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The 10 Most Recent Messages By TMFFischer

Take me back to where I was.
  • Date: 5/23/17 3:09 PM
  • Number: 1031
  • Recommendations: 0
Greetings,

I would wait for new Strategies You Can Start -- or our next official position.

Best,

Jef
  • Date: 5/23/17 8:37 AM
  • Number: 6785
  • Recommendations: 0
Greetings,

The Fool's premium sites were down yesterday, so we couldn't send the email. Ellen sent it in the evening, along with a note atop it explaining the problem. Apologies!

Best,

Jeff
  • Date: 5/23/17 8:35 AM
  • Number: 517
  • Recommendations: 12
Good morning,

AutoZone (AZO) is down 9% pre-market after missing sales estimates -- citing the same tax-refund delay that ORLY already cited and was punished for. Yet, ORLY is apparently down (again) on the revisit of this news. I don't
(Continued...)
  • Date: 5/22/17 9:30 AM
  • Number: 20810
  • Recommendations: 1
Hi DeereFriend,

Mathetes provided great help.

Here are some other thoughts:

1) You can often pull some capital out of a successful long call position. When you close the position as it nears expiration, assuming you buy
(Continued...)
  • Date: 5/22/17 9:24 AM
  • Number: 45
  • Recommendations: 0
Ha. That was meant to say "where you're at." But "where you're" is kind of an interesting, improper way to say "where you are." :)

Thanks for taking the poll!

Best,

Jeff
  • Date: 5/22/17 9:23 AM
  • Number: 44
  • Recommendations: 0
Just a question, on the heels of a new buy, to gauge where you're.

Please answer if you like:

"When it comes to Pro, I...:"
  • Date: 5/22/17 9:20 AM
  • Number: 43
  • Recommendations: 1
Hi Fools,

Just a heads up, the allocation of 2.5% is meant to help us toward an unstated goal/desire of having most long positions be about 3% each (meaning no more than about 30 long positions, unless we go into borrowing, which would be
(Continued...)
  • Date: 5/19/17 4:30 PM
  • Number: 39
  • Recommendations: 3
DT,

Not at all. No apologies needed!

And all recs have faults somewhere. It's only time that says whether that faulty investment was a good investment anyway. The recs with the most faults (Amazon for years, and still) may end
(Continued...)
  • Date: 5/19/17 8:06 AM
  • Number: 31
  • Recommendations: 13
Hi DT,

Yes, that's what I said: I still have to like the new idea better, for various reasons, to go with it. I think you know me better than to suggest otherwise.

COHR has a more diverse business than IPGP, is growing in
(Continued...)
  • Date: 5/18/17 10:15 AM
  • Number: 27
  • Recommendations: 0
COHR trades at 19.6x estimated earnings one year ahead -- given its backlog and the demand it is receiving (forcing a capacity build out), those estimates should (most likely) prove accurate.
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Take me back to where I was.
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