othalan’s Activity

Mon Nov 27

NL

Boards Post

othalan replied to the Saul's Investing Discussions board. 2:02 PM

Re: A Question Regarding Portfolio Growth

buyandwin: I'm curious as to what the portfolio growth numbers that are being divulged represent. Are these numbers from total investable assets or are there a part of assets not counted? For example --Someone has 50% of assets in Index [more]

Sun Nov 26

NL

Boards Post

othalan replied to the Saul's Investing Discussions board. 11:31 AM

Re: Portfolio Review 2017 (Good Month, Great Yea

EdGrey: Othalan, you mentioned MIDD as one company where you lost faith in management, but you didn't give any details. I've had my eye on it, and the CEO has an excellent reputation, so I'd be interested in your [more]

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othalan replied to the Saul's Investing Discussions board. 12:19 AM

Re: Sectors, Diversity & Risk

brittlerock: I'll keep this brief. I just read Othalan's portfolio review and he (she?) mentioned a concern about being heavily invested in the tech sector. The sense was that the lack of diversity was tantamount to increased risk. [more]

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othalan replied to the Saul's Investing Discussions board. 12:06 AM

Re: Portfolio Review 2017 (Good Month, Great Yea

HeartMD: What are your thoughts on LGIH’s ability for continued growth in 2018? The number of selling communities concerns me at this point as not being able to sustain the current growth rate. I’d love to hear what you have to say on that [more]

Sat Nov 25

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othalan posted to the Saul's Investing Discussions board. 3:19 PM

Portfolio Review 2017 (Good Month, Great Year)

I may not have time for a detailed write-up at the end of the year and I have thoughts to share so here are my results and self evaluation thoughts as of the end of November. I have written this up primarily for my own self education and provide them [more]

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othalan replied to the Saul's Investing Discussions board. 2:34 PM

Re: My portfolio at the end of Nov 2017

Saul, congratulations.

And please do not stop posting these summaries! I appreciate the humbleness and disclaimer. I also find these updates fantastic for both education and inspiration. You have a fantastic common sense way of describing [more]

Mon Oct 30

NL

Boards Post

othalan replied to the Saul's Investing Discussions board. 1:17 PM

Re: LGIH valuation

Oforfive: What to do? I think that LGIH shares have a probable floor but I think it is the $50 range, 20% downside. That is just based on where they are now (my earnings projection) and a 10.5 p/e should growth slow noticeably in coming [more]

Fri Oct 13

NL

Boards Post

othalan replied to the Saul's Investing Discussions board. 2:43 PM

Re: The dangers of “Saul-type” stock

SaulR80683: Hi Othalan, I agree entirely with your conclusion, but just keep in mind that a correction, when it comes, will be very scary, nonetheless.

To be honest, while I do find big corrections disconcerting I've never [more]

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

Re: The dangers of “Saul-type” stocks

SaulR80683: The dangers of “Saul-type” stocks.

At times I wonder if "Saul-type stock" is an investing term that will outlast its creator. Quite a legacy to the world that would be!

I was musing on this topic [more]

Mon Oct 9

NL

Boards Post

othalan replied to the Saul's Investing Discussions board. 6:05 PM

Re: Mulesoft up big but no news

Nothing changed. Just Goldman Sachs upgraded MULE from neutral to buy and this is a small company, so easily influenced.

[more]

Wed Sep 27

NL

Boards Post

othalan replied to the Saul's Investing Discussions board. 10:44 AM

Re: OT China - An Insider's Review

Brittlerock, thank you for these amazing insights into China, I greatly appreciate what must have been a lot of hard work to present such a carefully crafted essay! As someone who uses such big picture perspectives to invest wisely, this will [more]

Mon Aug 28

NL

Boards Post

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

Re: GILD buying KITE

Any thoughts on practical steps to handle this as an investor focused on high growth?

My own first thought is what has been suggested already: Sell and move on. Unless a higher bid comes in the price is likely to hover at $180 until the [more]

NL

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othalan replied to the Saul's Investing Discussions board. 12:21 PM

Re: LGIH today

SaulR80683: By the way, at the current price of $42.30, the PE is 11.2. That gives you a pretty good cushion on a company that was growing revenue AND earnings per share at 45% each last quarter.

This is part of why I love [more]

Fri Aug 25

NL

Boards Post

othalan replied to the Saul's Investing Discussions board. 11:56 AM

Re: High Price of CAR-T Tx

SaulR80683: Brittlerock is clearly correct. As an example, Nasonex nasal spray lists for over $150 in the US and the identical bottle sells for about 7 euros (or $8) in France. And they must be making money on selling it in France at $8 per [more]

Sun Aug 13

NL

Boards Post

othalan posted to the Saul's Investing Discussions board. 6:24 PM

Stock Intimacy vs Excitement

Here is a trend I have noticed:

When my intimacy with a company and its stock increases, I tend to make money.

When my excitement for a company's products increases, I tend to loose money.

Excitement for the company
[more]

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Boards Post

othalan replied to the Saul's Investing Discussions board. 5:51 AM

Re: Which Broker?

I have used TradeKing for years, which recently merged with ally.com. I have been happy with the service over the years, though it is very much a no-frills do it yourself platform. I have considered moving to Schwab, but [more]

Thu Aug 10

NL

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othalan replied to the Saul's Investing Discussions board. 8:28 AM

Re: LGIH Conference Call Notes

Saul: They did say they were aware of this and have emphasized to their teams not to think about closing out the year, but building for the next year, so they wouldn't have the same problems.

Chris: In other words: sell
[more]

Tue Aug 8

NL

Boards Post

othalan replied to the Saul's Investing Discussions board. 7:44 AM

Re: What did I do in this crazy earnings season?

SaulR80683: LGIH just reported and revenues were up 45.6% and earnings were up 44.8%. That gives them a PE of 12.7 at yesterday's close. That doesn't sound like too much euphoria to me. It sounds like it's still underpriced, at [more]

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othalan posted to the Saul's Investing Discussions board. 7:09 AM

LGIH Q2: Record Setting Quarter

Earnings released:

http://investor.lgihomes.com/releasedetail.cfm?ReleaseID=103...

In summary:

• Net Income increased 55.9% to $32.2 million,
[more]

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Boards Post

othalan replied to the Saul's Investing Discussions board. 6:41 AM

Re: What did I do in this crazy earnings season?

Saul, thank you for this very useful summary. I always learn a lot when you give these bits of insight into your thinking!

Some quick questions:

BlackLine (BL): Any thoughts on the reason for the selloff? I'm struggling to [more]

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Two stars, 250 posts Old School Fool
Board Posts 250
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