putnid’s Activity

Thu Feb 4

NL

Boards Post

putnid replied to the Saul's Investing Discussions board. 11:27 PM

Re: BOFI Q2 2016 - my thoughts

Hi Fletch!

I'm impressed with the effort you expended to prepare your post. Gotta love the hard working.

Let me say up-front, I don't have a dog in this hunt. I swore off investing in banks almost a decade ago. Not hankering to ever [more]

NL

Boards Post

putnid replied to the Saul's Investing Discussions board. 8:44 PM

Re: UBNT

I'm glad you're smiling, AJ, I really am. UBNT has been a profitable investment for me and I'm delighted it has been profitable for you, too. As for runway length? I'm never sure. I'm fairly sure the next three months will be pretty favorable (unless [more]

NL

Boards Post

putnid posted to the Saul's Investing Discussions board. 7:31 PM

Solar Sector

A short while ago, I posted an upbeat summary of UBNT's earnings report. Yeah, I'm still smiling...but I forgot to mention the shares were up 18+% in the after hours. My smile just grew larger.

But, hey, my friends, there's the yin-yang of [more]

NL

Boards Post

putnid posted to the Saul's Investing Discussions board. 6:38 PM

UBNT

Wall Street absolutely loves companies that beat, raise and flash a lot of cash. Ubiquiti (UBNT) did just that this afternoon:

http://tinyurl.com/z76f4gj

UBNT reported record revenue and [more]

Tue Jan 26

NL

Boards Post

putnid replied to the Saul's Investing Discussions board. 9:19 PM

Re: Look around...

I see most people on their smartphone. It's everywhere. People probably use their phone more than almost everything. It's essential, no longer a luxury. It does not more and more stuff to make life convenient. In some places, the model you have is [more]

Fri Jan 22

NL

Boards Post

putnid replied to the Saul's Investing Discussions board. 11:34 PM

Re: SEDG thoughts?

Thanks, Neil. That was an interesting article offering various and useful points of view (including the comments).

NL

Boards Post

putnid replied to the Saul's Investing Discussions board. 8:36 PM

Re: SEDG thoughts?

Thanks, foodles.

SEDG had an impressive run in 2015. I believe that challenges await. First, let's remember there's a strong seasonal component in the rooftop solar space. Looking forward, FY Q1 (SEDG's 2016 3rd quarter) has traditionally [more]

Thu Jan 21

NL

Boards Post

putnid replied to the Saul's Investing Discussions board. 8:00 PM

Re: SEDG thoughts?

Sorry, but given several of the misperceptions mentioned in this thread, I thought it would be helpful to touch on a few relevant factors.

First, there continues to be an unwarranted belief that SEDG is the undisputed technological leader [more]

Thu Jan 14

NL

Boards Post

putnid replied to the Saul's Investing Discussions board. 8:05 PM

Re: CMG bottom?

I agree with the posters who've stated that it's too soon to invest in Chipotle. As a general rule, I don't invest in restaurants. I broke the rule once, when a story erupted that Taco Bell was using horse meat (about three years ago). The share [more]

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