NajdorfSicilian

Heidi Klum, supermodel

NajdorfSicilian’s Activity

Yesterday

NL

Boards Post

NajdorfSicilian replied to the Deranged Monkey Criticism board. 4:26 PM

Re: NGVC - Natural Grocers

Bloomberg PE - 36.4
Google PE - also 36.4.

Bloomberg is the gold standard. Just type in the ticker and bloomberg in google and it will give you the right number for PE.

trades just under 1 p/s.

comp stores increased [more]

Fri May 22

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Boards Post

NajdorfSicilian replied to the Dropout's Den board. 6:16 PM

Re: He Naj

I just started reading the Patrick Melrose novels.

NL

Boards Post

NajdorfSicilian replied to the Deranged Monkey Criticism board. 6:13 PM

Re: NGVC - Natural Grocers

and unless it fell to $16 again.

NL

Boards Post

NajdorfSicilian replied to the Deranged Monkey Criticism board. 5:57 PM

Re: NGVC - Natural Grocers

NGVC - 10x pretax CF
estimate 30% CF growth into 2018
reinvests in 35% cash on cash return
No debt.
Undiscovered name [until now!]
entire store 100% organic
prices often 20% less than WFM
avoids low-margin offerings like [more]

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Boards Post

NajdorfSicilian replied to the Deranged Monkey Criticism board. 9:30 AM

Re: Foot Locker (FL)- strong results



I think they will do blowout numbers with basketball shoes this year. New brands like the Curry coming out, updated Retro Jordans, new LeBrons, Durants, etc.



Comp sales up 7.8%, EPS 16.2% YoY.

DB [more]

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Boards Post

NajdorfSicilian replied to the Deranged Monkey Criticism board. 9:23 AM

Re: NGVC - Natural Grocers

I have a starter position in this name.

Thu May 21

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Boards Post

NajdorfSicilian replied to the Dropout's Den board. 3:04 PM

Re: He Naj

I think it's both.

But there is CLEARLY a systemic error in Q1 gdp data.


Of course, GDP has approx zero correlation with quarterly earnings, or yearly.

Very jealous!

NL

Boards Post

NajdorfSicilian replied to the Deranged Monkey Criticism board. 2:58 PM

Re: Go to Zero!

saw 'price-gouging' in the first sentence, stopped reading.

Tue May 19

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Boards Post

NajdorfSicilian replied to the Deranged Monkey Criticism board. 2:46 PM

Re: So, Ackman: PHSZF

- basically following a model that says we know how to do Pharma and all the large companies that have been in the business for decades do not.

Let's put up the chart and see how MRK, PFE, LLY have done vs VRX.

Over TEN
[more]

Mon May 18

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NajdorfSicilian replied to the Dropout's Den board. 12:31 PM

Re: Quote of the day

Greece is a museum with an unfunded pension attached.

NL

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NajdorfSicilian posted to the Last RoundUp board. 12:30 PM

2 trades

Added to PCP, all the cool kids are.

Bot AXTA. Love the spinout undervaluation game.

NL

Boards Post

NajdorfSicilian replied to the Last RoundUp board. 12:29 PM

Re: Bought SLV bull call spread

If SLV closes above 17 I like the trade.

Thu May 14

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Boards Post

NajdorfSicilian replied to the Last RoundUp board. 4:56 PM

Re: Importance of Checklists

Just a random example of bond math, fwiw.

Firm issues 4% bonds at par for 10 years, rates stay flat, price is 100 throughout by definition, PV is $67.5 if I've done my math right.

Firm issues 4% at par, rates go to 8%, price falls [more]

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NajdorfSicilian replied to the Deranged Monkey Criticism board. 2:15 PM

Re: So, Ackman: PHSZF

you are not going to get market price either because it is spreads they don't have to even give you market price on those legs

My somewhat limited understanding of trading listed option spreads online is that they had to give you the [more]

Tue May 12

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NajdorfSicilian replied to the Deranged Monkey Criticism board. 4:14 PM

Re: So, Ackman: PHSZF

- no R&D, no real intention to do any, no/very little pipeline

The companies they buy have R+D and pipelines, no? They are cutting the drugs/research they think will be losers, as any well-run firm not bent on empire-building [more]

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NajdorfSicilian replied to the Deranged Monkey Criticism board. 2:56 PM

Re: So, Ackman: PHSZF

Many, many smart investors have VRX as their top or nearest-top holding: Sequoia, Brave Warrior, etc.

I am not smart enough to have an opinion other than Munger is wrong when he says reducing costs and improving efficiencies doesn't [more]

Mon May 11

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NajdorfSicilian replied to the Deranged Monkey Criticism board. 12:47 PM

Re: So, Ackman: PHSZF

I'm more concerned he's a better self-promoter than investment manager. He likes his cut of the pie, that's for sure.

Are you high or just hate Ackman?

Have you heard of a textile firm called Berkshire Hathaway? How many [more]

NL

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NajdorfSicilian replied to the Deranged Monkey Criticism board. 12:43 PM

Re: So, Ackman: PHSZF

When not in use, Happy Fun Ball should be returned to its special container and kept under refrigeration. Failure to do so relieves the makers of Happy Fun Ball, Wacky Products Incorporated, and its parent company, Global Chemical Unlimited, of any [more]

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NajdorfSicilian replied to the Last RoundUp board. 12:41 PM

Re: TLT bull call spread bought

Great job.

Wed May 6

NL

Boards Post

NajdorfSicilian posted to the Last RoundUp board. 2:49 PM

FSLR

decided to liquidate and be happy with a fast double-digit profit. May re-buy at lower levels.

Down to 15 names atm.

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CAPS Stats & Trivia

CAPS Player Rating 99.88
Player Rank 91 out of 75225
Score 11413.52
Score Change Today +8.91
Accuracy 78.05%
Active Picks 99
Total Picks 1370
Best Pick NFLX (+445.17)
Worst Pick TQQQ (-583.55)
Average Score per Pick 8.33
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 39162
Recs Received 39425
People who have rec'd these posts 2738
Recs to Posts Ratio (last 30 days) 4.70
Threads Started 6726
Threads Started Percentage 17.17 %
Most Frequent Board On Tilt
Very First Post RE: Storm Warnings1 (1/21/2000)
Percentage of Posts Rec'd 34.47 %
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