cautiousone100’s Activity

Today

NL

Boards Post

cautiousone100 replied to the Falling Knives board. 11:52 AM

Re: FKA: DECK

I was a heavy buyer in 2012. First buy was at a PE of 15.5 and last was at 6.5. It's trading above that range currently. I think the 2012 plunge and resurgence smoked the fad factor thinking. The overall issue for them is becoming an all-seasons [more]

Fri Jan 30

Stock Advisor Boards Post

cautiousone100 replied to the Stock Advisor boards. 7:06 PM

NL

Boards Post

cautiousone100 replied to the Deranged Monkey Criticism board. 6:49 PM

Re: Poll: Would it annoy you

My first thought, when I read the OP, was he/she wants "investment coaching." When I read the word "pay" I interpretted that as "tell me how I could improve." It seemed to me that discussion would be more than the pick; [more]

Thu Jan 29

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Boards Post

cautiousone100 replied to the Deranged Monkey Criticism board. 3:00 PM

Re: Random thing I noticed

Yah, I saw the KATE jump this morning - store closings and China expansion. I've never developed a confidence in KATE management. Their decisions often haven't been sound. Of course, I don't follow them at all, so management could have changed [more]

Stock Advisor Boards Post

cautiousone100 posted to the Stock Advisor boards. 2:07 PM

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Boards Post

cautiousone100 replied to the Saul's Investing Discussions board. 2:05 PM

Re: FB reports solid results

I found this article very interesting. I learned about how millennials use YouTube. It's about YouTube content that FB is allowing to be uploaded. Perhaps as GOOGL will cut them off before they've created their own legitimate system and the stock [more]

Stock Advisor Boards Post

cautiousone100 replied to the Stock Advisor boards. 1:55 PM

Wed Jan 28

NL

Boards Post

cautiousone100 replied to the Deranged Monkey Criticism board. 5:31 PM

Re: Sensata Technologies

There is a big difference between criticism and feedback. It involves offering how to correct the problem. IMO, that's the advantage of the DCM boards compared to others. It's a pretty Big Give to have someone explain to you the error in your [more]

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Boards Post

cautiousone100 replied to the Saul's Investing Discussions board. 4:38 PM

Re: FB reports solid results

I added shares after their capital spending announcement. Those ad rev numbers are great.

Monthly active users (MAUs) rose 3% Q/Q and 13% Y/Y to 1.39B, and mobile MAUs 6% Q/Q and 26% Y/Y to 1.19B. Daily active users (890M) were 64% of MAUs, [more]

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Boards Post

cautiousone100 replied to the Deranged Monkey Criticism board. 4:29 PM

Re: Random thing I noticed

SHOO announced today that they are acquiring Blondo, a Canadian waterproof footwear company. That's a slightly different direction for them. Their typical acquisition is trendy/fashion footwear. Their most recent in that category is Dolce Vita. They [more]

Tue Jan 27

NL

Boards Post

cautiousone100 replied to the Saul's Investing Discussions board. 2:39 PM

Re: AMBA valuation

While I agree that AMBA is a GoPro story, on the books they are a security camera story. I am holding at a less that 2% position (no risk to port returns, obviously) and am up 94%. I would be willing to add on a heavy pull-back. Google/DropCam being [more]

Mon Jan 26

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Boards Post

cautiousone100 replied to the Deranged Monkey Criticism board. 7:58 PM

Re: Sensata Technologies

I just saw I left a tab open, which means I forgot to copy and paste a link....
I said:Finally, a current, quality write-up on advanced automotive applications - after the recent CES show.
I should have added:
The dramatic [more]

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Boards Post

cautiousone100 replied to the Deranged Monkey Criticism board. 5:21 PM

Re: Sensata Technologies

I've owned BWA, BorgWarner, since 2008, up 482%. It is not always mentioned that BERU is a BorgWarner business. They develop advanced sensor solutions for powertrains and exhaust systems, including temperature, motion and smart sensors with [more]

Sun Jan 25

Stock Advisor Boards Post

cautiousone100 replied to the Stock Advisor boards. 11:25 AM

Sat Jan 24

NL

Boards Post

cautiousone100 replied to the Deranged Monkey Criticism board. 5:25 PM

Re: Hanging With ULTA - handling high PE stocks

I can't remember if I mentioned this back when we last discussed GOOGL/Ad Tech, but reading the material I posted was what convinced me to buy FB and I added when they announced the spending plan that lots of people dumped on.

AMBA is less [more]

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Boards Post

cautiousone100 replied to the Deranged Monkey Criticism board. 2:33 PM

Re: Hanging With ULTA - handling high PE stocks

They have greatly improved their catalog and have been focusing heavily on skin care, an expensive repeat purchase, which adds loyalty points quickly. They've added a Platinum level, where points never expire and you get free product. Coincidentally, [more]

Fri Jan 23

NL

Boards Post

cautiousone100 replied to the Deranged Monkey Criticism board. 4:40 PM

Re: Hanging With ULTA - handling high PE stocks

Have you ever owned this?
Yes. Shares bought prior to 2013 sold to pay off house. Added significant amount of shares during 2013, and still hold all, during changing of CEO. Purchases at PE 39 and PE 28. My position is full at this [more]

Tue Jan 20

Stock Advisor Boards Post

cautiousone100 posted to the Stock Advisor boards. 3:32 PM

Stock Advisor Boards Post

cautiousone100 posted to the Stock Advisor boards. 3:22 PM

Tue Dec 23

NL

Boards Post

cautiousone100 replied to the Iconix Brand Groups, Inc. board. 2:06 PM

Re: roa / roe

Reloader,
I assume you mean this was a BBN on one of the TMF subscription services. You are posting on the public message boards. To access the subscription message boards login to the service and then go to their message [more]

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Boards Stats & Trivia

Big red star, 1000 posts Old School Fool
Board Posts 1978
Recs Received 2418
People who have rec'd these posts 754
Recs to Posts Ratio (last 30 days) 3.30
Threads Started 325
Threads Started Percentage 16.43 %
Most Frequent Board Emerging Retail and Apparel
Very First Post Today's conference call (2/12/2002)
Percentage of Posts Rec'd 52.22 %
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