NajdorfSicilian

Heidi Klum, supermodel

NajdorfSicilian’s Activity

Fri Apr 11

NL

Boards Post

NajdorfSicilian replied to the Deranged Monkey Criticism board. 12:30 PM

Re: Oh No! Another Amazon Post

I never used to go downtown except for the occasional cocaine binge and streetwalker walk on the wild side. Now I walk around without heroin or smack coursing through my veins. Nice!

Moving into that over-55 Active Adult Community [more]

NL

Boards Post

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

Re: GILD?

GILD does seem awfully cheap to me. Nice bounce today.

Thu Apr 10

Tue Apr 8

NL

Boards Post

NajdorfSicilian replied to the Value Hounds board. 10:02 AM

Re: ESRX on HepC

But there is no doubt that the $84k retail price for 3 months, which cures the patient, is much cheaper than not taking it.

once other new hepatitis C therapies are on the market.

well, obviously. IF they work as well. IF. I [more]

Mon Apr 7

NL

Boards Post

NajdorfSicilian replied to the Value Hounds board. 7:06 PM

Re: spot the errors win a star


I guess you may be right, but why? Because the fraud is already priced in?


Because the fraud can keep going for a long, long time. They don't actually have to 'make' the numbers.

People expect NFLX and AMZN to deliver [more]

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Boards Post

NajdorfSicilian replied to the Value Hounds board. 5:19 PM

Re: spot the errors win a star

Although with my Questcor short going to hell this morning, with a 30% takeover premium offered by Mallinckrodt (never heard of them), I wonder how useful it is to actually know about the medications. Here you have a clearly useless drug [more]

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Boards Post

NajdorfSicilian replied to the Value Hounds board. 12:37 PM

Re: Buying Quality

Also there are only...what, like 4 AAA-corps left?

MSFT, ADP, JNJ, XOM.

I think that's it. Toyota lost theirs and I think they were the last one, or maybe BRK when they lost it.

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Boards Post

NajdorfSicilian replied to the Value Hounds board. 12:35 PM

Re: Gillead-best biotech to buy now?

Well, Baupost bought at $6.50 and now it's $5.68.

Who's stepping up?


ps His Theravance is down pretty big recently also.

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Boards Post

NajdorfSicilian replied to the Value Hounds board. 12:28 PM

Re: Gillead-best biotech to buy now?


Overall Value Line sees EPS only growing 9.5%/yr over the next 3-5 years. That level of growth does not seem to justify the high p/e.


The Bloomberg combined analyst estimates has EPS going from $1.81 to $3.82 this year, then 5.86 [more]

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Boards Post

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

Re: Rotating Speculation

Heard a rumor that a fund blew up on Friday. Long vol / Long high beta fund.

Don't know if you have heard anything Naj?


Nothing specific, but I'd bet at least one tech and at least one Asia/macro-focused fund has blown up or [more]

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Boards Post

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

Re: Rotating Speculation



I agree this is not yet as bad as 1999.


And 2000 was even worse. We're not even at 1998 levels, yet. Too much caution out there.

When my tech, chip, and telecom stocks started moving +/- 30-50 points a day, every [more]

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Boards Post

NajdorfSicilian replied to the Deranged Monkey Criticism board. 12:02 PM

Re: Rotating Speculation

I completely agree with Martian. Normal selloffs, maybe one tech HF blowup I would guess.

Normal rotation. Normal profit-taking. Maybe some Algo guys deciding to dump all their mo-mo stocks.

The GOOGL's of the world still don't [more]

Fri Apr 4

Wed Apr 2

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Direxion Daily Latin America Bull 3X Shares (LBJ) will Underperform the S&P 500

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ProShares UltraShort DJ-UBS Natural Gas (KOLD) will Underperform the S&P 500

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UltraShort Telecommunications ProShares (TLL) will Underperform the S&P 500

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Direxion Daily India Bull 2X (INDL) will Underperform the S&P 500

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ProShares Ultra MSCI Brazil (UBR) will Underperform the S&P 500

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PROSHARES TR (MVV) will Underperform the S&P 500

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NajdorfSicilian made a pick in CAPS. 10:28 AM

ProShares Ultra VIX Short-Term Futures ETF (UVXY) will Underperform the S&P 500
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CAPS Player Rating 99.88
Player Rank 93 out of 75542
Score 11378.01
Score Change Today 0
Accuracy 76.60%
Active Picks 111
Total Picks 1355
Best Pick NFLX (+445.17)
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Average Score per Pick 8.42
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 38452
Recs Received 38386
People who have rec'd these posts 2726
Recs to Posts Ratio (last 30 days) 5.60
Threads Started 6639
Threads Started Percentage 17.27 %
Most Frequent Board On Tilt
Very First Post RE: Storm Warnings1 (1/21/2000)
Percentage of Posts Rec'd 33.99 %
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