gocanucks1’s Activity

Fri Jan 29

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Boards Post

gocanucks1 replied to the Deranged Monkey Criticism board. 2:28 PM

Re: My Theme-based Motley Investment Philosophy

i am revisiting the thread so you can get off your high horse -- you were literally drooling over Fanuc in the thread, even though it was clear you knew very little about the company/industry/cycle aside from reading a few 2nd hand articles. [more]

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gocanucks1 replied to the Deranged Monkey Criticism board. 12:01 AM

Re: My Theme-based Motley Investment Philosophy


I get Fanuc is a great company. I challenge anyone to give me a well-written thesis on why the stock was "cheap" at any given time in last 5 years. Trust me I tried to justify it, but couldn't. just coz the stock has done well
[more]

Wed Jan 20

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gocanucks1 replied to the Deranged Monkey Criticism board. 11:58 AM

Re: CS on Gilead today

joined you today.

i do find it pretty remarkable how GILD is trading at similar/lower trough multiples PFE/MRKs of the world back in 2010 when the patent cliff was much more well defined.

Tue Jan 5

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gocanucks1 replied to the Last RoundUp board. 1:25 PM

Re: aapl


Japan's Nikkei reports Apple (AAPL -2.1%) is "expected to reduce output of the iPhone 6s and 6s Plus by around 30% in the January-March quarter compared with its original plans."

The paper adds Apple initially told
[more]

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gocanucks1 replied to the Last RoundUp board. 1:21 PM

Re: aapl

NSIT actually sounds pretty interesting.

i thought you answered your own question.


It looks cheap
and best time to buy is always near a 52 week low


my view is the slow grower is almost like a stalwart. [more]

Mon Jan 4

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gocanucks1 replied to the Deranged Monkey Criticism board. 8:47 AM

Re: Thanks Fins (OT)

be careful what you wish for.

one and done you taste so good...

Fri Jan 1

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gocanucks1 replied to the Last RoundUp board. 9:51 PM

Re: OT: FB college style


*that latest Star Wars movie SUCKED!


Amen

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gocanucks1 replied to the Last RoundUp board. 7:21 PM

Re: aapl

Nothing I'm betting the farm over but among the large cap stocks i look at it is by far the cheapest - if earnings can remain in place

i saw a blurb about the 5 worst performing stocks in Nasdaq 100 last year. They were MU, WDC, VIA, [more]

Mon Dec 21

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gocanucks1 replied to the Last RoundUp board. 5:03 PM

Re: another link

i gave up after 10 minutes. 58 page shareholder letter, and not a single mention of what the returns are.

i like letters by people on this board a lot more. no bs. no spin job. just ideas after ideas.

how much time did this guy [more]

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gocanucks1 replied to the Last RoundUp board. 5:00 PM

Re: What's wrong with people?

i seem to recall you don't hold Cam in high regard. changed your mind now? :)

Tue Dec 8

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gocanucks1 posted to the Deranged Monkey Criticism board. 1:10 PM

Lynch

not much new, but nice to see.

http://www.wsj.com/articles/peter-lynch-25-years-later-its-n...

Mon Nov 23

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Boards Post

gocanucks1 replied to the Last RoundUp board. 1:49 PM

Re: KIRK down 30+% to < $14

Plus, with AEO, you can't help but notice they've been doing great based on conversions, not traffic.

that's based on memory - I'm not sure if it is a true statement


actually it is worse. it is driven by price/AUR, as [more]

Thu Nov 19

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NoMoreShort replied to the Last RoundUp board. 11:44 AM

Re: KIRK down 30+% to < $14

fwiw. i sold around $23.

8/23/2015: $21: decent quarter operationally. Sales grew 11% and SSS was up 6.7% (B&M up 4.7%), driven by 4% transaction depsite negative traffic. Sales did slow down sequentially in July. MM was down for the [more]

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NoMoreShort replied to the Last RoundUp board. 11:02 AM

Re: KIRK down 30+% to < $14

honestly, i don't have a clue. probably a combination of factors. 1) online competition (including retailers' own attempt to drive online penetration which compresses margins, see PIR). 2) depressed consumer spending (regardless how one spins it, [more]

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NoMoreShort replied to the Last RoundUp board. 10:30 AM

Re: KIRK down 30+% to < $14

not involved. thought about shorting after last Q after CEO change.

to echo Martian's point, retail is becoming too tough, esp. the flaky ones.

the spread of inventory to sales is alarmingly bad across retail. Even TJX with its [more]

Fri Nov 13

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NoMoreShort replied to the Deranged Monkey Criticism board. 12:28 PM

Re: csco redux

my impression is router sales down causes more "structural decline" fear.

Fri Oct 16

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NoMoreShort posted to the Deranged Monkey Criticism board. 12:38 PM

DG comment


but the thing to think about, right, is that this economy in general, right, go outside of Manhattan, is not getting much better for our core consumer. It really isn't. And that bifurcation is continuing to happen. Middle class is almost
[more]

Tue Jul 28

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NoMoreShort posted to the Last RoundUp board. 2:02 AM

BIDU

deja vu is my feeling after reading the latest conf call. As you may remember, I pounded the table on BIDU around two years ago, as the stock had a meaningful correction as the market was concerned about elevated investment.

Well, here we [more]

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Boards Stats & Trivia

Big red star, 1000 posts Feste Award Nominee! Old School Fool
Board Posts 2536
Recs Received 6925
People who have rec'd these posts 737
Recs to Posts Ratio (last 30 days) N/A
Threads Started 393
Threads Started Percentage 15.50 %
Most Frequent Board Deranged Monkey Criticism
Very First Post Re: Top price for MO (7/7/2002)
Percentage of Posts Rec'd 66.01 %
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