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The 10 Most Recent Messages By TMFDatabasebob

Take me back to where I was.
  • Date: 7/4/18 5:54 AM
  • Number: 46
  • Recommendations: 4
By consistently raising its dividend every year for a couple of decades, Roper has recently joined a select group called "Dividend Aristocrats". By virtue of the feat, it has drawn the attention of value and income investors, who might
(Continued...)
  • Date: 6/14/18 7:14 PM
  • Number: 45
  • Recommendations: 3
  • Date: 6/14/18 1:19 PM
  • Number: 92
  • Recommendations: 1
Hi again, Alex.

You should be encouraged that Phenol is watching MKTX. Phenol's posts on a couple of (formerly) Stock Advisor boards I frequent are very well-researched and thought-through. Additionally, those companies have
(Continued...)
  • Date: 6/9/18 12:02 PM
  • Number: 171
  • Recommendations: 2
Starrob's point here is well-taken.

In the original Littelfuse recommendation, the TMF analysts pointed out:
"Management has already begun diversifying, in fact, evolving from a business built almost entirely on circuit
(Continued...)
  • Date: 5/30/18 8:01 PM
  • Number: 220
  • Recommendations: 2
Lurking (and a shareholder) since Oct. 2014...


Fool on!
Thanks and best wishes,
TMFDatabaseBob (long: HEI, LFUS; contributing where I can and lurking where I can't)
Maintenance Coverage Fool
See what a
(Continued...)
  • Date: 5/26/18 5:53 PM
  • Number: 1328
  • Recommendations: 0
Hi Guy.

Ahhh... Makes perfect sense. I didn't realize that the equity research business had changed hands.

Thanks for the explanation, and best wishes,
TMFDatabaseBob (long: MDT; my wife owns SPGI)
Maintenance
(Continued...)
  • Date: 5/25/18 4:46 PM
  • Number: 1326
  • Recommendations: 0
Hi TMFRaleigh.

I know my question has nothing to do with Medtronic, but...

Aren't S&P and CFRA different companies?


Fool on!
Thanks and best wishes,
TMFDatabaseBob (long: MDT; my wife owns some SPGI;
(Continued...)
  • Date: 5/21/18 1:59 PM
  • Number: 169
  • Recommendations: 4
Hi Starrob.

First of all, I must say that the diversity of your reading list is astounding!

Even a few quarters ago, before Littelfuse's industrial segment started to show a bit of a broad-based resurgence, one of the main
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  • Date: 5/21/18 10:27 AM
  • Number: 44
  • Recommendations: 4
  • Date: 5/17/18 10:10 PM
  • Number: 166
  • Recommendations: 0
Thanks for your kind words, Bill, and good luck with your holding (I assume you're long).

I wish more people were watching. I think most portfolios will benefit from a bit of LFUS. Too bad the board is so quiet.


Fool
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Take me back to where I was.
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