Winlockdon’s Activity

Wed Dec 13

NL

Boards Post

Winlockdon replied to the Saul's Investing Discussions board. 5:56 PM

Re: Burning calories

Maybe you should just slow down and enjoy the moment. Being first to finish is not always the prize.

NL

Boards Post

Winlockdon replied to the Saul's Investing Discussions board. 2:23 AM

Re: Gambling or not?

Reminds me of Tulip bulbs in Holland in whatever year. Worth more than gold, and then worth less. I don't understand bitcoins, don't want to and will avoid. Seems like it will crash to earth, and I don't fly that kind of airline.

Fri Dec 8

NL

Boards Post

Winlockdon replied to the Saul's Investing Discussions board. 3:33 PM

Re: AppFolio (APPF)

There is. With more apartment buildings being built, and condos built the percentage of people in multi-unit housing is increasing in the country. The ability to review and pay your bill on line is a big draw for both tenants and owners.

NL

Boards Post

Winlockdon replied to the Saul's Investing Discussions board. 1:48 PM

Re: ANET: new product

I have owned ANET since June 2015, so its one of my longest held stocks. Cognex purchased 7/13/13 is the only one I have held longer. ANET is up 150% since I first bought it, and its my second biggest holding at 12.9% of my portfolio. My 3 highest [more]

NL

Boards Post

Winlockdon replied to the Saul's Investing Discussions board. 1:28 PM

Re: New position: NV5 Global (NVEE)

Tracy:

"There are literally hundreds of thousands of engineering companies in the U.S., and I think consolidation will happen in a big way."

Why do you think there will be consolidation in this field? What factors would [more]

Tue Dec 5

NL

Boards Post

Winlockdon replied to the Saul's Investing Discussions board. 7:45 PM

Re: Warning - HUBS targeted by Andrew Left

I think what we learned about Andrew Left is that he can help us make money.

1. Wait until he attacks a stock.
2. Buy a day or two after.
3. Within two weeks the stock is back up.

I like the description of him " a [more]

NL

Boards Post

Winlockdon replied to the Saul's Investing Discussions board. 7:35 PM

Re: Brutal sector rotation

Chris:

I too, have a highly skewed portfolio to tech and watched it get hammered the last week or so. However, I had that type of portfolio most of the year and watched it go over 85% up for the year. I was considering lightening my load on [more]

NL

Boards Post

don952taylor replied to the Saul's Investing Discussions board. 6:36 PM

Re: Researching a new stock...

One more question you should ask.

Since they are a small fish in a pond with big fish, do they have the staying power if the other fish decide this is going to be a big pond and spend Billions of dollars in R&D?

They may have [more]

Fri Dec 1

NL

Boards Post

don952taylor replied to the Saul's Investing Discussions board. 2:07 PM

Re: Bio Tech In a "Saul" Portfolio

Bittlerock:

I too have suffered with chronic pain, caused by both a genetic issue in my upper back and neck, and being in a serious rear end accident 35 years ago where someone hit me driving 35 MPH when I was stopped at a stop [more]

Thu Nov 30

NL

Boards Post

don952taylor replied to the Saul's Investing Discussions board. 12:24 AM

Re: F.W.I.W

Based on my analysis, we only gave back the gains we had just last week. Let's not jump off the bridge just yet.

Wed Nov 29

NL

Boards Post

don952taylor replied to the Saul's Investing Discussions board. 4:08 PM

Re: It’s a Blue Light Special!

Is it "high" or are you "high" on it???

NL

Boards Post

don952taylor replied to the Saul's Investing Discussions board. 4:07 PM

Re: For curious minds, what I've done

I agree. While I saw lots of red ink today, and went back and looked, and the only thing that happened was I gave back the gains I had last week.

Not like we did not expect the market to pause on its meteoric raise.

I would like to [more]

Tue Nov 28

NL

Boards Post

don952taylor replied to the Saul's Investing Discussions board. 6:11 PM

Re: Beating the market

Give a person a fish, and feed him for a day.

Teach a person to fish and feed him for a lifetime.

NL

Boards Post

don952taylor replied to the Saul's Investing Discussions board. 6:04 PM

Re: What have I learned in fifty years.

Could not agree more. When we first got married my wife when asking for things would phrase it, "I'd be happy if we could get (fill in the blank). She stopped because I always ask if she was happy now, and if not, how would (blank) change [more]

Mon Nov 27

NL

Boards Post

don952taylor replied to the Saul's Investing Discussions board. 2:51 PM

Re: A Question Regarding Portfolio Growth

After reading all the board I have to say I mostly agree with Saul. While knowing your total return for the year is useful, if you have different categories of investing, you should calculate your return based on each category. I own 50% of an [more]

NL

Boards Post

don952taylor replied to the Saul's Investing Discussions board. 2:37 PM

Re: A Question Regarding Portfolio Growth

Buy and Win:

I am 65 and will retire in the next couple of months and am up 85.41% as of Friday. I have some real estate holdings in Seattle that I don't add into the numbers.

Sat Nov 25

NL

Boards Post

don952taylor replied to the Saul's Investing Discussions board. 1:18 PM

Re: My portfolio at the end of Nov 2017

Saul:

Its not bragging when you are so transparent, tell everyone what you are looking for in a stock, find the stock and tell us how big a position you own.

Its called reporting the news, and I'm confident if the news was bad, [more]

Fri Nov 24

NL

Boards Post

don952taylor replied to the Saul's Investing Discussions board. 5:32 PM

Re: ALGNing the Moat

DrillerJim

Never is a long time. When it comes to science, I'm not sure always and never are words that should be used. Think about it. At the beginning of the 20th century Henry Ford developed a method of mass producing automobiles. [more]

Fri Nov 17

NL

Boards Post

don952taylor replied to the Saul's Investing Discussions board. 11:42 AM

Re: Redefinition of Blood Preasure = Oportunity

I completely agree, especially about your assessment of insurance companies and the med community. I could go on about why they are taking all of us for a ride, but this blog is about stocks and lets keep it that way.

Bottom line for medical [more]

NL

Boards Post

don952taylor replied to the Saul's Investing Discussions board. 3:00 AM

Re: Redefinition of Blood Preasure = Oportunity

I don't really think this is a game changer. My doctor is on me all the time to bring down my blood pressure. I am 65, exercise regularly, eat lots of fish and vegetables etc. Frankly, I don't see a big change in the numbers, and the meds [more]

Show More Activity ...

CAPS Stats & Trivia

CAPS Player Rating 44.12
Player Rank 39487 out of 70664
Score 84.61
Score Change Today +8.57
Accuracy 38.46%
Active Picks 10
Total Picks 13
Best Pick NFLX (+322.43)
Worst Pick DDD (-139.36)
Average Score per Pick 6.51
Charms Earned 5
Highest Rated Favorite No Favorites Selected
Go to Winlockdon’s CAPS page

Boards Stats & Trivia

One star, 50 posts
Board Posts 51
Recs Received 201
People who have rec'd these posts 122
Recs to Posts Ratio (last 30 days) 6.70
Threads Started 5
Threads Started Percentage 9.80 %
Most Frequent Board Saul's Investing Discussions
Very First Post A SA Investing Philosophy post. (7/18/2017)
Percentage of Posts Rec'd 74.51 %
Show Winlockdon’s 10 Latest Posts