putnid’s Activity

Thu Apr 9

NL

Boards Post

putnid replied to the Value Hounds board. 10:55 AM

Re: Oil, one more time

I'll add this article too. I found it terse for the amount of information it contains. It also fits within my thesis, so it has to be true. - C2H5SH

Thanks for the link and the chuckle.

As I've stated a time or three, I'm [more]

Thu Feb 26

NL

Boards Post

putnid replied to the Saul's Investing Discussions board. 5:54 PM

Re: A consideration of Arista

Allow me the opportunity to offer a different point of view: I'm not that particularly troubled by the overhang from the lawsuit.

It's not that I think CSCO's lawsuit has no merit. To the contrary, I think CSCO may very well have a solid [more]

Sat Feb 14

NL

Boards Post

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

Re: Drop in UBNT's share price on Friday 2/13

Like you, I went scrambling to find the reason for the drop in share price on Friday. Like you, I came to believe it was the Project Loon news. Like you, I discovered that UBNT has played a role and may, in fact, continue to play a role if Project [more]

NL

Boards Post

putnid posted to the Cree Inc. board. 10:13 AM

LED Stadium Lighting

This article caught my attention:

http://tinyurl.com/mzecgv5

The New Minnesota Stadium, home of the Minnesota Vikings, will illuminate the field with high performance LED stadium lights [more]

Thu Feb 12

NL

Boards Post

putnid replied to the Value Hounds board. 10:16 AM

Re: What company would you buy in a selloff?

As it turned out, this article was posted today on MSN Money:

http://tinyurl.com/olfdrms

11 Stocks Warren Buffett Loves for 2015

Today we're taking a closer look at 11
[more]

Tue Feb 10

NL

Boards Post

putnid replied to the Saul's Investing Discussions board. 7:37 PM

Re: best buys?

Hi, brittlerock -

Yes, I saw that blurb and read a similar article from Bloomberg:

http://tinyurl.com/mv8zux9

Wall-Streeters and oil speculators have been running around waving their [more]

Mon Feb 9

NL

Boards Post

putnid replied to the Value Hounds board. 5:10 PM

Re: More Doom and Gloom

I've told myself that before, multiple times actually, and every time I have been wrong, wrong, wrong. - B

For a real word/real-time example of how contrarian plays sometimes work, here are today's market performance [more]

Sat Feb 7

NL

Boards Post

putnid replied to the Saul's Investing Discussions board. 3:25 PM

Re: Five very cheap stocks

I'll chime in because I own ANET (a 1.5% stake). I bought in November after the share price declined due to lockup expiration concerns. I considered ANET's prospects to be quite good, given the explosive need for bigger, better, faster cloud [more]

NL

Boards Post

putnid replied to the Saul's Investing Discussions board. 1:49 PM

Re: best buys?

I gave you a rec, brittlerock, because you raised very valid points. In fact, mungofitch on the Berkshire Board recently posted a well-argued position explaining why he's not interested in investing in "extraction" enterprises (i.e., [more]

Fri Feb 6

NL

Boards Post

putnid replied to the Saul's Investing Discussions board. 8:50 PM

Re: best buys?

Good question, Andy. Something I've been asking myself plenty in recent months.

At this point, I think FCX can maintain its dividend. There's a corporate commitment to do so. The company may have to borrow some to do so (but a whole lotta [more]

NL

Boards Post

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

Re: best buys?

I'm not looking for portfolio advice so much as what looks attractive (stocks) to you guys at the moment? - Z

As luck (?) would have it, I just posted a few thoughts over at the Hounds:

[more]

NL

Boards Post

putnid replied to the Value Hounds board. 7:30 PM

Re: More Doom and Gloom

All in all it sounds like we are all in agreement.

Most of the time the various stocks are not correlated which is why diversification works.
- Denny

I truly believed that once, but not so much anymore. Sure, there are times [more]

NL

Boards Post

putnid replied to the Retire Early Liberal Edition board. 6:53 PM

Re: More on Bain Capital/Guitar Center

You might point the fingers right at the founders of the company. - tele

Oh, Sweet Jeebus, just shoot me now...'cuz I kinda agree with tele (is this the beginning of the Apocalypse?)

In what might be a first for tele, he's [more]

NL

Boards Post

putnid replied to the Saul's Investing Discussions board. 12:27 PM

Re: UBNT Q2 thoughts

Very nice analysis, Chris. Great summary of the key points raised in the conference call. I'm comfortable with my current stake, mainly because I began buying shares after the price began to plunge (still bought too early - very typical for me). I'm [more]

NL

Boards Post

putnid replied to the Value Hounds board. 12:12 PM

Re: More Doom and Gloom

Glad to oblige, stillwater.

I've posted a few thoughts on this, and other boards, so I did a cut 'n paste for you:

It was a component manufactuer, ENPH, that got me started on researching the solar industry. ENPH produces [more]

Thu Feb 5

NL

Boards Post

putnid replied to the Value Hounds board. 10:37 PM

Re: More Doom and Gloom

I've been hearing that (not from you, but here and there from various people on TMF) for years now. - whafa

I've posted on METAR, more than a time or two, that I was busy harvesting profits and raising cash throughout 2014. Yeppers, I [more]

NL

Boards Post

putnid replied to the Saul's Investing Discussions board. 9:27 PM

Re: UBNT

The Market responded positively to UBNT's earnings report in the after hours. I'm fine with that but the story still remains to be told in full.

I listened to the conference call (all 55 minutes). I rather like what I heard. Granted, Pera is [more]

Wed Feb 4

NL

Boards Post

putnid posted to the Saul's Investing Discussions board. 7:00 PM

UBNT

Ubiquity Networks reports earnings tomorrow after the close. I'm curious to learn how they fared. Analyst opinions are all over the map from "Strong Buy" (Raymond James), to "Sell" (Zacks). I rather like this company and maintain [more]

Thu Jan 29

NL

Boards Post

putnid replied to the Free For All Economics board. 9:01 PM

Re: Dept: 'In Case You Missed....'

I recently heard an interview with T. Boone Pickens wherein he stated something simple:

Global oil demand is growing roughly 3% per year. Global depletion of oil reserves runs roughly 4% per year.

I happen to believe that the US [more]

NL

Boards Post

putnid replied to the Retire Early Liberal Edition board. 8:10 PM

Re: I Don't Vaccinated My Children Because...

I agree with all the comments posted in this thread. I believe 1poorguy hit the nail on the head when he wrote this:

"Part of it is, IMO, that people don't remember what it was like before vaccines. "

I was just a [more]

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Big gold star, 5000 posts Old School Fool
Board Posts 5210
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