CMFFrankDip

Frank DiPietro

CMFFrankDip’s Activity

Mon Feb 17

NL

Boards Post

CMFFrankDip posted to the Saul’s Investing Discussions board. 3:08 PM

Gary Alexander's Latest On Alteryx

I enjoyed this piece, not so much as I leaned anything new that we do not already know, but the author did a good job of summarizing the situation and presents a great "elevator pitch" as to why you want to hold onto your shares - this [more]

Mon Jan 27

NL

Boards Post

CMFFrankDip posted to the Saul’s Investing Discussions board. 2:26 PM

AYX: Wedbush Analyst Raises PT to $152

This may be part of the reason for the positive price action in Alteryx stock today in a down market.

Wedbush analyst Steve Koenig raised his price target for Alteryx to $152 from $126 and maintained an Outperform rating. Koenig says he [more]

Mon Jan 20

NL

Boards Post

CMFFrankDip replied to the Jim Royal board. 3:40 PM

Re: DoubleLine Capital 2020 Roundtable

Thanks - bookmarked, for next year's annual CD search.

Frank - see profile for all holdings

NL

Boards Post

CMFFrankDip replied to the Jim Royal board. 1:53 PM

Re: DoubleLine Capital 2020 Roundtable

As an aside -this weekend I did my annual search for CD yield. The best I could find was 2.15% APY for a one year CD from Marcus by Goldman Sachs. Capital One came in second with 2.0% APY for a one year CD.

One of the key take aways I took [more]

Sun Jan 19

NL

Boards Post

CMFFrankDip posted to the Jim Royal board. 2:58 PM

DoubleLine Capital 2020 Roundtable

This year Jeffrey Gundlach of DoubleLine Capital is hosting a round table discussion with several panelists to discuss the state of the economy, the Fed, the markets etc. The company is releasing the discussion in three segments each a little over an [more]

Sat Jan 18

NL

Boards Post

CMFFrankDip posted to the Saul’s Investing Discussions board. 4:04 PM

Q4 Earnings Results Thursday Feb. 13th

Alteryx will release its full year and Q4 results on Thursday February 13th after the market closes.

Management will hold its quarterly conference call at 5 PM EST.

[more]

Tue Jan 14

NL

Boards Post

CMFFrankDip replied to the Saul’s Investing Discussions board. 6:18 PM

Re: Notes: Alteryx at Needham Conference

Yes, my error - the $15 trillion number is NOT TAM - this number refers to the value of the data available today that could be analyzed by data analysts and data scientists. I just rechecked the webcast and it comes up at 05:40 of the [more]

NL

Boards Post

CMFFrankDip posted to the Saul’s Investing Discussions board. 2:11 PM

Notes: Alteryx at Needham Conference

Dean Stoecker, CEO, and Kevin Rubin, CFO, just finished speaking today at the 22nd Annual Needham Growth Conference.

Here is a link to the webcast:

[more]

Mon Jan 6

NL

Boards Post

CMFFrankDip replied to the Saul’s Investing Discussions board. 6:26 PM

Re: CRWD Share Offering

According to this Bloomberg report Goldman Sachs is arranging a sale of five million shares for a shareholder. So this is not an effort by the company to raise funds.

The bank is offering the shares on behalf of an unknown shareholder at [more]

NL

Boards Post

CMFFrankDip posted to the Saul’s Investing Discussions board. 6:21 PM

CRWD CFO jan. 14th 10AM EST Neddham

Just saw a press release that CrowdStrike CFO Burt Podbere will speak at the Needham Growth Conference in New York City on Tuesday January 14th at 10 AM EST.

[more]

NL

Boards Post

CMFFrankDip replied to the Saul’s Investing Discussions board. 12:00 AM

Re: Thoughts and Questions on Trade Desk

Can any of you explain it to me??? Please?

My take is that platform expansion is expensive & international expansion is also expensive. I base this on the company's Q3 filing specifically page 4 and comments from the Q3 [more]

Sat Jan 4

NL

Boards Post

CMFFrankDip posted to the Saul’s Investing Discussions board. 1:18 PM

AYX: Glass Door 2019 Top Job Rankings

I just ran across this & thought the board would be interested. According to Glassdoor the best job in America in 2019 was Data Scientist.

[more]

Fri Jan 3

NL

Boards Post

CMFFrankDip posted to the Saul’s Investing Discussions board. 5:39 PM

George Kurtz CRWD CEO Mad Money Tonight

The CEO of Crowdstrike, George Kurtz, will be on Mad Money with Jim Cramer tonight.

Here is what Cramer tweeted about 45 minutes ago.

Why did President Trump single out Crowdstrike for its Ukraine involvement.? We have the [more]

NL

Boards Post

CMFFrankDip replied to the Saul’s Investing Discussions board. 1:10 PM

Re: My Portfolio at the End of 2019

I think it may also being influenced by numerous military/counterintelligence analysts stating they believe that Iran may retaliate with a cyber attack of some sort. You can also see FireEye is up more than 2%.

In a note to investors [more]

Stock Advisor Boards Post

CMFFrankDip posted to the Stock Advisor boards. 10:01 AM

Sun Dec 29

NL

Boards Post

CMFFrankDip replied to the Saul’s Investing Discussions board. 3:05 PM

Re: What's Your Top Pick for 2020?

I have been working on this for about a week and simply find it easier to write in a google doc.

My feeling is that the stock with the least downside risk with potential upside reward at its current price going into 2020 is Arista [more]

Sat Dec 28

NL

Boards Post

CMFFrankDip replied to the Saul’s Investing Discussions board. 6:32 PM

Re: TTD: Anecdotal Observation

Great input Darth. That may explain it.

I continue to learn how this stuff works and I enjoy experiencing it as I watch updates and variations roll out.

Frank - long TTD, see profile for all holdings

NL

Boards Post

CMFFrankDip posted to the Saul’s Investing Discussions board. 1:22 PM

TTD: Anecdotal Observation

I recently switched streaming services from AT&T's DirecTV Now product to YouTube TV. The AT&T product had just increased its monthly price, again, and I decided to make the switch. I had used the AT&T streaming product for about 14 [more]

Thu Dec 26

Rule Breakers Boards Post

CMFFrankDip replied to the Rule Breakers boards. 6:42 PM

Thu Dec 19

NL

Boards Post

CMFFrankDip posted to the Saul’s Investing Discussions board. 2:39 PM

Zillow Group

I realize Zillow Group has not been discussed very much on this board however the stock is up about 50% in the past 90 days. It turns out that people like taking a little bit less when they sell their home and simply tossing the keys to Zillow under [more]

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