NajdorfSicilian

Heidi Klum, supermodel

NajdorfSicilian’s Activity

Yesterday

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Boards Post

NajdorfSicilian replied to the Last RoundUp board. 11:41 AM

Re: Cheap stocks or earnings growth

I think we are all buying stocks. If we have another 2008 or late 1970s period, it won't matter if some of our businesses are great when the PE gets cut in half, or no one will lend them money, etc, etc.

Thu Apr 16

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Boards Post

NajdorfSicilian replied to the Last RoundUp board. 2:11 PM

Re: Cheap stocks or earnings growth

Oh, yes you are trying to time the market. Of course.

But you don't have to be fully invested either.

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Boards Post

NajdorfSicilian replied to the Last RoundUp board. 2:10 PM

Re: Cheap stocks or earnings growth

PM was/is cheap and strong growth, 'much higher-than-expected +16.3% adj. FX-neutral operating company income (OCI) growth.' raised guidance to 9-11%.


I looked at adding more this week. Dithered, failed to do so.

Wed Apr 15

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Boards Post

NajdorfSicilian posted to the Deranged Monkey Criticism board. 4:19 PM

Qtly update from my fave HF

#1 position is now PCLN.

Sold out of GOOG [out of top 20 at least.]

Mon Apr 13

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Boards Post

NajdorfSicilian replied to the Last RoundUp board. 4:53 PM

Re: bought MA

caveat: It is always easy to convince yourself you did the 'smart' thing and sold early on valuation fears.

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Boards Post

NajdorfSicilian replied to the Dropout's Den board. 2:12 PM

Re: Hi Dropouts

Yeah I promise not to miss anything at the Museum Teddy!

Went to the Nat'l in Baltimore we discussed a few years back. In AC next year so I'll hit that too.

Have been to Wrigley, want to go again...if the restrooms are fixed!

Sat Apr 11

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Boards Post

NajdorfSicilian posted to the Deranged Monkey Criticism board. 12:25 PM

Newest Account just turned 10

Over 10 years my newest portfolio has returned 10.70% cagr vs the market's 8.01%. And that includes a horrible 2008 - no shorting in this account. It's been positive every other year.

Efficient markets my a$$$. That's 176% v 116%. Net-net [more]

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Boards Post

NajdorfSicilian replied to the Dropout's Den board. 11:55 AM

Re: Hi Dropouts

All is well here, weather finally turning, thinking about going to the national card show in Chicago this summer, and hitting Alinea and the Art Institute.

gonna be a long year for Phils fans. A long long year.

Fri Apr 10

Wed Apr 8

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Boards Post

NajdorfSicilian replied to the Last RoundUp board. 5:40 PM

Re: Tillinghast

I always wondered who you guys were referring to when you mentioned JT.


I'm bringing sexy back.

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Boards Post

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

Re: Bought AXTA at $30.11

I'd like to point out that I'm the genius that owned AXTA.


Yes, owned. I sold it last week.




I will now go light myself on fire....

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Boards Post

NajdorfSicilian replied to the Last RoundUp board. 5:03 PM

Re: save

don't forget longtime Naj favorite MJN.

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Boards Post

NajdorfSicilian replied to the Deranged Monkey Criticism board. 5:00 PM

Re: Kentucky

I did not. I bet on them vs ND and Wisc, so that was that.

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Boards Post

NajdorfSicilian posted to the Last RoundUp board. 10:48 AM

Three Little Retailers

Been hitting the pavement last couple weeks.

Midsize suburban mall on Sat:
AEO - about 37 shoppers
ANF - 16 shoppers, both large stores.
Mall was packed, fwiw.


Biggest $-volume mall yesterday:

AEO - 11 [more]

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Boards Post

NajdorfSicilian replied to the Last RoundUp board. 10:45 AM

Re: save

Yeah, I mean, need to watch monthly RASM and CASM closely.

Mon Apr 6

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Boards Post

NajdorfSicilian replied to the Deranged Monkey Criticism board. 3:28 PM

Re: Its Awonder

Naka is world #2. Although I understand you were probably using month-end ratings.


AN AMERICAN IS RANKED WORLD NUMBER TWO IN CHESS RIGHT BEHIND THE WORLD CHAMPION!!!!


It may be a while before this happens again.

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Boards Post

NajdorfSicilian replied to the Deranged Monkey Criticism board. 3:26 PM

Re: Mr. Buffett on the Stock Market - 1999

H1 2014 Real GDP will be 3.0%+. Not saying it's been 'easy' to achieve.

"It is difficult to make predictions, especially about the future."

Niels Bohr/Yogi Berra[!]


Those Hillery shareholder letters were [more]

Thu Apr 2

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Boards Post

NajdorfSicilian replied to the Deranged Monkey Criticism board. 12:18 PM

Re: Andrew Mellon & motivated sellers


I would not be surprised if the value of the collection was 11 figures, or north of $10 billion.


Um...


Through dogged persistence, Barnes put together what many critics consider the world’s finest collection of [more]

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Boards Post

NajdorfSicilian replied to the Deranged Monkey Criticism board. 12:07 PM

Re: Andrew Mellon & motivated sellers

Yeah, stream the documentary ASAP. It's amazing.

Wed Apr 1

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Boards Post

NajdorfSicilian replied to the Last RoundUp board. 4:42 PM

Re: Bogey Return

v: Well, to take a 3 year huge outperformance, and turn that into a 6% 10-yr CAGR means they probably did horrific years 15-20, so I wouldn't invest.

D: too big, would not invest.


JMHO.

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CAPS Stats & Trivia

CAPS Player Rating 99.86
Player Rank 106 out of 75233
Score 10269.06
Score Change Today +238.18
Accuracy 77.64%
Active Picks 100
Total Picks 1368
Best Pick NFLX (+445.17)
Worst Pick TQQQ (-503.60)
Average Score per Pick 7.51
Charms Earned 15
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 39112
Recs Received 39321
People who have rec'd these posts 2738
Recs to Posts Ratio (last 30 days) 4.00
Threads Started 6718
Threads Started Percentage 17.18 %
Most Frequent Board On Tilt
Very First Post RE: Storm Warnings1 (1/21/2000)
Percentage of Posts Rec'd 34.41 %
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