anthonyms’ Activity

Yesterday

Stock Advisor Boards Post

anthonyms replied to the Stock Advisor boards. 3:55 AM

Thu Apr 23

Tue Apr 21

NL

Boards Post

anthonyms posted to the Saul's Investing Discussions board. 9:58 AM

Arcam Q1 results

70% sales growth (30% organic). 10 system orders (almost 1 per week).
http://finance.yahoo.com/news/arcam-interim-report-january-m...
Ant

Fri Apr 17

Stock Advisor Boards Post

anthonyms replied to the Stock Advisor boards. 7:41 PM

Wed Apr 15

Stock Advisor Boards Post

anthonyms replied to the Stock Advisor boards. 8:02 PM

Tue Apr 14

Stock Advisor Boards Post

anthonyms posted to the Stock Advisor boards. 7:25 AM

Mon Apr 13

NL

Boards Post

anthonyms replied to the Kandi Technolgies Group, Inc. board. 11:23 PM

Re: JV to go public in China

Denny - I would see this as a value creation event. Stock markets in China and HK are surging right now and if they can use that investor appetite to revalue the stock via the JV I wouldn't worry about the dilution. The pie will be so much bigger. In [more]

NL

Boards Post

anthonyms posted to the Value Hounds board. 11:07 PM

AIG Breakout? (Denny et al)

Looks like along with GE, AIG has broken out of its narrow trading range (50-56) of the last year. Apart from one weird price action spiking up to 61 ~4 years ago, there is blue sky above us from the charts point of view. Certainly from a valuation [more]

Fri Apr 10

NL

Boards Post

anthonyms replied to the Avigilon Corporation board. 6:46 PM

Re: AIOCF

Canadian.

Fri Apr 3

NL

Boards Post

anthonyms replied to the Saul's Investing Discussions board. 9:21 PM

Re: swks

I'm not wanting to be a Debbie downer on SWKS (I haven't sold my position and hope for more gains) but... I have heard this argument before most notably in my own industry in Pharma...
<1>Along with this, we're seeing a dramatic increase in [more]

Stock Advisor Boards Post

anthonyms replied to the Stock Advisor boards. 8:40 AM

NL

Boards Post

anthonyms replied to the Saul's Investing Discussions board. 8:31 AM

Re: swks

This is what worries me about Skyworks...

If Samsung can do this to QCOM they and Apple can do the same to Skyworks...

[more]

Sun Mar 29

NL

Boards Post

anthonyms replied to the Saul's Investing Discussions board. 6:20 PM

Re: Would you do what they do?

Touche.

Stock Advisor Boards Post

anthonyms replied to the Stock Advisor boards. 7:26 AM

Stock Advisor Boards Post

anthonyms replied to the Stock Advisor boards. 12:01 AM

Fri Mar 27

NL

Boards Post

anthonyms replied to the Saul's Investing Discussions board. 3:58 PM

Re: swks

SWKS is one stock I really like but I cannot treat as a LTBH / buy and forget type investment. Whilst I completely agree with Chris on the current valuation front with his post ( [more]

NL

Boards Post

anthonyms replied to the Saul's Investing Discussions board. 3:38 PM

Re: GPRO and Damodaran's analysis

True cautiousone. Another fact I did learn about GPRO is that their broadcast content channel is really sticky - it has something like 25mins of average viewing time per user visit. That definitely gives it a plus on the engagement front.
Ant

NL

Boards Post

anthonyms replied to the Saul's Investing Discussions board. 9:20 AM

Re: GPRO and Damodaran's analysis

As a final addendum to my above post and this thread, I did learn one thing more about GoPro which sounded way cool of not enough to shift my investing mentality. Apparently if you put 2 GoPro's back to front you get your 360 degree perspective. Even [more]

Tue Mar 24

NL

Boards Post

anthonyms replied to the Saul's Investing Discussions board. 9:32 AM

Re: GPRO and Damodaran's analysis

3 thoughts on this one guys...

1) I am currently diving in Layang Layang off Borneo Malaysia in a real pro resort. Apart from me - absolutely everyone has a GoPro camera

2) Go Pro are not on my list. I cannot see the repeat business [more]

Thu Mar 19

NL

Boards Post

anthonyms replied to the New Paradigm Investing board. 10:48 PM

Re: Arcam AB (AMAVF) getting whacked

Yep - strong dollar is hurting business and business valuations hard. I have seen messages in the last month from finance functions that I have not seen in 20 years in the work place.
A

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Big red star, 1000 posts
Board Posts 1198
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Recs to Posts Ratio (last 30 days) 2.90
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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 45.41 %
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