'Cann' pid='82854' datel Wrote:

And if much of this is caused by shorting they will have to buy these shares back at some time..

Well, this isn't necessarily all, or even mainly shorting, it's just a natural correction seen in many tech names that had strong rallies lately. TEUM is down as much as TWLO (and it's supposed to be much more volatile). Not terribly worrying, unless one is investing with margin (very dangerous) and has overloaded on TEUM, or for short-term traders.

Hello, new guy here to TEUM, stock and the forum.  And investing.  While I"m not happy with the dip I"m not too concened, but I'm wondering whether I should buy before the ER on Friday or wait and see?  Any thoughts? See how it goes till Fri and buy at the deeppest dip? Thanks for this knowledge base.

Hello Blarny, welcome aboard. It depends a little bit what your time horizon is. We have a fairly long time horizon, that is, if the story doesn't change fundamentally we tend to stay in the name, as we can see a path to double digit share prices if the company keeps executing the way it does.

Why not do both a little, build a first position, and then add on dips. The stock is unlikely to go up in a straight line (although since December it more or less has done exactly that). On the other hand, these dips are almost immediately bought, at least so far.

We think there is still quite a bit of money on the sidelines for this name as it's still not a widely known company. If the share price gets above $5 it's likely to attract more institutional investors as well.

We did pull the trigger for the SHU portfolio:

• 3000 TEUM at $3.84 on March 5 2019

Waiting for that dip to $3.40 that might never come..

'admin' pid='82866' datel Wrote:

We did pull the trigger for the SHU portfolio:

• 3000 TEUM at $3.84 on March 5 2019

Waiting for that dip to $3.40 that might never come..

So you finally pulled the trigger, what took you so long?

We had an earlier position at a lower price ($2.53 if I remember correctly), was waiting for a pullback to roughly $3.40 but that might never happen.

More importantly, the bigger picture, which is they added 20 new customers in just February, which should be low season and this increases the amount of customers by over 20%.

Bigger picture is that they are raking in new customers and backlog and we're not buying for next week or next month..

Been looking here, pretty impressive stuff. What I particularly like is what you argued in another post, that the company is basically adding customers, hooking them up and then collecting the fees according to usage, or something to that effect. You showed how revenue per employee had risen dramatically in a few quarters in 2018, that is, they doubled their revenues from Q1 to Q3 with roughly the same amount of employees? Thanks.

'mikekato2002' pid='82870' datel Wrote:A year ago last Friday I sold TNDM for about $600 profit At $3.22 hoping to buy back at $2 but it didn't happen. Exactly 1yr later,last Friday the stock hit $70+. Don't get me wrong,the $600 was nice but that extra $147,000 would have been better.

Yea, that hurts. TNDM is actually a stock we also covered, and indeed that had a crazy run.

This is exactly the reason why we're adding now, rather than waiting for that big pullback to $3.40 that might not come. Our view is that it's going to go significantly higher by next year anyway, so not trying to be penny wise, pound foolish here..