itconsultant’s Activity

Mon Apr 27

NL

Boards Post

itconsultant replied to the Last RoundUp board. 8:20 PM

Re: Bought MNDO $2.69

thats a pretty good purchase price. 7.5x FCF ex cash.

NL

Boards Post

itconsultant posted to the Deranged Monkey Criticism board. 2:55 PM

MNDO Q1 2015

Mind CTI, small little company i mentioned a while back is selling off today down 12% after Q1 results. Revenues and Earnings were flat yoy. Revenue down sequentially. Company said it could not close some deals but they should close soon. has won [more]

NL

Boards Post

itconsultant posted to the Last RoundUp board. 2:55 PM

MNDO Q1 2015

Mind CTI, small little company i mentioned a while back is selling off today down 12% after Q1 results. Revenues and Earnings were flat yoy. Revenue down sequentially. Company said it could not close some deals but they should close soon. has won [more]

NL

Boards Post

itconsultant replied to the Last RoundUp board. 2:15 PM

Re: Plan to leave Last RoundUp

you can control and edit your blog. A wordpress blog is easy to use. you can install it on your domain or a free one as well and you can leave it anonymous too..

Sun Apr 26

NL

Boards Post

itconsultant replied to the Last RoundUp board. 1:10 AM

Re: Plan to leave Last RoundUp

i read all posts here. i post if i have something to say. I posted my wdc/stx ideas and MNDO. I own all 3. Bought in q1. I posted my letter.

I think a BLOG is a great idea for Martian. he will get feedback and will be a popular blog. Martian [more]

Fri Apr 24

NL

Boards Post

itconsultant replied to the Deranged Monkey Criticism board. 11:01 AM

Re: Syntel miss

I know the cash flow statement is not out yet but comparing net cash last q v/s this q, it barely went up $2m. Is that your understanding as well. Last year Q they generated $23m+. and this is a cash generative biz.

I usually use FCF to come [more]

Thu Apr 23

NL

Boards Post

itconsultant replied to the Deranged Monkey Criticism board. 11:21 PM

Re: Syntel miss

So why the sell on a largish decline. Is it because story has changed that you sized it down now? Anyways it was reduced in size due to drop.. why not sell before earnings then?

NL

Boards Post

itconsultant replied to the Deranged Monkey Criticism board. 6:29 PM

Re: Computing cumlative returns and CAGR

I am using portfolio analyst. It does a good job of giving you cumulative returns across multiple years / quarters using TWR. It can also be used for annual returns.

However it does not provide CAGR. So i am using each years TWR to calculate [more]

NL

Boards Post

itconsultant replied to the Deranged Monkey Criticism board. 3:27 PM

Re: Syntel miss

thanks for update. did u sell after the drop today?

i am looking for an entry point since a year... keep missing it.. i had $45 or so as the entry point.

NL

Boards Post

itconsultant posted to the Deranged Monkey Criticism board. 12:16 AM

Q1 2015 letter

My q1 letter is here.

http://goo.gl/mTx3Gp

feedback on ideas, etc welcome

NL

Boards Post

itconsultant posted to the Last RoundUp board. 12:16 AM

Q1 2015 letter

My letter for q1 is out.

http://goo.gl/mTx3Gp

Wed Apr 22

NL

Boards Post

itconsultant replied to the Last RoundUp board. 11:07 PM

Re: A learning

Congrats on the successful migration to this approach. I have used rebalance tool from day 1 almost. i asked IB when i was starting as i thought of this issue. got lucky to get good advice.

I still do not migrate new clients into allocation [more]

NL

Boards Post

itconsultant replied to the Deranged Monkey Criticism board. 11:03 PM

Re: Computing cumlative returns and CAGR

yes. but i am using the TWR for each year which accounts for that.

NL

Boards Post

itconsultant posted to the Deranged Monkey Criticism board. 7:24 PM

Computing cumlative returns and CAGR

I use IB and it does not provide cumulative return or CAGR. I was thinking of taking the annual returns across my accounts and calculating using the following method. I also have a partial year in 2011.

2011 Starting Value $100
End Value [more]

Fri Apr 17

NL

Boards Post

itconsultant replied to the Value Hounds board. 10:59 PM

Re: SDRL/NADL: Another delay

seems like a big contract would move the stock..till then it just moves around with oil and random noise. just own in my PA now.

NL

Boards Post

itconsultant replied to the Value Hounds board. 11:11 AM

Re: SDRL/NADL: Another delay

is there any upside for 2015 / 2016 assuming contracts with Rosneft do not materialize and rest of rigs are out of contract? they need to get contracts for 3-4 vessels in late 2015 right.

NL

Boards Post

itconsultant replied to the Value Hounds board. 11:10 AM

Re: Question for Value Hounds

whats runrate FCF based on most recent quarter and P/FCF or EV/FCF?

will buybacks resume now? Can this business grow again given regulatory issues, student enrollment declines?

given declines its tough to see myself buying unless [more]

Thu Apr 16

NL

Boards Post

itconsultant posted to the Last RoundUp board. 12:28 PM

Cheap stocks or earnings growth

When i look at my portfolio, more often than not my focus is on buying companies with strong balance sheets, producing free cash flow at low multiples of trailing FCF to Market Cap or Enterprise Value. I do not focus that much on EPS growth. I do not [more]

Thu Apr 9

NL

Boards Post

itconsultant replied to the Last RoundUp board. 9:35 AM

Re: thoughts on icon

for me it was high numbers based investment in the past and then i got uncomfortable with increased leverage ( and then it doubled )..

So i am not a good source on this

Wed Apr 1

NL

Boards Post

itconsultant replied to the Saul's Investing Discussions board. 12:06 AM

Re: Anyone track Sabre (SABR)?

dont like the balance sheet to start with. lot of the cash flow goes to service the debt. lot of noise in the financials. selling travelocity will make it look good in 2015 for sure.

still cant see buying it

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Boards Stats & Trivia

Three stars, 500 posts Old School Fool
Board Posts 928
Recs Received 1112
People who have rec'd these posts 307
Recs to Posts Ratio (last 30 days) 5.00
Threads Started 221
Threads Started Percentage 23.81 %
Most Frequent Board Deranged Monkey Criticism
Very First Post A SA Your Success Stories post. (11/9/2006)
Percentage of Posts Rec'd 54.09 %
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