NajdorfSicilian

Heidi Klum, supermodel

NajdorfSicilian’s Activity

Tue Nov 25

NL

Boards Post

NajdorfSicilian replied to the Deranged Monkey Criticism board. 5:49 PM

Re: PM

Fun with pair trades, Feb 2013 edition:

FWIW, trying to reconcile PM's valuation - 17x trailing PE, 1.3% organic growth - with Apple's valuation makes me feel like I've fallen into a rabbit hole.


cmon man, you have [more]

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Boards Post

NajdorfSicilian replied to the Dropout's Den board. 4:36 PM

Re: Are We Having Fun Yet?

Yep still have all my Gild. 3rd biggest holding.

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Boards Post

NajdorfSicilian replied to the Deranged Monkey Criticism board. 3:12 PM

Re: Never cheap enough

COST. And like you said, to look at some of the crap I bought instead....smh.


Makes even less sense when you figure I own/ed PCLN, GOOG, AMZN, SBUX, FB, MA over the years.

I should have bought when I bought SBUX in 2009. No [more]

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Boards Post

NajdorfSicilian replied to the Dropout's Den board. 11:49 AM

Re: Hey, Naj...

Ha, feel free to give him to the Sixers. Hell, I could probably start for them at this point.

Hell, Hinkie would probably sign me and bench MCW, why bother winning anyway?

I got a nice auto of the Greek Freek from a box, worth [more]

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Boards Post

NajdorfSicilian replied to the Dropout's Den board. 11:47 AM

Re: Are We Having Fun Yet?

I'm underperforming by 6% ytd. Not happy about it.

Having a good day today though. 20 more days of outperformance like this and I'll be caught up by Dec 31st!

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Boards Post

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

Re: Maybe not...

Hey ET_XcX,

It was great running into you in LA this weekend!

I took a photo so the board could appreciate what a great investor he is:


[more]

Mon Nov 24

NL

Boards Post

NajdorfSicilian replied to the Deranged Monkey Criticism board. 2:42 PM

Re: French General Discussion

Returns would have been 6.7-7% higher for my entire AUM; this would have resulted in near market perforance overall

S+P up 13.6% this year, that's exactly the range I would have predicted.


Granted, this is in the
[more]

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Boards Post

NajdorfSicilian replied to the Dropout's Den board. 2:21 PM

Re: Flying high

applause

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Boards Post

NajdorfSicilian replied to the Dropout's Den board. 2:19 PM

Re: Are We Having Fun Yet?


Could have would have should have.


Guess who meant to short GME before earnings on Thu and forgot?

see above.

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Boards Post

NajdorfSicilian replied to the Deranged Monkey Criticism board. 11:28 AM

Re: Appaloosa Portfolio

or other unforeseen negative event makes it a less desirable candidate for this strategy

That's because it is an awful strategy, period. Unless you can forecast the term structure of volatility better than the options traders, which [more]

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Boards Post

NajdorfSicilian replied to the Deranged Monkey Criticism board. 11:13 AM

Re: Appaloosa Portfolio

I am looking for a dividend plus written call strategy for fairly valued stable large caps...

Gah!

One covered call on DOW March 2015 can take the yield from 3.3% to 5.5%.

Gah x 1,000,000

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Boards Post

NajdorfSicilian replied to the Dropout's Den board. 11:05 AM

Re: Are We Having Fun Yet?

The new Fido site sucks. I hate it. And they consider me an 'active trader,' ha.

I bought RealD on the dip. Nothing else afaik.

Carlsen repeats.

Fri Nov 21

NL

Boards Post

NajdorfSicilian replied to the Deranged Monkey Criticism board. 12:44 PM

Re: Airlines

It's also easier to find huge gainers here because fewer people are looking.

5 years UAL is up 692%. That's cooking with jet fuel, baby.

You could have bought in 2012, well after the recession ended and tripled your dough. I know [more]

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Boards Post

NajdorfSicilian replied to the Deranged Monkey Criticism board. 12:38 PM

Re: Airlines

What stops new entrants from coming in?

Lack of gates, routes. Your $99 airline can always startup, but there's not a plethora of people that want to fly Detroit to Trenton. I guess you can be concerned about Etihad, Qatar, et al [more]

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Boards Post

NajdorfSicilian replied to the Deranged Monkey Criticism board. 12:32 PM

Re: French General Discussion

Never ever sell a stock just because it went up 50%. Never.


If you decide to slowly start scaling out and selling dinks, that's one thing.


Obviously, if you feel the stock is not worth the current price, that's a [more]

Thu Nov 20

NL

Boards Post

NajdorfSicilian replied to the Deranged Monkey Criticism board. 3:29 PM

Re: where's naj?

I took a few days off after getting a call from Magnus to shore up his Norwegian Defen[s]e. Oslo is cold.

Sadly, I have not been in Vegas.


When I got back to USA, I spent a couple days teaching city orphans how to read & [more]

Tue Oct 28

NL

Boards Post

NajdorfSicilian replied to the Deranged Monkey Criticism board. 5:30 PM

Re: Happy 85th!


Martian,
you didn't say that, Najdorf did. Quoted below.


I most certainly did not say that, stop lying about what I wrote. You are being either deliberately intellectually dishonest, or are suffering some sort of brain [more]

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Boards Post

NajdorfSicilian replied to the Deranged Monkey Criticism board. 5:25 PM

Re: Happy 85th!

Martian, I'm sorry you are also misreading/misinterpreting what I wrote.

Jamie and Lloyd do not control the US Gov't != rose-colored glasses.


thank goodness for Bernanke and Paulson....


Yes. As I have said many [more]

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Boards Post

NajdorfSicilian replied to the Deranged Monkey Criticism board. 5:23 PM

Re: Happy 85th!

Nice back-tracking but here's what you wrote:

how banks were so much better run and more cautious in the 'old days...'


Maybe not, but they did not put taxpayers on the hook for their gambling addiction.
[more]

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Boards Post

NajdorfSicilian replied to the Deranged Monkey Criticism board. 4:57 PM

Re: Happy 85th!

oh plz. I am sure Lloyd went to Uncle Warren just to give him free money.

Your [Taylor] Swiftian riposte and non-sequitur has me quite convinced!


I figured nobody would actually read and parse what I wrote...so much [more]

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CAPS Stats & Trivia

CAPS Player Rating 99.86
Player Rank 103 out of 75069
Score 10205.94
Score Change Today -94.48
Accuracy 77.30%
Active Picks 107
Total Picks 1367
Best Pick NFLX (+445.17)
Worst Pick TQQQ (-503.94)
Average Score per Pick 7.47
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 38834
Recs Received 38893
People who have rec'd these posts 2735
Recs to Posts Ratio (last 30 days) 3.40
Threads Started 6683
Threads Started Percentage 17.21 %
Most Frequent Board On Tilt
Very First Post RE: Storm Warnings1 (1/21/2000)
Percentage of Posts Rec'd 34.23 %
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