brittlerock’s Activity

Sat Jan 30

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Boards Post

brittlerock replied to the Saul's Investing Discussions board. 3:48 PM

Re: Trader or not trader?

Saul,
The way I interpret your buy/sell activity has nothing to do with "trading" (be it "day" or "short-term" or some other variety). As I see it your market activity can best be explained as asset allocation with [more]

Tue Jan 26

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brittlerock replied to the Saul's Investing Discussions board. 8:52 PM

Re: Thoughts on INBK's Q4 15 and FY2015

I know nothing of BLX, but from what I've read, Panama City is the center of the finance industry for Latin America. Panama has invested heavily in infrastructure, is very business friendly and attracting investment from all over the world. You can [more]

Sat Jan 23

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Boards Post

brittlerock replied to the Saul's Investing Discussions board. 3:56 PM

Re: CRTO advice?

If you subscribe to Stock Advisor there's a current re-recommendation write-up from Tom Gardner's team. I'm not sure what I can share with non-subscribers - I probably have already said too much, so I'll leave it at that.

Thu Jan 21

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Boards Post

brittlerock replied to the Saul's Investing Discussions board. 6:07 PM

Re: Current Market Valuations and Momentum Stock

I don't think Buffet moved to Nebraska - I'm pretty sure he was born and raised in Omaha. He simply refused to move away from his home. BTW, if you've never been there, Omaha is a pretty neat city.

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Boards Post

brittlerock replied to the Saul's Investing Discussions board. 3:14 PM

Re: How far have we dropped?

If one bought anywhere near the the highs, and if they have a high conviction still, it might behoove them to average down otherwise break even is sure a long way away much less a gain.

To average down implies having a source of cash [more]

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brittlerock replied to the Saul's Investing Discussions board. 2:12 PM

Re: Top conviction Saul Stocks?

Mr. Mushroom -
OK, I'll comment. Here's just a wee bit of relevant background. Though it was many years ago, at one time I sold real estate in the Seattle metro area. I am a home owner and a handy-man which adds up to I do almost all of my own [more]

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Boards Post

brittlerock replied to the Saul's Investing Discussions board. 10:49 AM

Re: LET'S QUIT MARKET TIMING AND GET BACK TO STO

Now there's a level-headed, sane and sensible, democratic suggestion.


The idea of having topical boards is not contrary to democratic process.

Let me put it another way. Let's say this board was all about French cuisine [more]

Wed Jan 20

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Boards Post

brittlerock replied to the Saul's Investing Discussions board. 11:40 AM

Re: Why I feel this is about to all blow over

Advocatus -
Try to keep up. The Chinese numbers being made up by bureaucrats started under Mao because that's what they thought he wanted to see.

The practice continued post Mao, but the central government in Beijing began making [more]

Mon Jan 18

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brittlerock replied to the Saul's Investing Discussions board. 3:25 PM

Re: IoT, Mobile, SWKS vs. ARMH

OK - I don't claim to be a genius, but I was an enterprise architect at a company with greater revenues than some country's have GDP. My focus was much higher level than your friend's. I was focused on how the applications of the enterprise [more]

Wed Jan 13

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Boards Post

brittlerock replied to the Saul's Investing Discussions board. 8:19 PM

Re: AMBA nice article on Seeking Alpha

I can't see AMBA being an acquisition target. AMBA had $313M TTM revenue. INTC had $55.2B TTM revenue. AMBA's revenue doesn't even show up on INTC's financial statements.

And chances are if one of the giants bought AMBA a lot of their [more]

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Boards Post

brittlerock replied to the Saul's Investing Discussions board. 7:39 PM

Re: On coin flips, hindsight and lucky calls

TJ,
A company's business model makes a big difference. WPRT could have built the best damn natural gas engines in the world and sold them for cheap (compared to gas or diesel) and still have gone no where (and in fact, maybe they did). But in [more]

Sun Dec 13

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brittlerock replied to the Saul's Investing Discussions board. 10:13 PM

Re: SWKS moat full of alligators?

shukisasson,
I wasn't trying to imply that SWKS had no competitors, I was only trying to highlight one of the barriers to entry (an alligator). Even with designers walking the streets, the ability to actually build these systems is far from [more]

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brittlerock replied to the Saul's Investing Discussions board. 3:42 PM

Re: SWKS moat full of alligators?

Well, this thread wandered completely OT. So I'll interject a thought about the SWKS moat. Note that SWKS is not just a design shop, they also manufacture their chips/systems.

Don't trivialize this, especially when it comes to complex analog [more]

Wed Dec 2

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brittlerock replied to the Saul's Investing Discussions board. 11:29 AM

Re: Skechers (SKX) incredibly good interview

Watched it - The only thing that I found a little unnerving was that it appeared that Greenberg was not wearing Skechers shoes. I hope I'm not right about that, I'm certainly not aware of every shoe they make, but his shoes looked like the standard [more]

Mon Nov 30

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brittlerock replied to the Saul's Investing Discussions board. 5:25 PM

Re: I used to read all the posts on this board

I also agree - there was a time when I read every post, I just don't have the time anymore. I have no systematic way of deciding what to read and what pass. I'm sure I've missed some really worthwhile posts.

I don't want to get too rigorous [more]

Sun Nov 29

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brittlerock replied to the Saul's Investing Discussions board. 1:24 PM

Re: Ambarella (AMBA) mid-quarter review

Citron (I think) made a big issue of video resolution in their short attack. A lot of folks came to believe (as Saul stated in his review) that this constitutes the sole competitive advantage of Ambarella. As competitors gain the ability to reach the [more]

Thu Nov 26

NL

Boards Post

brittlerock replied to the Saul's Investing Discussions board. 12:08 PM

Re: SWKS: cha ching!!

Yes, thankfully this is not part of SWKS business model. I had a lot of misgivings about the merger - I wouldn't second guess Aldrich, but I'm happy to see the discipline they exercised by refusing to get caught up in a bidding war.

As a [more]

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Boards Post

brittlerock replied to the Saul's Investing Discussions board. 11:37 AM

Re: <b>Casey's General Stores (CASY) mid-Q rev

When I bailed out of BOFI, about half the money went to CASY. The other half came out of my taxable account and just held the cash to apply to paying off my mortgage.

So far, I'm happy with this decision.

Don't bother with the [more]

Sun Nov 22

NL

Boards Post

brittlerock replied to the Saul's Investing Discussions board. 8:29 PM

Re: LGI Homes (LGIH) mid-quarter review

Saul,
Do you see a moat of any sort with LGIH? I don't see anything inhibiting another builder from copying their plan. Also, interest rate will rise, probably sooner than later. Will they be able to continue claiming that you can buy as cheaply [more]

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Boards Post

brittlerock replied to the Saul's Investing Discussions board. 2:24 PM

Re: Skyworks (SWKS) mid-quarter review

Ant,
I wish I could remember where I read this. But yes, we know they have competitive advantage because 5G LTE adds another level of complexity. This SWKS moat. Content premium is a given due to added difficulty is design and mfg. Design wins is [more]

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Two stars, 250 posts
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