CMF_BigECat

Randy Vondrell

CMF_BigECat’s Activity

Sun Aug 11

NL

Boards Post

CMF_BigECat posted to the Jim Royal board. 2:42 PM

CNNE

Hey Jim,
I know that you used to follow CNNE. I just read through the quarterly earnings and they sounded very positive on Dun and Bradstreet (their recent purchase). They have already achieved $150M of the expected $200M annual savings and [more]

Sun Jul 28

Market Pass Boards Post

CMF_BigECat replied to the Market Pass boards. 8:09 AM

Sat Jul 27

Market Pass Boards Post

CMF_BigECat replied to the Market Pass boards. 10:14 AM

Sun Jul 21

Stock Advisor Boards Post

CMF_BigECat replied to the Stock Advisor boards. 11:24 AM

Fri Jul 12

NL

Boards Post

CMF_BigECat replied to the Saul's Investing Discussions board. 12:30 PM

Re: Shopify Article

Hi tj,
I haven’t read other articles from there but will check it out. No sure i have a knowledgeable opinion about open source in general.

I am reading a book titled “The Myth of Capitalism” a fascinating book abut how the business [more]

NL

Boards Post

CMF_BigECat posted to the Saul's Investing Discussions board. 11:07 AM

Shopify Article

From a previous post I mentioned that one of the reasons that Shopify has continued to climb is because of potential governmental concerns with Amazon. The linked article talks about how Amazon is working to control all aspects of internet retail and [more]

Tue Jul 9

NL

Boards Post

CMF_BigECat replied to the Saul's Investing Discussions board. 9:01 AM

Re: Focusing on what we're good at

Hi all,
Bear I am not sure I can add much to the estimate discussion but I do think you have hit the nail on the head. Predicting, or at least staying ahead of the revenue growth question while watching to make sure that a progression towards [more]

Mon Jul 8

Stock Advisor Boards Post

CMF_BigECat replied to the Stock Advisor boards. 10:45 AM

Wed Jul 3

NL

Boards Post

CMF_BigECat replied to the Real Estate Inv. Trusts: REITs board. 11:32 PM

Re: MLP's

Hi srockaz,
Perhaps a dumb question. Do the preferred shares have the MLP tax issues, or are they like any other preferred shares...

Randy

Sun Jun 23

Stock Advisor Boards Post

CMF_BigECat replied to the Stock Advisor boards. 10:43 PM

Sat Jun 22

Stock Advisor Boards Post

CMF_BigECat posted to the Stock Advisor boards. 8:21 AM

Thu Jun 20

NL

Boards Post

CMF_BigECat replied to the Saul's Investing Discussions board. 4:37 AM

Re: Cash question

Hi Saul,
Thanks for everything you do. One more question as I am very close to retiring. For your segregated money, how many months or years of expenses is that worth? And if that isn’t relevant because of your net worth, how much money did you [more]

Thu Jun 13

NL

Boards Post

CMF_BigECat posted to the Saul's Investing Discussions board. 9:56 PM

SHOP

I had to wait a few days to post this because, ironically I sold a little bit of shop earlier this week, (required rules for a CMF) but I didn’t want to forget to add one thought to the SHOP discussion.

There was a lot of discussion earlier [more]

Fri Jun 7

NL

Boards Post

CMF_BigECat posted to the Jim Royal board. 11:19 PM

TFSL

Jim, you might have nailed it. TFSL is meandering up to 18 and is now at a clear 52 week high and still a 6% yield...

Randy

Tue Jun 4

NL

Boards Post

CMF_BigECat replied to the Jim Royal board. 8:45 PM

Re: TFSL.....

Certainly modest by last year’s standard but 10% rise on a 6% yield isn’t too shabby. Now a 6.5% yield and a new high today. Certainly not a stock expected to take off but at a 52 week I high once again feels like a pretty safe stock with a great [more]

Sat Jun 1

NL

Boards Post

CMF_BigECat posted to the Saul's Investing Discussions board. 12:36 PM

ZS and OKTA CEO's on Cramer

For those who own ZS and OKTA (me), both CEOs were interviewed on Jim Cramer last night. If you missed it, you can listen on any podcast station as they always put the audio out on podcast every night so you can listen the next day. Just search Mad [more]

NL

Boards Post

CMF_BigECat replied to the Jim Royal board. 12:00 PM

Re: TFSL.....

Hi David,
that is the article that started the thread.... As Jim stated earlier, the author clearly doesn't understand the basics of the company.

Randy
Long TFSL

NL

Boards Post

CMF_BigECat replied to the Jim Royal board. 9:19 AM

Re: TFSL.....

Hi rtichy,
You are right, that is really the same concern i have as well. But it is hard to turn away from this stock. It feels very much like a Ben Graham / Warren Buffet type stock. Clearly the shares are worth way more than they are being [more]

Fri May 31

NL

Boards Post

CMF_BigECat replied to the Jim Royal board. 8:50 PM

Re: TFSL.....

Hi Jim,
I agree, I read the article and was not impressed. TFSL is my largest position at the moment. Not necessarily because it is my highest potential gain, but one of my safest. I am close to retirement and I have a hard time seeing how this [more]

Tue May 21

NL

Boards Post

CMF_BigECat replied to the Saul's Investing Discussions board. 12:58 PM

Re: My case against Carvana

Hi Paul,
Fair enough, but I didn't mean to imply they were the same or even make the first comparison, the person who brought it to the board did. And my intent was not to say it would become another Amazon, it was to say that the business [more]

Show More Activity ...

CAPS Stats & Trivia

CAPS Player Rating < 20
Player Rank 0 out of 69325
Score 0.00
Score Change Today 0
Accuracy 0.00%
Active Picks 0
Total Picks 0
Best Pick 0 ( 0)
Worst Pick 0 ( 0)
Average Score per Pick 0.00
Charms Earned 0
Highest Rated Favorite No Favorites Selected
Go to CMF_BigECat’s CAPS page

Boards Stats & Trivia

Big red star, 1000 posts Old School Fool Ticker Guide Motley Fool One Everlasting Fool
Board Posts 1389
Recs Received 3747
People who have rec'd these posts 828
Recs to Posts Ratio (last 30 days) 3.00
Threads Started 470
Threads Started Percentage 33.84 %
Most Frequent Board Motley Fool Stock Advisor
Very First Post Book Value Growth (2/11/2007)
Percentage of Posts Rec'd 61.70 %
Show CMF_BigECat’s 10 Latest Posts