NajdorfSicilian

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NajdorfSicilian’s Activity

Today

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Boards Post

NajdorfSicilian posted to the Last RoundUp board. 3 hours ago

For the contrarians

Equity mutual fund outflows: -$109 BN ytd.

This is still the most hated bull market of all time.

Yesterday

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Boards Post

NajdorfSicilian replied to the Deranged Monkey Criticism board. 3:47 PM

Re: September Morn

But I also reminded of Gen. George Patton quoting

This market also reminds me of Gen. Patton's quote when asked for his 'Strategy of War' by a reporter:


"Violent attacks everywhere with
[more]

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Boards Post

NajdorfSicilian replied to the Deranged Monkey Criticism board. 11:13 AM

Re: Recession-proof? PX

on GILD. i am reading the bernstein note now. sounds like time to get reacquainted. lower industry valuation means better opportunity for them to do another deal?

Yeah, they have almost $15bn in cash and securities.

Piper [more]

Tue Sep 1

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Boards Post

NajdorfSicilian replied to the Deranged Monkey Criticism board. 5:50 PM

Re: Recession-proof? PX

JPM are financials, and these are not exactly cheap by historical standards.

Last 10 years
AVG pe 12.82
Median 10.3x
Today 10.3x

So, not cheap, it is true.



Also on GILD, wanted to mention that [more]

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NajdorfSicilian replied to the Deranged Monkey Criticism board. 5:21 PM

Re: Recession-proof? PX


AIG/JPM are financials, and these are not exactly cheap by historical standards.


Do you want cheap relative to the market or cheap relative to history, sheesh, make up your mind!!!

GILD, i admit i am somewhat [more]

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Boards Post

NajdorfSicilian replied to the Deranged Monkey Criticism board. 4:37 PM

Re: September Morn


On Bloomberg.com there's a RED-TAGGED headline scraming, "Stocks on Pace for Worst Quarter Since Q3 2011."


OMG, did one direction even exist then?!

And Magnus Carlsen wasn't [more]

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Boards Post

NajdorfSicilian replied to the Deranged Monkey Criticism board. 4:23 PM

Re: Recession-proof? PX

speaking for myself, i still don't find obvious bargains even after the drop. the good quality ones still trade at high teens to 20. >

Trailing PEs

GILD 10.6X
JPM 11X
BLK 14.8X

AAPL 12.5X, prob down to ~9-9.5x
[more]

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Boards Post

NajdorfSicilian replied to the Deranged Monkey Criticism board. 4:12 PM

Re: Recession-proof? PX

Praxair seems to be the best in the industry for a long-time. I'd want to see how much they sell in China because China was still gangbusters in 2008-09, not the case today.

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Boards Post

NajdorfSicilian replied to the Deranged Monkey Criticism board. 3:58 PM

Re: September Morn

bought more ULTA

Mon Aug 31

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Boards Post

NajdorfSicilian posted to the Deranged Monkey Criticism board. 1:50 PM

Blackrock

15.3x trailing PE. 2.9% dividend. Biggest and best AM in the industry imho.

Down 17% in 3 months. Stock flat for 22 months now.

You would think financial trends are all going in their favor.

Not really impacted by China [more]

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Boards Post

NajdorfSicilian replied to the Dropout's Den board. 11:58 AM

Re: I go to Europe and what happens?


Inave beed streaming from Netflix on a very old stick and watching Amazon prime on my iPad. Anyone have the perfect device or stick for streaming. I was just starting to look at the two Amazon choices.


Get a PS3 for cheap!! Like [more]

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Boards Post

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

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

So the assumption is irrespective of what FED does the yields has to go up. What do you think about this theory?

Any theory that results in one-way bets in the UST market is wrong.

Remember, a stronger USD imports deflation, [more]

Fri Aug 28

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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]

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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!

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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

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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! :)

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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

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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.

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CAPS Player Rating 99.89
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Score 12071.00
Score Change Today +8.65
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Big funky green star, 20000 posts Feste Award Nominee! Old School Fool CAPS All Star
Board Posts 39345
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Very First Post RE: Storm Warnings1 (1/21/2000)
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