captainccs’ Activity

Tue Dec 5

NL

Boards Post

captainccs replied to the New Paradigm Investing board. 9:19 PM

Re: What to do about The Trade Desk?

As a foreign investor I have the luxury of no capital gains taxes to worry about. The TTD post set me off to examine the portfolio, looking for cash to possibly add TTD. ROST and NEOG* are well above their average CAGR so maybe ripe for selling. With [more]

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Boards Post

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

Re: Nutanix story

I was actually referring to commensal since, at least according to that Bert article and the other research we have done on the NPI, NTNX is taking from VMWare and yet VMWare is Still growing its revenues as reported in their last earnings [more]

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Boards Post

captainccs replied to the New Paradigm Investing board. 7:40 PM

Re: What to do about The Trade Desk?

I think I'll cash in my winnings on ROST and wait to see what happens. This looks like a good time to have some dry powder.

Denny Schlesinger

NL

Boards Post

captainccs posted to the New Paradigm Investing board. 6:59 PM

What to do about The Trade Desk?

There is a very bullish article about The Trade Desk (TTD) at Seeking Alpha

The Trade Desk: Buy Quality On The Tech Rotation
Dec. 5, 2017 5:43 PM ET| About: The Trade Desk (TTD)
Jeremy Rowe
[more]

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Boards Post

captainccs replied to the Macro Economic Trends and Risks board. 6:38 PM

Re: N. Ireland torpedoed T. May

There is no unified consensus.

I love diversified consensus!

The Captain

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Boards Post

captainccs replied to the Saul's Investing Discussions board. 1:23 PM

Re: Perspective and Price Anchoring

Frank,there's no need to be rude and childish, maybe switch to decaf,you're sounding edgy.

Beware! An itsy bitsy teenie weenie correction and tempers are already fraying...

Denny Schlesinger

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Boards Post

captainccs posted to the Saul's Investing Discussions board. 7:13 AM

Sector rotation

I don't know what started the rotation but notes like this one will only accelerate it.

Tax cuts are halfway priced into the stock market, J.P. Morgan says
By William Watts
Published: Dec 4, 2017 6:54 p.m.
[more]

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Boards Post

captainccs replied to the New Paradigm Investing board. 6:56 AM

Re: Tax bill destroys tech stocks

A different question for you, what was the thinking when you choose your username?

He didn't like "TwoShort"

[more]

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Boards Post

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

Re: what MF services are people using

Noserider aka Prithvi, good question!

When one starts out (I'm not saying you are a newbie), one needs all the help one can get. I'm a reader so I stared buying books about investing. In time I found that most were quite useless. [more]

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Boards Post

captainccs replied to the Saul's Investing Discussions board. 4:28 AM

Re: Biotech and ASH how to play

Given ASH starts in a few days...

Is something burning down or burning up? LOL

What the heck is "ASH?"

Denny Schlesinger

NL

Boards Post

captainccs replied to the Saul's Investing Discussions board. 4:19 AM

Re: Researching a new stock...

ElonFeeNix, the first thing I'd want to know is what the heck is "identity governance" because my starting point is the business model "what the heck do these people do?" Google has the answers.

What’s Changed: [more]

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Boards Post

captainccs replied to the New Paradigm Investing board. 3:48 AM

Re: Tax bill destroys tech stocks

I posted this elsewhere but I think it will be useful here


Subject: The market fell/gained today because...

is...

The ‘most ridiculous’ statement in finance and why investors should ignore it
By
[more]

Mon Dec 4

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Boards Post

captainccs replied to the Saul's Investing Discussions board. 5:00 PM

Re: Awful quiet today

The sector rotation continues, BRK-A up, DJI up to new all time high, S&P 500 steady, NASDAQ down.

MNST and ROST up to new all time highs.

Got hit hard but made no trades. "It ain't over 'till it's [more]

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Boards Post

captainccs replied to the New Paradigm Investing board. 4:25 PM

Re: There goes the wealth effect!

As best as I can see, the sector rotation continues, DJI up, S&P 500 steady, NASDAQ down. BRK-a UP +1.61%. I'm sure glad I didn't add any more ALGN, down -28.27, -11.13%! TTD looks like it wants to close the bottom gap first before [more]

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Boards Post

captainccs replied to the Macro Economic Trends and Risks board. 2:49 PM

Re: will senate tax vote push stocks up Monday?

I believe we've established before from your own posts that you don't care anything about the people you cheat in order to make money for yourself.

If you care to have a conversation with me you better learn to be [more]

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Boards Post

captainccs replied to the Macro Economic Trends and Risks board. 2:43 PM

Re: will senate tax vote push stocks up Monday?

It's interesting to me that members of the macro board generally oppose government policies that make stocks go up, in other words, policies that investors are in favor of.

Instead of punishing the people who create wealth they [more]

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Boards Post

captainccs replied to the Health and Nutrition board. 11:46 AM

Re: blood pressure

Many of us are moving from complete faith in expert "papal" expert based personal medicine to insisting on participation, a collaborative model.

I absolutely concur! There is a saying that war is too important to leave to [more]

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Boards Post

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

Re: The market fell/gained today because...

However, the inverse isn't true...doesn't mean there *can't* be a cause.

Bid and ask, supply and demand.

Denny Schlesinger

NL

Boards Post

captainccs replied to the New Paradigm Investing board. 10:49 AM

Re: Scientific Consensus

While other's in love with climate change panic and alarmism seem to deny resilience and adaptability as the first principles to embrace.

As a sailor I have some interesting anecdotes about holding tanks. The panic mongers were [more]

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Boards Post

captainccs replied to the Health and Nutrition board. 10:26 AM

Re: blood pressure

Whew! /wipes brow/ That was difficult. I'm exhausted. I need a rest now. Thought we'd been stumped with that dismissive question by the resident keeper of the medical guild's reputation.

Amused....

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Boards Stats & Trivia

Big funky green star, 20000 posts Top Favorite Fools Top Recommended Fools Old School Fool
Board Posts 32732
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Very First Post Re: Wassup with Arm? (7/10/2001)
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