brittlerock’s Activity

Thu May 19

NL

Boards Post

brittlerock replied to the Saul's Investing Discussions board. 2:41 PM

Re: INFN vs ACIA

Kevin,
Thanks for the very readable and easily understood reply. You may think this was clear from the S-1, but it was not nearly so clear as you have made it. I appreciate the input. I hope others read your reply as well.

NL

Boards Post

brittlerock replied to the Saul's Investing Discussions board. 12:22 PM

Re: Thinking about p/e contraction SWKS, LGIH, S

Monkey,
I do not recall exactly where I read it (may have been a Flipboard article) iPhone7 will have all glass face with no home button. Apple has entered patents for fingerprint reading technology through the glass (actually, three different [more]

Wed May 18

NL

Boards Post

brittlerock replied to the Saul's Investing Discussions board. 7:41 PM

Re: Thinking about p/e contraction SWKS, LGIH, SKX

Monkey,
First thought I have is that commercial bananas are parthenocarpic, i.e., they do not produce viable seeds. They are propagated via root transplants. In case you weren't aware, the current primary banana hybrid (Cavendish) is under threat [more]

Tue May 17

NL

Boards Post

brittlerock posted to the Saul's Investing Discussions board. 11:35 AM

INFN vs ACIA

Acacia (ACIA) is an optical network equipment provider which recently held its IPO. They provide equipment for long-haul, metro and DCI markets.

Saul recently closed his position with INFN and gave a lengthy rational for his action. There [more]

Wed May 11

NL

Boards Post

brittlerock replied to the Saul's Investing Discussions board. 8:39 AM

Re: On comfort

Too strange . . . I too migrated from New Balance to Skechers. The shift on footwear preference due to comfort is clear. I'm not a statistician so my guess is that the sample size is too small to arrive at a meaningful conclusion - but it's still a [more]

Sat Apr 30

NL

Boards Post

brittlerock replied to the Saul's Investing Discussions board. 10:47 AM

Re: BOFI: A new look and reassessment

I too have been sort of following BOFI just out of curiosity. This is very rare for me, generally when I sell out a position, I don't continue to pay attention to the company - it's a time management thing (something I do badly to begin with), [more]

NL

Boards Post

brittlerock replied to the Saul's Investing Discussions board. 10:09 AM

Re: Facebook "crisis"

No other social media site has ever come close to the amount of users or level of user engagement that Facebook currently possesses.

It's interesting how comments of this sort are made without taking a world-wide perspective. FB was [more]

NL

Boards Post

brittlerock replied to the Saul's Investing Discussions board. 9:31 AM

Re: LCI - Lannett

I looked at LCI a while ago and gave it a pass. Several of their generics are in the schedule 1 controlled drug class (opioid analgesics). The heat is getting turned up way high on these drugs. I don't anticipate that the spigot will get shut off, [more]

Fri Apr 29

NL

Boards Post

brittlerock replied to the Saul's Investing Discussions board. 1:59 PM

Re: GBX

The "Truck Train" is an interesting concept, and no doubt some form of it will be implemented. But there is a major sticking point. Pavement represents a shared roadway. There will still be human driven autos and individual human driven [more]

NL

Boards Post

brittlerock replied to the Saul's Investing Discussions board. 1:37 PM

Re: GBX

Andy,
Trains are currently driven by electric motors. The diesel engine turns a generator which supplies electrical energy to the motor which drives the train.

Sun Apr 17

NL

Boards Post

brittlerock replied to the Saul's Investing Discussions board. 9:13 PM

Re: CYBR

Sorry, not terribly impressed with DoD putting a foreign product on the approved products list. This happens frequently and specially so with Israeli products.

Cyber security is a tough game. It takes but one hacker to find the soft spot in [more]

NL

Boards Post

brittlerock replied to the Saul's Investing Discussions board. 8:59 PM

Re: Why I have a position in AMZN?

Retired from major aerospace firm headquarters used to be Seattle, now Chicago. I was in IT for 30 years. Went to happy hour with some former colleagues last Thursday. Spoke with the chief cloud architect. The company has pretty much given up on [more]

Tue Apr 5

NL

Boards Post

brittlerock replied to the Saul's Investing Discussions board. 3:49 PM

Re: Thoughts On Portfolio Management and Selling

Saul (and others reading this thread) - - -

They are both in China, which makes you a little uneasy (as well it should in a country where the government can totally change Internet rules tomorrow if they get the urge).
You think that
[more]

Mon Apr 4

NL

Boards Post

brittlerock replied to the Saul's Investing Discussions board. 9:55 PM

Re: Patriot National Inc (PN) High Insider Tradi

That the CIO took the time to write it about herself didn't really bother me. It was short enough that she could've written it while sitting on the toilet.

Even so, two things about it bothered me. First, it's poorly written. If you're [more]

Mon Mar 21

NL

Boards Post

brittlerock replied to the Saul's Investing Discussions board. 11:31 PM

Re: Skx and IBD

The article may have been written by a machine.

Wow! That's a scary thought if you think on the implications.

So one machine scans available data and infers meaning (that is, abstracts information based on some algorithms). [more]

NL

Boards Post

brittlerock replied to the Saul's Investing Discussions board. 8:43 AM

Re: SWKS

I don't care who are, $100M is not spare change.

Sun Mar 20

NL

Boards Post

brittlerock replied to the Saul's Investing Discussions board. 10:52 AM

Re: Staying Fully Invested

Dude, I'm in awe at your number-juggling. It would not even have occurred to me to examine what happens to an investment by missing the biggest day of the year, let alone executing it over a 15 year time span.

But, I kinda knew it was best [more]

Sat Mar 19

NL

Boards Post

brittlerock replied to the Saul's Investing Discussions board. 8:44 PM

Re: You want to buy Gold????

Jim,
I beg to differ. True, some very, very few actors make a lot of money, but the vast majority struggle and often hold a menial second job just to eat regularly.

Far more consistently overpaid are fund managers who make a huge amount [more]

NL

Boards Post

brittlerock replied to the Saul's Investing Discussions board. 8:37 PM

Re: You want to buy Gold????

Warren Buffet is not a gold bug. I paraphrase from him:

"Gold bullion and coin make no sense as an investment because it holds no potential for added value, it is pure price speculation. First you pay someone to dig it out of the [more]

Fri Mar 18

NL

Boards Post

brittlerock replied to the Saul's Investing Discussions board. 5:57 AM

Re: Question on Preferred Stock Screener

BTW - Can't edit a post, so this is an addendum. Kevin built the spreadsheet, and you can link to it from any unthreaded post by poking the button labeled 1YPEG on the upper right side.

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