NajdorfSicilian

Heidi Klum, supermodel

NajdorfSicilian’s Activity

Fri Mar 27

NL

Boards Post

NajdorfSicilian replied to the Last RoundUp board. 8:24 PM

Re: Poll: Fess up, IBM

3-yr perf:

IBM down 22
S+P up 53

Once again, glad I sold to you, Mr. Buffett.

NL

Boards Post

NajdorfSicilian replied to the Last RoundUp board. 2:18 PM

Re: handling a fully invested account

I don't sell until I have a better target unless the stock blows thru like 20% higher than my fair value. And then I re-look at it to see what I missed.

NL

Boards Post

NajdorfSicilian replied to the Last RoundUp board. 11:52 AM

Re: Anyone like AXP?

Haha I did read it, but since I own MA/V and don't want AXP I wasn't paying close enough attention - nor would I have noticed if I had I think.

best,

NL

Boards Post

NajdorfSicilian replied to the Last RoundUp board. 11:50 AM

Re: handling a fully invested account

sell for better idea whether or not they've hit my target.

Thu Mar 26

NL

Boards Post

NajdorfSicilian replied to the Last RoundUp board. 2:24 PM

Re: orcl

Brave Warrior now 5 years old, Gross return 25%, S+P 15% annually...

NL

Boards Post

NajdorfSicilian replied to the Last RoundUp board. 2:23 PM

Re: orcl

added JPM - the cheapest stock by P/E in S+P 100 at the time
added HAL - obvs energy play

largest position still VRX:

'Earnings increased by about one third in 2014 and are expected to grow by a similar amount his year, even [more]

NL

Boards Post

NajdorfSicilian replied to the Last RoundUp board. 12:05 PM

Re: orcl

"The biggest changes since our mid-year letter were the elimination of Oracle....

Oracle is a great company with fantastic finances and superb mgmt. But the conversion of enterprise from on-premises to cloud computing may present a long [more]

NL

Boards Post

NajdorfSicilian replied to the Last RoundUp board. 10:30 AM

Re: CSCO

ps going back to Martian's 'dink' lament, I bought a dink in Verint at $28. Now $60. Never added.

NL

Boards Post

NajdorfSicilian replied to the Last RoundUp board. 10:26 AM

Re: earnings

2015 est earning growth by sector:

Health care: 8.5%
Financials: 15.4%
Consumer Disc: 13.9
Industrials: 7.3
IT: 10.5
Consumer Staples: 2.7
Telecom: 2.4
Materials: 5.7%
Utilities: 1.1%
Energy: -54% (ouch) [more]

NL

Boards Post

NajdorfSicilian replied to the Last RoundUp board. 10:16 AM

Re: CSCO


it is a magic formula stock like ORCL QCOM MSFT AAPL IBM WDC STX SNDK ( may tech)


You can never trust certain industries:

SNDK issues profit warning - announced that it expects its revenue for the first fiscal quarter, [more]

Wed Mar 25

NL

Boards Post

NajdorfSicilian replied to the College Hoops board. 5:41 PM

Re: KY undefeated & national champs?

...and this UK team isn't half as good as the LV team with Greg Anthony, Larry Johnson, Anderson Hunt, Stacey Augmon...

NL

Boards Post

NajdorfSicilian replied to the College Hoops board. 5:34 PM

Re: KY undefeated & national champs?

WVa's press is no pushover. I'm probably taking the moneyline in that game.

ND can ball with anyone.

Then in the Semis, they get one of: Wisky, Arizona, UNC.
UNC is not afraid of them for sure, and Marcus Paige is finally [more]

NL

Boards Post

NajdorfSicilian replied to the Last RoundUp board. 4:51 PM

Re: CSCO


i wish i were as smart as Naj at teens/low 20's. but that is history. At $35, it will be trading at 15x.


I wish I had been smart enough to buy in-size at $17.35.

Tue Mar 24

NL

Boards Post

NajdorfSicilian replied to the Last RoundUp board. 2:46 PM

Re: CSCO

btw, i just noticed EMC had a trifecta of smart activist HF owners -- Elliott, Greenlight and Third Point.


Yeah, but the CEO also seems hellbent on retaining ownership of VMWare, and I don't think he's wrong [for now.]

NL

Boards Post

NajdorfSicilian replied to the Last RoundUp board. 2:42 PM

Re: CSCO

Always looking!

A contrary view:

Cisco Systems: Switching Deflation Update, Evidence for Commoditization Continues to Surface. Reit. UW.

February 27, 2015

"Datacenter switching is in the midst of what we [more]

NL

Boards Post

NajdorfSicilian replied to the Deranged Monkey Criticism board. 2:22 PM

Re: Blarney Bubble

It is a well-known statistical fact that CAPE is higher during periods of high growth, and lower during periods of low growth. A firm[s] that reinvests more in growth and pays a smaller dividend is 'punished' by having a higher CAPE, firms that [more]

NL

Boards Post

NajdorfSicilian replied to the Last RoundUp board. 1:57 PM

Re: FL


Consumer seems to be doing okay. Oh yeah, CNW up $1.4 Trillion last Q...


Estimates are for a $5.8 Trillion rise, or $5800 Billions this Q....

NL

Boards Post

NajdorfSicilian replied to the Last RoundUp board. 11:52 AM

Re: earnings

As a result of the downward revisions to earnings estimates, the year-over-year estimated earnings growth rate for Q1 2014 has declined to -4.9% today from an expectation of 3.8% at the start of the quarter (December 31).
...
Looking at
[more]

NL

Boards Post

NajdorfSicilian replied to the Deranged Monkey Criticism board. 11:39 AM

Re: Blarney Bubble

you might want to consider:


Jan 1937 Feb 2015
Shiller CAPE 21.6X 27.4XM



The massive flaws in CAPE have been noted here several times. It uses a random time period for one thing. If you want to measure using [more]

Fri Mar 13

NL

Boards Post

NajdorfSicilian posted to the Last RoundUp board. 3:56 PM

UTLA Salon

putting the top in at 149.01, scaling in.

Show More Activity ...

CAPS Stats & Trivia

CAPS Player Rating 99.87
Player Rank 100 out of 75160
Score 10456.96
Score Change Today -122.05
Accuracy 77.86%
Active Picks 100
Total Picks 1368
Best Pick NFLX (+445.17)
Worst Pick TQQQ (-497.61)
Average Score per Pick 7.64
Charms Earned 15
Highest Rated Favorite ClientNine
Go to NajdorfSicilian’s CAPS page

Boards Stats & Trivia

Big funky green star, 20000 posts Feste Award Nominee! Old School Fool CAPS All Star
Board Posts 39088
Recs Received 39284
People who have rec'd these posts 2738
Recs to Posts Ratio (last 30 days) 3.50
Threads Started 6714
Threads Started Percentage 17.18 %
Most Frequent Board On Tilt
Very First Post RE: Storm Warnings1 (1/21/2000)
Percentage of Posts Rec'd 34.39 %
Show NajdorfSicilian’s 10 Latest Posts