Show Latest Posts:

The 10 Most Recent Messages By TMFCaccamise

Take me back to where I was.
  • Date: 5/6/16 5:38 PM
  • Number: 224
  • Recommendations: 6
MDPers,

Here's the link to our review of NOW's quarter:

(Continued...)
  • Date: 4/29/16 5:24 PM
  • Number: 387
  • Recommendations: 5
MDPers,

Here's the link to our first quarter review:

(Continued...)
  • Date: 4/29/16 12:53 PM
  • Number: 304
  • Recommendations: 4
MDPers,

Here's the link to our review of PayPal's Q1 results. It was another solid quarter for the company.

(Continued...)
  • Date: 2/26/16 1:23 PM
  • Number: 211
  • Recommendations: 5
Here's our review of NOW's Q4 '15:

(Continued...)
  • Date: 2/22/16 11:57 AM
  • Number: 221
  • Recommendations: 2
Hi serRenely,

These things are always tough to call since we really don't know the reason James decided to leave. He joined the company via the Braintree acquisition back in 2013. Given the info we have I'd say losing the CTO is not a great
(Continued...)
  • Date: 2/5/16 5:06 PM
  • Number: 374
  • Recommendations: 5
Here's my review of LinkedIn's quarter. It's obviously a painful time for shareholders. Growth companies have had a real tough past few quarters as any signs of weakness have provided the catalyst for sell-offs as multiples contract, and LinkedIn's
(Continued...)
  • Date: 2/1/16 11:16 AM
  • Number: 196
  • Recommendations: 4
Here's the link to our review of PayPal's Q4:

(Continued...)
  • Date: 1/21/16 1:30 PM
  • Number: 206
  • Recommendations: 5
Hey Fools,

As CMFBuyn2hold pointed out earlier NOW recently proposed changes to its Credit Agreement. The company was going to trip up on their interest coverage ratio covenants since the company is not profitable right now. As a reminder,
(Continued...)
  • Date: 1/15/16 1:02 PM
  • Number: 11293
  • Recommendations: 1
Hey Tom,

I apologize for the late response here. I can only speak for the company I dropped - Core Labs. For me it was simply that it never got "cheap". In a deep cyclical downturn like we're witnessing in the energy markets it's
(Continued...)
  • Date: 1/5/16 11:02 AM
  • Number: 11281
  • Recommendations: 14
Hi John,

I agree with your assessment that PRA Group has been an excellent operator for a long time. They're really good at allocating capital which is why I've been a big fan for a long time.

That said, heading into the New Year
(Continued...)
Show Latest Posts:
Total = 10

Take me back to where I was.
Stock Folders: A B C D E F G H I J K L M N O P Q R S T U V W X Y Z