cautiousone100’s Activity

Fri May 13

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Boards Post

cautiousone100 replied to the Deranged Monkey Criticism board. 3:03 PM

Re: What retailers to bet on ?

The only pure retailer I've bought lately is LB. They are in the midst of a re-org and new initiatives are detailed in the 3/15 presentation on IR website. I'm in for the: 1) International expansion to come; they just bought back all 26 China VSBAs. [more]

Rule Breakers Boards Post

cautiousone100 replied to the Rule Breakers boards. 2:25 PM

Mon May 9

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Boards Post

cautiousone100 replied to the Saul's Investing Discussions board. 12:48 PM

Re: Rubicon - More thoughts

The Change acquisition gave a big boost to earnings; Change margins are much higher, but they are going to decline. Also, the trend in ad tech is transparency, another factor that will effect take rate/earnings.

With the guidance and stock [more]

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Boards Post

cautiousone100 replied to the Saul's Investing Discussions board. 12:15 PM

Re: Rubicon Project (RUBI) – My Quarter-E

It is a 1 to 3 year horizon, IMO.

Sun May 8

Fri May 6

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Boards Post

cautiousone100 replied to the Saul's Investing Discussions board. 12:14 PM

Re: Skyworks, a speculation.

FYI: Google Nest is discontinued

Mon Mar 21

Stock Advisor Boards Post

cautiousone100 replied to the Stock Advisor boards. 1:53 PM

Sat Mar 19

Stock Advisor Boards Post

cautiousone100 replied to the Stock Advisor boards. 1:44 PM

Tue Mar 15

Stock Advisor Boards Post

cautiousone100 replied to the Stock Advisor boards. 1:08 PM

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Boards Stats & Trivia

Big red star, 1000 posts Old School Fool
Board Posts 2053
Recs Received 2570
People who have rec'd these posts 797
Recs to Posts Ratio (last 30 days) N/A
Threads Started 335
Threads Started Percentage 16.32 %
Most Frequent Board Emerging Retail and Apparel
Very First Post Today's conference call (2/12/2002)
Percentage of Posts Rec'd 53.04 %
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