drillerjim101

James fregia

drillerjim101’s Activity

Sat Feb 28

Hidden Gems Boards Post

drillerjim101 replied to the Hidden Gems boards. 4:24 PM

Fri Feb 27

NL

Boards Post

drillerjim101 replied to the Saul's Investing Discussions board. 11:07 AM

Re: How am I doing so far?

Denny,

Thank you for correcting my poor math!

But yes, 16.2% annual gain would be fine by me.

Jim

NL

Boards Post

drillerjim101 replied to the Saul's Investing Discussions board. 10:44 AM

Re: How am I doing so far?

I knew you were joking about the S&P's "meager" return, jdc115, and appreciate your insight.

I would be happy with that return any and every year!

Jim

NL

Boards Post

drillerjim101 replied to the Saul's Investing Discussions board. 10:13 AM

Re: How am I doing so far?

jdc115,

In normal times, a 2.7% return for the first 2 months of the year would be exceptional, indeed. That would extrapolate to a 32% increase for the year!

However, the stocks Saul is currently owning are killing the S&P…and [more]

Sun Feb 22

NL

Boards Post

drillerjim101 posted to the Saul's Investing Discussions board. 8:54 PM

New Skecher's ad

This afternoon while watching the Northern Trust PGA golf tournament, I saw Matt Kuchar, #10 ranked golfer in the world, advertising golf shoes from Skechers. SKX entered the golf shoe world in January 2014.

When I checked the SKX web site [more]

Rule Breakers Boards Post

drillerjim101 replied to the Rule Breakers boards. 8:03 PM

Sat Feb 21

NL

Boards Post

drillerjim101 replied to the Saul's Investing Discussions board. 10:59 AM

Re: What do you think?

This one smells a little like Westport.

Great story with huge potential, but spending increasingly exceeding income.

My gut tells me to reject this one.

Jim

Fri Feb 20

NL

Boards Post

drillerjim101 replied to the Saul's Investing Discussions board. 9:16 AM

Re: On selling

"I'D SAY THAT PUTTING MORE AND MORE MONEY IN A TANKING STOCK IN AN ADVANCING MARKET IS USUALLY A VERY BAD IDEA"

Those words should be plastered on our bathroom mirrors.

Those words are worth the subscription price to [more]

Thu Feb 19

NL

Boards Post

drillerjim101 replied to the Ambarella board. 10:41 PM

Re: All Fool Management sold

Interesting observation, genoIV.

People sell for all sorts of reasons. However, in this case, it certainly appears that the MF staff you mentioned have sold out of AMBA. I sold about half of my AMBA last month as it seemed to have peaked [more]

Rule Breakers Boards Post

drillerjim101 replied to the Rule Breakers boards. 10:22 PM

Rule Breakers Boards Post

drillerjim101 posted to the Rule Breakers boards. 8:03 AM

Fri Feb 13

NL

Boards Post

drillerjim101 replied to the Saul's Investing Discussions board. 5:36 PM

Re: Year End #17: AIOCF - Rapidly Growing Full P

I've nearly recouped my losses in AVIGILON with the recent 40% run up. Canon bought Axis Communications fueling takeover speculation for AVO.T. That is my best guess for the run up.

Jim


Canon-Axis Deal Shines Spotlight on [more]

NL

Boards Post

drillerjim101 posted to the Saul's Investing Discussions board. 9:01 AM

Our wives

It occurs to me that we owe a debt of gratitude to Saul's wife for her discerning tastes regarding women's shoes. As I recall, it was her love and excitement for Sketchers shoes that caught Saul's attention.

Perhaps there is a lesson here. [more]

Wed Feb 11

NL

Boards Post

drillerjim101 replied to the Saul's Investing Discussions board. 6:38 PM

Re: Earnings Season so far

Wow…those are incredible earnings gain, Saul.

Congratulations and thank you for leading a lot of us into some amazing companies!

While the S&P has stagnated since the beginning of the year, I am up 6.75%. Not a bad start for the [more]

Sun Feb 8

NL

Boards Post

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

Re: UBNT Q2 2015

Anirban,

You make a compelling case for GILD. I'm going to open a starting position this week.

Thank you for sharing your great analysis.

Jim

Sat Feb 7

Rule Breakers Boards Post

drillerjim101 replied to the Rule Breakers boards. 12:12 AM

Thu Feb 5

Rule Breakers Boards Post

drillerjim101 replied to the Rule Breakers boards. 6:47 PM

Rule Breakers Boards Post

drillerjim101 posted to the Rule Breakers boards. 8:39 AM

Wed Feb 4

NL

Boards Post

drillerjim101 posted to the Saul's Investing Discussions board. 8:46 PM

The value of our board

Today was a classic example of why this board has been profitable for so many of us.

Anirban has recently been discussing why he likes WPAM, a software and programming company whose home office is in the Ukraine. I purchased a good sized [more]

Tue Feb 3

NL

Boards Post

drillerjim101 replied to the Saul's Investing Discussions board. 10:49 PM

Re: Is tracking Saul in xls a burden to Saul?

Anurag,

I agree with roving artisan and GauchoChris.

This board has enjoyed a wonderful spirit of unity and cooperation for the past year. You probably don't realize that you are coming across as a little strident, demanding, and [more]

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Boards Stats & Trivia

Two stars, 250 posts
Board Posts 294
Recs Received 783
People who have rec'd these posts 280
Recs to Posts Ratio (last 30 days) 6.90
Threads Started 48
Threads Started Percentage 16.33 %
Most Frequent Board Saul's Investing Discussions
Very First Post Re: Planned Parenthood Sting (2/6/2011)
Percentage of Posts Rec'd 63.27 %
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