nevercontent’s Activity

Yesterday

Recommendation

nevercontent recommended stillwater9999's post on the Weekly Analysis Club board. 4:42 PM

No more analysis?

Recommendation

nevercontent recommended pauleckler's post on the Weekly Analysis Club board. 4:42 PM

Re: No more analysis?

Recommendation

nevercontent recommended buynholdisdead's post on the Weekly Analysis Club board. 4:42 PM

Re: No more analysis?
NL

Boards Post

nevercontent replied to the Weekly Analysis Club board. 4:42 PM

Re: No more analysis?

No posts.

I've been swamped the past few months and haven't even really been paying attention to stocks. I try to glance at a couple TMF boards maybe once a week, but I haven't even gotten that far some weeks.

I [more]

Tue May 10

NL

Boards Post

nevercontent replied to the Saul's Investing Discussions board. 8:52 PM

Re: SWKS 2Q16 Earnings and Analysis

Thanks for another great analysis, Bob! I really love reading them.

One quick note: "...China will be up about 20% to 25%..." This is significant, as China represented fully 69% of Skyworks’ sales in FY15.

Remember [more]

Wed May 4

Tue May 3

NL

Boards Post

nevercontent replied to the Saul's Investing Discussions board. 10:56 PM

Re: INFN 1Q16 Earnings and Analysis

Bob, thank you for the great writeup. I always appreciate your deep dives.

Do you mind if I ask what you see as a kind of best-case scenario for the business going forward? If everything pans out, where do you see this company in 3-5 years [more]

Recommendation

nevercontent recommended TMFDatabasebob's post on the Saul's Investing Discussions board. 10:50 PM

INFN 1Q16 Earnings and Analysis

Thu Apr 21

NL

Boards Post

nevercontent replied to the Saul's Investing Discussions board. 2:04 PM

Re: Antidote to Kevin

Kevin, I'm not on the boards much anymore, but I do occasionally quickly skim over the lists of posts when I have time, and I often read yours. I hope that you'll keep posting about INFN.

I'm long INFN, but I'm more in Monkey's camp than [more]

Recommendation

nevercontent recommended CMFMonkey's post on the Saul's Investing Discussions board. 1:37 PM

Antidote to Kevin

Sun Apr 17

Fri Apr 15

Recommendation

nevercontent recommended NewEchota's post on the Saul's Investing Discussions board. 11:01 AM

Re: BOFI Freak Out & Facts

Thu Apr 14

NL

Boards Post

nevercontent replied to the Saul's Investing Discussions board. 10:33 AM

Re: BOFI again

reminds me about the sleaze factor.

If people keep selling, the shorts will keep attacking. They're making big bucks off the fear and laughing all the way to the bank (no pun intended).

When people stopped selling AFSI in [more]

Sun Apr 10

Recommendation

nevercontent recommended Conehead's post on the Apple board. 11:25 PM

Typical

Tue Apr 5

Recommendation

nevercontent recommended rbgibbons's post on the Saul's Investing Discussions board. 6:49 PM

Re: Bert Hochfeld

Sun Apr 3

NL

Boards Post

nevercontent replied to the Test Investors board. 12:45 PM

Re: many tests - ignore.

## Calculating Portfolio Returns

--------------------------------------------------------

I retired in July 1996, so I've actually been taking out money to live on for the last 20 years, instead of adding [more]

NL

Boards Post

nevercontent replied to the Test Investors board. 12:44 PM

Re: many tests - ignore.

What do all those letters stand for?

To help you out, if you are a relative beginner, I thought I'd give some definitions. Let's begin:

TTM or ttm (sometimes it's in caps, sometimes in small letters). This means [more]

NL

Boards Post

nevercontent replied to the Test Investors board. 12:43 PM

Re: many tests - ignore.

## Calculating Portfolio Returns

--------------------------------------------------------

I retired in July 1996, so I've actually been taking out money to live on for the last 20 years, instead of adding [more]

NL

Boards Post

nevercontent replied to the Test Investors board. 12:43 PM

Re: many tests - ignore.

Some ideas for evaluating a new company.

1. Go to the company website and find out what they do. To get there, google, for example, "Zillow investor relations" and you'll get the Zillow investor relations [more]

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