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The 10 Most Recent Messages By TMF1000

Take me back to where I was.
  • Date: 4/24/18 9:50 AM
  • Number: 8070
  • Recommendations: 4
Hi all,

I just wrote my latest page post on Cognex.

http://boards.fool.com/1081/cgnx-page-10-33046612.aspx

The first time was on 4/29/2014, we invested
(Continued...)
  • Date: 4/24/18 9:31 AM
  • Number: 1231
  • Recommendations: 12
Hi tj,

Apple is their largest customer, so the price of Cognex can move with Apple news. Even though, they are their largest customer, Cognex has many irons in the fire.

They reached their 52-week high of $72.99 on November 22,
(Continued...)
  • Date: 4/24/18 8:59 AM
  • Number: 797
  • Recommendations: 1
Hi Paul,

I just wrote my latest page post on Cognex. The valuation is much better than last time, but it is still on the wrong side of 30. Even so, it might be harder to get it much cheaper. I personally would consider it a bargain if the
(Continued...)
  • Date: 4/24/18 8:56 AM
  • Number: 1230
  • Recommendations: 22
Cognex Corporation (CGNX)
Price: $49.67
SP500 2670.29
Dow 24448.69

Price was $52.74: PE ratio was 47.30.
Today the price is $49.67: PE adjusted ratio 35.23


4Q:2017 Notes:

Revenue for the quarter was
(Continued...)
  • Date: 4/22/18 9:55 AM
  • Number: 796
  • Recommendations: 3
Hi Jon,


How reliable is hypebae?



I don't know much about them, but the CEO thought it important enough to include the quote in the conference call. I did enjoy reading the website articles, which do cover
(Continued...)
  • Date: 4/22/18 9:51 AM
  • Number: 795
  • Recommendations: 1
Hi Paul,

I will write a page post on both of them next. Thanks for bringing them to my attention.

tom e
  • Date: 4/22/18 9:43 AM
  • Number: 572
  • Recommendations: 3
Hi Darrell,

Hypebae appears to be short for hypebeast I have no idea how much influence this site has, do you Tom?

I don't know much about them, but the CEO thought it important enough to include the quote in the
(Continued...)
  • Date: 4/21/18 9:37 AM
  • Number: 1816
  • Recommendations: 2
This is a case study. I am building a trading position in them only. This isn't a long-term idea for me, just an opportunistic trade. The dividend of $0.64 should protect it on the downside, combined with strong cash flow, representing a cash
(Continued...)
  • Date: 4/21/18 9:34 AM
  • Number: 739
  • Recommendations: 5
This is a case study. I am building a trading position in them only. This isn't a long-term idea for me, just an opportunistic trade. The dividend of $0.64 should protect it on the downside, combined with strong cash flow, representing a cash
(Continued...)
  • Date: 4/21/18 9:32 AM
  • Number: 790
  • Recommendations: 10
This is a case study. I am building a trading position in them only. This isn't a long-term idea for me, just an opportunistic trade. The dividend of $0.64 should protect it on the downside, combined with strong cash flow, representing a cash
(Continued...)
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Take me back to where I was.
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