NajdorfSicilian

Heidi Klum, supermodel

NajdorfSicilian’s Activity

Today

Caps Pick

NajdorfSicilian made a pick in CAPS. 36 minutes ago

GW Pharmaceuticals (GWPH) will Underperform the S&P 500

Caps Pick

NajdorfSicilian made a pick in CAPS. 37 minutes ago

Canopy Growth Corp. (CGC) will Underperform the S&P 500
NL

Boards Post

NajdorfSicilian replied to the Last RoundUp board. 37 minutes ago

Re: BLK?

They still think they can double assets in 5 years according to Fink. Even if we haircut that some and reduce margins [mostly priced in?] it looks pretty cheap to me.

Mon Oct 15

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Boards Post

NajdorfSicilian replied to the Saul's Investing Discussions board. 5:15 PM

Re: ALERT! Cramer on Nvidia :<(

As I stated, I mostly agree with you *but* the market is always changing and that includes market psychology.

NVDA could do everything they claim and still trade down from 30x to 20x. Maybe it'd still beat the market if that happens. [more]

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Boards Post

NajdorfSicilian replied to the Saul's Investing Discussions board. 2:38 PM

Re: For any who still think indexes are better

It’s your post that is inaccurate

It's accurate to say Saul compares his amazing performance of the past few years* to irrelevant indices.

Which is the same behavior professional fund managers would engage in if they [more]

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Boards Post

NajdorfSicilian replied to the Saul's Investing Discussions board. 2:25 PM

Re: ALERT! Cramer on Nvidia :<(

A quarter's earnings is just noise in a buy and hold position but important for traders and market entertainers (Cramer). To trade in and out you have to pay two commissions, taxes, and run the possibility of a loss if the stock runs away from [more]

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Boards Post

NajdorfSicilian replied to the Macro Economic Trends and Risks board. 2:20 PM

Re: Billionaire Tax Cuts

But the "fiscal conservatives" don't want to pay claims, ...and use it for other things, like ethanol subsidies and killing people in Yemen.

As I recall, it was Obama who started bombing innocent people in Yemen, fiscal [more]

Fri Oct 12

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Boards Post

NajdorfSicilian replied to the Against The Spread board. 7:16 PM

Re: Sox - Yanks

Verlanders +107

Kershaws -139

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Boards Post

NajdorfSicilian posted to the Saul's Investing Discussions board. 2:26 PM

Dropbox

Dropbox is probably the cheapest software firm out there with over $1bn revenues and > 20% recurring software sales. Overall revenues were upo 27% last Q.

Trading at ~5.6x EV/2019 sales. Paying user adds came in below last Q, but in a [more]

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Boards Post

NajdorfSicilian replied to the Saul's Investing Discussions board. 2:06 PM

Re: Square: A very useful insight

David Viniar was CFO, not CEO, of Goldman Sachs.

Obviously Lloyd Blankfein was the CEO.

Not that that will change anything about his ability to fill the CFO position at Square.

NL

Boards Post

NajdorfSicilian replied to the Saul's Investing Discussions board. 2:04 PM

Re: JPM initiates ANET

ANET down ~50pts since JPM's report at Neutral, good call by that team.

Update from yesterday:

'Neutral
ANET, ANET US
Price: $225.79
?Price Target: $255.00
Previous: $287.00

We are trimming estimates [more]

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Boards Post

NajdorfSicilian replied to the Stereo 8 board. 1:44 PM

Re: Buffett quote for the sell-off

I deeply apologize for my premature eklarmanulation.

Thu Oct 11

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Boards Post

NajdorfSicilian replied to the Last RoundUp board. 2:52 PM

Re: Scale up: Emerging Markets

Every time the past 10 years I've decided not to start another EM allocation I think it's been the right idea.

Wake me when it's down another 10%.

NL

Boards Post

NajdorfSicilian replied to the Last RoundUp board. 2:51 PM

Re: Rising Rates and a Balanced Portfolio

i haven't spent a lot of time in the individual bond world but TDA tells me you can get 5 to 7 year BBB paper for 5.8%, so there have to be some opportunities above that rate

Perhaps, but you then lack diversification. With [more]

Caps Pick

NajdorfSicilian made a pick in CAPS. 12:02 PM

Pfizer (PFE) will Outperform the S&P 500

Caps Pick

NajdorfSicilian made a pick in CAPS. 11:56 AM

GDS Holdings Limited ADS (GDS) will Underperform the S&P 500

Caps Pick

NajdorfSicilian made a pick in CAPS. 11:55 AM

Alliance Data Systems (ADS) will Outperform the S&P 500
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Boards Post

NajdorfSicilian replied to the Stereo 8 board. 11:35 AM

Re: Buffett quote for the sell-off

'We have no duties to inform our counterparties they are wrong because we always think they are wrong.' ~ Seth Klarman

NL

Boards Post

NajdorfSicilian posted to the Last RoundUp board. 11:32 AM

Big figure TA voodoo

Some interesting failures recently at big round numbers, I should have paid more attention:

Amazon breakdown at 2000
Same for Booking

FB big break from above 200 but still short at 170 was the right move, [although showing [more]

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CAPS Stats & Trivia

CAPS Player Rating 99.76
Player Rank 170 out of 69786
Score 12445.78
Score Change Today -11.42
Accuracy 75.65%
Active Picks 57
Total Picks 1534
Best Pick NFLX (+445.18)
Worst Pick TQQQ.DL (-365.07)
Average Score per Pick 8.12
Charms Earned 14
Highest Rated Favorite ClientNine
Go to NajdorfSicilian’s CAPS page

Boards Stats & Trivia

Big funky green star, 20000 posts Top Favorite Fools Feste Award Nominee! Old School Fool
Board Posts 40693
Recs Received 43093
People who have rec'd these posts 3006
Recs to Posts Ratio (last 30 days) 13.90
Threads Started 6942
Threads Started Percentage 17.06 %
Most Frequent Board On Tilt
Very First Post RE: Storm Warnings1 (1/21/2000)
Percentage of Posts Rec'd 35.79 %
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