NoMoreShort’s Activity

Today

NL

Boards Post

NoMoreShort replied to the Last RoundUp board. 2:38 PM

Re: bought MA

well, i am pretty price sensitive as you know. with DFS, it is a bit of new company/industry for me, so I want as much room for error as possible. 10-15% is pretty meaningful for me personally. with every company eval, i also have a downside/upside [more]

NL

Boards Post

NoMoreShort posted to the Last RoundUp board. 12:00 PM

bought MA

joined the dark side and bought a full position of MA/V (more MA, i am more familiar with MA over the years). If past record is any indication, you guys can safely wait for a lower entry price.

looked a bit harder at DFS and decided to [more]

Yesterday

NL

Boards Post

NoMoreShort replied to the Last RoundUp board. 9:46 AM

Re: ctrx

good call!

Thu Mar 26

NL

Boards Post

NoMoreShort replied to the Last RoundUp board. 1:05 PM

Re: Anyone like AXP?

https://twitter.com/AlexRubalcava/status/580788427475402752

if i am not mistaken, i think this twitter account is client9 on TMF. wish he still posts here.

NL

Boards Post

NoMoreShort replied to the Last RoundUp board. 1:03 PM

Re: Anyone like AXP?

i used to think Munger is over-rated, and my biggest beef with him is his back to back 25% losses in 70's. i think he made back the losses for his investors.

but i do take his comments very seriously, esp. since he sat on COST board for so [more]

NL

Boards Post

NoMoreShort replied to the Last RoundUp board. 12:27 PM

Re: Anyone like AXP?

did you see Munger's comment yesterday that AXP's moat is a bit lower than in the past?

NL

Boards Post

NoMoreShort replied to the Last RoundUp board. 12:26 PM

Re: orcl

care to share what they have added/liked? assume this is the new Brave Warrior fund?

Wed Mar 25

NL

Boards Post

NoMoreShort posted to the Last RoundUp board. 3:28 PM

Munger on VRX

Valeant $VRX is like ITT and Harold Geneen come back to life, only the guy is worse this time.

Ouch!

NL

Boards Post

NoMoreShort replied to the Last RoundUp board. 11:56 AM

Re: orcl

i'll throw out one. TDC. it fit their Exa series to a T.

NL

Boards Post

NoMoreShort replied to the Last RoundUp board. 9:29 AM

Re: CSCO

on margin compression, i am not entirely sure. I used to be a bear, and I think the LT concerns are still valid. Now CSCO would like you to believe the total cost of ownership argument and CTO can't be fired buying CSCO equipment. All I care is they [more]

Tue Mar 24

NL

Boards Post

NoMoreShort replied to the Last RoundUp board. 6:41 PM

Re: txrh

so they have 372 restaurants. what's saturation level? sorry i just have no clue on restaurants. if it is fast grower, then what's EPS power 3-5 years out?

BJRI, a pizza chain growing 10% store is trading at 35x earnings even though it is [more]

NL

Boards Post

NoMoreShort replied to the Last RoundUp board. 2:27 PM

Re: CSCO

btw, i just noticed EMC had a trifecta of smart activist HF owners -- Elliott, Greenlight and Third Point.

and it is 10x EV/FCF, though it abuses stock options worse than most other mature tech companies.

core biz is under serious [more]

NL

Boards Post

NoMoreShort posted to the Last RoundUp board. 2:04 PM

CSCO

bought a half position after the minor pullback. after reading the call/conference presentation, i am wondering why this shouldn't be a much bigger position. they are firing on all cylinders and clearly taking market share. the old bear thesis of [more]

NL

Boards Post

NoMoreShort replied to the Last RoundUp board. 2:01 PM

Re: some sells

NWY, i still hold a small position hoping for that bounce that seems to have hit every retailer except NWY. At 0.15x ev/sales, i sort of think of it as an option on a non-distressed retailer reporting marginally positive SSS. but you have hit the [more]

NL

Boards Post

NoMoreShort replied to the Deranged Monkey Criticism board. 10:43 AM

Re: John Hillery's shareholder letters

glad you enjoyed it as much as i did. it was WOW for me as well.

unfortunately, he passed away a few years ago.

Mon Mar 16

NL

Boards Post

NoMoreShort replied to the Last RoundUp board. 5:09 PM

Re: earnings

Q1 earning growth by sector:

Health care: 9.5%
Financials: 8.8% (1% ex BAC)
Consumer Disc: 6.1% (my bet is higher)
Industrials: 1.9%
IT: -1%
Consumer Staples: -2% (prob lower)
Telecom: -3.6%
Materials: [more]

NL

Boards Post

NoMoreShort posted to the Last RoundUp board. 4:42 PM

earnings

from FactSet:

Analysts and corporations continue to lower expectations for earnings for the S&P 500 for the first quarter. On a per-share basis, estimated earnings for the first quarter have fallen by 8.0% since
December 31. [more]

Sun Mar 15

NL

Boards Post

NoMoreShort replied to the Last RoundUp board. 3:19 PM

Re: Stalwart Screen

i mentioned in a different thread i am not sold on INTC. Last year's move on relatively little earning revision was basically all multiple expansion. What's interesting is this most recent guide down of PC segment almost completely reverses the [more]

Thu Mar 12

NL

Boards Post

NoMoreShort replied to the Last RoundUp board. 5:26 PM

Re: Five Below (FIVE)

perma bear... :)

NL

Boards Post

NoMoreShort replied to the Last RoundUp board. 1:52 PM

Re: Bought DISCA/KIRK

i just read the conf call. honestly, i have no idea why this is trading down 10%. Q4 was very good, and my favorite metric is sales up 15% vs. inventory up 6%. in-store SSS was up 6.4% which was all transactions. Conversion was higher YoY. [more]

Show More Activity ...

CAPS Stats & Trivia

CAPS Player Rating < 20
Player Rank 0 out of 75179
Score 0.00
Score Change Today 0
Accuracy 0.00%
Active Picks 0
Total Picks 0
Best Pick ( 0)
Worst Pick ( 0)
Average Score per Pick 0.00
Charms Earned 0
Highest Rated Favorite No Favorites Selected
Go to NoMoreShort’s CAPS page

Boards Stats & Trivia

Big red star, 1000 posts Feste Award Nominee! Old School Fool
Board Posts 2456
Recs Received 6692
People who have rec'd these posts 732
Recs to Posts Ratio (last 30 days) 6.90
Threads Started 382
Threads Started Percentage 15.55 %
Most Frequent Board Deranged Monkey Criticism
Very First Post Re: Top price for MO (7/7/2002)
Percentage of Posts Rec'd 65.59 %
Show NoMoreShort’s 10 Latest Posts