NajdorfSicilian

Heidi Klum, supermodel

NajdorfSicilian’s Activity

Wed May 25

NL

Boards Post

NajdorfSicilian replied to the Deranged Monkey Criticism board. 3:08 PM

Re: Not much cheap

Revs on the Hep C product make likely have peaked and overall business could decline...

Correct, but it is still very cheap. Would you buy at 5x pe?

Tue May 24

NL

Boards Post

NajdorfSicilian replied to the Deranged Monkey Criticism board. 5:11 PM

Re: Not much cheap

Given their track record, I think betting on them pulling another rabbit out of the hat is a pretty good bet, at current prices. But $18 billion is a lot of earnings to sustain

Yep, hence the 7.2x PE!

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Boards Post

NajdorfSicilian replied to the Deranged Monkey Criticism board. 4:07 PM

Re: Not much cheap

GILD at 7x PE is not cheap?

Curious, are you hoping for 5x or something lower?

Mon May 23

NL

Boards Post

NajdorfSicilian replied to the Deranged Monkey Criticism board. 5:35 PM

Re: Kyle Bass

Japan Gov't Debt:
'Any rational person would expect the confounding impacts of issuing debt to service debt and budget shortfalls to lead to an exponential rise in interest rates...problem to convince more buyers to lend the gov't money at [more]

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Boards Post

NajdorfSicilian replied to the Deranged Monkey Criticism board. 2:53 PM

Re: punting ideas - when do you do it?

Agree with all the basics you said:

1 - too hard
2 - time sink/suck
3 - secular decline


Add diworseification.

But most importantly, your first point - I can follow a name for a while but if I'm never motivated [more]

Fri May 20

Caps Pick

NajdorfSicilian made a pick in CAPS. 10:53 AM

Direxion Daily China Bear 3x Shares (YANG) will Underperform the S&P 500

Caps Pick

NajdorfSicilian made a pick in CAPS. 10:53 AM

Direxion Daily China Bull 3X Shares (YINN) will Underperform the S&P 500

Caps Pick

NajdorfSicilian made a pick in CAPS. 10:53 AM

Direxion Daily S&P Oil & Gas Exp. & Prod. Bear 3X Shares (DRIP) will Underperform the S&P 500

Caps Pick

NajdorfSicilian made a pick in CAPS. 10:53 AM

Direxion Dly S&P Oil&Gs Ex&Prd Bl 3X ETF (GUSH) will Underperform the S&P 500

Tue May 17

NL

Boards Post

NajdorfSicilian replied to the Deranged Monkey Criticism board. 11:32 AM

Re: vr article

When they invent one that doesn't make me nauseated, I'll be more interested.

Mon May 16

NL

Boards Post

NajdorfSicilian replied to the Dropout's Den board. 4:21 PM

Re: aAPL

Lucky for Tim Cook, I see it wasn't WEB who bought some. Not really a surprise.

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Boards Post

NajdorfSicilian replied to the Dropout's Den board. 11:46 AM

Re: aAPL

It's the new IBM!

Only down 21% since he bought in!!

Fri May 13

NL

Boards Post

NajdorfSicilian posted to the Deranged Monkey Criticism board. 11:47 AM

JWN +M +KSS +GPS +BBY

is currently worth $40bn in equity value. (30B if you take out BBY)

And $23 bn+ of gross debts.

Are they really going to earn that much in present-valued economic profit going forward?


By contrast, TGT is $44B and TJX [more]

Thu May 12

NL

Boards Post

NajdorfSicilian posted to the Deranged Monkey Criticism board. 4:50 PM

I got one I got one! JWN

JWN:

" 1. Missed earnings estimates. The company posted earnings of 26 cents, missing our Zacks Consensus Estimate of $0.45.

2. Missed revenue estimates. The company saw revenue figures of $3.192 billion, falling short of our [more]

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Boards Post

NajdorfSicilian replied to the Deranged Monkey Criticism board. 4:47 PM

Re: Judge Nixes Staples+ODP

I remember working for $2.25 + tips

What that would be in today's $$?

$4.70 + tips.

$15/hr to stand at a McD terminal. GMAFB.

NL

Boards Post

NajdorfSicilian replied to the Dropout's Den board. 3:24 PM

Re: aAPL

Apple will be flat to down for a year. Reduce.

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Boards Post

NajdorfSicilian replied to the Deranged Monkey Criticism board. 3:21 PM

Re: Judge Nixes Staples+ODP

Of course if the min wage was zero as it should be employment would increase.

Feel free to substitute $1, $2, etc. I remember working for $2.25 + tips.

Wed May 11

NL

Boards Post

NajdorfSicilian replied to the Deranged Monkey Criticism board. 2:24 PM

Re: Judge Nixes Staples+ODP

Sad face solution is Social Security Disability Insurance and soft tissue injuries.

Don't forget you can get SSI for your lower back or depression without ever having needed to work!

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Boards Post

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

Re: Judge Nixes Staples+ODP

Shorted JWN this week, looks good so far.

Tue May 10

NL

Boards Post

NajdorfSicilian replied to the Last RoundUp board. 11:16 AM

Re: New retail position

'Danish jeweler Pandora A/S (PNDORA.KO) Tuesday raised its estimates for full-year revenue and profitability after posting forecast-beating first-quarter net profit on sharply improved sales.

Net profit more than doubled to DKK1.31 million [more]

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CAPS Stats & Trivia

CAPS Player Rating 99.86
Player Rank 103 out of 74880
Score 11354.44
Score Change Today -7.06
Accuracy 77.12%
Active Picks 70
Total Picks 1400
Best Pick NFLX (+445.18)
Worst Pick TQQQ (-365.08)
Average Score per Pick 8.12
Charms Earned 14
Highest Rated Favorite ClientNine
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Boards Stats & Trivia

Big funky green star, 20000 posts Feste Award Nominee! Old School Fool CAPS All Star
Board Posts 39686
Recs Received 40272
People who have rec'd these posts 2741
Recs to Posts Ratio (last 30 days) 3.00
Threads Started 6811
Threads Started Percentage 17.16 %
Most Frequent Board On Tilt
Very First Post RE: Storm Warnings1 (1/21/2000)
Percentage of Posts Rec'd 34.85 %
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