othalan’s Activity

Thu Jun 7

NL

Boards Post

othalan replied to the Saul's Investing Discussions board. 10:32 AM

Re: Does ANET really belong in the doghouse?

Smorgasbord1, thank you for putting together these details! I believe the same as you (ANET is #3 by size in my portfolio) and am not selling, though I had not put together quite so coherent argument on my reasoning.

Mon Jun 4

NL

Boards Post

othalan replied to the Saul's Investing Discussions board. 10:08 AM

Re: NKTR down 23%

Here is a great article that discusses how the ASCO results relate to the selloff.

[more]

Thu Apr 5

NL

Boards Post

othalan posted to the Saul's Investing Discussions board. 8:37 AM

LGIH Closings March 2018

For those still invested in LGIH, the March closings have been released but seem to have been forgotten amidst the recent market volatility.

[more]

Thu Mar 22

NL

Boards Post

othalan replied to the Saul's Investing Discussions board. 1:24 AM

Re: Poll: Who Is Going To Sell

I find it amusing that this question comes up so frequently in reaction to so many different market conditions. Since I have been following this board in late 2015, I have seen some variation on this poll/question in reaction to the market going up, [more]

Wed Feb 28

NL

Boards Post

othalan replied to the Saul's Investing Discussions board. 1:23 AM

Re: LGIH Posts Fantastic Earnings

I am not optimistic about LGIH as an investment this year when I compare the future possibilities to my other investments.

2016 to 2017 provided several key opportunities for LGIH to excel and management navigated these opportunities [more]

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]

NL

Boards Post

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]

NL

Boards Post

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

NL

Boards Post

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]

NL

Boards Post

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]

NL

Boards Post

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

Boards Post

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 Stats & Trivia

Two stars, 250 posts Old School Fool
Board Posts 255
Recs Received 1424
People who have rec'd these posts 462
Recs to Posts Ratio (last 30 days) N/A
Threads Started 42
Threads Started Percentage 16.47 %
Most Frequent Board Saul's Investing Discussions
Very First Post Re: for the guys... (1/25/2005)
Percentage of Posts Rec'd 67.84 %
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