drillerjim101

James fregia

drillerjim101’s Activity

Today

NL

Boards Post

drillerjim101 replied to the Saul's Investing Discussions board. 55 minutes ago

Re: Our New Improved Knowledgebase, ed. 2, July

I would like to share with our readers what I am doing with the Knowledge Base Link.

I am the father of 5 grown sons who are buying first homes, starting families, and going through the usual stresses of getting their legs under them as all [more]

Sun Jun 28

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Boards Post

drillerjim101 replied to the Saul's Investing Discussions board. 4:27 PM

Re: Monthly summary of my positions, end of June

Well, Saul, you have done it again.

48 recommendations and counting at your monthly posting. It is obvious that most readers consider this to be their favorite post month after month. The reason is simple:

Those of us who also have [more]

Tue Jun 23

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Boards Post

drillerjim101 replied to the Saul's Investing Discussions board. 8:00 AM

Re: My thoughts on AMBA

"Are we happy with this as an investment? Of course! Is there any bad news that would change our opinion? No!"

Wise calm words in the midst of a storm, Saul. But in this case a lovely storm giving some an opportunity to purchase [more]

Wed Jun 17

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Boards Post

drillerjim101 replied to the Saul's Investing Discussions board. 7:29 AM

Re: Some Thoughts from Seattle

John Bogle, a man we all admire and respect may be absolutely correct regarding the best way for the average investor to invest.

He became convinced that an Index Fund was by far the best way to invest and started the Vanguard Fund as a [more]

Tue Jun 16

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Boards Post

drillerjim101 replied to the Saul's Investing Discussions board. 8:48 PM

Re: You get it here for free!

With several cases of champagne.

Jim

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Boards Post

drillerjim101 replied to the Saul's Investing Discussions board. 8:10 AM

Re: You get it here for free!

"You get a LOT better than that, here, for free!" (Saul)

No kidding, Saul!!!

This board is an oasis of calm experienced investors sharing insights from all walks of life.

Many thanks to all.

Jim

Mon Jun 15

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Boards Post

drillerjim101 replied to the Saul's Investing Discussions board. 9:26 PM

Re: SWIR

Thanks, Saul, for sharing your thoughts about SWIR.

The 40% drop in price does seem to be the focus of the market...which may be keeping SWIR under the radar for now. But the revenues are increasing nicely and the company has zero debt. They [more]

Sat Jun 13

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Boards Post

drillerjim101 replied to the Saul's Investing Discussions board. 5:47 PM

Re: Some changes in my Portfolio

Saul,

First of all, thank you for sharing your mid month tweaking of your portfolio with us. I can assure you most of this board is grateful. You know the old saw: "When E F Hutton speaks..." ;-)

It has caused me to take [more]

Sun Jun 7

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Boards Post

drillerjim101 replied to the Saul's Investing Discussions board. 12:30 PM

Re: Another amazing day

Saul,

I like your term "Anti-Bubble" for our current macro stock picture. The S&P 500 has been meandering at a snail's pace for the past year and a half. The average person is not jumping into this market because his neighbor [more]

Sat Jun 6

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Boards Post

drillerjim101 replied to the Saul's Investing Discussions board. 9:02 PM

Re: NFLX

Brittle,

If you sold NFLX 3 months ago and used the money to purchase SKX, you have a net gain of approximately 22%. If you had sold NFLX a year ago, you have would have gained a 75% better return with SKX.

Wise move a a good lesson [more]

Fri Jun 5

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Boards Post

drillerjim101 posted to the Saul's Investing Discussions board. 8:51 PM

Another amazing day

Those who have been following this board since Jan. 1 of this year and whose top five holdings have been close to those of Saul's portfolio have experienced returns that have been rather amazing. Especially those who have pruned their stocks back to [more]

Stock Advisor Boards Post

drillerjim101 posted to the Stock Advisor boards. 2:33 PM

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Boards Post

drillerjim101 posted to the Saul's Investing Discussions board. 2:21 PM

WAB vs S&P 500:

"WAB's total return performance over the last 10 years has been quite good. An investor who invested $10,000 in the S&P 500 10 years ago would have returned close to $21,000. A similar investment in Wabtec would have returned an investor [more]

Thu Jun 4

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Boards Post

drillerjim101 replied to the Saul's Investing Discussions board. 3:50 PM

Re: Investing Discussion

Phoenix,

If you are simply wanting to beat the S and P 500 index here is another suggestion.

Buy WAB instead. BRK is steady and will double every five years but WAB will more than triple in value based on the past 10 year's record. [more]

Tue Jun 2

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Boards Post

drillerjim101 replied to the Saul's Investing Discussions board. 10:16 AM

Re: Only 14 to go!

Joe,

You are doing exactly the right thing.

I had the same situation in my portfolio when I came across Saul's recipe for remarkable returns. It took me a couple of years to trim down to 18 stocks which are the ones widely discussed [more]

NL

Boards Post

drillerjim101 replied to the Saul's Investing Discussions board. 8:06 AM

Re: 1YPEG practice (KMX)

Nice explanation, Brittlerock.

Your numbers are the same ones I came up with for KMX.

Jim

Thu May 28

NL

Boards Post

drillerjim101 posted to the Saul's Investing Discussions board. 8:23 AM

6 month record vs S&P

My portfolio is up 27% for the previous 6 months vs 4% for the S&P. Buying undervalued stocks with low 1YPEG is paying off handsomely this year.

Keeping it simple with only stocks, no options.

My top 10 holdings (out of 18 [more]

Wed May 27

NL

Boards Post

drillerjim101 replied to the Saul's Investing Discussions board. 7:27 AM

Re: Puts, calls, options, growth rate, other iss

Saul,

You have lived a richly eclectic life indeed...and show no signs of stopping!

Glad to know you live next door to us in San Antonio...one of our favorite places to visit.

Jim

Tue May 26

NL

Boards Post

drillerjim101 posted to the Saul's Investing Discussions board. 8:34 AM

Our special board

I hope each of us realize what we have seen develop on this board.

We have seen this board attract some of the smartest investment minds in the MF kingdom. The financial returns of those who have been following the fundamental principles [more]

Sun May 24

NL

Boards Post

drillerjim101 replied to the Saul's Investing Discussions board. 9:58 PM

Re: It's a real problem, and a serious one

Tamhas,

There are other boards to discus political ideology.

Thanks,

Jim

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Boards Stats & Trivia

Two stars, 250 posts
Board Posts 382
Recs Received 1108
People who have rec'd these posts 332
Recs to Posts Ratio (last 30 days) 8.50
Threads Started 63
Threads Started Percentage 16.49 %
Most Frequent Board Saul's Investing Discussions
Very First Post Re: Planned Parenthood Sting (2/6/2011)
Percentage of Posts Rec'd 66.23 %
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