NajdorfSicilian

Heidi Klum, supermodel

NajdorfSicilian’s Activity

Yesterday

NL

Boards Post

NajdorfSicilian posted to the Deranged Monkey Criticism board. 12:03 PM

Earnings this week

We're going to see Allergan and Priceline, two growth darlings. Obviously, FX will impact results esp PCLN, but do you think their reports will be +/- reviewed by the markets?

Mon Aug 3

NL

Boards Post

NajdorfSicilian replied to the Last RoundUp board. 2:34 PM

Re: Pinning Down Ambiguity in Understanding a Bi


If alcohol impairs your brain then why folks drink when they gamble?


I'm not sure what direction you're going but I don't know a gambler who thinks having a drink or two at the craps table would really affect anything at [more]

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Boards Post

NajdorfSicilian replied to the Last RoundUp board. 2:04 PM

Re: Pinning Down Ambiguity in Understanding a Biz

The Wynn conf calls continue to be amazing. Whether they're talking macro points about Macau/China and Las Vegas, or micro points like what the theoretical vig is on 10x odds at craps, you learn so much esp if you are starting to follow the [more]

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Boards Post

NajdorfSicilian replied to the Deranged Monkey Criticism board. 12:26 PM

Re: the NFL system of Justice

1) Belicheat and Brady and Kraft have been cheating since the 2001 SB versus the Rams.

Fact: They illegally videotaped one Rams practice.

Fact: They were illegally videotaping during the game from the sidelines for years. [more]

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Boards Post

NajdorfSicilian replied to the Deranged Monkey Criticism board. 11:44 AM

Re: A Few Ideas

I've been short Linn in the past. No position.

Shoulda kept my short on from the $30 level.

Wed Jul 29

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]

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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]

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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]

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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]

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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]

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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]

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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]

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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]

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CAPS Player Rating 99.87
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Score 10674.79
Score Change Today +49.57
Accuracy 77.78%
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Big funky green star, 20000 posts Feste Award Nominee! Old School Fool CAPS All Star
Board Posts 39272
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Threads Started 6752
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Very First Post RE: Storm Warnings1 (1/21/2000)
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