 12:37 PM

Re: TracyK's portfolio YTD through 11/30/201

Bear,
I should take better notes, but I'm pretty sure that I heard about it on one of the Motley Fool podcasts.

I'm working on saying farewell to my old workhorses, so I have cash ready and waiting...what to do, what to [more]

Mon Dec 4

NL

Boards Post

TracyK posted to the Saul's Investing Discussions board. 8:57 PM

TracyK's portfolio YTD through 11/30/2017

Wow - what an interesting week (or two).

My portfolio results through November: +35.6%

Top holdings - percentage growth

SHOP (Shopify) 104%
NVDA (Nividia) 98%
BLUE (Bluebird Bio) 83%
ABMD (Abiomed) 83%
ALGN [more]

Stock Advisor Boards Post

TracyK replied to the Stock Advisor boards. 4:49 PM

Thu Nov 30

NL

Boards Post

TracyK posted to the Saul's Investing Discussions board. 6:56 PM

Mazor Robotics

I first heard about this stock on a Motley Fool podcast. This link is to a Seeking Alpha article.

http://bit.ly/2zEDmUE

MZOR shares have outperformed shares of other companies involved in the [more]

Tue Nov 28

NL

Boards Post

TracyK replied to the Saul's Investing Discussions board. 6:46 PM

Re: What have I learned in fifty years.

What a wonderful, personal post, Saul. My kids are 26 and 28; I shared it with them.

As Eckhart Tolle always says, "live in the Now." It's all that you have.

~TracyK

Mon Nov 27

NL

Boards Post

TracyK replied to the Saul's Investing Discussions board. 11:06 AM

Re: Actual Analysis of Saul's Results

Thanks, Bear for putting pencil to paper and justifying the statement with some math. It helps me re-confirm my desire to move to a smarter approach. I sold Oracle and some of BRK-B earlier this month. My "new attitude" investments are [more]

NL

Boards Post

TracyK replied to the Saul's Investing Discussions board. 11:03 AM

Re: My portfolio at the end of Nov 2017

Bulwnkl,
Embedded in your reply was an interesting statement about the decline of the effectiveness of antibiotics and the year 2030. That's crazy stuff.
~TracyK

Fri Nov 24

NL

Boards Post

TracyK replied to the Saul's Investing Discussions board. 10:01 AM

Re: "Baggers"

Dan,
Finding potential candidates seems to be the biggest challenge, and I for one - would like to see this shared here on this board. As a community, we can do the research, share instructive comments, and each can draw their own conclusion as [more]

Thu Nov 16

NL

Boards Post

TracyK replied to the Saul's Investing Discussions board. 9:25 AM

Re: My first post on cryptocurrencies

Agreed, Chris. I enjoyed a different outlook on the subject. I work in the logistics field, and this is a topic discussed for global shipments. The discussion tends to move toward blockchain; I want to learn more about both.

Thu Nov 9

NL

Boards Post

TracyK replied to the Saul's Investing Discussions board. 11:51 AM

Re: TracyK's portfolio YTD through 10/31/201

Hey Bear, thanks for the kudos. I'm getting there. ~TracyK

NL

Boards Post

TracyK replied to the Saul's Investing Discussions board. 11:51 AM

Re: TracyK's portfolio YTD through 10/31/201

Yes, Volfan84 - that is correct. I wish I had been like my dad...I suggested he buy, and he made the purchase at $17 per share. I didn't follow my own advice!

Tue Nov 7

NL

Boards Post

TracyK posted to the Saul's Investing Discussions board. 11:42 AM

TracyK's portfolio YTD through 10/31/2017

Now that we've returned to Standard Time, I want to share my portfolio's results through October.

My portfolio's results through October: +33.4%

Top holding - percentage growth:
NVDA (Nividia) 104%
SHOP [more]

Mon Nov 6

NL

Boards Post

TracyK replied to the Saul's Investing Discussions board. 10:05 PM

Re: Skyworks Reports 2017 Q4 Earnings

I know others have done better, but my SWKS portfolio is up 24% YTD.

TracyK

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Boards Stats & Trivia

Two stars, 250 posts Old School Fool Motley Fool One Everlasting Fool
Board Posts 298
Recs Received 559
People who have rec'd these posts 284
Recs to Posts Ratio (last 30 days) 3.00
Threads Started 35
Threads Started Percentage 11.74 %
Most Frequent Board Saul's Investing Discussions
Very First Post Re: Molly Ivans (2/1/2007)
Percentage of Posts Rec'd 49.66 %
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