saunafool’s Activity

Fri Oct 3

NL

Boards Post

saunafool replied to the Berkshire Hathaway board. 4:21 AM

Re: Food quality is better in Europe.

I have been living in Europe for 7 years, have lived in 5 different European countries, and have traveled to almost every country in Europe for my work--industrial sales. I agree with this point particularly:

1) The expectation of the [more]

NL

Boards Post

saunafool replied to the Value Hounds board. 3:38 AM

Re: GoPro & oil & the end is't here

I've been waiting all year for a correction, with 25% of my main portfolio in cash. Sold my more speculative items recently, boosting the cash stake up to 30%. I made my first purchase yesterday, picking up a small position in SDRL at $25. The [more]

Thu Oct 2

CAPS Underperform Pitch

saunafool wrote about GoPro (GPRO) . 2:55 AM

GPRO Underperform

There is no reason GoPro should be trading at nosebleed levels. In the end, mobile cameras are commodity hardware and this one is coming down hard.

Caps Pick

saunafool made a pick in CAPS. 2:55 AM

GoPro (GPRO) will Underperform the S&P 500

CAPS Underperform Pitch

saunafool wrote about Amazon.com (AMZN) . 2:51 AM

AMZN Underperform

AMZN has been going down for a while. I think it will continue because, at the end of the day, the company still isn't making any money.

Caps Pick

saunafool made a pick in CAPS. 2:51 AM

Amazon.com (AMZN) will Underperform the S&P 500

CAPS Underperform Pitch

saunafool wrote about Netflix (NFLX) . 2:50 AM

NFLX Underperform

It has to be very difficult (even if profitable) to own NFLX. The stock makes swings of more than 50% on a regular basis. It is time for a swing down.

Caps Pick

saunafool made a pick in CAPS. 2:50 AM

Netflix (NFLX) will Underperform the S&P 500

CAPS Underperform Pitch

saunafool wrote about Chipotle Mexican Grill (CMG) . 2:47 AM

CMG Underperform

Chipotle is a great company, but the stock is far ahead of a realistic valuation. I think it is time for a correction.

Caps Pick

saunafool made a pick in CAPS. 2:47 AM

Chipotle Mexican Grill (CMG) will Underperform the S&P 500

Wed Oct 1

CAPS Outperform Pitch

saunafool wrote about Seadrill (SDRL) . 7:56 AM

SDRL Outperform

P/E of 3 and a dividend yield of 14% for a profitable company. The downside has to be very low with a significant upside. The earnings can (and probably will) be cut in half and Seadrill will still be fairly valued at this price.

Caps Pick

saunafool made a pick in CAPS. 7:56 AM

Seadrill (SDRL) will Outperform the S&P 500

CAPS Outperform Pitch

saunafool wrote about Goodrich Petroleum Corp (GDP) . 7:55 AM

GDP Outperform

They are quickly growing their oil output in the Tuscaloosa Marine Shale. They need to turn the corner on profitability, but at this price, they are worth a flyer.

Caps Pick

saunafool made a pick in CAPS. 7:55 AM

Goodrich Petroleum Corp (GDP) will Outperform the S&P 500

CAPS Outperform Pitch

saunafool wrote about MOBILEYE NV EUR0.01 (MBLY) . 7:54 AM

MBLY Outperform

Extremely high growth rate. Probably lose in the short term, but the upside from growth and increasing margins should eventually surpass the extreme valuation.

Caps Pick

saunafool made a pick in CAPS. 7:54 AM

MOBILEYE NV EUR0.01 (MBLY) will Outperform the S&P 500

Sun Sep 28

NL

Boards Post

saunafool replied to the Macro Economic Trends and Risks board. 3:29 AM

Re: Book Review: "7 Bad Ideas"

A while ago, I read an analysis that said the peak of the Laffer curve is probably between 35% and 65% total tax burden on the economy. The U.S. Is currently around 17%.

So, if taxes are truly strangling the economy -- taking half or more of [more]

Thu Sep 25

NL

Boards Post

saunafool posted to the Political Asylum board. 11:38 PM

Am I the only one?

The reports on IS keep saying that they refine 300-500 barrels of oil per day, which brings in $2 million per day in revenue.

Am I the only one who can do math? 500 barrels at $100 per barrel is $50,000 in revenue.

Something in the [more]

Tue Sep 16

NL

Boards Post

saunafool replied to the Political Asylum board. 7:51 AM

Re: Galt Gulch Goes BUST !!

The irony is that the libertarians, who are obsessed with property rights, bought into a community where it was clear that they had no property rights.

NL

Boards Post

saunafool posted to the Atheist Fools board. 1:31 AM

Adrian Peterson

In NFL news last week, we video of one player knocking out his fiancée and dragging her out of an elevator like a sack of potatoes. He claims it was just that once, but in the video, it sure didn't seem like knocking her out cold really bothered [more]

Show More Activity ...

CAPS Stats & Trivia

CAPS Player Rating 98.79
Player Rank 913 out of 75062
Score 2618.17
Score Change Today -23.68
Accuracy 64.14%
Active Picks 25
Total Picks 256
Best Pick CMG (+377.71)
Worst Pick TBT (-115.58)
Average Score per Pick 10.23
Charms Earned 10
Highest Rated Favorite TMFBent
Go to saunafool’s CAPS page

Boards Stats & Trivia

Big red star, 1000 posts Old School Fool CAPS All Star
Board Posts 3143
Recs Received 18658
People who have rec'd these posts 1603
Recs to Posts Ratio (last 30 days) N/A
Threads Started 486
Threads Started Percentage 15.46 %
Most Frequent Board Political Asylum
Very First Post Mall Research (1/27/1999)
Percentage of Posts Rec'd 67.74 %
Show saunafool’s 10 Latest Posts