kevinh68’s Activity

Wed Oct 26

Hidden Gems Boards Post

kevinh68 posted to the Hidden Gems boards. 1:23 PM

Rule Breakers Boards Post

kevinh68 posted to the Rule Breakers boards. 1:23 PM

Thu Oct 20

NL

Boards Post

kevinh68 posted to the Saul's Investing Discussions board. 12:06 PM

TSLA and NVDA

I know TSLA is not exactly the type of stock folks here will flock to, but perhaps NVDA could be.

Nvidia was selected for the neural-net compute power behind Tesla's level 5 capable self-driving car. Nvidia has been highlighted in other [more]

Wed Oct 19

Rule Breakers Boards Post

kevinh68 posted to the Rule Breakers boards. 5:12 PM

Hidden Gems Boards Post

kevinh68 posted to the Hidden Gems boards. 5:12 PM

Million Dollar Portfolio Boards Post

kevinh68 posted to the Million Dollar Portfolio boards. 5:12 PM

Million Dollar Portfolio Boards Post

kevinh68 posted to the Million Dollar Portfolio boards. 4:55 PM

Hidden Gems Boards Post

kevinh68 posted to the Hidden Gems boards. 4:55 PM

Rule Breakers Boards Post

kevinh68 posted to the Rule Breakers boards. 4:55 PM

Tue Oct 18

Million Dollar Portfolio Boards Post

kevinh68 posted to the Million Dollar Portfolio boards. 5:43 PM

Hidden Gems Boards Post

kevinh68 posted to the Hidden Gems boards. 5:43 PM

Rule Breakers Boards Post

kevinh68 posted to the Rule Breakers boards. 5:43 PM

Million Dollar Portfolio Boards Post

kevinh68 posted to the Million Dollar Portfolio boards. 1:38 PM

Hidden Gems Boards Post

kevinh68 posted to the Hidden Gems boards. 1:38 PM

Rule Breakers Boards Post

kevinh68 posted to the Rule Breakers boards. 1:38 PM

Mon Oct 3

NL

Boards Post

kevinh68 replied to the Saul's Investing Discussions board. 2:11 PM

Re: Bear's Portfolio at the end of September

Maybe the option you didn't discuss that would be most appropriate would be buying puts, right? Then I don't lose any upside, and I protect completely against any kind of 30% fall or whatever.

Yes, if you would rather keep [more]

NL

Boards Post

kevinh68 replied to the Saul's Investing Discussions board. 1:48 PM

Re: INFN: SDN is coming, and other thoughts

Hi Billy, thank you for asking me those questions and challenging me to defend my thinking.

I am holding for two reasons.

#1) The repeated sell off that brought the stock down at these levels has resulted in a price that assumes 0% [more]

NL

Boards Post

kevinh68 replied to the Saul's Investing Discussions board. 11:32 AM

Re: INFN: SDN is coming, and other thoughts

So why aren't they selling like hot cakes and making shareholders money?

Hi Ant,

They were selling like hotcakes (pointing to the 20% QoQ rev growth over the past 2-3 years) but your observation is correct: they [more]

NL

Boards Post

kevinh68 posted to the Saul's Investing Discussions board. 12:27 AM

INFN: SDN is coming, and other thoughts

This is a crosspost from the Infinera boards. I felt compelled to post it here for the benefit those who still hold Infinera. The upshot: I don't think all is lost for Infinera yet and the thesis still holds when you cast your eyes toward the [more]

Hidden Gems Boards Post

kevinh68 replied to the Hidden Gems boards. 12:12 AM

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