NajdorfSicilian

Heidi Klum, supermodel

NajdorfSicilian’s Activity

Today

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Boards Post

NajdorfSicilian replied to the Deranged Monkey Criticism board. 2 hours ago

Re: HLF

HAHAHAHAHAHA stock is 'worth $300' ?!??

Pull the other leg, it has got bells on.

I guess Apple is worth $500 [again] then.

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Boards Post

NajdorfSicilian replied to the Deranged Monkey Criticism board. 3 hours ago

Re: HLF

Sorry, I didn't hear ChapCap. Pass it along though!!

Just because Bill is desperate, doesn't make him wrong though. Stock still down 14% YTD even with a ridic 25% day-bump from buybacks and panicked short-covering.


Thought [more]

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NajdorfSicilian replied to the Dropout's Den board. 2:06 PM

Re: TIPS

Equities really are a good inflation hedge.

MCD, JNJ, MMM, NKE, ADP, PEP, VFC, MSFT, SYY can all raise prices and pay their dividend. Any blue-chip stock with a nice dividend can.

They all have excess cash to give back/reinvest, [more]

Yesterday

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NajdorfSicilian replied to the Deranged Monkey Criticism board. 2:18 PM

Re: Today's AA


Is it just me, or is Dave Blatt going to prove to be the best coach in the league?


You must mean other than:
[more]

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NajdorfSicilian posted to the Deranged Monkey Criticism board. 12:52 PM

Allergan

Starting a position here today [smallish]. I feel like there are several ways to a positive outcome, and only 1-2 for a negative one.

I think Ackman is just going to keep pushing the price up until they agree to sell out to VRX.

Sun Jul 20

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Boards Post

NajdorfSicilian replied to the Dropout's Den board. 3:05 PM

Re: Scariest Object in Rearview Mirror

Teddy and the rest of you were smart for not taking the other side of the 'Tiger will not win 18/19 majors' bet I offered.

Man, Rory looks reaaaaal good these days.

I mean, he ain't gonna get to 18 either [not 10 either I would [more]

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NajdorfSicilian replied to the Deranged Monkey Criticism board. 1:33 PM

Re: Today's AA

I don't see how the fed funds rate hike will cause long term rates to go down any further?

Same as ever: Inflation Expectations.

Fri Jul 18

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NajdorfSicilian replied to the Deranged Monkey Criticism board. 3:10 PM

Re: Today's AA

Agreed, Jim.

But Wall and Beal have to continue to get significantly better each season to be a real threat to win anything.

Not saying they can't! Love both players.

Adding Pierce and losing Ariza is a net 0 in my book. [more]

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NajdorfSicilian replied to the Deranged Monkey Criticism board. 11:51 AM

Re: Today's AA

disagree on TLT, as usual. Lower for longer. Hiking Fed Funds might cause TLT to rally after all.

probable on EXC

covered my GMCR shorts like 100 pts ago, should investigate

IBM agree

INTC no comment

I [more]

Thu Jul 17

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

Re: Today's AA

Although I've made some changes since the beginning of the year, stocks that consisted of 66% of my assets at start of 2014 are actually negative for the year inclusive of dividends.


Care to share?


I've been looking [more]

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NajdorfSicilian replied to the Deranged Monkey Criticism board. 3:57 PM

Re: Syntel (SYNT) beats

Ditto, sw!

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NajdorfSicilian replied to the Deranged Monkey Criticism board. 3:57 PM

Re: Today's AA

I had been doing so well this year avoiding story stocks and was solidly beating the market for the first time in 3 years.

While I am beating the market LTM, I am trailing YTD by like 5%+. So I feel your pain [more]

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NajdorfSicilian replied to the Deranged Monkey Criticism board. 10:46 AM

Re: Today's AA


BIDU - trying to learn and letting my winners run and it has run. Concerned as its getting to be a bigger part of my portfolio every day.


This is the tricky part. You never want one position to grow to an outsized % of your [more]

Wed Jul 16

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NajdorfSicilian replied to the Deranged Monkey Criticism board. 11:59 AM

Re: Today's AA

76% stocks [and options, mostly bullish]
10% bonds
10% cash
1% Platinum
4% Kevin Durant rookie cards*.














* May not add to 100% due to Lvl 3 pricing and inability [more]

Tue Jul 15

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NajdorfSicilian replied to the Deranged Monkey Criticism board. 4:52 PM

Re: Added to

bought C, my first bank in 7-8 years, and
FLEX.

AIG and MA were pretty much my only sizable financials.

trying to be patient before buying even more GILD.

Another selloff like today and I'll probably add KORS.

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Boards Post

NajdorfSicilian replied to the Deranged Monkey Criticism board. 4:49 PM

Re: KORS TA

Yes, the whole point of TA is that news does not flow in a random walk as Malkiel posited, but that a company that has a significant breakdown in price is having some combo of:

1) really motivated sellers, usually with insight, + lack of [more]

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NajdorfSicilian posted to the Deranged Monkey Criticism board. 3:43 PM

KORS TA

Yesterday Kors had a massive 3pl bottom breakdown, and also broke the 200-day ma. You know what that means...

buy protective puts on my long position.

And thank god I did.

I think the selling is overdone, but earnings on [more]

Mon Jul 14

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NajdorfSicilian polled the Deranged Monkey Criticism board. 10:45 AM

Poll: 2100 by December

Laz Birinyi is calling for S+P to hit 2100 this year. What say you?

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NajdorfSicilian posted to the Deranged Monkey Criticism board. 10:32 AM

Silver Lake settles with DoJ

for a big, er umm, smallish $29m. After 6 years of litigation.

[more]

Fri Jul 11

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Boards Post

NajdorfSicilian replied to the Deranged Monkey Criticism board. 2:41 PM

Re: Added to

The good thing about Hermes ties is that they are a long-lived asset giving you the choice of:

1) Using the MACRS depreciation schedule, and reducing your cost by $40/yr for 5 years to frontload the tax benefit,

or

2) [more]

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CAPS Stats & Trivia

CAPS Player Rating 99.87
Player Rank 101 out of 75001
Score 10869.12
Score Change Today -110.49
Accuracy 76.96%
Active Picks 107
Total Picks 1358
Best Pick NFLX (+445.17)
Worst Pick SOXL (-419.02)
Average Score per Pick 8.02
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 38638
Recs Received 38636
People who have rec'd these posts 2730
Recs to Posts Ratio (last 30 days) 5.90
Threads Started 6665
Threads Started Percentage 17.25 %
Most Frequent Board On Tilt
Very First Post RE: Storm Warnings1 (1/21/2000)
Percentage of Posts Rec'd 34.12 %
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