NajdorfSicilian

Heidi Klum, supermodel

NajdorfSicilian’s Activity

Mon Aug 14

NL

Boards Post

NajdorfSicilian replied to the Stereo 8 board. 2:43 PM

Re: 3 Stocks I've Been thinking about (4 rea

There's no reason all 3 players can't be long-term winners, although presumably one will outpace the other two but for 20 years AAP and AZO and ORLY all did fantastic.

Wed Aug 9

NL

Boards Post

NajdorfSicilian replied to the Dropout's Den board. 6:50 PM

Re: Anyone Home?

That happened to me at a Rockies game first time to Denver.

Tue Aug 8

NL

Boards Post

NajdorfSicilian replied to the Last RoundUp board. 5:07 PM

Re: pcln - blasted again

Yeah up 40% for the year before AH, down 7% so far, still a pretty rockstar gain in 2017...

Tue Aug 1

NL

Boards Post

NajdorfSicilian replied to the Dropout's Den board. 12:15 PM

Re: Question for you pros...

Before expiry? Virtually never, why would they give up the time value.

Mon Jul 31

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Boards Post

NajdorfSicilian replied to the Dropout's Den board. 12:38 PM

Re: Happiness is...

coughPricelinecough....

Wed Jul 26

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Boards Post

NajdorfSicilian replied to the Stereo 8 board. 4:11 PM

Re: Howard Marks memo

Facebook, Amazon, and Google are just like disk-drive stocks in the 1980s, sheesh Howard, take your meds or just let your son write the whole letter from now on.

Mr. Marks loves the blue-chips:
up-and-comer Boston Opera [more]

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Boards Post

NajdorfSicilian replied to the Last RoundUp board. 3:55 PM

Re: Poll: When do you plan to take SocSec

They will never pay it to me. So it doesn't matter. The Feds will have inhaled it long before [or shortly before then]

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Boards Post

NajdorfSicilian replied to the Deranged Monkey Criticism board. 3:50 PM

Re: July '17 - Random Thoughts

Woah...people are talking about analyst price targets, did I wake up in 1999?

If so, you're gonna want to lend me some money for some fat returns on shorts and killer sports bets.

Thu Jul 13

NL

Boards Post

NajdorfSicilian replied to the Deranged Monkey Criticism board. 3:04 PM

Re: Luxury

Here are some 1-yr returns:

Dior 63%
Hermes 36%
Kering 77%
LVMH 49%
Choo 59%
Richemont 31%

the aforementioned RACE +75%


More 12 months:
RACE up 117%.
Kering 98
LVMH 54
Choo [more]

Wed Jul 12

NL

Boards Post

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

Re: Luxury

Burberry with great numbers today, up 3% and 36% L12m versus FTSE of 11%.

Wed Jul 5

Thu Jun 29

NL

Boards Post

NajdorfSicilian replied to the Last RoundUp board. 2:15 PM

Re: Alcohol!

STZ has also been improving their supply chain, and benefitted from the Bud/InBev merger - they got full rights to Modelo and Corona: 'Corona Extra, Modelo Especial, and Corona Light form three of the top four highest-selling imported beer [more]

Tue Jun 27

NL

Boards Post

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

Re: Cash is Bad - BBBY

i mean, when the company places the order for the accelerated buying order, do they specify both dollar amount AND price to the broker?

Yes, of course.


Unless it's in free-fall a la 2008, then they might say [more]

Mon Jun 26

NL

Boards Post

NajdorfSicilian replied to the Stereo 8 board. 4:45 PM

Re: Stocks I'm reviewing

I keep telling you guys the last 4 stores will be Apple, Amazon, Facebook and TesFlix.

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Boards Post

NajdorfSicilian replied to the Last RoundUp board. 4:41 PM

Re: Cash is Bad - BBBY

as long as it is articulated internally, does it matter if the public knows? I'd say no, but that's jmho.

Fri Jun 23

NL

Boards Post

NajdorfSicilian replied to the Last RoundUp board. 4:27 PM

Re: big lots short interest

google.com "Dad bods"

I hear it's been a thing for a bit now.



Uh, Roark told me.

Tue Jun 20

NL

Boards Post

NajdorfSicilian replied to the Macro Economic Trends and Risks board. 1:54 PM

Re: OT: Picked up Costco

Paying 28x trailing PE for a store chain that grew 2% last FY as competition is going to increase from their smartest, biggest competitor [and I don't mean solely on the WFM front].....I dunno. Price matters.

'Stock fell X%' is [more]

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Boards Post

NajdorfSicilian replied to the Atheist Fools board. 1:51 PM

Re: Albaby was right

Some people's rice bowls need to be taken aware.


And I don't mean the poor.

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Boards Post

NajdorfSicilian replied to the Last RoundUp board. 1:41 PM

Re: big lots short interest

Someone's been reading the boards again:

https://www.wsj.com/articles/your-next-car-may-be-a-living-r...

NL

Boards Post

NajdorfSicilian replied to the Last RoundUp board. 11:10 AM

Re: on orly?

Late to thread, but I'll add my two observations, in line with Roark's overall msg about Amazon's LT plans.

They did this deal for:

A) All that juicy high-margin customer data. Why sell Tide when you can sell 365 organic [more]

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CAPS Stats & Trivia

CAPS Player Rating 99.85
Player Rank 109 out of 71203
Score 11961.03
Score Change Today -0.25
Accuracy 76.48%
Active Picks 60
Total Picks 1475
Best Pick NFLX (+445.18)
Worst Pick TQQQ (-365.07)
Average Score per Pick 8.11
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
Board Posts 40030
Recs Received 40968
People who have rec'd these posts 2818
Recs to Posts Ratio (last 30 days) N/A
Threads Started 6850
Threads Started Percentage 17.11 %
Most Frequent Board On Tilt
Very First Post RE: Storm Warnings1 (1/21/2000)
Percentage of Posts Rec'd 35.11 %
Show NajdorfSicilian’s 10 Latest Posts