NajdorfSicilian

Heidi Klum, supermodel

NajdorfSicilian’s Activity

Fri Jan 30

NL

Boards Post

NajdorfSicilian replied to the Deranged Monkey Criticism board. 10:15 PM

Re: FB v GOOG(L)

SnapChat is going to kill Instagram in various ways. IG will be the MySpace of this round of 'winners.'

I think they have solved video, essentially. IG will go back for being photography people.

Pinterest can also do them a lot of [more]

Thu Jan 29

NL

Boards Post

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

Re: Random thing I noticed

Stocks up on a down 53 bps day so far:
KATE huge
SHOO
CHOO
RL
VRA
EL
FOSL
AEO up a penny [ha]

KORS big
COH very big




TSCO very big
LL very big

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Boards Post

NajdorfSicilian replied to the Dropout's Den board. 11:06 AM

Re: this and that

Still think WYNN is a long-term bargain at these levels.

Depends on how their Macao opening on Cotai goes in ~23 months or whatever the new date is, but if there's one guy in any industry whose new flagship 'products' are always, always the [more]

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NajdorfSicilian replied to the Deranged Monkey Criticism board. 11:03 AM

Re: Pair trade

Up 12.5% now, I added to the trade in the interim.

AEO is beating the market by 663bps on it's own in 5 weeks.

Something going on in retail-land. Perhaps with the BKs of Delia's, Body Central, et al they're all going to AEO? I [more]

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Boards Post

NajdorfSicilian replied to the Deranged Monkey Criticism board. 10:59 AM

Re: latest stalwart Screen

This is an anecdote about real-time trading, but posted after the fact. If I had only know we were gonna have a big TA discussion at the time!

I held a position in BABA as mentioned on these boards.

There was a 2bl-bottom breakdown [more]

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Boards Post

NajdorfSicilian replied to the Deranged Monkey Criticism board. 10:50 AM

Re: Random thing I noticed

Thanks for your input!

I did pick up a little SHOO.


KATE up huge today....

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Boards Post

NajdorfSicilian replied to the Deranged Monkey Criticism board. 10:47 AM

Re: EMR?

Already own it. Not likely to add yet.

Wed Jan 28

NL

Boards Post

NajdorfSicilian replied to the Deranged Monkey Criticism board. 5:57 PM

Re: Sensata Technologies

But in experience ONLY it is not like this with REAL people met in all walks of life - if somebody tells you about an idea, they always expect affirmation. There is some logic to this expectation of course.)

A fantastic example of [more]

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Boards Post

NajdorfSicilian replied to the Deranged Monkey Criticism board. 5:51 PM

Re: Sensata Technologies

I meant excluding this board! :) That's why I was congratulating Martian.

Of course you are right.

NL

Boards Post

NajdorfSicilian replied to the Deranged Monkey Criticism board. 12:23 PM

Re: latest stalwart Screen

ps I had a horrendous year last year so nobody should listen to me about stock-picking at this point...

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Boards Post

NajdorfSicilian replied to the Deranged Monkey Criticism board. 12:20 PM

Re: latest stalwart Screen

Oh, my worries are short-term not long-term as you said.

Clearly currency is going to be a big issue into 2015 - that is obvious to all. And it would be obvious to say the effect is built in but I've had a couple stocks lately I [more]

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Boards Post

NajdorfSicilian replied to the Deranged Monkey Criticism board. 11:57 AM

Re: Sensata Technologies


I do try to provide feedback.
I do talk with other investors.
This is more difficult than it sounds.
There are very few people actually interested in any sort of critical commentary.



This is all so, so true. [more]

Tue Jan 27

NL

Boards Post

NajdorfSicilian replied to the Deranged Monkey Criticism board. 5:59 PM

Re: Apple Q1/2015


I thought you already came out of the Hand-Weaving Magical Fair-Trade Pixie closet, but evidently you haven't.


If you really think I've ever been hiding in a 'Fair-Trade' closet, you've taken too much [more]

NL

Boards Post

NajdorfSicilian posted to the Deranged Monkey Criticism board. 5:58 PM

Random thing I noticed

On a horrific down day, I saw that Jimmy Choo was up.

So I looked at SHOO. Steve Madden up also.

And Kate. And Kors.

Something's going on.


Naj


ps And FL, but that's not the same market....

NL

Boards Post

NajdorfSicilian replied to the Deranged Monkey Criticism board. 5:54 PM

Re: Apple Q1/2015

Some quick math I get 15.4x trailing PE, 11x net-cash.

Boy, these guys are returning a lot of cash. Over $57bn in the past year.

Oh, they made an additional $23Bn of cash. This quarter.

Leaving them with a measly [more]

NL

Boards Post

NajdorfSicilian replied to the Deranged Monkey Criticism board. 5:25 PM

Re: Apple Q1/2015


This is why I'm a substitute line cook at Del Taco on the graveyard shift in the bad part of town and not wearing bespoke britches lined with the finest Sea Island cotton, handwoven by magical fair-trade pixies, like Naj.


I've [more]

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Boards Post

NajdorfSicilian replied to the Dropout's Den board. 3:28 PM

Re: this and that

short CAT,

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Boards Post

NajdorfSicilian replied to the Deranged Monkey Criticism board. 11:42 AM

Re: latest stalwart Screen

Using GAAP, even backing out their cash position, they are more like 23 times earnings of 12-13B, not 18 times. Details, details, and 23 times is still not bad price for such a great company with so much growth, growth potential and downside [more]

NL

Boards Post

NajdorfSicilian replied to the Deranged Monkey Criticism board. 11:08 AM

Re: latest stalwart Screen

I'll post the relevant names later itt.

KPMG is the auditor, Citco is the Administrator. [Citco administrates most of the HFs I hold. I do not hold Winton atm.]

Mon Jan 26

NL

Boards Post

NajdorfSicilian replied to the Deranged Monkey Criticism board. 5:18 PM

Re: latest stalwart Screen

But really the only one I'm qualified to make any comment on is NKE which didn't go up cause it broke thru some specific price target. It went up cause the business kept getting better and better.

Exactly! The break of resistance [more]

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CAPS Stats & Trivia

CAPS Player Rating 99.88
Player Rank 88 out of 75120
Score 11148.59
Score Change Today +213.42
Accuracy 77.56%
Active Picks 100
Total Picks 1369
Best Pick NFLX (+445.17)
Worst Pick TQQQ (-424.88)
Average Score per Pick 8.15
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 38971
Recs Received 39120
People who have rec'd these posts 2736
Recs to Posts Ratio (last 30 days) 6.60
Threads Started 6696
Threads Started Percentage 17.18 %
Most Frequent Board On Tilt
Very First Post RE: Storm Warnings1 (1/21/2000)
Percentage of Posts Rec'd 34.31 %
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