strelna’s Activity

Sun Jan 22

NL

Boards Post

strelna replied to the Saul's Investing Discussions board. 3:12 AM

Re: SWKS 1Q17 Earnings and Analysis

Many thanks for that very interesting analysis of SWKS results.

One thing I am wary of with chip-makers is the protectionist plans of the new administration. I would welcome your views on how that might affect SWKS.

Wall Street has [more]

Sat Jan 21

Stock Advisor Boards Post

strelna replied to the Stock Advisor boards. 2:57 AM

Fri Jan 20

Stock Advisor Boards Post

strelna posted to the Stock Advisor boards. 3:34 PM

Thu Jan 19

NL

Boards Post

strelna replied to the Saul's Investing Discussions board. 2:33 AM

Re: Shopify

Look forward to reading about your 'hands-on' experience.

Did you make any comparisons before choosing Shopify for your stores or just know it was the best?

Mon Jan 16

Stock Advisor Boards Post

strelna posted to the Stock Advisor boards. 3:22 AM

NL

Boards Post

strelna replied to the Saul's Investing Discussions board. 2:48 AM

Re: Tesla: Is it a Saul Stock?

I am with Rob. From my point of view, I don't really understand the discussion. Screening delivers a pool of stocks which may contain a candidate for investment. Neither TSLA nor CMG are in that pool therefore they don't get a second's [more]

Fri Jan 13

NL

Boards Post

strelna replied to the Saul's Investing Discussions board. 1:25 AM

Re: Thoughts on LULU?

I am exactly the opposite! I only look at the numbers and the history of those numbers.

Well, that is not quite true: I do glance at what the business actually does, and the macro scene and whether the directors are committed stock-wise at [more]

Thu Jan 12

NL

Boards Post

strelna replied to the Saul's Investing Discussions board. 1:14 AM

Re: Thoughts on LULU?

All I can say is that for me it completely fails on valuation so very rosy assumptions about the future are being made.

I took an instant dislike to the CEO on the box the other day who kept using ridiculous buzzspeak words like [more]

Wed Jan 11

NL

Boards Post

strelna replied to the Saul's Investing Discussions board. 2:38 AM

Re: ETF Denny (or anyone), Question?

I will quickly add to this (in deference to not cluttering up Saul's board) only because it is so important. The very first thing to note is that you must only buy an ETF when it is cheap. It is a superb way to average down into a bombed-out [more]

Thu Jan 5

NL

Boards Post

strelna replied to the Saul's Investing Discussions board. 2:48 PM

Re: Gasoline options

I have to assume this was not the real Franklin Templeton outfit but some disreputable entity borrowing the name for credibility.

But I will say it: this investor is manifestly not ready for the market. He is a greenhorn garnished with [more]

NL

Boards Post

strelna replied to the Saul's Investing Discussions board. 4:33 AM

Re: DB Bob's Bottom 9 Holdings: #9 (BOOM)

Unless one actually comes through the screens and DD (not for a while) I continue to prefer plugging along with FL to SKX, NKE, UA, Addidas and Uncle Tom Cobblers (UTC) and all. The space is now super-competitive and the thinking time-consuming. Like [more]

Wed Dec 28

Stock Advisor Boards Post

strelna replied to the Stock Advisor boards. 3:28 AM

Sat Dec 24

Stock Advisor Boards Post

strelna posted to the Stock Advisor boards. 2:06 AM

Fri Dec 23

NL

Boards Post

strelna posted to the Saul's Investing Discussions board. 5:40 AM

UBNT: the good news and the bad?

12/12/16 Raymond James reported that Amazon reviews give UBNT product top marks (4.8 out of 5). However, the Google product, where commercial availability started only the week before, seems to be selling well.

Would certainly be interesting [more]

NL

Boards Post

strelna replied to the Saul's Investing Discussions board. 4:47 AM

Re: 3 Drivers of Square's Growth

Matt, I remember seeing that PYPL had made some kind of serious concession to MA and V. Does that affect your outlook?

Thu Dec 22

Stock Advisor Boards Post

strelna replied to the Stock Advisor boards. 11:29 AM

NL

Boards Post

strelna replied to the Saul's Investing Discussions board. 4:08 AM

Re: Amazon's Cloud Dominance

Frank makes a good point. I have never understood the term 'price-gouging'. The beauty of capitalism is that, in a free market, the seller will naturally charge whatever the market will bear while competition works on behalf of the consumer [more]

Stock Advisor Boards Post

strelna posted to the Stock Advisor boards. 3:30 AM

Tue Dec 20

NL

Boards Post

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

Re: Bert Hochfeld

Clearly relevant. As a great President said of his general approach to human fallibility 'Trust, but verify.'.

To me, in this case, 'verifying' would simply mean being extra careful the author is not discreetly leaving while [more]

Sat Dec 17

Stock Advisor Boards Post

strelna replied to the Stock Advisor boards. 2:37 AM

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