NajdorfSicilian

Heidi Klum, supermodel

NajdorfSicilian’s Activity

Today

NL

Boards Post

NajdorfSicilian posted to the Last RoundUp board. 4 hours ago

Added BIDU

Baidu, most of you are familiar with the story by now, I've written about it a few times. Just scaling up as I only have 15-16 names [DTV the 16th].

Most of my stocks have done well during earnings season, even those hit by FX [more]

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Boards Post

NajdorfSicilian replied to the Deranged Monkey Criticism board. 4 hours ago

Re: My Theme-based Motley Investment Philosophy

Most people have been bearish on NKY since 8000. They probably won't change their mind at 20k.

I am mildly bullish.

Fri Apr 24

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Boards Post

NajdorfSicilian replied to the Last RoundUp board. 3:29 PM

Re: Scaled down DTV at 90.23

It's around $4. But I'm happy to add to my T shares and don't necessarily have to cash out. It's like a trade where some of the profits are front-loaded. Being down a few cents to start doesn't bother me.

Of course, if I only make 1% that [more]

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Boards Post

NajdorfSicilian replied to the Last RoundUp board. 2:26 PM

Re: Scaled down DTV at 90.23

11.7% position now. Used cash in taxable account, trimmed other stocks in my non-taxable account.


Go big or go to Rio, amirite?

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Boards Post

NajdorfSicilian replied to the Deranged Monkey Criticism board. 2:24 PM

Re: Random Thoughts

So....Kyle gave up on his short JGB trade yet? LOLWTFBBQOMG


Snickering,

Not Hersheying,

Naj

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Boards Post

NajdorfSicilian replied to the Last RoundUp board. 1:54 PM

Re: Scaled down DTV at 90.23

That's not to say I think you were wrong. Like you said the risk/reward is diff at 90 than 85.


I just think it's a no-risk deal atm.

To make any money in deal arbitrage, you have to be right 95% of the time or the busts wipe [more]

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Boards Post

NajdorfSicilian replied to the Last RoundUp board. 1:49 PM

Re: Scaled down DTV at 90.23

I bought your DTV shares. Seems like the easiest money I'll make this Q.



Famous last words....

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Boards Post

NajdorfSicilian replied to the Last RoundUp board. 12:24 PM

Re: Sold 1/4 GOOG at $537.22


I don't trust GOOG. I think they're great but HR reiterated my concern about these winner take all businesses. Who knows if GOOG will exist in 10-15 years?


Seriously? WFC almost took the dirt nap just 6.5 years ago.

What [more]

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NajdorfSicilian replied to the Last RoundUp board. 12:18 PM

Re: Bought FOXA today at $34.15

I am also looking hard at FOXA.

Thu Apr 23

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Boards Post

NajdorfSicilian replied to the Dropout's Den board. 2:57 PM

Re: The Plot Thickens

I hear you.

But life's too short, no?


Go watch Harper hit and Gio/Stras/Etc pitch.

Got my 30-1 on Wiz to win the East..... :)

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Boards Post

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

ANF/AEO

So, finished closing this trade today. Stupid LBO rumors but I can't complain about making 20%+ on each side, hell, I would have been very happy for a +20/0 result!

Wed Apr 22

NL

Boards Post

NajdorfSicilian replied to the Deranged Monkey Criticism board. 6:00 PM

Re: PE stands for Private Equity not Phys Ed

76ers weren't trying to win, nor do the fans here want them too. We want Okafor or Russell in the Draft. And we have the Lakers pick [top 5 protected], and the Heat and OKC picks which are well-protected by them.

Imagine the Sixers get 2 top [more]

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NajdorfSicilian replied to the Last RoundUp board. 11:51 AM

Re: PLCN/GOOG

Somehow forgot to add I also added to FB ahead of earnings.

Still wanting to add to MA/V.

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Boards Post

NajdorfSicilian posted to the Last RoundUp board. 10:31 AM

PLCN/GOOG

I sold a bit of Google to add to Priceline yesterday. Just felt my google exposure was too high. Almost added to MA instead. Whoops.

Mon Apr 20

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Boards Post

NajdorfSicilian posted to the Last RoundUp board. 7:06 PM

OXM

So OXM popped today, and I was wondering if any of our retail mavens ever had followed it.

I checked and saw it was 31x PE 5 years ago and is 21x now.

Stock rose 250% though...

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Boards Post

NajdorfSicilian replied to the Deranged Monkey Criticism board. 4:37 PM

Re: Druck

Economic productivity data bears this out. What is odd is not that innovation happens and new companies are creating enormous enterprise value with their intellectual capital, but rather productivity in the economy, despite this new wave of [more]

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NajdorfSicilian replied to the Deranged Monkey Criticism board. 4:20 PM

Re: Druck

Great stuff.

For a few years now, the hot topic has been why people have suddenly become willing to trade 100 cans of soup today for fewer cans five years hence, the same or fewer ten years hence, and not many more 30 years hence, if only [more]

Fri Apr 17

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Boards Post

NajdorfSicilian replied to the Last RoundUp board. 11:41 AM

Re: Cheap stocks or earnings growth

I think we are all buying stocks. If we have another 2008 or late 1970s period, it won't matter if some of our businesses are great when the PE gets cut in half, or no one will lend them money, etc, etc.

Thu Apr 16

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Boards Post

NajdorfSicilian replied to the Last RoundUp board. 2:11 PM

Re: Cheap stocks or earnings growth

Oh, yes you are trying to time the market. Of course.

But you don't have to be fully invested either.

NL

Boards Post

NajdorfSicilian replied to the Last RoundUp board. 2:10 PM

Re: Cheap stocks or earnings growth

PM was/is cheap and strong growth, 'much higher-than-expected +16.3% adj. FX-neutral operating company income (OCI) growth.' raised guidance to 9-11%.


I looked at adding more this week. Dithered, failed to do so.

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CAPS Stats & Trivia

CAPS Player Rating 99.86
Player Rank 108 out of 75222
Score 10122.63
Score Change Today +124.29
Accuracy 77.71%
Active Picks 100
Total Picks 1368
Best Pick NFLX (+445.17)
Worst Pick TQQQ (-585.17)
Average Score per Pick 7.40
Charms Earned 15
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 39129
Recs Received 39350
People who have rec'd these posts 2738
Recs to Posts Ratio (last 30 days) 3.90
Threads Started 6722
Threads Started Percentage 17.18 %
Most Frequent Board On Tilt
Very First Post RE: Storm Warnings1 (1/21/2000)
Percentage of Posts Rec'd 34.43 %
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