NajdorfSicilian

Heidi Klum, supermodel

NajdorfSicilian’s Activity

Yesterday

NL

Boards Post

NajdorfSicilian replied to the Deranged Monkey Criticism board. 2:47 PM

Re: Pair trade

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

Up 33% on ANF, up 13.6% on AEO.

Of course now I am longer AEO than I am short ANF. Decisions...

NL

Boards Post

NajdorfSicilian replied to the Deranged Monkey Criticism board. 2:46 PM

Re: Moment of Silence for….

Eric "Hank" Gathers, gone too soon, doing what he loved best:

http://boards.fool.com/25-years-ago-31655332.aspx

Still deeply mourned in Philly.

NL

Boards Post

NajdorfSicilian posted to the Dropout's Den board. 12:54 PM

25 years ago

Eric "Hank" Gathers, gone too soon, doing what he loved best:

http://boards.fool.com/25-years-ago-31655332.aspx

Still deeply mourned in Philly.

NL

Boards Post

NajdorfSicilian posted to the College Hoops board. 12:46 PM

25 years ago

Gone too soon:
http://www.philly.com/philly/sports/20150304_Fallen_star__25...

With an appearance by [more]

NL

Boards Post

NajdorfSicilian replied to the Last RoundUp board. 11:54 AM

Re: High Valuation, Great Fundamentals

I sold ROST in 2010 at ~$25.

For fun/masochism, because AEO/ANF turned out to be such a great trade in retail, I decided to look at my retail-ish holdings from 4 years ago and where I sold them in my PA:

DTV sold at 47 now [more]

NL

Boards Post

NajdorfSicilian replied to the Last RoundUp board. 11:07 AM

Re: ANF

kudos to Naj. the pair trade is working to a T.

plus 29% on short ANF,
+13.6% on long AEO side.


I love it when a plan comes together.

seemingly yet another reminder of not to be a hero and call a turn. [more]

Tue Mar 3

NL

Boards Post

NajdorfSicilian replied to the Last RoundUp board. 2:21 PM

Re: WFM Notes

Last year -

I bot 2-3% at 73
sold 6 weeks later at 68

another reason I'm posting on this board


Of course I/we understand how that works, but I'd like to say that's not necessarily an error, per se. [more]

NL

Boards Post

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

Re: PM

Long BTI from the same date [2010] price returns have been identical, within 12 bps I think.

NL

Boards Post

NajdorfSicilian replied to the Last RoundUp board. 2:14 PM

Re: High Valuation, Great Fundamentals

speaking of ROST, I'm sorry for putting in the top on TJX yesterday.

Bot TJX,

you all know the story. Decided to add more retail exposure as I think we are headed for a stronger recover, plus lower gas, etc.

NL

Boards Post

NajdorfSicilian replied to the Last RoundUp board. 1:46 PM

Re: Stalwart Screen

Martian, what are your views on FL going into Friday [or anyone else]?

NL

Boards Post

NajdorfSicilian replied to the Last RoundUp board. 12:52 PM

Re: Stalwart Screen

Wow, those figures on DIS, SBUX, LTD/LB were amazingly high, and they've done insanely well since that 2008 post.

Kudos.


Hey, I've probably asked before, but, why did you drop LTD/LB?

NL

Boards Post

NajdorfSicilian replied to the Last RoundUp board. 12:37 PM

Re: PM

Long at 59.75, enjoying the divy.

Mon Mar 2

NL

Boards Post

NajdorfSicilian replied to the Dropout's Den board. 2:53 PM

Re: Hmmmmm...

Just get one of those 3-in-1 credit reports and you'll see if people have been trying to get credit cards in your name.

NL

Boards Post

NajdorfSicilian replied to the Last RoundUp board. 10:28 AM

Re: Scaled up BRK, scaled down S&P 500

I'm amazed I'm up like 28% or whatever in BRK since last Feb.

Fri Feb 27

NL

Boards Post

NajdorfSicilian replied to the Last RoundUp board. 4:35 PM

Re: HPQ quick pass after results

I shudder to think of all the wise 'value investors' that have watched their funds be destroyed in this name over the last several years.

NL

Boards Post

NajdorfSicilian replied to the Deranged Monkey Criticism board. 4:32 PM

Re: Limits to Indexing

I have come to the conclusion that Indexing is wrong for most people.

1) It's cap-weighted, you buy more high and less low.

2) You're only guarantee is to trail the Index,

3) The S+P 500, for example, had 2 50% losses in 8 [more]

NL

Boards Post

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

Re: latest stalwart Screen

Another way to put it is this:

Greenblatt mentions his favorite idea
Lynch mentions his favorite idea
Buffett mentions his favorite idea
the two Fidelity guys mention their favorite ideas
the Oakmark guy mentions his
[more]

NL

Boards Post

NajdorfSicilian replied to the Deranged Monkey Criticism board. 4:20 PM

Re: latest stalwart Screen


Ok, nice call. Even though you got lucky twice, cuz TA is voodoo nonsense.

But just in case, any more ideas?


Well played, sir, well-played indeed!


Probably MJN if it breaks $106 closing. No round-number [more]

Thu Feb 26

NL

Boards Post

NajdorfSicilian replied to the Deranged Monkey Criticism board. 5:14 PM

Re: Analyst price targets going up

I would imagine those reactions come out post-earnings, no? New forecasts, new data...what should they do?

It's the downgrade after the implosion that's [somewhat] hilarious.

NL

Boards Post

NajdorfSicilian replied to the Deranged Monkey Criticism board. 5:10 PM

Re: latest stalwart Screen

Sad that the 'TA is voodoo nonsense' crowd won't even admit when the real-time calls they asked for turned out to be 100% correct.

I don't expect them to admit they were wrong, that's too much to ask online. But you'd think a 21% return in [more]

Show More Activity ...

CAPS Stats & Trivia

CAPS Player Rating 99.87
Player Rank 96 out of 75068
Score 10266.00
Score Change Today +32.85
Accuracy 78.01%
Active Picks 100
Total Picks 1368
Best Pick NFLX (+445.17)
Worst Pick SOXL (-564.91)
Average Score per Pick 7.50
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 39057
Recs Received 39239
People who have rec'd these posts 2738
Recs to Posts Ratio (last 30 days) 5.40
Threads Started 6711
Threads Started Percentage 17.18 %
Most Frequent Board On Tilt
Very First Post RE: Storm Warnings1 (1/21/2000)
Percentage of Posts Rec'd 34.37 %
Show NajdorfSicilian’s 10 Latest Posts