NajdorfSicilian

Heidi Klum, supermodel

NajdorfSicilian’s Activity

Yesterday

NL

Boards Post

NajdorfSicilian replied to the Deranged Monkey Criticism board. 3:24 PM

Re: Losers average losers, redux

He picked up nearly $90 million of shares while the stock fell from $35 to $28 in the first half of 2014.

TA sayeth, breakdown at $32 and massive breakdown at $24. {In fact there were zero uptrends until $17, and then broke a quad [more]

Mon Mar 20

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Boards Post

NajdorfSicilian replied to the Last RoundUp board. 3:13 PM

Re: Big Lots $10 via AmeX

Lone Pine still pretty big in DLTR. 4th largest holding in main/oldest fund.

Thu Mar 16

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Boards Post

NajdorfSicilian replied to the Last RoundUp board. 3:49 PM

Re: Bought dinks in SIRI, LSXMK

Streaming Spotify via bluetooth in your car is anything but clunky. Takes about 15 seconds to get started and then it's seamless.

Of course I have a 2015 model car, older ones maybe are more difficult but bluetooth is bluetooth.

NL

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NajdorfSicilian replied to the College Hoops board. 3:45 PM

Re: Uniform Madness: Nike winning again

The one they lost this year was Miami :)

Tue Mar 14

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NajdorfSicilian replied to the Deranged Monkey Criticism board. 3:36 PM

Re: Poll: Will VRX go BK?

Nope. They have plenty of asset sales to make and banks will extend and pretend at least that long imho.

Today seems like an overreaction. VRX had to be down to less than 2% of Ackman's portfolio, maybe 1.5%. Why waste time on it?

Thu Mar 9

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Boards Post

NajdorfSicilian posted to the Deranged Monkey Criticism board. 11:12 AM

Skyline

Down 30% last 3 days. Now only 60x PE for a mobile home builder that just shut a factory while the market is growing all around them!

Wed Mar 8

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Boards Post

NajdorfSicilian posted to the Last RoundUp board. 3:57 PM

Before you leave...HBI?!

HBI has to be the walking, talking impersonation of about to be Amazon'd into pennies, doesn't it?

Malls closing, Amazon starting to compete with them, Macy's, JCP, et al closing stores.

Should you pay 14.5x for a [more]

Mon Mar 6

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Boards Post

NajdorfSicilian replied to the Deranged Monkey Criticism board. 2:32 PM

Re: Trump slump? US tourism industry fears downt

especially after all the free air time DJT received?

Compared to what BHO got in 2008? I'd say substantially less as some outlets refused to cover his campaign at all.

Fri Mar 3

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Boards Post

NajdorfSicilian replied to the Last RoundUp board. 1:47 PM

Re: end of era...for me at least

Yeah, we all missed Domino's I think. Their pizza has gotten way better in recent years. And as I posted on the other board, I'm pretty sure they've outperformed Google since both went public. Amazing.

NL

Boards Post

NajdorfSicilian replied to the Last RoundUp board. 1:44 PM

Re: end of era...for me at least

My biggest challenge is buying during declines. I have yet to prove myself able or even willing to do that, and as I get older it becomes even harder to do.

'Hardest trade is always the best trade.'

Thu Mar 2

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Boards Post

NajdorfSicilian replied to the Deranged Monkey Criticism board. 4:25 PM

Re: GILD-why Low P/E with declining sales fails

A traders mistake of bailing out of a position on minor pullback? With a bit more patience I could have increased my gains by 50%. Hopefully someday I will learn to let the winners run.

You and me both.

Tue Feb 28

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Boards Post

NajdorfSicilian replied to the Deranged Monkey Criticism board. 1:06 PM

Re: Dazzle (PCLN)

My pleasure, but you're the one that bought it so pat yourself on the back as days like this don't happen too often.

PCLN is now my largest position.

FXN revenues up 28%, amazing.

Trading less than 21x FY18 est. [more]

Fri Feb 24

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Boards Post

NajdorfSicilian replied to the Stereo 8 board. 12:13 PM

Re: ARES share price on a tear

All agreed with you, I think Ares are very sharp guys, but I would not buy them over BX or APO.

NL

Boards Post

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

Re: RH: Restoration Hardware

Huge move today, so if you got long again ahead of earnings great job. Seriously. Up 27% now.

However, I'll point out since my original bearish post it's fallen 13% versus the SPX up 18%.

And even with the bounce the past [more]

Thu Feb 23

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NajdorfSicilian replied to the Last RoundUp board. 12:08 PM

Re: SPY Top 10 Holdings = 19.2%

Yeah, I get Alphabet at 577bn versus 497b for MS.

NL

Boards Post

NajdorfSicilian replied to the Deranged Monkey Criticism board. 12:04 PM

Re: Observations from Vulcan value 13F

That's bad polling or whatever but it is not a FakeNews.

No, you cannot just blame 'bad polling,' when there were some major pollsters saying that DJT had a 25-35% chance to win, and was favored in some others.

In [more]

Wed Feb 22

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Boards Post

NajdorfSicilian replied to the Deranged Monkey Criticism board. 12:17 PM

Re: Observations from Vulcan value 13F

presumably the thesis is that the Dems lost.

I'd suggest that the #FakeNews that DJT had no shot at winning, the Dems were likely to take the Senate and had a chance of winning the House [!] put undue pressure on the sector.

Tue Feb 21

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Boards Post

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

Re: Nothing interesting to buy


Long GOOGL and ADNT.


MS initiated today, ADNT up 6%, up 15% ytd. One of my larger positions.

If you're looking at Lear, look here.

NL

Boards Post

NajdorfSicilian replied to the Deranged Monkey Criticism board. 12:22 PM

Re: GILD-why Low P/E with declining sales fails

Curious, why did you close out?

NL

Boards Post

NajdorfSicilian replied to the Deranged Monkey Criticism board. 12:19 PM

Re: Buying 'cheap' , sizing,scaling in/o

I think that you are conflating my posts with some other ones in this thread.

You are right! Sorry about that.

best,

Naj

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CAPS Stats & Trivia

CAPS Player Rating 99.83
Player Rank 125 out of 74621
Score 11563.18
Score Change Today -9.69
Accuracy 76.91%
Active Picks 56
Total Picks 1441
Best Pick NFLX (+445.18)
Worst Pick TQQQ (-365.07)
Average Score per Pick 8.03
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 39940
Recs Received 40676
People who have rec'd these posts 2747
Recs to Posts Ratio (last 30 days) 3.10
Threads Started 6843
Threads Started Percentage 17.13 %
Most Frequent Board On Tilt
Very First Post RE: Storm Warnings1 (1/21/2000)
Percentage of Posts Rec'd 35.04 %
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