NajdorfSicilian

Heidi Klum, supermodel

NajdorfSicilian’s Activity

Yesterday

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Boards Post

NajdorfSicilian replied to the Saul's Investing Discussions board. 11:52 AM

Re: A few more thoughts about investing.

If you don't have Uncertainty and Doubt about the valuation & growth prospects of even a good firm like SHOP, you either have a crystal ball that never fails or are new to tech investing.

Hardware firms there should be even less [more]

Thu Apr 19

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Boards Post

NajdorfSicilian replied to the Stereo 8 board. 12:10 PM

Re: NFLX on a tear

https://www.sec.gov/Archives/edgar/data/1018724/000119312518...

If you haven't read Bezos' annual letter, impressive as ever. [more]

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Boards Post

NajdorfSicilian replied to the Last RoundUp board. 11:54 AM

Re: PM

WSJ is giving 5.1% yield, probably the 4.2% was as of yesterday. FYI.

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Boards Post

NajdorfSicilian posted to the Last RoundUp board. 11:45 AM

PM

biggest drop since 2008 on weaker top line sales outside the US, about a $100m miss, stock down massively -17% today. Increased taxes in SA part of the issue.

Fwd PE about 15.6x now, 4.22% yield. 130Bn mkt cap.

PM is Int'l cigs, [more]

Tue Apr 17

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Boards Post

NajdorfSicilian replied to the Stereo 8 board. 2:25 PM

Re: NFLX on a tear

*could pass DIS in market cap today...

Mon Apr 16

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Boards Post

NajdorfSicilian replied to the Deranged Monkey Criticism board. 4:11 PM

Re: OT Sixers [and Hinkie]

Philly not uncomfortable.

LBJ down in the first round maybe...ever? No longer huge favorites! They can't stop Dipo.

Thu Apr 12

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Boards Post

NajdorfSicilian replied to the Stereo 8 board. 2:51 PM

Re: Norway says no to PE investments

Why would you work for TRowe when you can work for the PE firms? Or at a merchant bank, or do deals at GS, et al?

Best private investors aren't going to choose to work at TRowe when they have plenty of high-paid, high-luster options.

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Boards Post

NajdorfSicilian replied to the Deranged Monkey Criticism board. 2:47 PM

Re: OT Sixers [and Hinkie]

The scary thing is, if the Sixers can beat the Heat in the 1st round, they should make the EC Finals and definitely have shot to beat either Raptors [playoff chokers] or a Cavs team that doesn't look great this year, Embiid will be back during [more]

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NajdorfSicilian posted to the Deranged Monkey Criticism board. 11:05 AM

OT Sixers [and Hinkie]

I'd just like to congratulate my 76ers from finishing 3rd in the East, a tremendous achievement for a team that won 10 games 2 years ago, and only had Embiid for 31 games last year and no Ben Simmons. This year, #1 overall pick Fultz barely [more]

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NajdorfSicilian posted to the Deranged Monkey Criticism board. 10:02 AM

BLK earnings

https://www.cnbc.com/2018/04/12/blackrock-earnings-q1-2018.h...

Interview with Fink also. Stock up 2.6% so far.

Wed Apr 11

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Boards Post

NajdorfSicilian posted to the Last RoundUp board. 6:05 PM

BBBY yikes

cut estimates from 2.77 to 2-2.50.

Stock falls to Aug 2000 levels.

You read that correctly.

NL

Boards Post

NajdorfSicilian replied to the Macro Economic Trends and Risks board. 5:31 PM

Re: The Price of Low Taxes

Genetics, not taxes, are the #1 cause of longer lifespans and a healthier life. This is inarguable.

Witness the correlation of Norwegian heritage in Minnesota living longer than most Americans, to the lifespans of those in Norway.

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Boards Post

NajdorfSicilian replied to the Stereo 8 board. 5:27 PM

Re: Norway says no to PE investments

KayKayAre:
Mill fund - 16% irr
2006 - 8.9
NAXI - 23.5 -- likely drop

SunGod:
Six - 10
Seven - 26 [good to have '08 vintage and did amazing job repurchasing debt cheap!]
Eight - 19 [2014 vintage, could easily drop [more]

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NajdorfSicilian replied to the Stereo 8 board. 5:20 PM

Re: Norway says no to PE investments

Performance of PE stocks or the underlying funds, GM?

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NajdorfSicilian replied to the Last RoundUp board. 1:42 PM

Re: fallen growth names - zoes

Didn't like the menu so pass for me.

Tue Apr 10

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Boards Post

NajdorfSicilian replied to the Last RoundUp board. 1:33 PM

Re: when is expensive expensive? ma

MStar has fwd PE of 28.5x fwiw. 25x v 28x probably doesn't change anyone's conclusion although it could.

Cash is slowly going away...

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Boards Post

NajdorfSicilian replied to the Last RoundUp board. 12:37 PM

Re: when is expensive expensive? ma

I see a fwd PE of 24.5x, so not selling it. What a huge runway they have.

top 5 position for me.

JPM target 192. $6-$6.1 is the 2018 estimate. With the tax benefit they could do $7.1 for 2019.

Mon Apr 9

Caps Pick

NajdorfSicilian made a pick in CAPS. 2:51 PM

Hailiang Education Group (HLG) will Underperform the S&P 500

Sat Apr 7

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Boards Post

NajdorfSicilian replied to the Stereo 8 board. 4:22 PM

Re: Opportunities

IG is pretty wonderful once you have the list of people you want to actually follow set up. The 'younger' people who are all leaving the FB site are migrating to Insta.

And also WhatsApp for texting, along a few others like [more]

Fri Apr 6

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Boards Post

NajdorfSicilian replied to the Last RoundUp board. 4:04 PM

Re: Valuing hi-growth firms

With the carnage in biotech I added a little to RCKT since I never got to build a full position, bounced 2% off my buy price so a nice start.

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CAPS Stats & Trivia

CAPS Player Rating 99.81
Player Rank 131 out of 70119
Score 12562.34
Score Change Today +2.70
Accuracy 76.44%
Active Picks 47
Total Picks 1501
Best Pick NFLX (+445.18)
Worst Pick TQQQ.DL (-365.07)
Average Score per Pick 8.37
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
Board Posts 40398
Recs Received 42131
People who have rec'd these posts 2926
Recs to Posts Ratio (last 30 days) 10.90
Threads Started 6900
Threads Started Percentage 17.08 %
Most Frequent Board On Tilt
Very First Post RE: Storm Warnings1 (1/21/2000)
Percentage of Posts Rec'd 35.47 %
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