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The 10 Most Recent Messages By TMF1000

Take me back to where I was.
  • Date: 4/25/15 2:34 PM
  • Number: 316
  • Recommendations: 3
Carmax(KMX)
Price $69.97
Dow: 18080.14
SP500 2117.69
Oil $57.15
Euro/USD $1.08
Gold $1,175.00
Silver $15.64
Copper $2.75
Cotton 0.64
Coffee 167.19
Lamb $1.16
Wheat metric ton $217.34
Corn metric
(Continued...)
  • Date: 4/25/15 2:32 PM
  • Number: 415
  • Recommendations: 7
Carmax(KMX)
Price $69.97
Dow: 18080.14
SP500 2117.69
Oil $57.15
Euro/USD $1.08
Gold $1,175.00
Silver $15.64
Copper $2.75
Cotton 0.64
Coffee 167.19
Lamb $1.16
Wheat metric ton $217.34
Corn metric
(Continued...)
  • Date: 4/25/15 1:44 PM
  • Number: 5742
  • Recommendations: 0
Hi Swift,

I read that quote too and assumed Wintech, like Chicony was a contract manufacturer.


I am confusing Wintech microelectronics with Wintech AB a contract manufacturer. Wintech AB is a contract manufacture but Wintech
(Continued...)
  • Date: 4/25/15 11:48 AM
  • Number: 5739
  • Recommendations: 4
Hi Swift,

Jim will be out of town for a while. In fact, we will be taking over the mission logs for about three weeks or so. I am going to answer your question based on my understanding.

First I agree with you.

It is true
(Continued...)
  • Date: 4/25/15 1:23 AM
  • Number: 5735
  • Recommendations: 1
Hi Shari,

I can answer for me. If we didn't have to make distributions, and our cash cushion was sufficient, I wouldn't have voted to lighten AMBA until sales slowed. I don't think sales will slow overnight, so I believe we would have time
(Continued...)
  • Date: 4/25/15 12:22 AM
  • Number: 5734
  • Recommendations: 8
Hi Tj,

the question raised as to whether the situation at AMBA changed (from the original thesis) or not is one that can be debated as you guys did in the blog.

In my opinion it hasn't changed. I didn't recommend AMBA, but I
(Continued...)
  • Date: 4/24/15 7:03 PM
  • Number: 2504
  • Recommendations: 3
Hi Tj,

One of the things no one will talk about is the number of restaurants possible for CMG. I think people are vastly underestimating that number. There is no doubt in my mind that both McDonalds and Taco Bell, both of which were on the
(Continued...)
  • Date: 4/24/15 6:55 PM
  • Number: 2503
  • Recommendations: 4
Hi Huddaman,

I agree, I noticed that too. And if by chance it did drop below 40 PE that is probably as good a bargain as we could expect. If they hit analysts estimates, the price is going up. I think it would be a good time to add. Getting
(Continued...)
  • Date: 4/24/15 4:07 PM
  • Number: 1535
  • Recommendations: 5
Chipotle (CMG)
Price $637.33
Dow 18,087.30
SP500 2118.75
Oil $57.33
Euro/USD $1.08
Gold $1,175.60
Silver $15.66
Copper $2.75
Cotton 0.64
Coffee 167.19
Lamb $1.16
Wheat metric ton $217.34
Corn
(Continued...)
  • Date: 4/24/15 4:06 PM
  • Number: 949
  • Recommendations: 6
Chipotle (CMG)
Price $637.33
Dow 18,087.30
SP500 2118.75
Oil $57.33
Euro/USD $1.08
Gold $1,175.60
Silver $15.66
Copper $2.75
Cotton 0.64
Coffee 167.19
Lamb $1.16
Wheat metric ton $217.34
Corn
(Continued...)
Show Latest Posts:
Total = 10

Take me back to where I was.
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