anthonyms’ Activity

Today

NL

Boards Post

anthonyms replied to the Value Hounds board. 2:07 AM

Re: ARM(H) - value or value trap

Fully concur Denny - same hopes and fears.

The smart phone stagnation is real - although ARM is still penetrating more Smart phone and feature phone revenue opportunities with more advanced chips and more cores/phone.

The compares [more]

Yesterday

NL

Boards Post

anthonyms posted to the Value Hounds board. 10:21 PM

ARM(H) - value or value trap

On the one hand ARM and ARMH dipped back toward value levels last week...
http://invest.kleinnet.com/bmw1/stats16/ARMH.html

On the other hand the analysts are re-rating the [more]

Stock Advisor Boards Post

anthonyms replied to the Stock Advisor boards. 9:34 PM

NL

Boards Post

anthonyms posted to the New Paradigm Investing board. 9:28 PM

Interesting NPI style article

http://ophirgottlieb.tumblr.com/post/139190524024/the-secret...

Highlights focus on:
Cyber security
IOT
Self driving [more]

NL

Boards Post

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

LOGM Q4'15 Results

Guys

LogMeIn has just announced their year end results. They look good and seem better than feared. Revenues and earnings actually accelerated in Q4.

Q4'15:
•Revenue was $76.1 million, up 27% compared with the fourth quarter of [more]

Thu Feb 11

NL

Boards Post

anthonyms replied to the Saul's Investing Discussions board. 6:59 AM

Re: CRTO Euros to Dollars

Hi AJ - I think the results speak for themselves.

My only other perspectives amount to:
1) There is a lot of discussion around ad blockers that clearly affect investor sentiment
2) Criteo are THE global gorilla in this space. They [more]

Wed Feb 10

NL

Boards Post

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

Re: CRTO

Net income for the fourth quarter 2015 increased 101% year-over-year to €35 million.

Net income for fiscal year 2015 increased 60% year-over-year to €57 million.

Adjusted EBITDA for the fourth quarter 2015 increased 53% [more]

NL

Boards Post

anthonyms replied to the Saul's Investing Discussions board. 8:51 AM

Re: CRTO

Yep I thought the results were awesome.
Ant

NL

Boards Post

anthonyms replied to the Saul's Investing Discussions board. 12:38 AM

Re: Paycom Reports

Yeh I saw that. The SP has been hit unduly hard when the business is still in overdrive.
Good luck to all holders.
Ant

Tue Feb 9

NL

Boards Post

anthonyms replied to the Falling Knives board. 8:06 AM

Re: BABA

I'm keeping a close watch on this one. Agree it has huge potential.
Ant

Mon Feb 8

Stock Advisor Boards Post

anthonyms replied to the Stock Advisor boards. 12:25 PM

NL

Boards Post

anthonyms replied to the Saul's Investing Discussions board. 8:40 AM

Re: ARCAM order count 2015

The conf call is/was available at these points...

[more]

NL

Boards Post

anthonyms replied to the Saul's Investing Discussions board. 4:39 AM

Re: ARCAM order count 2015

Ok final wrap for the year (2015). Q4 order intake, year end order book and Q4 + 2015 full year results...

Overall order intake (58 for 2015) beat my aspirations of 1 unit per week for the full year. ARCAM even managed to improve its Q4 [more]

Sun Feb 7

NL

Boards Post

anthonyms posted to the Saul's Investing Discussions board. 11:04 PM

Enphase vs SolarEdge

For those of you who are still wondering about this one. This article was quite interesting...
[more]

Fri Feb 5

Stock Advisor Boards Post

anthonyms replied to the Stock Advisor boards. 9:20 PM

Thu Feb 4

NL

Boards Post

anthonyms replied to the Wave Systems Corporation board. 12:13 PM

Re: Chapter 7

yep that!

Wed Feb 3

Stock Advisor Boards Post

anthonyms replied to the Stock Advisor boards. 7:44 PM

Tue Feb 2

NL

Boards Post

anthonyms replied to the Saul's Investing Discussions board. 5:09 PM

Re: Today is the day to buy TWTR

No, but seriously, if Twitter is not a good buy today, I really want to understand why

Try 3 reasons....

1) It is loss making - there is no 1YPEG as there are no profits let alone rising profits at a good price. So definitely [more]

NL

Boards Post

anthonyms replied to the Wave Systems Corporation board. 12:27 AM

Re: Chapter 7

I'm shocked!

Stock Advisor Boards Post

anthonyms replied to the Stock Advisor boards. 12:05 AM

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Boards Stats & Trivia

Big red star, 1000 posts
Board Posts 1707
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Most Frequent Board New Paradigm Investing
Very First Post CREE & an Asia Pacific perspective (8/26/2010)
Percentage of Posts Rec'd 48.04 %
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