soth12’s Activity

Fri Feb 5

NL

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soth12 replied to the Saul's Investing Discussions board. 3:39 AM

Re: SNCR

Anyone following SNCR?

I am definitely one following SNCR and amounts to a good sized holding in my portfolio.
Last night I spent 5 hours evaluating the earnings call along with various other news. Did anyone catch the samsung [more]

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soth12 replied to the Rule Breakers boards. 3:05 AM

Thu Feb 4

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soth12 replied to the Rule Breakers boards. 3:10 PM

Wed Feb 3

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soth12 replied to the Rule Breakers boards. 4:17 PM

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soth12 replied to the Rule Breakers boards. 3:30 PM

Thu Jan 14

NL

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soth12 replied to the Saul's Investing Discussions board. 12:55 AM

Re: AMBA Shorts - I hate it when they're "right

Honestly I don't think I would give Citron too much credit for getting this right. Yes they were right about the decline. Though I think they got lucky more then anything. Unless I am misremembering I don't remember citron stating that Ambarella was [more]

Wed Jan 13

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soth12 replied to the Saul's Investing Discussions board. 2:39 AM

Re: AMBA nice article on Seeking Alpha

That is definitely a great article. I agree if Intel or Qualcomm really wanted to seriously go after the camera market they need to buy Ambarella. Ambarella may be small and they don't have near the cash flows. Though Ambarella is focused and they [more]

Sun Jan 10

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soth12 replied to the Rule Breakers boards. 5:20 PM

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soth12 replied to the Rule Breakers boards. 5:12 PM

Sat Jan 9

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soth12 replied to the Rule Breakers boards. 5:09 AM

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Fri Jan 8

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soth12 replied to the Stock Advisor boards. 10:15 PM

Thu Jan 7

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soth12 replied to the Rule Breakers boards. 10:24 PM

NL

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soth12 posted to the Saul's Investing Discussions board. 5:12 PM

LGI Homes December home sales

All I can say is WOW! 433 homes closed in December and 3404 for the year up 44.5% from last year. They project over 4000 homes for 2016. Those are some really nice numbers.

LGI Homes, Inc. (LGIH) today announced an all-time record for [more]

Wed Jan 6

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soth12 replied to the Stock Advisor boards. 10:11 PM

NL

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soth12 replied to the Saul's Investing Discussions board. 5:12 PM

Re: What has been most irrationally beaten down?

My vote would be LGIH, SNCR and BOFI. They all have great performance given their valuation. I can understand LGIH coming down a big given the November home sales number. Though it is still looking awfully appealing.
As far as BOFI and SNCR they [more]

Tue Dec 22

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soth12 replied to the Stock Advisor boards. 12:40 PM

Mon Dec 21

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soth12 replied to the Stock Advisor boards. 4:02 PM

Sat Dec 19

NL

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soth12 replied to the Saul's Investing Discussions board. 4:43 PM

Re: Synchronoss (SNCR) - A mid-quarter review.

I have followed this stock for a long time as well and also think it just keeps getting more and more interesting. They have a solid slow growth business throwing off tons of cash to reinvest. A cloud software business with great margins growing fast [more]

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soth12 replied to the Stock Advisor boards. 4:33 PM

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