TracyK’s Activity

Wed Sep 12

NL

Boards Post

TracyK replied to the New Paradigm Investing board. 8:46 AM

Re: Teladoc

YTD, TDOC is my fifth best performer, trailing TTD (Trade Desk), SQ (Square), CRSP (Crispr), and AYX (Alteryx).

NL

Boards Post

TracyK replied to the Saul's Investing Discussions board. 8:07 AM

Re: TracyK's portfolio through August, 2018

Wow, Saul - thank you! And you're right - if I keep cash ($$) out of the results - the picture becomes clearer. In fact...I began Phase One yesterday. I added to my highest conviction stocks, and sold ATVI and EPAM. Next step: I'm trimming [more]

NL

Boards Post

TracyK replied to the Saul's Investing Discussions board. 7:49 AM

Re: Nutanix Announces $20M Deal with DOD

Plus, it would be a great reference account. "Perhaps you didn't know, but we have the DOD as a client...."

Tue Sep 11

NL

Boards Post

TracyK posted to the Saul's Investing Discussions board. 12:17 PM

TracyK's portfolio through August, 2018

Hello fellow investing community members,
Here are my results through August. I agree with Saul and others - what an insane month!

YTD, my portfolio is up 49%
S&P = +8.5%
NASDAQ (.ixic) = +17.5%
Russell 2000 (iwm) = [more]

NL

Boards Post

TracyK replied to the Saul's Investing Discussions board. 12:13 PM

Re: 2 Fool Articles on SaaS stocks

On one of the Motley Fool podcasts - they discussed Axon Enterprise (AAXN). They have a monthly recurring revenue model because they store the video produced from the body cameras. Law enforcement is their largest industry vertical.

Mon Sep 10

NL

Boards Post

TracyK replied to the Saul's Investing Discussions board. 10:48 AM

Re: GauchoChris 8/24/18 portfolio update

GauchoChris,
Thank you for posting your portfolio. I find it helpful to read the approximately 10 community board members that post their portfolio/results because it helps me to better articulate (for myself) why I own what I own.

I saw [more]

Fri Aug 10

NL

Boards Post

TracyK replied to the Saul's Investing Discussions board. 9:10 AM

Re: TracyK's portfolio through July, 2018

Saul, I thought more about your question of Netflix and minnows. At one time, NFLX was one of my minnows. I think my original investment was $4,500. I basically ignored the stock for the first 8 years I owned it (purchased in 2007). As I began to [more]

Wed Aug 8

NL

Boards Post

TracyK replied to the Saul's Investing Discussions board. 4:14 PM

Re: TracyK's portfolio through July, 2018

Thank you, Saul. You're right to question... May I call myself a human? I have reduced my exposure to NFLX twice this year. Let me wrap my head around why I am where I am at this point. "know thyself."

NL

Boards Post

TracyK replied to the Saul's Investing Discussions board. 4:11 PM

Re: TracyK's portfolio through July, 2018

You're right, iSquirrel, and that's what I enjoy about others posting their results. Will you do the same?

Tue Aug 7

NL

Boards Post

TracyK posted to the Saul's Investing Discussions board. 10:19 AM

TracyK's portfolio through July, 2018

Hello fellow investing community members,

Here are my results through July:

Tracy’s portfolio is up 31.4%
S&P = +5.3%
NASDAQ (.ixic) = +11.1%
Russell 2000 (iwm) = +8.8%

Top ten stocks - % growth:
CRSP [more]

Tue Jul 31

NL

Boards Post

TracyK replied to the Saul's Investing Discussions board. 2:44 PM

Re: GRUB stock up 24% with Q2 results

On one of TMF podcasts they mentioned "DAG."
Daily Average Grubs is a metric that GrubHub measures (it's up if I'm recalling correctly - 70%).

~TracyK

Thu Jul 5

NL

Boards Post

TracyK replied to the Saul's Investing Discussions board. 11:34 AM

Re: TracyK's portfolio through June, 2018

Hey Nilvest,
I enjoy listening the various TMF podcasts, and they talked about Teledoc in one of the episodes. Simply put - I liked what I heard. I can't see a hospital developing their own solution that would compete; I have to think they [more]

Wed Jul 4

NL

Boards Post

TracyK posted to the Saul's Investing Discussions board. 7:21 AM

TracyK's portfolio through June, 2018

Hello fellow investing warriors,

Here are my results through June:
Tracy’s portfolio is up 36.7%
S&P = +1.7%
NASDAQ (.ixic) = +8.8%
Russell 2000 (iwm) = +6.6%

Top ten stocks - % growth:
CRSP (CRISPR [more]

Wed Jun 20

NL

Boards Post

TracyK replied to the Saul's Investing Discussions board. 10:34 AM

Re: NKTR: A Story Stock still being told

Interesting thought on TSLA...on one of TMF podcasts, one of their analysts thought that Elon Musk should take TSLA private in order to give him space to run the company without constant quarterly/analysts expectations.

NL

Boards Post

TracyK posted to the Saul's Investing Discussions board. 10:14 AM

TMF podcasts: APPF, SSTI, and CBLK

I listened to two of The Motley Fool podcasts yesterday: Motley Fool Money and Market Foolery. They mentioned three stocks that I thought sounded interesting. Here is a brief summary:

AppFolio (APPF) was founded in 2006 and offers [more]

Wed Jun 13

NL

Boards Post

TracyK replied to the Saul's Investing Discussions board. 1:53 PM

Re: TracyK's portfolio performance through M

Great question, Saul. And you're right. I have a lot of what Bear describes as "lead weight."

This sort of investing is new to me, and it's taking me awhile to let go of my stalwarts. I've said bye-bye to a handful; I [more]

NL

Boards Post

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

Re: TracyK's portfolio performance through M

Thanks, Ant! I sold OLED for a couple of reasons: (1) I have ~50 stocks; I'm looking to condense where I can. (2) Stock price has dropped nearly 50% my from initial purchase.

NL

Boards Post

TracyK replied to the Saul's Investing Discussions board. 1:38 PM

Re: Selling

What a great question, Bear! As of this moment - NFLX is up $16.25. I did put in a limit order to sell just a bit. If the order was to go through...I would consider WIX, MU, and TWLO. I still haven't found a way to do follow up investments in [more]

Tue Jun 12

NL

Boards Post

TracyK posted to the Saul's Investing Discussions board. 3:17 PM

TracyK's portfolio performance through May 2018

Hello to my fellow investing warriors,

Here are my results through May:
Tracy’s portfolio = +26%
S&P = +1.2%
NASDAQ (.ixic) = +7.8%
Russell 2000 (iwm) = +6.8%

Top ten stocks - % growth:
CRSP (CRISPR [more]

NL

Boards Post

TracyK replied to the Saul's Investing Discussions board. 3:03 PM

Re: Selling

Man oh man, Bear - you're preaching to one side of my brain. My NFLX position has grown to nearly 30% of my portfolio. My brain is battling it out. I did sell some last year, but the growth this year has been nuts. If that baby falls - I'll [more]

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Boards Stats & Trivia

Two stars, 250 posts Old School Fool Motley Fool One Everlasting Fool
Board Posts 354
Recs Received 902
People who have rec'd these posts 361
Recs to Posts Ratio (last 30 days) N/A
Threads Started 50
Threads Started Percentage 14.12 %
Most Frequent Board Saul's Investing Discussions
Very First Post Re: Molly Ivans (2/1/2007)
Percentage of Posts Rec'd 53.11 %
Show TracyK’s 10 Latest Posts