brittlerock’s Activity

Fri Aug 28

NL

Boards Post

brittlerock replied to the Saul's Investing Discussions board. 10:18 AM

Re: SCTY and SEDG, The future of tax credits?

I have strong political opinions. I expressed them once (maybe twice) on this board. I know there are people who are "regulars" on this board who hold different opinions from mine, yet we avoid arguments by refraining from posting political [more]

NL

Boards Post

brittlerock replied to the Saul's Investing Discussions board. 9:48 AM

Re: BOFI a very red flag?

Yeah Maria, I read the same article. Of course it's a short attack, and yes, it's published by SA, an organization with an editorial policy of "is it written in reasonably passable English?"

Yet, it is disturbing. There might be [more]

NL

Boards Post

brittlerock replied to the Saul's Investing Discussions board. 9:34 AM

Re: Mia Culpa

Dagnabit Kris - I s'pose there might have been just a wee bit o' sarcasm in my post.

Maybe (now I'm not actually admitting to an untruth here), just maybe there were other forces at work that compounded and contributed to the market [more]

Thu Aug 27

NL

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brittlerock replied to the Saul's Investing Discussions board. 1:50 PM

Re: Mia Culpa

Tiptree,
Are you sure? I was sure I caused this recent debacle. Slide after I buy is so predictable I've tried to outsmart myself by postponing the purchase. Doesn't work. The stuff I was going to buy then rises, until I place an order, it then [more]

NL

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brittlerock posted to the Saul's Investing Discussions board. 10:22 AM

Mia Culpa

OK - it's time for me to come clean. I was too embarrassed to admit it earlier, but now, with things apparently on the mend, I've decided to tell the truth. Here's the real story behind the recent market melt-down. First off, the Chinese had [more]

Wed Aug 26

NL

Boards Post

brittlerock replied to the Saul's Investing Discussions board. 1:54 PM

Re: Chinese Stock Market joke from the BBC

Thanks for the levity (imagine Bob Hope singing this)

I've mentioned more than once that I have some first-hand knowledge about the Chinese - Nothing official or scholarly, I've simply spent a lot of time there and my wife is [more]

NL

Boards Post

brittlerock replied to the Saul's Investing Discussions board. 1:54 AM

Re: Smells like a Dead Cat bounce

Don't be discouraged, remember cats have nine lives

Tue Aug 18

NL

Boards Post

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

Re: BOFI: Great Discussion on Low CEO Ratings

From my own personal experience, I think C level management, especially the CEO is critically important to the functioning of the enterprise. I am very disturbed with the following Glassdoor reviews:

Disrepectful to employees - Harassment [more]

Mon Aug 17

NL

Boards Post

brittlerock replied to the Saul's Investing Discussions board. 10:53 AM

Re: Changing Thinking & Asset Allocation

The big difference now is China is starting to panic.

Don't believe everything you read, especially when it comes to things written about China in the Western press.

I live in China about 25% of the time. I am not fluent in [more]

Thu Aug 13

NL

Boards Post

brittlerock replied to the Saul's Investing Discussions board. 7:48 PM

Re: Skyworks Expands Filter Operations in Japan

405,000 square foot facility in Osaka that will house the design, development and manufacture of filter devices

I don't know if you picked up on this. They are putting design engineers (the "what" to build people), [more]

Wed Aug 12

NL

Boards Post

brittlerock replied to the Saul's Investing Discussions board. 5:20 PM

Re: Solar Edge (SEDG) earnings out

Press release Here: http://seekingalpha.com/pr/14394626-solaredge-announces-fisc...

Non-GAAP 4Q15 (June 30) EPS [more]

Mon Aug 10

NL

Boards Post

brittlerock posted to the Saul's Investing Discussions board. 8:52 AM

Fiduciary Responsibilities of Brokers

This from Seeking Alpha Wall Street Breakfast, Aug 19th:
<The Department of Labor will hold four days of public hearings this week to discuss its proposed fiduciary rule, which is aimed at requiring brokers to put client interests ahead of [more]

Sun Aug 9

NL

Boards Post

brittlerock replied to the Saul's Investing Discussions board. 11:24 AM

Re: CRTO Q2 2015 Notes

Anirban, thanks for the nice summary and analysis of CRTO's 15Q2 financial report and conference call. I would only like to expand on a couple of points, 1) ad-blocking and 2) shareholder expectations.

1) Ad blocking: JB Rudelle, CEO and [more]

Fri Aug 7

NL

Boards Post

brittlerock replied to the Saul's Investing Discussions board. 12:52 PM

Re: On finding new stock candidates

Thank you Saul, yes that helps a lot.

I was in the process of composing a reply to your prior response to my question (in a thread on ABMD). I was sorry I had singled out this particular company as an example because you stated that it was [more]

Wed Aug 5

NL

Boards Post

brittlerock replied to the Saul's Investing Discussions board. 10:17 AM

Re: ABMD results

Saul,
When you first mentioned that you had put a small stake in this company I pulled their financials only to find them nearly incomprehensible. I decided to take a pass at the time because I couldn't understand why any company would [more]

Mon Aug 3

NL

Boards Post

brittlerock replied to the Saul's Investing Discussions board. 8:14 PM

Re: Dang French!

This is new, or at least I've never been notified of it and I've purchased CRTO on 9 separate occasions.

Nevertheless, are you really going to grouse about 0.2%? Frankly, I would like to see a similar thing here as a deterrent to HS traders [more]

Sat Aug 1

NL

Boards Post

brittlerock replied to the Saul's Investing Discussions board. 3:50 PM

Re: 1YPEG: EPS or Raw Earnings Numbers

Saul, Wiseguy . . .

So share buybacks, 1YPEG, just like everything else has a context. If I'm not mistaking (easily could be) Apple borrowed money to fund share purchases. With over $1B cash on the balance sheet why on earth would they do [more]

NL

Boards Post

brittlerock replied to the Saul's Investing Discussions board. 1:47 PM

Re: Here it is! My July portfolio summary!

Andy - I wholeheartedly agree!!

Saul, I've learned so much from you in such a short while. I learn even more with your portfolio reviews - I see it in action.

No one is forcing you to publish a single word. Some folks even give [more]

NL

Boards Post

brittlerock replied to the Saul's Investing Discussions board. 10:43 AM

Re: I don't want to jinx us, but...

Thanks Saul. It's a pleasure to be a member of the community you have built here. I hope occasionally to contribute something worthwhile.

Fri Jul 31

NL

Boards Post

brittlerock replied to the Saul's Investing Discussions board. 2:48 PM

Re: I don't want to jinx us, but...

I had a post of the day? Much to my surprise, how does one access posts of the day? I'm curious to see which bit of my brilliance achieved such a lofty status.

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Boards Stats & Trivia

Two stars, 250 posts Top Recommended Fools
Board Posts 352
Recs Received 1609
People who have rec'd these posts 449
Recs to Posts Ratio (last 30 days) 17.90
Threads Started 29
Threads Started Percentage 8.24 %
Most Frequent Board Saul's Investing Discussions
Very First Post A SN: Phoenix 1 post. (4/1/2012)
Percentage of Posts Rec'd 67.33 %
Show brittlerock’s 10 Latest Posts