NajdorfSicilian

Heidi Klum, supermodel

NajdorfSicilian’s Activity

Yesterday

NL

Boards Post

NajdorfSicilian replied to the Dropout's Den board. 11:14 AM

Re: Bill Gross and Pimco

Well, europe stocks are an alternative. So are munis.

Like Teddy said, I'd be on my own private island by now with each and every one of the VS Angels if I knew.

Or maybe a pickup game with Bron, Durant, Howard, Kobe, Duncan, [more]

Mon Sep 29

NL

Boards Post

NajdorfSicilian replied to the Deranged Monkey Criticism board. 4:27 PM

Re: OAK to benefit from Gross leaving PIMCO

If you want to be 100% safe and match assets to liabilities exactly, you are left with treasuries and other government-guaranteed investments and nothing else.

I think we have rapidly reached the point where I might be equally [more]

NL

Boards Post

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

Re: OAK to benefit from Gross leaving PIMCO


There's a movement toward LDI (liability-driven investing) because no one wants "funded ratio volatility" to cause a (perhaps temporary) mismatch between pension assets and liabilities.


Such movement started over 20 [more]

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Boards Post

NajdorfSicilian replied to the Deranged Monkey Criticism board. 12:31 PM

Re: Scattered Issue 6 Notes

Lumber Liquidators, LL. Admit I've never looked. 48m cash, no debt. Hardwood flooring. Two straight quarterly EPS declines. Only 316 stores. Stock is very volatile.

Sadface.jpg


[more]

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NajdorfSicilian replied to the Deranged Monkey Criticism board. 12:29 PM

Re: Bill Gross Leaving Pimco?

S&P was around 122 in 1982, stocks have done pretty well since.

sw


They have.

But I still haven't met anyone who bought there and never sold or touched their VFINX...

Bonds people buy and forget about [more]

NL

Boards Post

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

Re: My returns - quarter end prep


1.5% to 3%. 2.6% is the combined number. Unaudited.


I'm rolling along at a whopping 3.15%. Feel the rush! Today is NOT helping.

My rolling LTM lead of 500 bps has shrunk to 34 bps and will go negative this [more]

NL

Boards Post

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

Re: OAK to benefit from Gross leaving PIMCO


** Pension/institutional monies have likely already placed Gross' Pimco funds on watch-list (double secret probation) for poor performance and El-Erian mess. Some will go to other bond asset managers who enjoy pension/institutional
[more]

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Boards Post

NajdorfSicilian replied to the Dropout's Den board. 12:02 PM

Re: Bill Gross and Pimco


I can't quite put my finger on it but it feels like fall of 2007 out there.


I'm thinking fall of 1993...

Fri Sep 26

NL

Boards Post

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

Re: OAK to benefit from Gross leaving PIMCO

Have you seen BLK today?!?

NL

Boards Post

NajdorfSicilian replied to the Deranged Monkey Criticism board. 3:27 PM

Re: Bill Gross Leaving Pimco?


Literally before you buy anything you can check for it on youtube. In seconds. And you can "build" an entire library in minutes. No wonder music sucks today - nobody is paying for anything.


P
XMSR
Spotify. I [more]

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Boards Post

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

Re: Terrible sales in 2013


Why sell Nike? I mean, honestly. World Cup coming up, etc. Why pay the taxes? It's just stupid.


Need more yellow stickies on my whiteboard I guess. Sigh.


Sigh.

NL

Boards Post

NajdorfSicilian posted to the Deranged Monkey Criticism board. 12:22 PM

URBN

gonna triple the size of Anthropologie stores open 25-50 new ones.

Then roll that out to Free People and URBN. Going for the Starbucks + fashion + cool books/music + plenty of room to hang out vibe.

Thoughts?

NL

Boards Post

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

Re: Bill Gross Leaving Pimco?


Listening to Bastille I didn't pay for as I type this.


Yeah, and you didn't pay for the typeface or the font and kerning either! [semi-serious answer.]



GooTube will take those recordings down if the [more]

NL

Boards Post

NajdorfSicilian replied to the Dropout's Den board. 12:17 PM

Re: companies holding dollars overseas

It totally depends, generally dollars, but if they have the overseas expenses they will keep it in local fx of course.


Just gets translated back to USD on the balance sheet. I mean, you can dump $10bn EUR in like 1-2 minutes when US and [more]

Thu Sep 25

NL

Boards Post

NajdorfSicilian replied to the Dropout's Den board. 3:46 PM

Re: Watching the market

I am nervous. I sold down 5% of my exposure on Mon or Tue am, I can't even remember 3 days ago. Still very long equities.

NL

Boards Post

NajdorfSicilian replied to the Deranged Monkey Criticism board. 3:45 PM

Re: VL Review - Issue 6 stalwarts

for not doing much for shareholders (stock price was approx $50 in 2000, $25 during 2003 recession, $40 when he left.)

Agree he got outsized compensations, but that's the Board's fault. I'm not turning down $210m, that's for sure. [more]

NL

Boards Post

NajdorfSicilian replied to the Deranged Monkey Criticism board. 12:06 PM

Re: VL Review - Issue 6 stalwarts

(or G-d forbid, if someone like Nardelli becomes the CEO.)

Remind me again what were Rev and EPS when he took over vs when he left?

NL

Boards Post

NajdorfSicilian replied to the Deranged Monkey Criticism board. 12:04 PM

Re: VL Review - Issue 6 stalwarts

Sherwin Williams - SHW
20.9x 2015
267 cash, 1689 debt
sales up 10% this year, seen 9.2% next
net margins highest since 2007
Wow. Stock was 69.5 in 2011, $216 on this sheet
anyone get this?


I remember buying it [more]

Wed Sep 24

NL

Boards Post

NajdorfSicilian posted to the Political Asylum board. 4:00 PM

Chicken-hawk Obama

He sure seems fond of bombing people, various countries, and sending troops back to Iraq.

Not too many Nobel Prize winners get to do all that...

NL

Boards Post

NajdorfSicilian replied to the Deranged Monkey Criticism board. 12:15 PM

Re: EBIX

Oh man....I'm really sorry about what I did in the disco then.

Don't tell anyone!

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CAPS Stats & Trivia

CAPS Player Rating 99.87
Player Rank 100 out of 75039
Score 10931.46
Score Change Today +79.31
Accuracy 76.89%
Active Picks 111
Total Picks 1366
Best Pick NFLX (+445.17)
Worst Pick TQQQ (-399.53)
Average Score per Pick 8.01
Charms Earned 14
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Boards Stats & Trivia

Big funky green star, 20000 posts Feste Award Nominee! Old School Fool CAPS All Star
Board Posts 38770
Recs Received 38813
People who have rec'd these posts 2734
Recs to Posts Ratio (last 30 days) 3.90
Threads Started 6680
Threads Started Percentage 17.23 %
Most Frequent Board On Tilt
Very First Post RE: Storm Warnings1 (1/21/2000)
Percentage of Posts Rec'd 34.20 %
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