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The 10 Most Recent Messages By TMF1000

Take me back to where I was.
  • Date: 10/13/15 12:24 AM
  • Number: 6279
  • Recommendations: 4
20. Intuitive Surgery (ISRG) $463.76

When Rule Breaker first recommended ISRG on March 16, 2005 the price was $44.15. Sales and net income was growing strongly and they had little competition. Phoenix 1 purchased them on 3/30/2012; the
  • Date: 10/12/15 10:32 AM
  • Number: 6278
  • Recommendations: 0

I wanted to add a thank-you for finding the error. That definitely was a major error.

Unfortunately it also keeps a high premium on the stock. WFM is not selling for a pretty nice value point. I bought more
  • Date: 10/12/15 10:02 AM
  • Number: 6277
  • Recommendations: 0
Hi TH,

That should read WFM is selling for what I think is a pretty nice value point.

tom e
  • Date: 10/11/15 9:26 PM
  • Number: 787
  • Recommendations: 19
Cognex Corporation (CGNX)
Price: $35.57
Dow 17.084.49
SP500 2,014.89
Oil $49.49
Euro/USD $1.14
Gold $1,155.60
Silver $15.82
Copper $2.42
Cotton $0.60
Coffee $1.63
Lamb $0.99
Barley $126.37 metric
  • Date: 10/10/15 12:49 PM
  • Number: 6274
  • Recommendations: 11
Hi tj,

About SBUX: I see they had a big drop in earnings in 2014 but jumped back and continued on growing it throughout this year. What happened in 2014 and what is propelling it back into growing earnings?

TH answered
  • Date: 10/9/15 12:41 PM
  • Number: 6269
  • Recommendations: 14
Hi Tj,

Sometimes you need to act very fast

That is key question: Can one be patient, yet quick to act? I think so.

Here is how I take some of the indecisiveness out of the decision making process in my portfolio.
  • Date: 10/8/15 8:17 AM
  • Number: 393
  • Recommendations: 10
Hi BillFromNY

I don't see where it matters if TRIP is acting as an OTA or not. If an individual is on TRIP's site and wants to book a room in a Marriot, it doesn't matter whether Marriot books the room directly with no fee to TRIP, or
  • Date: 10/7/15 11:21 PM
  • Number: 6262
  • Recommendations: 5
Hi anil,


19. Ambarella (AMBA)$61.81

I tend to avoid small tech stocks, but I purchased AMBA soon after it was recommended by Phoenix. But they had zero debt and stock based compensation was moderate. The PE
  • Date: 10/7/15 11:17 PM
  • Number: 6261
  • Recommendations: 9
Hi tj,

The other thing I want to say is that the SN portfolios should take advantage of market pull backs like the one we experienced lately to find growth at good value and do timely rec (Best Buys Now). It is not about timing the
  • Date: 10/7/15 12:46 PM
  • Number: 391
  • Recommendations: 2
Hi huddaman,

There is one more thing I wanted to add. They acquired two pretty large acquisitions in 2014, LaFourchette and Viator. This added to revenue growth, but I suspect, it hurt net income. TRIP will lap those investments in the
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Take me back to where I was.
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