NajdorfSicilian

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NajdorfSicilian’s Activity

Yesterday

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Boards Post

NajdorfSicilian replied to the Deranged Monkey Criticism board. 9:09 PM

Re: Energy Transfer MLP Meltdown

There aren't just rumblings on CHK. CHK is toast [BK].

5 year debt is trading at 14 pts. You're not even gonna get half your coupons. No 40% recovery rate here...

Thu Feb 11

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Boards Post

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

Re: VRX - Any new thoughts? Naj?

Pts upfront are now 770 bps with a ~7.00% par spread.

However, loans are up 1 point today after the conf call. FWIW.

10-yr bonds still trading at ~85, really haven't moved at all with the increase in CDS protection.
[more]

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NajdorfSicilian posted to the Deranged Monkey Criticism board. 11:17 AM

Retail has been dumping all year

$48bn of mutual funds and ETFs sold this year. People are pretty bearish out there.

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Boards Post

NajdorfSicilian replied to the Deranged Monkey Criticism board. 11:16 AM

Re: An inexpensive lunch

SGL is one of the CEFs that voted to liquidate in October. Their discount was 15.4%, now it's 3.4%. This is exactly the goal, while collecting a large distribution in the meantime, on a portfolio run by expert high-yield guys who do this all day [as [more]

Wed Feb 10

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Boards Post

NajdorfSicilian replied to the Dropout's Den board. 4:32 PM

Re: Road trip

GILD and PCLN [earnings next week tho!] are my two favorite investments right now.

But I've been wrong before...

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Boards Post

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

An inexpensive lunch

So, during the carnage of the Great Recession, I bought some equity closed-end funds because the discount was simply too high, and they owned things like Google, Gilead, Wells Fargo, etc.

Probably a good place to [more]

Caps Pick

NajdorfSicilian made a pick in CAPS. 4:10 PM

Liberty All-Star Growth Fund, Inc. (ASG) will Outperform the S&P 500

Tue Feb 9

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Boards Post

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

Re: Lots of softness out there

TSLA up, NFLX up today.

I don't know if NFLX is worth $37bn today, but there's a good chance it is.

Of course, 50% higher was $56bn...

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Boards Post

NajdorfSicilian replied to the Deranged Monkey Criticism board. 10:54 AM

Re: Energy Transfer MLP Meltdown

Somehow people with prostate issues convinced themselves they were pipeline experts.

Caveat emptor.

ET



It's almost like there's no such thing as a free lunch. ETE down 76% in 3 months.

What do old [more]

Mon Feb 8

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Boards Post

NajdorfSicilian replied to the Deranged Monkey Criticism board. 5:18 PM

Re: GaveKal What's Working

Low correlation is low correlation. By very definition, whether or not it's +.05 to 0.10 or -0.05 to -0.10 is almost totally irrelevant. Those securities are NOT correlated.

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NajdorfSicilian replied to the Deranged Monkey Criticism board. 12:00 PM

Re: The Supe (OT)

Brandon McManus for MVP

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Boards Post

NajdorfSicilian posted to the Last RoundUp board. 11:18 AM

I feel like Ackman

12 positions, 1 short, 1 option strategy.

Oh, and I'm getting killed the past couple of days. Wheeeeeeeeee!

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Boards Post

NajdorfSicilian replied to the Last RoundUp board. 11:18 AM

Re: on hiatus

Den +6 all day. Even Peyton fans were afraid to bet Denver [and he looked bad mostly] but everyone and their Mom was backing CAR.

I probably lost more on props than I won on the spread. Oh well. That' 2-pter killed me.

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Boards Post

NajdorfSicilian replied to the Last RoundUp board. 11:16 AM

Re: Value

fwiw, GILD already sells it's HCV drugs for 40% off list, so a 30% hit to list wouldn't mean anything.

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Boards Post

NajdorfSicilian replied to the College Hoops board. 11:12 AM

Re: Oklahoma who?

Miami's ranked higher in KenPom [so far] this year than the dual ACC champion squad a few years ago. That's amazing.

However, we do have a stretch coming up of @UNC, UVa, LVille at the end of the month. That'll show where the Canes really [more]

Wed Feb 3

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Boards Post

NajdorfSicilian posted to the Last RoundUp board. 2:55 PM

Value

People should be looking really, really hard at PCLN and GILD right now.

PCLN reports soon, so, I can understand not wanting to buy ahead of time.

GILD just reported yesterday. Up 5% today. Sooooooo cheap.

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Boards Post

NajdorfSicilian replied to the Deranged Monkey Criticism board. 2:54 PM

Re: Now that everyone is dead...

It's because it is cheaper for them to handle returns if people bring them to the shop. Also, more chance to sell Kindles, Fires, etc.

Although in the Amazon v Amazon war, I think Amazon is going to Amazon Amazon pretty fast.

Caps Pick

NajdorfSicilian made a pick in CAPS. 1:52 PM

Bed Bath & Beyond (BBBY) will Underperform the S&P 500
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Boards Post

NajdorfSicilian replied to the Dropout's Den board. 11:25 AM

Re: Watching the weather report

Same reason you have to go through ugly 'downtown' Bristol to get to I-95.

Tue Feb 2

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Boards Post

NajdorfSicilian replied to the Deranged Monkey Criticism board. 11:06 AM

Re: Walgreens DD???

Bristol-Myers just paid a $450m fine, but that's okay because....

404 not found error

But really it's because every single Pharma has paid $Billions over the years in fines for marketing and labeling/off-label incidents plus [more]

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CAPS Stats & Trivia

CAPS Player Rating 99.89
Player Rank 84 out of 74884
Score 11877.34
Score Change Today +9.63
Accuracy 77.48%
Active Picks 64
Total Picks 1391
Best Pick NFLX (+445.18)
Worst Pick TQQQ (-365.08)
Average Score per Pick 8.54
Charms Earned 14
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 39609
Recs Received 40129
People who have rec'd these posts 2740
Recs to Posts Ratio (last 30 days) 4.70
Threads Started 6800
Threads Started Percentage 17.17 %
Most Frequent Board On Tilt
Very First Post RE: Storm Warnings1 (1/21/2000)
Percentage of Posts Rec'd 34.78 %
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