kevinh68’s Activity

Yesterday

Rule Breakers Boards Post

kevinh68 replied to the Rule Breakers boards. 5:27 PM

Tue Jun 30

Million Dollar Portfolio Boards Post

kevinh68 replied to the Million Dollar Portfolio boards. 11:31 PM

Rule Breakers Boards Post

kevinh68 replied to the Rule Breakers boards. 11:30 PM

Hidden Gems Boards Post

kevinh68 replied to the Hidden Gems boards. 4:12 PM

Mon Jun 29

NL

Boards Post

kevinh68 replied to the Saul's Investing Discussions board. 11:10 PM

Re: Candidate stocks

JC, sorry for the late reply. My wife and I took our children to Disney World last week and I had stopped posting during the hiatus.

Unfortunately I don't recall which entries were from amigobulls at this point, but, I do have column on the [more]

Rule Breakers Boards Post

kevinh68 posted to the Rule Breakers boards. 10:37 PM

Hidden Gems Boards Post

kevinh68 posted to the Hidden Gems boards. 10:36 PM

Million Dollar Portfolio Boards Post

kevinh68 posted to the Million Dollar Portfolio boards. 10:36 PM

NL

Boards Post

kevinh68 replied to the Saul's Investing Discussions board. 10:22 PM

Re: Infinera enhances Transmode offer

Neil, excellent follow on sleuthing. I missed that one.

I surmise from that statement Infinera may be encouraging the all cash option by making market liquidity a concern.

Or, they found the overhead associated with dual listing in [more]

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Boards Post

kevinh68 posted to the Saul's Investing Discussions board. 9:33 PM

Infinera enhances Transmode offer

Infinera enhanced their Transmode acquisition offer today to include an all-cash option for shareholder consideration.

[more]

Sun Jun 21

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Boards Post

kevinh68 replied to the Saul's Investing Discussions board. 10:04 AM

Re: Candidate stocks

Saul, thanks for the suggestion. I just made the change.

Also, I took note about what you and Kate said and will add something to make the considerations clearer on the stocks with negative earnings. Perhaps it may be best to leave the [more]

Sat Jun 20

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Boards Post

kevinh68 replied to the Saul's Investing Discussions board. 10:15 PM

Re: Candidate stocks

Hi Kate,

What you wrote makes perfect sense and you are correct in that FEYE has no earnings.

I probably wasn't as clear as to what I did to the screen and why I made the change. I wanted to open up the selection criteria so that we [more]

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Boards Post

kevinh68 posted to the Saul's Investing Discussions board. 1:39 PM

Candidate stocks

The 1YPEG calculation spreadsheet I've been working on now has all values filled in for all stocks in the sheet, including revenue. For reference, the spreadsheet is located here:

[more]

Fri Jun 19

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Boards Post

kevinh68 replied to the Saul's Investing Discussions board. 1:43 AM

Re: 1YPEG - a work progressing

Chris, the numbers came from the last 4 quarterly earnings reports.

In each quarter's report they (usually) always present an EPS comparison to the same period a year ago.

If you go down to the table where they report their diluted [more]

Thu Jun 18

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Boards Post

kevinh68 replied to the Saul's Investing Discussions board. 2:12 PM

Re: 1YPEG - a work progressing

Ack! One more small tweak. I noticed the formula didn't pick up INBK. The formula was using > instead of >=.

Here is INBK by itself:


Ticker EPS G P/E 1YPEG Rev G
====== ======= ======= ======= =======
INBK [more]

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Boards Post

kevinh68 replied to the Saul's Investing Discussions board. 1:49 PM

Re: 1YPEG - a work progressing

The indicator had the wrong formula in for YoY EPS Growth condition (it was set to 35% instead of 30%). Here is the updated list:


Ticker EPS G P/E 1YPEG Rev G
====== ======= ====== ===== =======
AAPL 35.28% 15.79 0.45 [more]

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Boards Post

kevinh68 replied to the Saul's Investing Discussions board. 12:32 PM

Re: 1YPEG - a work progressing

Saul, thank you.

Since these calculations are meant to be indicators more than anything else I left it pegged to 200% for the time being. It should be close enough.

On that front, I added a 'trifecta' indicator column that will turn [more]

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Boards Post

kevinh68 replied to the Saul's Investing Discussions board. 11:04 AM

Re: 1YPEG - a work progressing

Andy, and everyone, thank you for the kind words.

I have been making more updates to the sheet, and I'll describe some more recent changes:

1) I added a column to show what the stock price 'could' be *if* the EPS growth rate stays [more]

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Boards Post

kevinh68 replied to the Saul's Investing Discussions board. 10:53 AM

Re: 1YPEG - a work progressing

Drake, Saul, thank you for the feedback.

I was wrestling with what to do in the negative to positive swing case and opted for a penny in the denominator. Unfortunately it had a skewed effect of painting a stratospheric growth [more]

Wed Jun 17

NL

Boards Post

kevinh68 posted to the Saul's Investing Discussions board. 10:52 PM

Thoughts on selling

There have been many questions and discussions around 'how do you know when to sell'.

While I am not Saul, and I am still learning, I can think of one simple measure to determine 'how you 'know'. It may be easy to miss it but I believe it is [more]

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