anthonyms’ Activity

Fri May 27

NL

Boards Post

anthonyms replied to the Saul's Investing Discussions board. 1:22 AM

Re: Arcam

It seems like they are really delivering the goods right now unless the blizzard of announcements has been a PR strategy to deal with perceived HP disruption. With HP focusing in on Nylon and all of the other new processes offering 10-100x speed [more]

Thu May 26

NL

Boards Post

anthonyms replied to the Deranged Monkey Criticism board. 8:37 AM

Re: Some ideas and my portfolio

4) Virtus Inv partners (VRTS) - multi manager asset manager.
$45B in AUM.
$380M in Cash + seed Investments ($100M being liquidated).
$680M Market Cap
$300M EV
$40M FCF / Adjusted Net Income.

Stock is cheap on AUM
[more]

Wed May 25

NL

Boards Post

anthonyms replied to the Saul's Investing Discussions board. 9:34 AM

Re: For LGIH...

he said that our house, at $285,000 (asking)
Ughh. The deposit on the unit I bought in Singapore was more than that!
You should have posted here - I would have offered 30k over asking!
A
;-)

Tue May 24

Stock Advisor Boards Post

anthonyms replied to the Stock Advisor boards. 6:55 PM

Stock Advisor Boards Post

anthonyms replied to the Stock Advisor boards. 12:42 AM

Sun May 22

NL

Boards Post

anthonyms replied to the Falling Knives board. 4:12 AM

Re: FKA: GILD

Yeh well that was obviously going to happen. Anyone not expecting that was delusional.
Ant

Wed May 18

NL

Boards Post

anthonyms replied to the Deranged Monkey Criticism board. 8:22 PM

Re: NGVC - Natural Grocers

Fully agree Rocky. Also their underlying trading profitability is very good and there is always the possibility of a buy out.
Ant

NL

Boards Post

anthonyms replied to the Saul's Investing Discussions board. 1:22 AM

Re: Autonomous Driving investing - winners & los

Yeh there are plenty of additional players that could be considered for this market, I was restricting my comment on winners and losers to those that were implicated in Mobileye's press release. Given that they have a massive first mover advantage, [more]

Tue May 17

NL

Boards Post

anthonyms replied to the Real Estate Inv. Trusts: REITs board. 7:15 PM

Re: US federal debt is shrinking


April 2015 to April 2016, $631.4B to $440.4B Yes, that is a significant drop.

I might be being thick here but whether this one data point of a drop in borrowing is significant or not, how does this mean national debt is shrinking? - [more]

Stock Advisor Boards Post

anthonyms replied to the Stock Advisor boards. 6:32 PM

NL

Boards Post

anthonyms replied to the New Paradigm Investing board. 6:15 PM

Re: HP 3D printer

Hmm - 25% faster? So much for the 10x improvement. Arcam just raised their speed by 25% with the latest Q20plus release and continually improve 5-10% at a time with over the air updates.

I rate this as disappointing from an HP perspective [more]

NL

Boards Post

anthonyms replied to the Saul's Investing Discussions board. 5:32 AM

Re: Quesion on SWKS

Hi Saul - sorry been busy last few days but meaning to come back to you on this...

Help me with this. How does what you say jibe with quotes like this from Skyworks?
1)
As an example, our overall content on Samsung's
[more]

NL

Boards Post

anthonyms replied to the Arcam AB board. 12:10 AM

Re: Arcam aerospace and more

Here's some more news on deals in the Aero sector this quarter from Arcam...

http://boards.fool.com/arcam-dealflownewsflow-q2-2016-322465...

Ant

Mon May 16

NL

Boards Post

anthonyms posted to the Saul's Investing Discussions board. 1:50 PM

Arcam dealflow/newsflow Q2 2016

It seems like Arcam is either making a significant step forwards in its deal flow or it is redoubling its efforts on the news flow front. In any event it sounds like important progress:-

[more]

Sun May 15

Stock Advisor Boards Post

anthonyms replied to the Stock Advisor boards. 6:42 PM

Sat May 14

Stock Advisor Boards Post

anthonyms replied to the Stock Advisor boards. 8:46 PM

NL

Boards Post

anthonyms replied to the Saul's Investing Discussions board. 7:36 PM

Re: Quesion on SWKS

Very simply, the management has often stated that they sell to EVERY smart phone manufacturer, and are in almost EVERY phone produced by EVERY smartphone manufacturer. I think the issue is not Apple losing market share to android, but what happens [more]

NL

Boards Post

anthonyms replied to the Value Hounds board. 2:15 AM

Re: GWR Car-loads April 2016: down :(

The cocktail was rum, passion fruit juice, sugar and quite a lot of Angostura Bitters. Delicious! I asked him if he had a name for it. "Concorde!" ;)
Yeh Lobo had that cocktail on the list (another name).

I managed to [more]

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Very First Post CREE & an Asia Pacific perspective (8/26/2010)
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