foodles’ Activity

Fri Oct 12

NL

Boards Post

foodles replied to the Saul's Investing Discussions board. 11:33 AM

Re: What to Buy Now

I’ve been holding about 20% cash and really torn between adding to MU at this level, or starting a position in SQ.

Why not do both if you've got 20% cash and wanting to deploy some of that?

I've added to both of those [more]

Thu Oct 11

NL

Boards Post

foodles replied to the Saul's Investing Discussions board. 2:54 PM

Re: SQ, PVTL, CLDR, HDP and the market

Thanks for the confirmation bias, Step! ;-)

the selling on Square is a ridiculous over-reaction in my opinion...and it causes a temporary crazy sale price...I think this is a gimme...

Although we seem to be about the only two [more]

Wed Oct 10

NL

Boards Post

foodles replied to the Saul's Investing Discussions board. 8:29 PM

Re: A little perspective

Rich,

it is only a 3+% slight drop...

For the major indexes, yes, 3-4%, mine dropped between 6-7% today, largest $$$ amount I've ever seen it fall in a day! WOW, lucky that's just on paper!

But no, I'm [more]

NL

Boards Post

foodles replied to the Saul's Investing Discussions board. 5:05 PM

Re: Sarah Friar Leaving SQ

Down nearly 5% after-hours...

And now down over 10% after hours.

She seemed like a very intelligent, articulate, capable, CFO, but is her leaving worth a 10% reduction in stock price? I don't think so. I know after hours [more]

Tue Oct 9

NL

Boards Post

foodles replied to the Saul's Investing Discussions board. 12:04 AM

Re: Square Stock Is Plunging After a Steadfast B

Me:

nothing has changed about SQ other than someone's opinion that was made public

Brittlerock:

That's just not the case. Something significant has changed, SQ has gone into the consumer lending business. [more]

Mon Oct 8

NL

Boards Post

foodles replied to the Saul's Investing Discussions board. 5:21 PM

Re: Square Stock Is Plunging After a Steadfast B

Don't agree. Some analist jumps on the bandwagon, naturally with most tech falling and wants this price much lower..don't they all. If you believed in it all the way up, then believe on the way down and you have decisions to make. Do [more]

Fri Oct 5

NL

Boards Post

foodles replied to the Saul's Investing Discussions board. 6:49 PM

Re: LGIH

PE is laughably low...what am I missing...

Cyclical industries are only ever briefly, if at all, given a fair value (LGIH's fair value was at $70-$80 imo). The slightest whiff of a slowdown or other bad news (and LGIH's was [more]

NL

Boards Post

foodles replied to the Saul's Investing Discussions board. 1:22 PM

Re: A quick note of where we are

Percentage below stock price high (as of 12:45 EDT 10/5/2018):

AYX: 16.3%
ZS: 25.5%
OKTA: 14.7%
MDB: 14.5%

NTNX: 34.6%
NVDA: 7.8%
TWLO: 15.5%
SQ: 8.6%
PSTG: 14.2%


Appreciate the info, [more]

Wed Oct 3

NL

Boards Post

foodles replied to the Saul's Investing Discussions board. 4:29 PM

Re: NKTR: IR's short rebuttal

Thanks Chris,

Nice to have the company's thoughts and rebuttal to the short article.

After reading that, I'm thinking of upping my exposure from just over 1% to 2% before the 11/9 presentation.

Tue Oct 2

NL

Boards Post

foodles replied to the Saul's Investing Discussions board. 1:48 AM

Re: ZScaler Technology Exploration

Tinker,

Do you mind listing your current holdings? I know you are very concentrated, usually only invested in maybe 2-3 holdings, so obviously very high conviction from your standpoint.

I think a while ago, you held ANET and NVDA? [more]

Premium Commons Boards Post

foodles replied to the Premium Commons boards. 1:20 AM

Thu Sep 27

NL

Boards Post

foodles replied to the Saul's Investing Discussions board. 1:58 PM

Re: Nutanix Deepish Dive -- Bought More Recently

For me, because of how clearly management understands their strategy and their ability to speak to it at these tech/investor conferences and the business results, I'm giving them a chance.

Agree, Aleeb, and as Saul has [more]

NL

Boards Post

foodles replied to the Saul's Investing Discussions board. 10:57 AM

Re: ABMD - pretty amazing survival data

I got into ABMD back in the $70 range, but then sold it after a near double in less than a year, as that was the time when there was a lot of talk about a competitor that was going to hurt ABMD. I got out and didn't look back, not really [more]

NL

Boards Post

foodles replied to the Saul's Investing Discussions board. 1:37 AM

Re: NKTR: Another clinical collaboration in I-O

Chris,

Thanks for keeping us abreast of the latest news with NKTR, I appreciate it as I still own it, but don't really follow it too much. Yet I still think it's worth a small holding to see if it indeed can produce some great cancer [more]

Tue Sep 25

NL

Boards Post

foodles replied to the Saul's Investing Discussions board. 12:44 AM

Re: Zscaler - wading in

Given the frequent breeches, it would appear that this understanding is not well-distributed.

I agree with this, and it is what has kept me out of the internet security businesses (so far). It seems like all it will take is one [more]

Stock Advisor Boards Post

foodles replied to the Stock Advisor boards. 12:23 AM

Mon Sep 24

NL

Boards Post

foodles replied to the Saul's Investing Discussions board. 5:53 PM

Re: NTNX Potential Technical Weakness

With the additional 8% drop today in NTNX from the analyst downgrade, I added at $42.50 to bring this one up from 4th position to 3rd position for me (behind SHOP and NVDA). If the market "sees the light" that most here think it should [more]

Thu Sep 20

Premium Commons Boards Post

foodles replied to the Premium Commons boards. 4:18 PM

Tue Sep 18

NL

Boards Post

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

Shopify offers AR option in IOS 12

https://www.engadget.com/2018/09/18/shopify-apple-ar-quick-l...

Shopify offers iOS 12's AR features to its 600,000 [more]

Premium Commons Boards Post

foodles posted to the Premium Commons boards. 8:45 PM

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Boards Stats & Trivia

Big red star, 1000 posts Old School Fool
Board Posts 1212
Recs Received 2817
People who have rec'd these posts 599
Recs to Posts Ratio (last 30 days) 6.40
Threads Started 187
Threads Started Percentage 15.43 %
Most Frequent Board Saul's Investing Discussions
Very First Post 1st post (2/17/2006)
Percentage of Posts Rec'd 66.50 %
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