buynholdisdead’s Activity

Today

NL

Boards Post

buynholdisdead replied to the Saul's Investing Discussions board. 12:53 AM

Re: Why I avoid Telecom Equipment Providers

This is a pick that has been pitched to me over and over again. Before investing in any backbone equipment, I recommend you sit down with AT&T's White Paper on Domain 2.0

Hi Qazu,

I suspect you are talking about [more]

Yesterday

Stock Advisor Boards Post

buynholdisdead replied to the Stock Advisor boards. 11:00 PM

Thu May 28

Hidden Gems Boards Post

buynholdisdead replied to the Hidden Gems boards. 8:23 PM

Hidden Gems Boards Post

buynholdisdead posted to the Hidden Gems boards. 8:03 PM

NL

Boards Post

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

Re: some 'maybe' picks

Sw,
Its always great to hear about stocks. Please give your pitch for the companies.

Andy

Wed May 27

Hidden Gems Boards Post

buynholdisdead replied to the Hidden Gems boards. 3:09 PM

NL

Boards Post

buynholdisdead replied to the Saul's Investing Discussions board. 9:28 AM

Re: Infinera - A new position

i should listen to my paranoia,

Bashar,
Just my opinion but I think you are letting your bias get the best of you on this stock. We both know that sooner or later you are going to be right because we have seen what happens to [more]

Tue May 26

Stock Advisor Boards Post

buynholdisdead replied to the Stock Advisor boards. 10:11 PM

Rule Breakers Boards Post

buynholdisdead replied to the Rule Breakers boards. 9:24 PM

Rule Breakers Boards Post

buynholdisdead replied to the Rule Breakers boards. 8:48 PM

NL

Boards Post

buynholdisdead replied to the Saul's Investing Discussions board. 8:31 PM

Re: The case for INFN

Hi Flygal,

I have to say, I have read up on the company but the engineering is beyond me. I just do not have the background. But it is easy enough to keep an eye on revenues and earnings. I hope that they are widely adopted if only to [more]

NL

Boards Post

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

Re: Infinera - A new position

It seems its a play on the cycle of 100gb/s upgrades that are taking place. Are these razorblades? Someone referenced UBNT in that once upgrades are made thats it, the components last along time, the cycle turns. Can not the same be said for INFN [more]

Mon May 25

NL

Boards Post

buynholdisdead replied to the Saul's Investing Discussions board. 1:13 PM

Re: Avigilon Q1 2015

Is that one of the reasons you got out Saul?

Andy

NL

Boards Post

buynholdisdead replied to the Saul's Investing Discussions board. 12:59 PM

Re: Avigilon Q1 2015

I don't know whether that is the case here or not, but companies have been known to announce buybacks with no intention of actually doing them. So I will believe it only when I see it.

True Mauser.

My biggest investment [more]

NL

Boards Post

buynholdisdead replied to the Saul's Investing Discussions board. 12:48 PM

Re: Avigilon Q1 2015

After that, running a big new factory at 10%, 20% or 30% capacity will probably be a money-losing proposition at first, because of the big overhead of the building.

Good point Saul, so if they didn't time this properly this could be [more]

NL

Boards Post

buynholdisdead replied to the Saul's Investing Discussions board. 10:42 AM

Re: Avigilon Q1 2015

Thus, while we have good growth of revenue, their accelerated spending on personnel is leaving EPS growth of only 15%, and a PE at 23 even after the huge fall in price, with a 1YPEG of 1.5. Cash falling and Cash flow negative aren't very [more]

NL

Boards Post

buynholdisdead replied to the Saul's Investing Discussions board. 10:26 AM

Re: Avigilon Q1 2015

Your welcome Saul. I am just enjoying this board and how much I am learning. The 1YPEG went up pretty dramatically so I will not be adding to this. But one thing that just came out is that Avigilon is going to buying back shares because they think it [more]

Stock Advisor Boards Post

buynholdisdead replied to the Stock Advisor boards. 12:51 AM

NL

Boards Post

buynholdisdead posted to the Saul's Investing Discussions board. 12:21 AM

Avigilon Q1 2015

Avigilon Q115 report (All numbers in Canadian Dollars)

I want to thank Seekingalpha.com for the use of their transcripts and Sec.gov for the financials.

OverView [more]

NL

Boards Post

buynholdisdead posted to the Avigilon Corporation board. 12:19 AM

Avigilon Q1 2015

Avigilon Q115 report (All numbers in Canadian Dollars)

I want to thank Seekingalpha.com for the use of their transcripts and Sec.gov for the financials.

OverView [more]

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CAPS Stats & Trivia

CAPS Player Rating 22.68
Player Rank 58180 out of 75243
Score -321.55
Score Change Today +23.77
Accuracy 37.14%
Active Picks 32
Total Picks 35
Best Pick INFN (+273.38)
Worst Pick ALLT (-114.13)
Average Score per Pick -9.19
Charms Earned 5
Highest Rated Favorite XMFYoung
Go to buynholdisdead’s CAPS page

Boards Stats & Trivia

Big red star, 1000 posts Global Fool
Board Posts 3254
Recs Received 5621
People who have rec'd these posts 867
Recs to Posts Ratio (last 30 days) 11.40
Threads Started 439
Threads Started Percentage 13.49 %
Most Frequent Board Saul's Investing Discussions
Very First Post Investing in Foreign Stocks (6/24/2009)
Percentage of Posts Rec'd 52.34 %
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