cautiousone100’s Activity

Yesterday

NL

Boards Post

cautiousone100 replied to the Saul's Investing Discussions board. 2:48 PM

Re: Something cool about Avigilon

Yes, Avigilon. I guess YouTube remembered that I was watching clips from Avigilon so they must have placed the sponsored Ad withinn the clip for the commercial. Very cool. It says to me that Avigilon is definitely trying to get the word out for [more]

Fri Feb 27

NL

Boards Post

cautiousone100 replied to the Last RoundUp board. 1:16 PM

Re: some notes on Verisign

The question I would have in the back of my mind would be, "What impact will Google, who recently got into the registry business, have on Verisign's .com/.net business." G just bought the .app business yesterday for $25mil. Verisign had/has [more]

Thu Feb 26

Stock Advisor Boards Post

cautiousone100 posted to the Stock Advisor boards. 1:39 PM

Tue Feb 24

Stock Advisor Boards Post

cautiousone100 replied to the Stock Advisor boards. 1:21 PM

NL

Boards Post

cautiousone100 replied to the Deranged Monkey Criticism board. 1:17 PM

Re: Random thing I noticed

After reading so much news on how the West Coast port bottlenecks were affecting shipments, I anticipated SHOO going a bit lower and did not add. Nice bump to my base shares, but...

What did the market know? Low gas prices drive retail [more]

Wed Feb 18

NL

Boards Post

cautiousone100 replied to the Saul's Investing Discussions board. 1:30 PM

Re: Year End #11: CRTO, A great new position

Here's a list, published each April, of Ad start-ups rumored to be close to an IPO. AdRoll, in particular, is one to watch out for in the re-targeting space. They do well in web and mobile re-targeting.
[more]

Sun Feb 15

Stock Advisor Boards Post

cautiousone100 replied to the Stock Advisor boards. 3:54 PM

Sat Feb 14

Stock Advisor Boards Post

cautiousone100 replied to the Stock Advisor boards. 12:43 PM

Fri Feb 13

NL

Boards Post

cautiousone100 replied to the Deranged Monkey Criticism board. 4:10 PM

Re: The Stock Investor

I second, LUX. I have slapped myself on the head so many times for not buying that one. It is a gravy train.

NL

Boards Post

cautiousone100 replied to the Deranged Monkey Criticism board. 4:06 PM

Re: The Stock Investor

Thanks for the recap, Naj. The only one I don't have a current position in is WYNN. I will be looking into that one. I looked over my ports and the only other contenders I came up with are UA, MCK, BWA, BWLD (you need some comfort food).

I [more]

NL

Boards Post

cautiousone100 replied to the Deranged Monkey Criticism board. 2:55 PM

Re: The Stock Investor

VFC should be a lazy port contender. From Wranglers to North Face, most of their brands are easy repeat purchases. Good, steady returns; buy and forget about it. Plus, they've focused on innovation centers, have experience running their own stores, [more]

Sun Feb 8

NL

Boards Post

cautiousone100 replied to the Last RoundUp board. 2:28 PM

Re: short interest on ICON?

I did a lot of research on ICON, a year or so ago, and ended up passing. Initially, like you all, I found the business model intriguing. At the time, I saw it as similar to CHKE with a China twist. The latter was what really interested me. In the [more]

Fri Feb 6

NL

Boards Post

cautiousone100 replied to the Deranged Monkey Criticism board. 6:35 PM

Re: KORS

Regarding Far East revenue, I meant to post this.
http://www.thestreet.com/story/12722118/1/greenberg-why-kors... May 2014 (Kors Far East)
What [more]

NL

Boards Post

cautiousone100 replied to the Deranged Monkey Criticism board. 3:49 PM

Re: KORS

50 stores for Europe through 2015
100 Japan, no timeframe specified
200 Far East, no timeframe specified (count seems conservative)

There are currently 37 stores in Korea and they are bringing this in-house early [more]

Stock Advisor Boards Post

cautiousone100 replied to the Stock Advisor boards. 1:06 PM

Wed Feb 4

Stock Advisor Boards Post

cautiousone100 replied to the Stock Advisor boards. 11:39 AM

Tue Feb 3

Stock Advisor Boards Post

cautiousone100 replied to the Stock Advisor boards. 12:55 PM

Sun Feb 1

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]

Show More Activity ...

CAPS Stats & Trivia

CAPS Player Rating < 20
Player Rank 0 out of 75062
Score 0.00
Score Change Today 0
Accuracy 0.00%
Active Picks 0
Total Picks 0
Best Pick ( 0)
Worst Pick ( 0)
Average Score per Pick 0.00
Charms Earned 0
Highest Rated Favorite TMF1000
Go to cautiousone100’s CAPS page

Boards Stats & Trivia

Big red star, 1000 posts Old School Fool
Board Posts 1995
Recs Received 2446
People who have rec'd these posts 762
Recs to Posts Ratio (last 30 days) 2.20
Threads Started 326
Threads Started Percentage 16.34 %
Most Frequent Board Emerging Retail and Apparel
Very First Post Today's conference call (2/12/2002)
Percentage of Posts Rec'd 52.43 %
Show cautiousone100’s 10 Latest Posts