drillerjim101

James fregia

drillerjim101’s Activity

Yesterday

NL

Boards Post

drillerjim101 replied to the Saul's Investing Discussions board. 12:26 PM

Re: XPO Logistics (XPO)

Saul,

Looks like you may have brought a little early Christmas gift to us all in bring XPO to our attention. I believe I speak for many in saying thank you! I'm looking forward to unwrapping this company and seeing why it may hold a place in [more]

Sun Nov 2

NL

Boards Post

drillerjim101 replied to the Saul's Investing Discussions board. 11:51 AM

Re: A timely repost

"And I have some thoughts on the Estimates Game…"

Again, thank you, Saul, for wading into the messy pool of earnings season and showing us how to discern the relevant (and usually unreported) golden nuggets of truth. Noisy [more]

Sat Nov 1

NL

Boards Post

drillerjim101 replied to the Saul's Investing Discussions board. 12:33 PM

Re: Just in case

Whoda thunk some retired physician who caused quite a stink on the WPRP board (and has been proven to be precisely correct) would be influencing so many of us who have been subscribing to MF for all these years?

Absolutely, CONGRATULATIONS [more]

Fri Oct 31

NL

Boards Post

drillerjim101 replied to the Saul's Investing Discussions board. 12:57 PM

Re: A purchase and sale

Thanks, Saul, for sharing your small position sale of CGNX and buy of SCTY.

I always enjoy seeing how a great investment mind thinks.

Still learning after all these years…

Jim

Fri Oct 24

NL

Boards Post

drillerjim101 replied to the Saul's Investing Discussions board. 11:58 AM

Re: INBK Q3 2014

Gayle,

ROAE refers to a company's average performance over a fiscal year. It is usually computed by the sum of the equity value at the beginning and end of the year divided by 2.

Investopedia puts it this way:

"A [more]

NL

Boards Post

drillerjim101 replied to the Saul's Investing Discussions board. 11:23 AM

Re: INBK Q3 2014

"Here is a company that is growing assets at a pace that beats 98% of its peers (bank holding companies with consolidated assets in the $500 million to $1 billion range). Its operating leverage is also coming into play enabling efficiency ratio [more]

Wed Oct 22

NL

Boards Post

drillerjim101 posted to the Saul's Investing Discussions board. 11:10 PM

The Westport Syndrome

Saul,

That term you have coined for ongoing long term foolish investing behavior made me laugh out loud: The Westport Syndrome.

An instant classic.

Love it!

Jim

Tue Oct 21

NL

Boards Post

drillerjim101 replied to the Saul's Investing Discussions board. 8:31 AM

Re: PolyOne announcement today

Thank you, Saul, for highlighting PolyOne for us.

It has a nice 5 year steady growth record, so management is doing something right. Looks like a strong steady performer kind of like WAB.

And, it appears to be on sale. I've opened a [more]

Tue Sep 30

NL

Boards Post

drillerjim101 posted to the Saul's Investing Discussions board. 8:31 AM

Many thanks to you!

Anirban,

You have been posting fantastic messages for all of us on this board. You have sacrificially put in an enormous amount of work on behalf of us all.

Please know I speak on for us all in saying THANK YOU!!!

Jim

Fri Sep 26

NL

Boards Post

drillerjim101 replied to the Saul's Investing Discussions board. 5:35 PM

Re: WPRT

Saul,

The "little dust up on the WPRT BOARD", as BGM aptly puts it, was the most profitable piece of investment debate I've ever come across on the MF boards. I do as you stated, have 6X the money from selling the loser and buying [more]

NL

Boards Post

drillerjim101 replied to the Saul's Investing Discussions board. 3:46 PM

Re: AMBA

Thanks, Saul.

AMBA has shown strong investor demand and strength even in the face of sharp drop offs as we have experienced the past couple of weeks. And on broad run up days like today it stubbornly climbs (currently up 5% today) and once [more]

NL

Boards Post

drillerjim101 posted to the Saul's Investing Discussions board. 11:41 AM

AMBA

Saul,

I'm enclosing an article on AMBA and would greatly appreciate your thoughts about it.

AMBA has been a wonderful stock and still appears to have legs, even in the current market down turn for small aggressive stocks like AMBA. [more]

Sat Sep 13

NL

Boards Post

drillerjim101 replied to the Saul's Investing Discussions board. 10:32 AM

Re: Thoughts on what I've been doing

Thanks for sharing, Saul.

And for the rest of you: I well remember how Saul's wise warnings on the WPRT board 2 or 3 years ago were not well received, to put it mildly. And his words had the distinct ring of truth which I've never forgotten: [more]

Wed Sep 10

Rule Breakers Boards Post

drillerjim101 replied to the Rule Breakers boards. 10:31 PM

Fri Sep 5

NL

Boards Post

drillerjim101 posted to the Saul's Investing Discussions board. 6:39 PM

My experience in Sports Academy

This morning I walked into our local Sports Academy looking for a hand gun for my wife.

What impressed me most, however, was the way UA was displayed to shoppers as they first entered the store. The beautiful first class UA apparel hits you [more]

Rule Breakers Boards Post

drillerjim101 posted to the Rule Breakers boards. 6:37 PM

NL

Boards Post

drillerjim101 posted to the Saul's Investing Discussions board. 6:17 PM

UBNT

This is a great article by Pardini that makes the case for buying UBNT at current price levels.

Bottom line: The stock appears expensive…. but at a PEG of 1.01, it continues to be a good buying opportunity. UBNT is indeed one of the fastest [more]

Rule Breakers Boards Post

drillerjim101 posted to the Rule Breakers boards. 6:16 PM

Thu Sep 4

NL

Boards Post

drillerjim101 posted to the Saul's Investing Discussions board. 8:19 AM

Thought for the day

Even Bull Markets Aren’t Easy

Posted: 02 Sep 2014 06:16 PM PDT

“Risk, then, comes in two flavors: “shallow risk,” a loss of real capital that recovers relatively quickly, say within several years; and “deep risk,” a permanent loss [more]

Tue Sep 2

NL

Boards Post

drillerjim101 replied to the Saul's Investing Discussions board. 5:50 PM

Re: What is up with PSIX?

Bottom line, this may prove to be a significant revenue enhancing offering for PSIX: A propane engine with Diesel-like performance with higher torque at lower engine speeds. Wonder how many school districts would be interested in a more powerful [more]

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Total Picks 2
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Boards Stats & Trivia

Two stars, 250 posts
Board Posts 257
Recs Received 644
People who have rec'd these posts 255
Recs to Posts Ratio (last 30 days) N/A
Threads Started 40
Threads Started Percentage 15.56 %
Most Frequent Board Saul's Investing Discussions
Very First Post Re: Planned Parenthood Sting (2/6/2011)
Percentage of Posts Rec'd 60.70 %
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