anthonyms’ Activity

Yesterday

Stock Advisor Boards Post

anthonyms replied to the Stock Advisor boards. 8:34 PM

NL

Boards Post

anthonyms replied to the The BMW Method board. 8:26 PM

Re: What ails SAM?

I know that local brewers here in Raleigh have much snob appeal

You should try Asheville then!

Ant

NL

Boards Post

anthonyms replied to the Saul's Investing Discussions board. 8:18 PM

Re: Paycom Results

Yeh I thought these looked really good.

I'm struggling though with the sequentially drastically lower Q2 guided numbers - maybe payroll service revenues is very seasonal with end of year bonus processing and tax accounting in Q1 not present [more]

NL

Boards Post

anthonyms posted to the Saul's Investing Discussions board. 8:10 PM

GrubHub Q1 results

The Q1 results are out with revenues growth of 27% and EPS up 15%...
http://seekingalpha.com/pr/16474211-grubhub-reports-record-f...

Which [more]

Mon May 2

NL

Boards Post

anthonyms replied to the Saul's Investing Discussions board. 10:04 AM

Re: CEVA - for those in AMBA, AIOCF, SWKS, MBLY

...and here's the Q2 guidance.
In the second quarter Ceva expects revenue of $16.5-$17.5 million, up 24-31 percent from a year ago, with adjusted EPS of 17-19 cents, up from 6 cents a year earlier. Analysts are forecasting revenue of $15.9 [more]

NL

Boards Post

anthonyms replied to the Saul's Investing Discussions board. 8:14 AM

Re: CEVA - for those in AMBA, AIOCF, SWKS, MBLY

FYI Rolling quarterly EPS have been: 16 Q1 17 15 Q4 17 15 Q3 22 15 Q2 6 15 Q1 8 14 Q4 8 14 Q3 12 14 Q2 0 14 Q1 16 They are forecasting a YoY ramp up in the second half of 2016 so the Q4/Q1 flat line is expected to bend up. Ant

NL

Boards Post

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

Re: CEVA - for those in AMBA, AIOCF, SWKS, MBLY

Guys

I raised this stock on the board a while back. Well their latest results are out and are a beat on revenues and earnings and the traction continues. I'm still wondering how long they can ride the LTE wave before whatever next replaces [more]

Stock Advisor Boards Post

anthonyms posted to the Stock Advisor boards. 6:23 AM

NL

Boards Post

anthonyms replied to the The BMW Method board. 12:53 AM

Re: What ails SAM?

That's an interesting one Denny! Beer sounds good and hadn't realized SAM had been growing so fast!

NL

Boards Post

anthonyms posted to the Technical Trader's Sanctuary board. 12:46 AM

Trading challenge on fool.co.uk

Hi Quillnpenn

If you haven't come across it you might want to check out this board over in the UK. I'm sure you swing trading strategy could offer an interesting mix to the contest going.

[more]

Fri Apr 29

NL

Boards Post

anthonyms replied to the Saul's Investing Discussions board. 11:43 PM

Re: Skyworks Conf Call

Hi Commoncents33

Let me try to re-gather all the comments from the thread to save a gzillion posts in different directions...

Moreover, one relatively weak quarter after doubling eps over the past two years, and a quarter which [more]

NL

Boards Post

anthonyms replied to the Saul's Investing Discussions board. 9:44 PM

Re: Skyworks Conf Call

Agree AJ - there is some good stuff here. It isn't all bad at all but I just don't think it looks great. If the stock hadn't crashed I probably would have sold out today.

The fact is we are in this stock for growth - top and bottom line. If [more]

NL

Boards Post

anthonyms replied to the Saul's Investing Discussions board. 9:31 PM

Re: Skyworks Conf Call

We have been listening to continuously positive noises for a long time on these conf calls but..

"But EPS slipped to single-digit growth for the first time in 13 quarters, rising 9% year over year. Sales rose 2%, in the single-digit [more]

NL

Boards Post

anthonyms posted to the Saul's Investing Discussions board. 9:14 PM

LogMeIn (LOGM) Q1 results beat & raise

For those of you who had an interest in this, they just produced stellar results and guidance. Now that is a positive conf call!

[more]

NL

Boards Post

anthonyms replied to the Saul's Investing Discussions board. 8:54 PM

Re: Skyworks Conf Call

That's interesting Saul.
I was actually not that impressed with the results and the call. To me they hid behind qualitative macro trend descriptions and techno mumbo jumbo. I have seen this so many times before with tech companies describing the [more]

NL

Boards Post

anthonyms replied to the Saul's Investing Discussions board. 8:41 PM

Re: Skyworks Conf Call

As they do so, there will be huge demand for appropriately-capable phones (though not necessarily Apple), which will add tremendously to TAM their, just as it did in China. I can't imagine the same won't eventually be true in other emerging [more]

Thu Apr 28

NL

Boards Post

anthonyms posted to the Saul's Investing Discussions board. 11:47 PM

LinkedIn - a Saul like stock

Just a quick one and I wanted to post this last week which would have been much better timing. After their monster fall last Q but still with a rock solid platform business LinkedIn is 1) still growing above 20% 2) Non-GAAP earnings are positive and [more]

NL

Boards Post

anthonyms replied to the Value Hounds board. 7:09 PM

Re: Low multiple investing

To be honest I've only heard of one of those being a Brit - Clarks. Frankly and I whilst I have never thought of Clarks as formal shoes, Skechers make Clarks look like Churches by comparison - doing a quick search Bass is the same. Deckers - I can't [more]

NL

Boards Post

anthonyms replied to the Saul's Investing Discussions board. 6:50 PM

Re: SWKS Reports 2016 Q2 Earnings

So revenue growth is stalling to zero and going negative next quarter as is EPS - this is a very fast come down from a 30% growth clip in about 2 quarters. I've never quite held the same de facto confidence in this company as others but I've got to [more]

Wed Apr 27

Stock Advisor Boards Post

anthonyms replied to the Stock Advisor boards. 12:39 PM

Show More Activity ...

CAPS Stats & Trivia

CAPS Player Rating < 20
Player Rank 0 out of 74851
Score 0.00
Score Change Today 0
Accuracy 0.00%
Active Picks 0
Total Picks 0
Best Pick ( 0)
Worst Pick ( 0)
Average Score per Pick 0.00
Charms Earned 0
Highest Rated Favorite No Favorites Selected
Go to anthonyms’ CAPS page

Boards Stats & Trivia

Big red star, 1000 posts
Board Posts 1836
Recs Received 2433
People who have rec'd these posts 601
Recs to Posts Ratio (last 30 days) 5.70
Threads Started 187
Threads Started Percentage 10.19 %
Most Frequent Board Saul's Investing Discussions
Very First Post CREE & an Asia Pacific perspective (8/26/2010)
Percentage of Posts Rec'd 48.53 %
Show anthonyms’ 10 Latest Posts