jasonb75’s Activity

Today

Rule Breakers Boards Post

jasonb75 replied to the Rule Breakers boards. 1 minutes ago

Yesterday

Stock Advisor Boards Post

jasonb75 replied to the Stock Advisor boards. 45 minutes ago

Caps Pick

jasonb75 made a pick in CAPS. 10:36 AM

Apple (AAPL) will Outperform the S&P 500

Mon Jul 27

NL

Boards Post

jasonb75 replied to the Saul's Investing Discussions board. 3:17 PM

Re: Internet banks

And of course, the lure of being the cost leader is that you can pay more for interest on deposits, charge less for interest on loans, and still make more money than the bank with the higher cost structure.

Fri Jul 24

NL

Boards Post

jasonb75 replied to the Saul's Investing Discussions board. 1:13 PM

Re: PSIX

Chris,

That's probably a prudent strategy. I've found that when management says they "expect" revenues to be weighted toward second half of the year, they could usually replace that word with the word "hope".

I [more]

Wed Jul 22

Rule Breakers Boards Post

jasonb75 replied to the Rule Breakers boards. 7:48 PM

Stock Advisor Boards Post

jasonb75 replied to the Stock Advisor boards. 7:41 PM

NL

Boards Post

jasonb75 replied to the Saul's Investing Discussions board. 6:22 PM

Re: One of Saul's High Conviction Stocks is a RB

It may depend - if RB is getting its picks from Saul, then it's probably OK to post them here

For the benefit of those who don't know, Saul invested in SWKS based on the recommendation of another MF service.

I think Saul's a [more]

Sun Jul 19

Rule Breakers Boards Post

jasonb75 replied to the Rule Breakers boards. 11:00 AM

Rule Breakers Boards Post

jasonb75 replied to the Rule Breakers boards. 10:59 AM

Wed Jul 15

Caps Pick

jasonb75 made a pick in CAPS. 1:49 PM

Infinera (INFN) will Outperform the S&P 500

Caps Pick

jasonb75 made a pick in CAPS. 1:49 PM

ABIOMED, Inc. (ABMD) will Outperform the S&P 500

Mon Jul 13

NL

Boards Post

jasonb75 replied to the Saul's Investing Discussions board. 12:09 AM

Re: A really odd way of figuring a bargain

And you're still not willing to give us the ticker so we can do our own Rev & Ear diligence?

With all due respect, SA subscribers pay money for that service and as a result, we should not be sharing that information outside the [more]

Sun Jul 12

NL

Boards Post

jasonb75 replied to the Saul's Investing Discussions board. 9:26 PM

Re: A really odd way of figuring a bargain

True, it's not clear, but 35 times estimated 2015 earnings against a five-year growth rate that... sounds to me at least like they are talking about earnings, not revenue.

In defense of SA and the company in question, over the last 13 [more]

Fri Jun 26

NL

Boards Post

jasonb75 replied to the Saul's Investing Discussions board. 10:52 PM

Re: SWKS

I don't remember a moment in Illinois where it hasn't rained this spring/summer.

Jason
Short 'cooler by the Lake'

Rule Breakers Boards Post

jasonb75 replied to the Rule Breakers boards. 10:46 PM

Mon Jun 8

Stock Advisor Boards Post

jasonb75 replied to the Stock Advisor boards. 10:50 PM

Sat Jun 6

Rule Breakers Boards Post

jasonb75 replied to the Rule Breakers boards. 12:15 AM

Thu Jun 4

NL

Boards Post

jasonb75 replied to the Saul's Investing Discussions board. 10:48 PM

Re: Anirban's SWIR Q1 2015 Notes

At sub-$30's price point though, this does look like a good point to add. I would add that I think they tend to do well in Q3 & Q4, and I also believe management loves to give low ball guidance. The valuation for their stated above market [more]

NL

Boards Post

jasonb75 replied to the Saul's Investing Discussions board. 10:12 AM

Re: Anirban's SWIR Q1 2015 Notes

Right now though, it appears that enterprise solutions is still pretty small and it’s not growing as fast as they would like it to grow.

Thanks for the notes, Anirban. I own some SWIR but am hesitant to add on this dip due to the [more]

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CAPS Stats & Trivia

CAPS Player Rating 90.02
Player Rank 7508 out of 75193
Score 1721.46
Score Change Today +62.47
Accuracy 52.36%
Active Picks 78
Total Picks 234
Best Pick TSLA (+331.55)
Worst Pick LL (-91.41)
Average Score per Pick 7.39
Charms Earned 8
Highest Rated Favorite TMFPencils
Go to jasonb75’s CAPS page

Boards Stats & Trivia

Three stars, 500 posts CAPS All Star
Board Posts 508
Recs Received 758
People who have rec'd these posts 291
Recs to Posts Ratio (last 30 days) 1.10
Threads Started 20
Threads Started Percentage 3.94 %
Most Frequent Board Saul's Investing Discussions
Very First Post A RBS: Lululemon Athletica post. (2/6/2011)
Percentage of Posts Rec'd 52.76 %
Show jasonb75’s 10 Latest Posts