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The 10 Most Recent Messages By TMFDatabasebob

Take me back to where I was.
  • Date: 10/15/18 11:07 AM
  • Number: 402
  • Recommendations: 0
"… and we record our proportional share of SDC’s losses …"

Is this aspect not concerning?



Fool on!
Thanks and best wishes,
TMFDatabaseBob (no position; ALGN is on my Watch List, but it would
(Continued...)
  • Date: 10/9/18 11:51 PM
  • Number: 1442
  • Recommendations: 3
Hi Matt. Thanks for the kind words of support.

BTW... I forgot to mention in my prior post that Wendell Weeks, Chief Executive Officer and Chairman of the Board, basically said during last quarter's earnings conference call that
(Continued...)
  • Date: 10/8/18 4:43 PM
  • Number: 1440
  • Recommendations: 11
I don't usually post a piece of information like which day earnings will be reported, as typically I can't offer any kind of value-added analysis -- it's a single fact that stands on its own. I make an exception today for two
(Continued...)
  • Date: 9/27/18 5:47 PM
  • Number: 3510
  • Recommendations: 1
Hi CMFHuibs (and mroscoe).

One of the links on the "About SA" page is called "Bonus Reports". Follow that link, and it will tell you what the "Double Down" company is.

But that kind of defeats the
(Continued...)
  • Date: 9/27/18 5:20 PM
  • Number: 3508
  • Recommendations: 5
Hi mroscoe.

Although my screen name starts with TMF, I am an external, independent contractor, not an employee. As such, I have no access to the marketing folk who penned this breathless prose.

Because it was written by marketing
(Continued...)
  • Date: 9/22/18 8:02 PM
  • Number: 1350
  • Recommendations: 2
Hi again, dlbuffy (and also my fellow Medtronic shareholders).

Here is a SeekingAlpha article that talks about Medtronic's Mazor acquisition and its effect on Medtronic's placement among its industry peers in the spine
(Continued...)
  • Date: 9/22/18 9:45 AM
  • Number: 50
  • Recommendations: 1
https://seekingalpha.com/article/4207320-dividend-champion-s...

This author (Wealth Insights) is focused on companies that have raised
(Continued...)
  • Date: 9/21/18 2:41 PM
  • Number: 3504
  • Recommendations: 15
Hi Starrob.

Chamath Palihapitiya had a very impressive tech career and is probably an extremely bright person. However, he is now a venture capitalist running his own fund. I recognize that in your belief structure, you always allow for
(Continued...)
  • Date: 9/21/18 12:15 PM
  • Number: 1348
  • Recommendations: 3
Hi dlbuffy.

"So does one just let the sale go and put MDT in their back pocket and forget about it from here?"

I infer that you're a Mazor owner with no current position in Medtronic. Regardless of whether
(Continued...)
  • Date: 8/28/18 8:57 PM
  • Number: 52
  • Recommendations: 5
Starrob asked: "Why would far more people participate on the board of Nutanix and not VMWare?"

I'll give two answers. I think the first is more likely the true reason, but I think the second is important to
(Continued...)
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Take me back to where I was.
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