dumaflotchie’s Activity

Wed Apr 27

NL

Boards Post

dumaflotchie replied to the Saul's Investing Discussions board. 1:56 PM

Re: On oil and gas stocks

However, I also think that, in the short term and mid term, the markets can be affected by volatility created by traders and temporary shocks.

So true.....MRO has been a double since Feb 2016......emotionless profit.

Sat Apr 23

NL

Boards Post

dumaflotchie posted to the New Paradigm Investing board. 8:49 AM

Denny.....another thought along your lines...

http://seekingalpha.com/article/3967328-concentrated-investi...

Thesis

Most investors are too passively invested, overweight
[more]

Thu Apr 21

NL

Boards Post

dumaflotchie replied to the Saul's Investing Discussions board. 2:41 PM

Re: Antidote to Kevin

I think it might also be appropriate if I refrain from posting for a bit if that is affecting people's mindset. Especially if folks are overallocating. Would that be helpful?

Best,
--Kevin


Kevin:

The problem is [more]

Mon Apr 18

NL

Boards Post

dumaflotchie replied to the Saul's Investing Discussions board. 6:45 PM

Re: Buy on a dip and make big holding bigger??

and it's had a dip in price that makes you want to add some more, but it's already a high allocation of your portfolio, whaddya do?

MJ:

Maybe that was a trick question? :)

IMO, you would do well to study Saul's rules [more]

Rule Breakers Boards Post

dumaflotchie replied to the Rule Breakers boards. 12:49 PM

Sun Apr 17

Rule Breakers Boards Post

dumaflotchie replied to the Rule Breakers boards. 1:40 PM

NL

Boards Post

dumaflotchie replied to the Saul's Investing Discussions board. 10:31 AM

Re: If you have any remaining question...

Saul:

I have no opinion regarding whether BOFI is a good long term investment but I will say this about your concern of them hiring a felon:

[more]

Fri Apr 15

NL

Boards Post

dumaflotchie replied to the Saul's Investing Discussions board. 2:21 PM

Re: Question re BOFI-type situation

Why in the universe of all stocks......do you make BOFI your universe?

Answer this question and you will find the answer you seek ;)

Tue Apr 12

Mon Mar 14

NL

Boards Post

dumaflotchie replied to the New Paradigm Investing board. 8:26 PM

Re: Tinker and Denny

Denny:

Using a modified Denny portfolio approach we discussed a while back on limiting stocks with radical divergences but higher CAGR, I am up 1.12% vs the market being down as you outlined in this hypothetical portfolio (which I did not [more]

Sun Mar 13

NL

Boards Post

dumaflotchie replied to the New Paradigm Investing board. 12:02 PM

Re: MBLY Revisited

Not sure the valuation is yet compelling if one looks at the next 1-2 years....it is beyond that when it would grow into and theoretically supersede its present market cap....$7.5 BILLION market cap with P/S of 30 but forward PE of [more]

NL

Boards Post

dumaflotchie replied to the New Paradigm Investing board. 10:17 AM

Re: MBLY Revisited

David Leiker

And then one other question on REM for you, it seems like there's two big positives from these contract awards as you get them. One is your customers are going to have really high switching cost. But second, your customer
[more]

NL

Boards Post

dumaflotchie replied to the New Paradigm Investing board. 10:05 AM

Re: MBLY Revisited

Brian Johnson

Second question, I want to understand kind of the open architecture direction, the timing of that? And then if there is any way to kind of think about it over in Ofer's world of kind of where it might lead to ASPs or volume
[more]

NL

Boards Post

dumaflotchie posted to the New Paradigm Investing board. 9:56 AM

MBLY Revisited

Just a couple bull case articles on MBLY to ponder:

http://seekingalpha.com/article/3944626-mobileye-bottomed

Mobileye appears poised to meet its $1.1 [more]

Sat Mar 12

NL

Boards Post

dumaflotchie replied to the New Paradigm Investing board. 2:22 PM

Re: What Moved the Market and Will Move the Mark

Tammy;

Take your political crap elsewhere!

NL

Boards Post

dumaflotchie posted to the New Paradigm Investing board. 7:16 AM

What Moved the Market and Will Move the Market

No.....he most certainly wasn't Obama......it was the FED:

[more]

Fri Mar 11

NL

Boards Post

dumaflotchie replied to the New Paradigm Investing board. 9:38 AM

Re: Tinker and Denny

Several of the oil sector stocks look interesting from BMW, TA and debt load basis.

Two in particular might be MRO and NOV.

Thu Mar 10

NL

Boards Post

dumaflotchie posted to the New Paradigm Investing board. 6:35 PM

Tinker and Denny

What stocks and/or companies are you considering at this time?

Tue Mar 8

NL

Boards Post

dumaflotchie posted to the New Paradigm Investing board. 10:01 AM

Clinton Stocks

Any thoughts on Clinton stocks?

Maybe CXW and GEO?

Show More Activity ...

CAPS Stats & Trivia

CAPS Player Rating < 20
Player Rank 0 out of 74852
Score 0.00
Score Change Today -0.79
Accuracy 0.00%
Active Picks 0
Total Picks 17
Best Pick NVT.DL (+192.85)
Worst Pick FMD (-71.27)
Average Score per Pick 24.60
Charms Earned 1
Highest Rated Favorite No Favorites Selected
Go to dumaflotchie’s CAPS page

Boards Stats & Trivia

Big gold star, 5000 posts Old School Fool
Board Posts 10156
Recs Received 13316
People who have rec'd these posts 1068
Recs to Posts Ratio (last 30 days) 3.40
Threads Started 2845
Threads Started Percentage 28.01 %
Most Frequent Board New Paradigm Investing
Very First Post ROIC and the RTW (7/19/2001)
Percentage of Posts Rec'd 52.23 %
Show dumaflotchie’s 10 Latest Posts