okapimoon’s Activity

Sat Aug 1

Stock Advisor Boards Post

okapimoon replied to the Stock Advisor boards. 10:51 PM

NL

Boards Post

okapimoon replied to the Weekly Analysis Club board. 10:24 AM

Re: Okapimoon's Short & Sweet (or sour) MTDR Rep

That sounds like a lot of fun! Does this mean a new book is up and coming? :-)

No new book, but hope for a jumpstart that will get me to pull some of my "resting" manuscripts out of drawer and start working on them [more]

Fri Jul 31

Stock Advisor Boards Post

okapimoon replied to the Stock Advisor boards. 9:06 AM

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Boards Post

okapimoon posted to the Weekly Analysis Club board. 3:15 AM

Dycon 1YPEG chart updated (maybe)

I realized I didn't get the growth acceleration in the chart because I had only input 8 quarters, not 12. Having trouble sleeping decided to get up and add the 4 prior quarters. I'm pretty sure I've added the numbers correctly, and maybe it's due to [more]

Thu Jul 30

Rule Breakers Boards Post

okapimoon replied to the Rule Breakers boards. 10:59 PM

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Boards Post

okapimoon posted to the Weekly Analysis Club board. 9:41 PM

Dycom (DY) Report --- okapimoon

DYCOM INDUSTRIES (DY)

What It Does
Dycom Industries, Inc. (Dycom) is a holding company. The Company, through its subsidiaries, provides specialty contracting services throughout the United States and in Canada. The Company [more]

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Boards Post

okapimoon replied to the Weekly Analysis Club board. 7:27 PM

Re: Okapimoon's Short & Sweet (or sour) MTDR Rep

Somewhere along the line, do you think we ought to rename this thread! (Or the several that are streaming from my original report)? I'm starting to feel a little self-conscious about every post (no longer having much to do with my report or me) [more]

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Boards Post

okapimoon posted to the Weekly Analysis Club board. 3:57 PM

Tiny Correction

Regarding welcoming comments from others, I remembered, my college professor from many years ago did not ask for "comments, questions, critiques, observations or suggestions," but rather, "comments, questions, criticisms, or [more]

NL

Boards Post

okapimoon replied to the Weekly Analysis Club board. 3:49 PM

Re: Okapimoon's Short & Sweet (or sour) MTDR Rep

Mark said:

Quite frankly, it takes some initiative and guts to post findings and opinions’ on this and other boards for all of fooldom to view. Humbling to say the least.

As has been said this is a learning
[more]

Tue Jul 28

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Boards Post

okapimoon replied to the Saul's Investing Discussions board. 1:42 PM

Re: Saul's Historical Results

"What I like about Saul's returns is that it proves that no year makes a portfolio and that if you keep learning and improving you can beet the market..."

Strangely, whenever I beet the market, I end up deep in the [more]

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Boards Post

okapimoon replied to the Saul's Investing Discussions board. 1:21 PM

Re: Thoughts on LOGM

As a result of that, my portfolio tends to be rather tech heavy (helped also by my oversize NFLX position bought at 10 and 14 many years ago --- much has been sold, but what's left still makes it may largest position.)

Oops. Forgot [more]

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Boards Post

okapimoon replied to the Saul's Investing Discussions board. 1:15 PM

Re: Thoughts on LOGM

You keep tempting me, but with that good experience you've had, why haven't you taken at least a small position? Is something holding you back?

Oh, let me count (list?) the reasons. Well, not all, but the main ones.

First [more]

Mon Jul 27

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Boards Post

okapimoon replied to the Saul's Investing Discussions board. 7:52 PM

Re: Thoughts on LOGM

Oh, and additionally (also noted in earlier post), that same license that allows me to tap into BFs computer from home also allows him to connect to Quickbooks on his computer (and access his full customer contact list, all business records, [more]

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Boards Post

okapimoon replied to the Saul's Investing Discussions board. 7:48 PM

Re: Thoughts on LOGM

I have no particular opinion of LOGM as an investment, and no position, but my company was a client for quite a number of years, and I found their products to be very good. We ended up getting paid licenses for most of the computers in the [more]

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Boards Post

okapimoon replied to the Saul's Investing Discussions board. 3:49 PM

Re: Thoughts on LOGM

There's another way to look at that.

Yes. Good point, Saul. (Good points.) Will just keep watching for now!

Thanks.

okapimoon

NL

Boards Post

okapimoon replied to the Saul's Investing Discussions board. 2:09 PM

Re: Thoughts on LOGM

So revenue growth is slowing quite rapidly too. How are they going to grow into that 55 PE ? I'm just wondering what I'm missing?


Well, here are the thoughts of, admittedly, a beginner at evaluation (who appreciates both the fact [more]

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Boards Post

okapimoon replied to the Saul's Investing Discussions board. 12:54 PM

Re: Should Nike Fear Skechers?

Nike is a beast of a company.

I just started reading "Accounting Principles, Volume II," a beast of a book! And the very first thing I learned on the first page in the first paragraph was something about Nike. [more]

NL

Boards Post

okapimoon replied to the Weekly Analysis Club board. 12:18 PM

Re: Okapimoon's Short & Sweet (or sour) MTDR Rep

So anyway, back to Neil's comment, IMO to reduce an entire industry in which civilization itself would collapse if it didn't exist as an "unfortunate choice" simply because you don't understand it is a very unfortunate choice in itself, [more]

NL

Boards Post

okapimoon replied to the Weekly Analysis Club board. 12:08 AM

Re: Okapimoon's Short & Sweet (or sour) MTDR Rep

That's very encouraging, okapimoon! Would you mind seeing if SWKS matches? They always include non-GAAP in their press releases, and when I was looking around at various services offering non-GAAP numbers, it almost never matched [more]

Sun Jul 26

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Boards Post

okapimoon replied to the Weekly Analysis Club board. 8:22 PM

Re: Okapimoon's Short & Sweet (or sour) MTDR Rep

So with the non-GAAP numbers from Schwab we get -38% YOY earnings growth. Even I am not sure if the formula for 1YRPEG will make sense for -ve growth. I guess the -ve growth means there is almost no growth or growth tending to zero and in this [more]

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