creelon’s Activity

Thu May 14

NL

Boards Post

creelon replied to the Saul's Investing Discussions board. 7:35 PM

Re: Discussion about investing in Solar City

Hello Saul,

I am with you on this. I try hard to stay from investment in any enterprise that relies on a government subsidy. Many years ago, I invested in low income housing to take advantage of tax breaks and help bring this needed housing [more]

Tue May 12

NL

Boards Post

creelon replied to the Saul's Investing Discussions board. 7:12 PM

Re: Looking into the future of a stock

Hello Chris,

Thanks you for posting your thoughts about the hypothetical. It was helpful even though there seems to be no evidence yet that SWKS's business is slowing or that they are losing market share.

Thanks right back at [more]

NL

Boards Post

creelon replied to the Saul's Investing Discussions board. 9:04 AM

Re: Looking into the future of a stock

Hello Chris,

I was writing in response to the statement that implied that there was less risk going forward in SWKS because they have guided increasing gross margins. I asked you to imagine a hypothetical. I stated that I could not put a [more]

Mon May 11

NL

Boards Post

creelon replied to the Saul's Investing Discussions board. 11:18 PM

Re: Looking into the future of a stock

Hello Chris,

I say they will not get squeezed for the foreseeable future (at least 2 years).

I don't have any data to dispute this. But imagine a scenario where QCOM gains traction on their RF 360 initiative. Let's say they [more]

NL

Boards Post

creelon replied to the Saul's Investing Discussions board. 12:39 PM

Re: QCOM disruptive solution in the RF arena

Hello Ray,

Many thanks for this post. I have been thinking for a couple of weeks about commenting on SWKS which is enthusiastically (and profitably) viewed in these parts. Your post allows me to focus on my main point rather than have to [more]

Sat May 2

NL

Boards Post

creelon replied to the Saul's Investing Discussions board. 9:45 AM

Re: BOFI

Hello,

I shared your concern until I realized that BOFI is intelligently investing profits into new business initiatives. They are holding the efficiency ratio at near 35% while new business ventures are rolled out in a disciplined, measured [more]

Wed Apr 29

NL

Boards Post

creelon posted to the Saul's Investing Discussions board. 12:55 PM

INBK

Hello,

SA article on INBK

[more]

Tue Apr 28

NL

Boards Post

creelon replied to the Saul's Investing Discussions board. 5:07 PM

Re: INBK Q1 2015 Earnings Analysis

Hello Anirban,

Congratulations!! INBK is definitely performing well. You are to be congratulated for the wisdom and thoughtfulness that went into the investment and for the detailed sharing here of your notes. As I read your summary a few [more]

Thu Apr 23

NL

Boards Post

creelon replied to the Saul's Investing Discussions board. 9:21 PM

Re: Ubnt CFO leaving

Hello Andy,

I remember that call, it was not Pera's finest performance. As I look at Foster's history, it is less likely that there is any kind of mess there. Perhaps he and Pera no longer got along well. I have a tiny position and will add [more]

NL

Boards Post

creelon replied to the Saul's Investing Discussions board. 6:59 PM

Re: Ubnt CFO leaving

Hello Andy,

In the last call, Pera was optimistic about network revenues in the 2nd half of the year (calendar year or fiscal year?) and quite optimistic about enterprise accelerating growth. It will be good to get the call next week and the [more]

Tue Apr 21

NL

Boards Post

creelon replied to the Saul's Investing Discussions board. 3:54 PM

Re: Arcam Q1 results

Hello,

"Where's the beef?"

I agree that is why the stock price is down today. IMO Arcam should be
viewed as a development-stage company. They have developed traction in aerospace and medical implants. [more]

Sat Apr 11

NL

Boards Post

creelon replied to the Saul's Investing Discussions board. 10:47 PM

Re: OT: Captain--avocado Trees

Hello,

In the tree fruit industry we are already seeing machine-harvested fruit. This is not yet prevalent, but is occurring, particularly where the orchard is most level. In most fruit, labor savings from shorter ladders is not a factor in [more]

NL

Boards Post

creelon replied to the Saul's Investing Discussions board. 10:41 PM

Re: OT: Captain--avocado Trees

Hello,

I know little about avocado, but trees that grow apples, cherries, and pears, if allowed to grow tall, shade the lower limbs so that fruit does not grow there. The light that you mention is critical for the blossoms and buds that grow [more]

NL

Boards Post

creelon replied to the Saul's Investing Discussions board. 11:28 AM

Re: INBK

Hello Saul,

I guess that I am of the old school that equates stock values to a cash flow discounted by an interest rate. When the interest rate is increased the present value decreases because of the time value of money. I also believe that [more]

NL

Boards Post

creelon replied to the Saul's Investing Discussions board. 10:32 AM

Re: OT: Captain--avocado Trees

Hello,

I think this is a trend. If you drive North along the Columbia River in Central Washington you can see this happening a lot with apples, as well.

You are certainly correct about the size of the apple trees now being [more]

NL

Boards Post

creelon replied to the Saul's Investing Discussions board. 10:27 AM

Re: INBK

Hello Saul,

Thank you very much, now I understand! I agree that it seems it would be folly for the Fed to raise rates soon but the day will come and when it does, it will create headwinds for the entire market, not just some [more]

Fri Apr 10

NL

Boards Post

creelon replied to the Saul's Investing Discussions board. 11:47 PM

Re: INBK

Hello Saul,

By the way, I do agree with you creelon, that BOFI is a better and safer pick right now, because of it's consistency, better efficiency ratio, etc, and that INBK is a bit of a speculation, and I'm treating it at such. However [more]

NL

Boards Post

creelon replied to the Saul's Investing Discussions board. 11:24 PM

Re: INBK

Hello Saul,


Now, while I'm reluctant to take a big position due to it being a tiny company with severe lack of liquidity, I'd also be very, VERY, reluctant to short a stock like that, with the same severe lack of liquidity, 100% [more]

NL

Boards Post

creelon replied to the Saul's Investing Discussions board. 10:14 AM

Re: INBK

Hello Anirban,

Overall, the opportunity for Internet banking is big and wide. I would think there can be multiple winners in this, and don't really see a winner take all type playbook.

I certainly agree with that statement. I [more]

NL

Boards Post

creelon replied to the Saul's Investing Discussions board. 1:52 AM

Re: INBK

Hello Anirban,

I will do my best to respond to your excellent comments:
Its good to hear bear arguments

In the sense that a bear view is one who expects the stock price to go down, that was not my message. I believe that [more]

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Boards Stats & Trivia

One star, 50 posts Old School Fool
Board Posts 209
Recs Received 450
People who have rec'd these posts 211
Recs to Posts Ratio (last 30 days) 7.00
Threads Started 11
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Very First Post Re: Green traffic light conversion (3/22/2002)
Percentage of Posts Rec'd 61.24 %
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