TMFSandman

Mike Sandrik

TMFSandman’s Activity

Today

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Boards Post

TMFSandman posted to the Value Hounds board. 5:51 PM

CBS and Viacom

CBS hit my radar recently. It's a five star stock at Morningstar, Seth Klarman has a big position in it and added to it last quarter, and an investing friend of mine started buying it. I've never looked at it before. CBS and Viacom are in the [more]

Yesterday

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Boards Post

TMFSandman posted to the Value Hounds board. 9:08 PM

INTC

“We are in the midst of one of the most significant transformations in our corporate history. Over the last five years, we’ve made key investments and decisions to enter data-rich markets and deploy our IP and manufacturing technologies to [more]

Sun Nov 17

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Boards Post

TMFSandman replied to the Ask A Foolish Question board. 11:51 AM

Re: MLP in an IRA

Just re-read your post and noticed you bought the MLP in 2017. That being the case you should have a couple of K-1's from 2017 and 2018 that already show you how much UBTI EPD threw off. Is it anywhere near $1,000?


Mike

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Boards Post

TMFSandman replied to the Ask A Foolish Question board. 11:49 AM

Re: MLP in an IRA

Dividend.com has a good primer on the problem you can run into:
[more]

Thu Nov 14

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Boards Post

TMFSandman replied to the Value Hounds board. 12:46 PM

Re: CRM

Thanks, Kingran.

Yeah, that's what I'm doing at the moment. Here's what my revenue growth assumptions look like:


22% Revenue Growth Year 1
20% Revenue Growth Year 2
18% Revenue Growth Year 3
17% [more]

Wed Nov 13

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Boards Post

TMFSandman replied to the Investing Beginners board. 8:34 PM

Re: PEG Ratio

I can't answer specifically about The Trade Desk, Twilio, or Shopify since I don't follow those stocks.

Regarding the big banks, JPM is the only one that isn't selling at a discount. C, WFC, and BAC are all trading at a discount [more]

Sun Nov 10

Premium Commons Boards Post

TMFSandman replied to the Premium Commons boards. 11:04 AM

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TMFSandman replied to the Where to Learn about Investing board. 12:12 AM

Re: new investor

Any time you log into your brokerage account you'll see the the number of shares you own, the cost basis (the price you bought the shares for) and the current market value. Brokerages are highly regulated and the major ones like Schwab, TD [more]

Sat Nov 9

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Boards Post

TMFSandman replied to the Ask A Foolish Question board. 8:56 PM

Re: PORTFOLIO TRACKER

I use the Morningstar portfolio tracker and like it.


Mike

Fri Nov 8

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Boards Post

TMFSandman posted to the Value Hounds board. 6:47 PM

CRM

Salesforce is the dominant name in customer relationship management (CRM). CRM is the process of using and organizing customer data in ways that can help your business. A good CRM solution manages the interactions a business has with customers onto [more]

Thu Oct 31

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Boards Post

TMFSandman replied to the Ask A Foolish Question board. 9:35 PM

Re: Buying fools stocks

You could enter a limit order instead of a market order. You could enter the limit order when the market is closed and in the limit order instructions, you'd specify the maximum price you're willing to pay. If the stock dips to that level or [more]

Premium Commons Boards Post

TMFSandman replied to the Premium Commons boards. 11:38 AM

Fri Oct 25

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Boards Post

TMFSandman replied to the Value Hounds board. 2:48 PM

Re: NVDA

David Tepper, one of my favorite investors to track, was big into Micron Technologies (MU) as well, but he's since sold out of almost the entire position as of the latest quarter. It used to be one of his largest positions:

[more]

Wed Oct 23

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Boards Post

TMFSandman replied to the Value Hounds board. 12:49 PM

Re: 10 years of Data

It's also worth calling around to other neighboring libraries. Many don't require you to be living closest to that library vs. another nearby one to get a library card there.


Mike

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Boards Post

TMFSandman replied to the Value Hounds board. 1:52 AM

Re: 10 years of Data

I use Value Line through my local library, but my library (Newport Beach) has an ebranch. I know other libraries with similar setups. An investing friend of mine in Pasadena has the same setup with his local library there. From the comfort of my own [more]

Tue Oct 22

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Boards Post

TMFSandman replied to the Value Hounds board. 11:45 PM

Re: TD Ameritrade (AMTD) anyone?

Here are my notes on AMTD's Q4:

TD Ameritrade’s Q4 results beat analyst estimates on both revenue on earnings per share. Revenue was up 11.4% from a year ago. GAAP earnings per share were up 25% and up 14% after adjusting for the [more]

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Boards Post

TMFSandman posted to the Value Hounds board. 11:43 PM

NVDA

Here's some text at the front of this post to make it different enough for me to post it again after fixing some typos.

I’ve been a longtime user of NVIDIA’s graphics cards. As an investor I’ve sat on the sidelines since it always [more]

Mon Oct 21

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Boards Post

TMFSandman replied to the Value Hounds board. 9:35 PM

Re: 10 years of Data

I think Morningstar gives you 5 years of data for free and you get 10 years of data as a Morningstar Premium member. I'm a Premium member and it's my go-to source of ten year historical data.

Like Value Line, many libraries also have [more]

Wed Oct 16

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Boards Post

TMFSandman replied to the Value Hounds board. 11:49 AM

Re: TD Ameritrade (AMTD) anyone?

It looks like Morningstar didn't cut by as much as they originally thought they would, and are cutting their fair value estimate of AMTD by 15% from $61 to $52. M* is expecting some cost cuts to help mitigate the revenue loss.


Mike

Thu Oct 10

Premium Commons Boards Post

TMFSandman replied to the Premium Commons boards. 11:12 AM

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