captainccs’ Activity

Sat Apr 25

NL

Boards Post

captainccs replied to the Saul's Investing Discussions board. 3:30 PM

Re: Thank you 1YPEG!

(1.337 - 1) * 100 = 33.7%

Denny Schlesinger

NL

Boards Post

captainccs replied to the Saul's Investing Discussions board. 3:02 PM

Re: Synchronoss, a new position.

I can see what Denny is saying about the IOT portion of the business, but everyone in the cloud space is doing the same exact thing.

Andy


To clarify my position:

1) Cloud is commodity but so are telephones. [more]

Fri Apr 24

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Boards Post

captainccs replied to the Saul's Investing Discussions board. 2:25 PM

Re: Synchronoss, a new position.

I don't know if they offer it yet but...

Synchronoss Integrated Life - Mobile Innovation for an Integrated Life

[more]

NL

Boards Post

captainccs replied to the Saul's Investing Discussions board. 1:28 PM

Re: Synchronoss, a new position.

Verizon, At&T, and all of the other mobile carriers want to keep their customers happy also. So what if they start offering free cloud to all their customers also.

Andy


Consumers and arms suppliers are the [more]

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captainccs replied to the American Superconductor board. 11:07 AM

Re: I'm confused

The reverse split is to avoid delisting and penny stock status. The offering is to raise capital. The new shares are more likely to sell since they are not penny stocks.

Despite the Navy news I think this stock is a sell.

Denny [more]

NL

Boards Post

captainccs replied to the Saul's Investing Discussions board. 9:19 AM

Re: Synchronoss, a new position.

Denny, I assume you've never spent time in China.

The closest I ever got to China was San Francisco. You can always find the exception that proves the rule. I was assuming that I was talking to an affluent society.

Denny [more]

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Boards Post

captainccs replied to the Saul's Investing Discussions board. 9:03 AM

Re: Synchronoss, a new position.

I get nervious of any company that makes a strategy to focus on the core. If McDs says now that Chicken is outside of its Core which are hamburgers, I would run as they are out of ideas...

You took my example to an extreme, of course [more]

Thu Apr 23

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Boards Post

captainccs replied to the Macro Economic Trends and Risks board. 9:46 PM

Re: Happy Birthday To It

Ray Kurzweil showed in The Age of the Spiritual Machine that Moore's Law was in effect before Moore was born and before they invented transistors and integrated circuits.

[more]

NL

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captainccs replied to the Saul's Investing Discussions board. 9:41 PM

Re: Arcam Q1 results

So the main way to increase performance will be to make parts that are both stronger and lighter, something that is painfully slow using additive manufacturing and aluminum.

I think that might be a typo: subtractive [more]

NL

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captainccs replied to the Saul's Investing Discussions board. 9:34 PM

Re: Synchronoss, a new position.

It looks like their Revenue and Earnings are growing nicely but I think the cloud is going to be very competitive. Google already gives 15 gig for their cloud storage free. Also Microsoft gives 15 gig for their one drive and if you get 360 it is [more]

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captainccs replied to the Saul's Investing Discussions board. 9:11 PM

Re: Synchronoss, a new position.

Additionally, for the cloud part of the business, what is the moat? What keeps other companies, such as AT&T from setting up its own cloud?

-M



Core and Context

From Living on the Fault [more]

NL

Boards Post

captainccs replied to the Saul's Investing Discussions board. 9:16 AM

Re: Synchronoss, a new position.

Saul:

Ears wrote in conclusion:

The acquisitions are hurting performance, at least in the short term. Free cash flow per share and cash return on capital have both declined. Once they use current cash they'll need to borrow more [more]

Wed Apr 22

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Boards Post

captainccs replied to the Kandi Technolgies Group, Inc. board. 5:46 PM

Re: EV sales in China

Yes, Buffett has an investment in BYD

http://www.warrenbuffett.com/byd-says-buffett-not-cutting-st...

Denny Schlesinger

NL

Boards Post

captainccs replied to the Saul's Investing Discussions board. 2:44 PM

Re: Look out below! AEYE

despite how meaning less a 6 cent rise is for this company, it is pretty cool to see 67% rise today

Earlier today I was reading an article titled "How To Trade Like Stan Druckenmiller, George Soros And Jim Rogers." [more]

NL

Boards Post

captainccs replied to the New Paradigm Investing board. 9:09 AM

Re: Venom F5

or this

Ninebot One (UK) - First Ever Hands on and Ride!

https://www.youtube.com/watch?v=2A0qVom42NE

The Captain

Tue Apr 21

NL

Boards Post

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

Re: Look out below! AEYE

What's the market for screen readers? What's a million dollar contract if the CEO gets paid $700,000?

AudioEye is not an investment, it's a bet with poor odds.

Denny Schlesinger

NL

Boards Post

captainccs replied to the Value Hounds board. 12:31 PM

Re: PAC Makes an Acquisition

A quick comparative looks confirms that ASR is too highly valued for some extra growth. I wonder what drove the price up so much.

Peter Lynch likes "under-covered" companies.

Denny Schlesinger


I haven't been [more]

NL

Boards Post

captainccs replied to the Value Hounds board. 11:30 AM

Re: PAC Makes an Acquisition

Is ASR your other Mexican airport operator? I have it on my watch list of fast growers:

http://softwaretimes.com/pics/asr-pac.gif

I don't have a position but it sure looks [more]

NL

Boards Post

captainccs replied to the Kandi Technolgies Group, Inc. board. 10:29 AM

Re: EV sales in China

And to add a thought to Denny's previous excellent response, it is quite possible that there will be a number of winners in the space. BYD could do well and KNDI might do well also.

Jeb


Thanks for the kind [more]

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Big funky green star, 20000 posts Top Favorite Fools Old School Fool
Board Posts 25722
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Recs to Posts Ratio (last 30 days) 6.10
Threads Started 4387
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Very First Post Re: Wassup with Arm? (7/10/2001)
Percentage of Posts Rec'd 67.09 %
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