soth12’s Activity

Wed Sep 21

NL

Boards Post

soth12 replied to the Saul's Investing Discussions board. 1:55 PM

Re: Kick em while they're down SKX

I have also been buying more shares today. This seems like a great GARP (growth at a reasonable price) opportunity on a beaten down stock.

Just to give everyone a quick reminder of the fundamentals.

TTM EPS: 1.75 Non-GAAP
TTM [more]

Fri Sep 16

NL

Boards Post

soth12 replied to the Saul's Investing Discussions board. 2:21 PM

Re: More on Bofi

I post to share my thoughts and get response. But your post actually makes me think what am I getting out of these posts or some of the boards. Something to chew on. Thanks for that.

The last few weeks it seems as if you went to the [more]

NL

Boards Post

soth12 replied to the Saul's Investing Discussions board. 3:10 AM

Re: More on Bofi

You would then consider pairing a short of this with a long of C?

Absolutely.


Then do it. :-)

If you don't want to put up the capital or share anything personal you could always implement something similar in [more]

Sat Sep 10

NL

Boards Post

soth12 replied to the Saul's Investing Discussions board. 7:17 PM

Re: BOFI loses bid to silence whistleblower

I am not willing to or saying we should accept it. I was merely trying to state that it has been a reality in the last several years. I also wanted to point out that at least as of now BOFI seems to be different and has not been fined yet. If they [more]

Wed Sep 7

Caps Pick

soth12 made a pick in CAPS. 11:13 PM

Luxoft Holding (LXFT) will Outperform the S&P 500

Caps Pick

soth12 made a pick in CAPS. 11:13 PM

Flowers Foods (FLO) will Outperform the S&P 500
NL

Boards Post

soth12 replied to the Saul's Investing Discussions board. 1:43 PM

Re: LGIH Aug Home Closings Up 19.7%

Just another way of looking at the numbers released last night.

LHIH closed 383 homes in August bringing the 8 month closings to 2,661 homes.
2,661/8=332.6 average closings per month in 2016
That means this month came in above [more]

Tue Sep 6

Rule Breakers Boards Post

soth12 replied to the Rule Breakers boards. 2:53 AM

Sun Sep 4

Rule Breakers Boards Post

soth12 replied to the Rule Breakers boards. 5:52 PM

Rule Breakers Boards Post

soth12 posted to the Rule Breakers boards. 5:11 PM

Rule Breakers Boards Post

soth12 replied to the Rule Breakers boards. 4:53 PM

Fri Sep 2

NL

Boards Post

soth12 replied to the Saul's Investing Discussions board. 11:12 AM

Re: Musings on stock-based compensation

Hi Saul,

You make a good point and I guess my quick answer is I usually consider it on a case by case basis. Though if a company doesn't meet this quick check I almost always throw it out regardless of growth rate. Does it matter how [more]

NL

Boards Post

soth12 replied to the Saul's Investing Discussions board. 4:28 AM

Re: Musings on stock-based compensation

Smorgasbord,

I was probably a bit blunt in my last post. Obviously I don't like stock based compensation though as an investor I have learned to tolerate a little bit. I feel it is a double edged sword which will cut you both ways if [more]

Caps Pick

soth12 made a pick in CAPS. 2:45 AM

Sprouts Farmers Markets (SFM) will Outperform the S&P 500

Thu Sep 1

NL

Boards Post

soth12 replied to the Saul's Investing Discussions board. 11:11 PM

Re: Musings on stock-based compensation

If you want your employees to act like they own the business, you make them co-owners of the business.

Why should we have to make them be owners? Why can't they buy the stock themselves with their own salary? I know a lot [more]

NL

Boards Post

soth12 replied to the Saul's Investing Discussions board. 7:18 PM

Re: AMBA Earnings (FY2017,Q2)

There is one thing I want to point out. Ambarella saw it necessary to dedicate an entire section of their press release to their share buybacks. They said they bought back $20.2 million shares at an average price of $49.80.
During the second [more]

Thu Aug 18

Rule Breakers Boards Post

soth12 replied to the Rule Breakers boards. 2:52 PM

Fri Aug 5

NL

Boards Post

soth12 replied to the Saul's Investing Discussions board. 4:42 PM

Re: More on Bofi

You are also right that information travels much faster today. But my comment on companies attacking short sellers is just as true for old stories (Enron execs famously screaming and cursing at tough questions) as it is for new stories (just last [more]

Tue Jun 28

Rule Breakers Boards Post

soth12 posted to the Rule Breakers boards. 2:28 AM

Fri May 6

Rule Breakers Boards Post

soth12 replied to the Rule Breakers boards. 3:20 PM

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CAPS Stats & Trivia

CAPS Player Rating 62.75
Player Rank 27891 out of 74869
Score 661.66
Score Change Today +13.53
Accuracy 46.70%
Active Picks 28
Total Picks 200
Best Pick TSLA (+579.44)
Worst Pick SSYS (-115.63)
Average Score per Pick 3.31
Charms Earned 6
Highest Rated Favorite TMFEldrehad
Go to soth12’s CAPS page

Boards Stats & Trivia

Two stars, 250 posts
Board Posts 292
Recs Received 999
People who have rec'd these posts 349
Recs to Posts Ratio (last 30 days) 14.00
Threads Started 58
Threads Started Percentage 19.86 %
Most Frequent Board Saul's Investing Discussions
Very First Post A RB: New Stock Ideas post. (2/14/2012)
Percentage of Posts Rec'd 70.55 %
Show soth12’s 10 Latest Posts