NajdorfSicilian

Heidi Klum, supermodel

NajdorfSicilian’s Activity

Yesterday

NL

Boards Post

NajdorfSicilian replied to the Deranged Monkey Criticism board. 4:26 PM

Re: RH: Restoration Hardware

Well, normally stocks trade based on how they do vis-a-vis guidance to the Street. [Unless they don't give any.]

Do you really think low-mid 30s PE was the right valuation for this?

NL

Boards Post

NajdorfSicilian replied to the Deranged Monkey Criticism board. 12:27 PM

Re: RH: Restoration Hardware

Quick update: While I still believe the company is making right decisions and has potential to grow, for now I took my quick 10% and stepping aside.


I knew I should have shorted this pos with fleas when it ran back up.
down [more]

Thu Dec 8

NL

Boards Post

NajdorfSicilian replied to the Last RoundUp board. 11:47 AM

Re: minor but....Stalwart operating margin

Still prefer Adidas atm.

NL

Boards Post

NajdorfSicilian replied to the Deranged Monkey Criticism board. 11:46 AM

Re: The stickies worked!

The JPM warrants are now my single biggest winner this year, and my biggest percentage gain of any position in the portfolio.


I have bigger gains in some tranches of stocks like Alphabet, etc, but not as a total [more]

NL

Boards Post

NajdorfSicilian replied to the Deranged Monkey Criticism board. 11:43 AM

Re: FAIRX

Market went from selling over $150Bn in stock funds/ETFs YTD to adding $36Bn in the past 3 weeks.

Imagine that continuing....

Wed Dec 7

NL

Boards Post

NajdorfSicilian replied to the Deranged Monkey Criticism board. 2:00 PM

Re: FAIRX

My experience is that is usually a mistake.

Higher highs are a very bullish sign.

Sat Dec 3

NL

Boards Post

NajdorfSicilian replied to the Deranged Monkey Criticism board. 4:36 PM

Re: FAIRX

if anything, he is the opposite of what I'd look for in a money manager.



Diversification!

NL

Boards Post

NajdorfSicilian replied to the Deranged Monkey Criticism board. 4:35 PM

Re: Upset: No upset (OT)

They played several of the most exciting draws in WC history, the 2 Karjakin saved from losing, 1 Magnus did, and the 2 wins in classical time controls.

Rapid was very very exciting.

Thu Dec 1

NL

Boards Post

NajdorfSicilian posted to the Deranged Monkey Criticism board. 10:43 AM

FAIRX

Say what you will about Bruce, and many of us have, but the guy is up 31% this year [top 1% natch], and in top 10% for 5 years and 15% for 10 years.

Volatile, of course. But great managers tend to not get stupid overnight.

Tue Nov 29

NL

Boards Post

NajdorfSicilian replied to the Last RoundUp board. 2:13 PM

Re: 190m for this?

cosign what Dan said!

Mon Nov 28

NL

Boards Post

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

Re: People are bad at market timing

Net -$144Bn taking out of stock mutual funds and stock ETFs.


That's astounding.



Last week: +$23Bn into stocks, -$10bn from bonds.

Wed Nov 23

NL

Boards Post

NajdorfSicilian replied to the Last RoundUp board. 11:15 AM

Re: Citi

More levered = less regulatory capital compared to other big banks = less 'cash' drag so to speak.

I think banks may get a free pass on short-term mark-to-market hits on higher interest rates. I could be wrong.

I don't [more]

Tue Nov 22

NL

Boards Post

NajdorfSicilian replied to the Last RoundUp board. 5:06 PM

Re: Citi

It's cheaper and more levered.

NL

Boards Post

NajdorfSicilian replied to the Deranged Monkey Criticism board. 5:06 PM

Re: thoughts on Disney?

Mickey's trademark expires in 2023...

Mon Nov 21

NL

Boards Post

NajdorfSicilian replied to the Last RoundUp board. 11:00 AM

Re: Poll: nuts, or not?

10 yr is flat on the year, right?

I have not yet decided to panic. 3% next year seems fine as long as the economy is growing.

Fri Nov 18

Caps Pick

NajdorfSicilian made a pick in CAPS. 1:58 PM

Alnylam Pharmaceuticals (ALNY) will Outperform the S&P 500
NL

Boards Post

NajdorfSicilian replied to the Deranged Monkey Criticism board. 1:58 PM

Re: A Few Ideas

ADNT a recent spinoff in the auto industry. I'll let you guys do your own work on this name, but I think it is very undervalued.

Thu Nov 17

Caps Pick

NajdorfSicilian made a pick in CAPS. 2:58 PM

JPMorgan Chase (JPM) will Outperform the S&P 500

Caps Pick

NajdorfSicilian made a pick in CAPS. 2:58 PM

Bank of America (BAC) will Outperform the S&P 500

Caps Pick

NajdorfSicilian made a pick in CAPS. 2:58 PM

Citigroup (C) will Outperform the S&P 500
Show More Activity ...

CAPS Stats & Trivia

CAPS Player Rating 99.84
Player Rank 119 out of 74751
Score 11471.52
Score Change Today +18.42
Accuracy 76.84%
Active Picks 53
Total Picks 1427
Best Pick NFLX (+445.18)
Worst Pick TQQQ (-365.08)
Average Score per Pick 8.04
Charms Earned 14
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 CAPS All Star
Board Posts 39853
Recs Received 40472
People who have rec'd these posts 2745
Recs to Posts Ratio (last 30 days) 2.10
Threads Started 6836
Threads Started Percentage 17.15 %
Most Frequent Board On Tilt
Very First Post RE: Storm Warnings1 (1/21/2000)
Percentage of Posts Rec'd 34.95 %
Show NajdorfSicilian’s 10 Latest Posts