creelon’s Activity

Thu Jul 13

Rule Breakers Boards Post

creelon replied to the Rule Breakers boards. 12:00 AM

Mon Jun 5

NL

Boards Post

creelon replied to the Bofi Holding board. 9:49 PM

Re: A Bargain at this Price

Hello,

The "news" is not really news. Short sellers are manipulating the stock price and they do not
have to work hard in after market trading to do that. A few thousand shares of timed, motivated
selling accomplished the [more]

Fri May 26

NL

Boards Post

creelon replied to the New Paradigm Investing board. 11:02 PM

Re: VEEV Revisited

They mention it in the Q&A but not the name.....was a referral from the Life sciences side to a company that this life sciences company referred back to VEEVA.

Hello Duma,

I listened to the call also and that is not what [more]

Thu May 18

NL

Boards Post

creelon replied to the Saul's Investing Discussions board. 1:44 PM

Re: SHOP

Hello,

When a company signs an agreement with book runners and managers, we are past the "shelf filing" stage and into the "shelf utilization" stage.

This is a time when investors should be comfortable that a CEO [more]

Mon May 15

NL

Boards Post

creelon replied to the Saul's Investing Discussions board. 8:30 PM

Re: Scamify

Hello Ears,

With Shopify there is zero evidence of operating leverage ????

I think that we can both agree that there are 3 buckets of OpEx with Shopify. You previously
posted the last 5 years utilizing GAAP. Beginning [more]

NL

Boards Post

creelon replied to the Saul's Investing Discussions board. 11:55 AM

Re: Scamify

Hello Ears,

One thing we haven't mentioned yet is raising prices. Somewhere in one of the conference calls
I saw something about a selective price raise.


They introduced new pricing on Shopify Plus which raised the [more]

NL

Boards Post

creelon replied to the Saul's Investing Discussions board. 11:40 AM

Re: Scamify

Hello Ears,

I agree with Ant's response. SHOP has planned to spend (for the time being) its cash flow to support the construction of a dominant position as an ecommerce platform. Since stock-based compensation is a non-cash expense, it [more]

Sun May 14

NL

Boards Post

creelon replied to the Saul's Investing Discussions board. 12:00 PM

Re: Scamify

Hello Ears,

No question that SHOP is "people intensive". Some of us though might have a different perspective on that. Some might call it asset-light, which provides much balance sheet leverage for growth. Some might think that the [more]

Sat Apr 29

NL

Boards Post

creelon replied to the Saul's Investing Discussions board. 8:12 PM

Re: My portfolio at the end of April 2017

Hello Bartolo,

High growth sector leaders are very difficult to value. SHOP performs very well and seems to have
prospects to continue that great performance for a long time. As many investors have not
even heard of the company, [more]

Fri Mar 31

NL

Boards Post

creelon replied to the Saul's Investing Discussions board. 7:56 PM

Re: Feds probing BOFI for laundering

Hello,

If you like banks, many better banks out there.

Your post would be so much more informative if you would list one or more of those
"better" banks and explain why you believe they are [more]

NL

Boards Post

creelon replied to the Saul's Investing Discussions board. 10:48 AM

Re: Feds probing BOFI for laundering

With the quarter just ended containing a major portion of BOFI's earnings from the H & R
Block transaction, it should be no surprise that the shorts have persuaded another journalist
to write a hit piece. This type of activity should [more]

Sat Mar 11

NL

Boards Post

creelon replied to the New Paradigm Investing board. 8:39 PM

Re: LIDAR

Hello,

When I joined TMF long ago I liked CREE and ELON.

Mike

NL

Boards Post

creelon replied to the New Paradigm Investing board. 8:12 PM

Re: LIDAR

Hello Ant,

The ones in your phone are MEMS and won't give the precision required today.

KVH does antennas that track satellites and at one time put them in cars for GM. The cost was always prohibitive for the mass market, but [more]

NL

Boards Post

creelon replied to the New Paradigm Investing board. 7:31 PM

Re: LIDAR

Hello Ant,

I believe that for autonomous vehicles, there are several requirements for a reliable system: cameras will allow the electronic eyes to see what is there, enhanced by LIDAR will give a more accurate picture, connected to GPS tells [more]

Wed Feb 1

NL

Boards Post

creelon replied to the Saul's Investing Discussions board. 9:37 AM

Re: SBNY – Jan 2017 Post-Earnings Review

Hello Ant,

Because it is Saul's board and he hasn't been in INBK for quite a while. Likewise, I don't follow INBK anymore.

Best regards,

Mike

Tue Jan 31

NL

Boards Post

creelon replied to the Saul's Investing Discussions board. 11:43 AM

Re: SBNY – Jan 2017 Post-Earnings Review

Hello Saul,

I understand the reason for the GAAP earnings decline and your adjustment to get a picture of how the business is doing. I have some history in the banking business and I believe that you will not
find knowledgeable bank [more]

Mon Jan 30

NL

Boards Post

creelon replied to the Saul's Investing Discussions board. 7:08 PM

Re: SBNY – Jan 2017 Post-Earnings Review

Hello Saul,

When you posted this I was curious how BOFI compared to "One of the Best Banks in the World".
Now that BOFO has reported we can compare on a similar basis their past calendar year's performance:

[more]

NL

Boards Post

creelon replied to the Saul's Investing Discussions board. 6:17 PM

Re: Bofi earnings

Hello Saul,

They didn't announce their efficiency ratio yet.


The efficiency ratio for the past year was 37.27%

Best regards,

Mike

Fri Jan 27

NL

Boards Post

creelon replied to the New Paradigm Investing board. 8:27 PM

Re: Real life example of hardball negotiations.

Hello,

If Mexico's response to increased tariffs is to devalue the peso as they did in 1994, then the
U. S. consumer will buy more with U S dollars and thus mitigate a higher cost in pesos.

Wed Jan 18

NL

Boards Post

creelon replied to the Saul's Investing Discussions board. 10:43 AM

Re: BOFI alert! I'm selling out of my position!

Hello Saul,

Thanks for the timely post. A few questions: 1. In your analysis of growth in book value did you consider that a portion of the past growth there came from selling stock at a multiple of book? When the shorts attacked and the [more]

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Boards Stats & Trivia

Two stars, 250 posts Old School Fool
Board Posts 332
Recs Received 1072
People who have rec'd these posts 379
Recs to Posts Ratio (last 30 days) N/A
Threads Started 11
Threads Started Percentage 3.31 %
Most Frequent Board Saul's Investing Discussions
Very First Post Re: Green traffic light conversion (3/22/2002)
Percentage of Posts Rec'd 67.47 %
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