NajdorfSicilian

Heidi Klum, supermodel

NajdorfSicilian’s Activity

Yesterday

NL

Boards Post

NajdorfSicilian replied to the Deranged Monkey Criticism board. 5:22 PM

Re: Big growth firms' growth rates

at what point will this possibly matter? maybe never, i realize.


Never is a long time, but GOOG and FB now own over half of the mobile advertising market.


That's kinda insane if you think about it.

TV [more]

NL

Boards Post

NajdorfSicilian replied to the Deranged Monkey Criticism board. 5:16 PM

Re: Big growth firms' growth rates

Apple: 33%/FXN 41%
Amazon: 20%
CMG: 14.1%
Google: FXN 18%
ISRG: 14%
NFLX: 22.7%
VRX: 19% sss/FXN +27%

GILD actual up 26%. Raised FY sales by $1 Billion.

FB +39% total/ +43% Ad Revenue / +55% FXN Ad [more]

NL

Boards Post

NajdorfSicilian replied to the Deranged Monkey Criticism board. 4:17 PM

Re: Big growth firms' growth rates

Apple: 33%/FXN 41%
Amazon: 20%
CMG: 14.1%
Google: FXN 18%
ISRG: 14%
NFLX: 22.7%
VRX: 19% sss/FXN +27%


FB estimated: +36.9%
GILD est: +16.5% but +24.8% next Q



GILD actual up 26%. Raised
[more]

NL

Boards Post

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

GM and Buffett

The FT Lex Column suggests WEB might buy GM.

Mkt Cap is 50B.

Cash + Inv - LT Debt = Minus $20bn.

Thoughts?

Tue Jul 28

NL

Boards Post

NajdorfSicilian replied to the Liquid Lounge board. 4:49 PM

Re: the New Blue Chips

Constellation Brands
ConocoPhillips
SLB
Amgen
SBUX for sure.


Last 10 years

SPX +70

STZ [an old fave of mine] up 317%

SBUX up 345%.


I knew i shoulda stuck with alcohol, tobacco, [more]

NL

Boards Post

NajdorfSicilian replied to the Deranged Monkey Criticism board. 4:38 PM

Re: Big growth firms' growth rates

Apple: 33%/FXN 41%
Amazon: 20%
CMG: 14.1%
Google: FXN 18%
ISRG: 14%
NFLX: 22.7%
VRX: 19% sss/FXN +27%


FB estimated: +36.9%
GILD est: +16.5% but +24.8% next Q




GILD actual up [more]

NL

Boards Post

NajdorfSicilian replied to the Last RoundUp board. 11:30 AM

Re: BIDU

I don't disagree but what happens do you think if China growth implodes along with the stock market?

A sinking tide drowns all boats or something...

Mon Jul 27

NL

Boards Post

NajdorfSicilian replied to the Last RoundUp board. 4:31 PM

Re: Bot more PYPL

So, bought more, cost basis down to $37.81. Gonna add one more tranche which will likely complete holdings in low-$37s, unless we get another nice drop tomorrow.

NL

Boards Post

NajdorfSicilian replied to the Deranged Monkey Criticism board. 2:36 PM

Re: GEOS: One for the watch list


Naj, can I borrow your tire iron? I need to smack my head a bunch.


I prefer not to lend it out, but I'll happily use it on you since you're a good friend. :)

NL

Boards Post

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

Re: VRX comments

The structure is a Dr Suess-like wobbly tower of 6-7% rate notes

6.75%-7.5% maturing 2018-2021, can be refinanced at lower rates.
5.5-5.675% maturing 2021 - 2023.
The 5.5s, the longest tenor trade at ~101.

Not [more]

NL

Boards Post

NajdorfSicilian replied to the Deranged Monkey Criticism board. 11:07 AM

Re: Big growth firms' growth rates

I was posting top-line because it's a cleaner number, but feel free to post top and bottom line.

NL

Boards Post

NajdorfSicilian replied to the Last RoundUp board. 10:35 AM

Re: Scaled down DTV at 90.23

11.7% position now. Used cash in taxable account, trimmed other stocks in my non-taxable account.


Go big or go to Rio, amirite?



Exited most shares on Friday. 19.1% annualized return.


Outperformed [more]

NL

Boards Post

NajdorfSicilian replied to the Last RoundUp board. 10:29 AM

Re: jet.com

Yeah, I've read all the articles I've seen on them. You can certainly get to $20bn in sales if you undercut amazon and people underwrite your losses.

Sat Jul 25

NL

Boards Post

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

Big growth firms' growth rates

I'll tlry to update this thread throughout earnings season, feel free to add your own, I'm including Apple even if they are a 'value' stock:

Apple: 33%/FXN 41%
Amazon: 20%
CMG: 14.1%
Google: FXN 18%
ISRG: 14%
NFLX: [more]

NL

Boards Post

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

Re: That warm fuzzy feeling...

I think if we get another rise to $120 for EPS, I will be off base on any kind of revaluation this year for sure. I just don't like the risk reward setup here, but no surprise, I haven't liked it for a while.


Just remember, if [more]

Fri Jul 24

NL

Boards Post

NajdorfSicilian replied to the Deranged Monkey Criticism board. 11:45 PM

Re: That warm fuzzy feeling...

3) ISI has 2015 OpErn at $119 and 2016 at $130. Worth what I/others pay them. I can't look up BBG at the moment, I know GS just cut from $122 to $114. I'll take the Over for Max on $111.xx.

6) Using the [more]

NL

Boards Post

NajdorfSicilian replied to the Deranged Monkey Criticism board. 11:35 PM

Re: VRX comments

CFFO doesn't ever come close to covering acquisitions--free cash flow is nonexistent. Thus the ever-increasing debt levels.

Not to necessarily disagree with your overall point, but the point above I'm going to object to in the same [more]

NL

Boards Post

NajdorfSicilian replied to the Deranged Monkey Criticism board. 10:25 AM

Re: VRX comments

Well, it's certainly not SBUX that's for sure! :)

Thu Jul 23

NL

Boards Post

NajdorfSicilian replied to the Deranged Monkey Criticism board. 6:03 PM

Re: VRX comments

I'm going to have to assume the restructuring charges are legit, given that they just had an $11Bn takeover of Salix.

If you think the CEO/CFO are pulling an Enron/Fannie and outright lying to regulators, well, obviously I can't answer that [more]

NL

Boards Post

NajdorfSicilian replied to the Deranged Monkey Criticism board. 11:10 AM

Re: VRX comments

"Valeant Pharmaceuticals International Inc. on Thursday boosted its outlook for the year after logging strong revenue growth in its second quarter.

Valeant said it is now forecasting per-share earnings of $11.50 to $11.80, up from its [more]

Show More Activity ...

CAPS Stats & Trivia

CAPS Player Rating 99.87
Player Rank 99 out of 75191
Score 10585.98
Score Change Today +30.61
Accuracy 77.85%
Active Picks 98
Total Picks 1382
Best Pick NFLX (+445.18)
Worst Pick TQQQ (-613.89)
Average Score per Pick 7.67
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 39266
Recs Received 39597
People who have rec'd these posts 2738
Recs to Posts Ratio (last 30 days) 4.20
Threads Started 6751
Threads Started Percentage 17.19 %
Most Frequent Board On Tilt
Very First Post RE: Storm Warnings1 (1/21/2000)
Percentage of Posts Rec'd 34.55 %
Show NajdorfSicilian’s 10 Latest Posts