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The 10 Most Recent Messages By TMFSarahGen

Take me back to where I was.
  • Date: 10/9/19 12:56 PM
  • Number: 14163
  • Recommendations: 10
I wrote a very long response to your post, planned on editing it, and then lost it. So let me try to do this in a few responses.

Thank you so much.

I was so honored when David asked me to join this new thing called Supernova
(Continued...)
  • Date: 9/6/19 9:32 AM
  • Number: 14153
  • Recommendations: 0
When I sell a stock, it rises and when I buy it, it drops. That is highly predictable and you can take that to the bank. Case in point: I sold PRLB last week and guess what? Yes as predicted it rose. So glad I was right about that one. Or maybe I
(Continued...)
  • Date: 9/4/19 11:05 AM
  • Number: 14151
  • Recommendations: 0
It s a good time to raise cash. I sold CELG already and I am considering seriously to sell BLUE in light of the recent development about Zynteglo.


Well cash isn't helpful to the sno1 portfolio except for immediate use buying
(Continued...)
  • Date: 9/4/19 10:57 AM
  • Number: 14150
  • Recommendations: 1
In choosing between CGNX and PRLB to sell, why not hold or even buy CGNX if you have an optimist long term view of its business and think that negative earnings for the next quarters might already be priced in?


I think
(Continued...)
  • Date: 8/23/19 12:26 PM
  • Number: 14145
  • Recommendations: 3
I've had BIDU on my SELL watchlist for awhile. And it looks like Phoenix 1 just sold it yesterday:
(Continued...)
  • Date: 8/11/19 9:06 PM
  • Number: 14141
  • Recommendations: 1
I was wondering if O1 could do a comparative on CGNX and PRLB, and/or tell us why didn't O1 cull PRLB rather than CGNX.

Why keep PRLB after saying the things that were said about CGNX in the sell rec?


PRLB is on my
(Continued...)
  • Date: 8/2/19 1:32 PM
  • Number: 14136
  • Recommendations: 5
syzygy78: I am rather surprised that UA is still amongst O1's holdings. The company has been floundering for awhile now

Nancy: I was wondering the same thing.


Under Armour has a strong brand with a charismatic
(Continued...)
  • Date: 8/1/19 4:11 PM
  • Number: 5653
  • Recommendations: 1
And they're a huge beat - but the company is warning us not to get *too* excited:
Included in our second quarter results are approximately $15-$20 million of sales we estimate were pulled-in from the second half of the year. These sales
(Continued...)
  • Date: 8/1/19 2:52 AM
  • Number: 14132
  • Recommendations: 0
Good catch! Baidu reports earnings August 19.

http://ir.baidu.com/news-releases/news-release-details/baidu...
  • Date: 7/31/19 7:47 PM
  • Number: 14129
  • Recommendations: 0
This is the 10% promise on TWOU today: (Continued...)
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Take me back to where I was.
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