NajdorfSicilian

Heidi Klum, supermodel

NajdorfSicilian’s Activity

Yesterday

NL

Boards Post

NajdorfSicilian replied to the Deranged Monkey Criticism board. 12:37 PM

Re: Let us help Martian :)

FAST I haven't owned in a long time because it was so expensive. Now it's at 22x trailing earnings, you'd think the Oil/gas can only improve.

Could be totally range-bound, getting 2.9% to wait with an excellent mgmt team and a leadership [more]

NL

Boards Post

NajdorfSicilian replied to the Deranged Monkey Criticism board. 12:26 PM

Re: Interesting factoid of the week

Your wish is my command -

Monthly data
Max PE: 24.00 November 30, 2009
Min PE: 11.93 Feb 28, 2009

Most of the past 10 years has been btw 15 and 18.


Std Dev: We're just two wild and crazy guys!

NL

Boards Post

NajdorfSicilian replied to the Deranged Monkey Criticism board. 11:37 AM

Re: Let us help Martian :)

Does Fastenal count? Or APD?

Thu Aug 27

NL

Boards Post

NajdorfSicilian replied to the Dropout's Den board. 5:26 PM

Re: I go to Europe and what happens?

getting bloodwork done tomorrow! :)

NL

Boards Post

NajdorfSicilian posted to the Deranged Monkey Criticism board. 5:12 PM

Interesting factoid of the week

On Tuesday, the S+P fell to 16.5x FY15 earnings.

The median for the past 10 years: 16.45x

The average for the past 10 years: 16.51x

NL

Boards Post

NajdorfSicilian replied to the Deranged Monkey Criticism board. 5:02 PM

Re: Let us help Martian :)

http://boards.fool.com/new-retail-position-31859205.aspx?sor...

I tried to get Martian interested :(

About 15.2x NTM earnings now, was down [more]

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Boards Post

NajdorfSicilian posted to the Deranged Monkey Criticism board. 11:01 AM

Things going right

There is no inflation here or in Europe.

Real GDP 2.7%. Corp Profits up 7.3%.

Unemployment will fall to 5% and lower.

Retail has pulled $100bn from equity funds this year. [bullish indicator]

Fed is on hold for a [more]

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Boards Post

NajdorfSicilian replied to the Deranged Monkey Criticism board. 9:17 AM

Re: Note I put out today - Not much new

Wow, 70% in banks, utilities and energy sector? Go big or go home! :)

Nice writeup, thanks.

NL

Boards Post

NajdorfSicilian replied to the Deranged Monkey Criticism board. 9:14 AM

Re: So looking fwd to Wednesday....

Obvs a lot of broken charts out there, but I think we're in oversold conditions in the short-term. And Tuesday held the Monday bottom which was a good sign.

People will be paying attention to when the SPX 50-day breaks below the 200-day ma, [more]

Wed Aug 26

Caps Pick

NajdorfSicilian made a pick in CAPS. 4:25 PM

PayPal Holdings (PYPL) will Outperform the S&P 500

Blog Comment

NajdorfSicilian commented on TMFPostOfTheDay's blog post. 4:24 PM

Dividend Aristicrats Unscathed

Yes, he did.

 Also using backwards looking PEs on commodity firms is a horrific way to due any sort of analysis.

NL

Boards Post

NajdorfSicilian replied to the Last RoundUp board. 4:22 PM

Re: Well, at least I made one good trade[s]

Still long, trimmed as well yesterday.

Up to 13.3% pure cash, which is the most for me in some years now. Probably since '09? Can't swear to that.

Bonds are almost that high, but they've been much higher in the past, thankfully I [more]

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Boards Post

NajdorfSicilian replied to the Last RoundUp board. 4:01 PM

Re: Poll: Does anyone own FB?

Yes, and it was one of my top holdings, so I trimmed a bit this week.

Tue Aug 25

NL

Boards Post

NajdorfSicilian posted to the Deranged Monkey Criticism board. 6:11 PM

So looking fwd to Wednesday....

Still up 53 bps YTD. Um, yay? :(





If only I hadn't kept buying PYPL this month...

NL

Boards Post

NajdorfSicilian replied to the Last RoundUp board. 6:06 PM

Re: so much for reg FD

This was called out by many and immediately noticed by many.

And how many of the many, like yourself, got it 100% wrong?

I'm guessing 101%, give or take 100 bps.

NL

Boards Post

NajdorfSicilian replied to the Last RoundUp board. 6:01 PM

Re: so much for reg FD

Well, Bill Singer is an idiot then.

http://brokeandbroker.com/

Yeah, this is the guy they should interview about a rule that's been well understood for 14 years.


What you and [more]

NL

Boards Post

NajdorfSicilian replied to the Last RoundUp board. 5:56 PM

Re: so much for reg FD

Are you saying CEOs can't talk to the media?

yes. I am saying that. You don't reveal non-public information to one source and not to all your investors. That's the point of Reg FD, right?


No, that's not Reg FD. [more]

Caps Pick

NajdorfSicilian made a pick in CAPS. 3:47 PM

GoPro (GPRO) will Underperform the S&P 500

Caps Pick

NajdorfSicilian made a pick in CAPS. 3:47 PM

Caterpillar, Inc. (CAT) will Underperform the S&P 500

Caps Pick

NajdorfSicilian made a pick in CAPS. 3:47 PM

ENERGY BULL 3X (ERX) will Underperform the S&P 500
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CAPS Stats & Trivia

CAPS Player Rating 99.89
Player Rank 85 out of 75175
Score 11978.35
Score Change Today -23.39
Accuracy 77.19%
Active Picks 75
Total Picks 1387
Best Pick NFLX (+445.18)
Worst Pick TQQQ (-365.08)
Average Score per Pick 8.64
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Boards Stats & Trivia

Big funky green star, 20000 posts Feste Award Nominee! Old School Fool CAPS All Star
Board Posts 39333
Recs Received 39675
People who have rec'd these posts 2738
Recs to Posts Ratio (last 30 days) 4.40
Threads Started 6762
Threads Started Percentage 17.19 %
Most Frequent Board On Tilt
Very First Post RE: Storm Warnings1 (1/21/2000)
Percentage of Posts Rec'd 34.59 %
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