NoMoreShort’s Activity

Tue Jun 23

NL

Boards Post

NoMoreShort replied to the Deranged Monkey Criticism board. 12:29 PM

Re: Poll: The next bubble?

ok, i can't resist. personally i don't think it is even close. China.

Look at the P/E

Shanghai:
# %
# of P/E < 10 17 1% (exclusively banks)
10 to 20 50 4%
20 to 50 260 21%
50 to 100 258 21%
> 100 371 [more]

Mon Apr 27

NL

Boards Post

NoMoreShort replied to the Deranged Monkey Criticism board. 3:01 PM

Re: My Theme-based Motley Investment Philosophy

i don't like topdown calls like being bullish on NKY or bearish on Europe. i prefer to look at individual names.

in a similar vein, i was always struck by the contrast between cash-rich small/mid cap Japan stocks vs. their poorly positioned [more]

NL

Boards Post

NoMoreShort replied to the Last RoundUp board. 1:22 PM

Re: MNDO

any updated thoughts? a company of this size is bound to see lumpy results. The rest of the year probably won't be great. $37M EV vs. $7.5m EBIT in '14 and 5m avg EBIT still seems pretty cheap, no?

NL

Boards Post

NoMoreShort replied to the Deranged Monkey Criticism board. 1:02 PM

Re: My Theme-based Motley Investment Philosophy

there is only one problem. After the monstrous rally, these stocks no longer trade significantly below BV.

i just happen to be flipping through the latest VL issue with a category on Foreign electronics/entertainment, which is heavily [more]

NL

Boards Post

NoMoreShort replied to the Last RoundUp board. 11:27 AM

Re: Plan to leave Last RoundUp

well, i hope you will reconsider and come back soon.

someone made an interesting point. the fact is this board exists (along with LL, PLI) has only one reason. we want to follow you!

Mon Apr 20

NL

Boards Post

NoMoreShort posted to the Deranged Monkey Criticism board. 10:18 AM

The new Rukeyser show

http://wallstreetweek.com/watch/?video=gundlach-issues-warni...

i miss Rukeyser. let's see how this one fares.

Wed Apr 15

Mon Apr 13

NL

Boards Post

NoMoreShort replied to the Last RoundUp board. 3:09 PM

Re: bought MA

on DFS, spoke to a friend who specializes in financials and has made money both sides on DFS over the years. He basically said current earnings are unsustainably high given credit provision way below historical average (2.5% vs. 5%). Each 10bps [more]

Wed Apr 1

NL

Boards Post

NoMoreShort replied to the Last RoundUp board. 9:36 PM

Re: INTC/WDC/STX

thanks. very helpful.

NL

Boards Post

NoMoreShort replied to the Last RoundUp board. 2:35 PM

Re: INTC/WDC/STX

interesting. thanks for the reply. i also thought it won't move needle for INTC.

re ORCL/SAP/Hana, i am curious if performance will be different if you use ORCL's exa-Series vs. the set-up you described. I understand the cost is probably [more]

NL

Boards Post

NoMoreShort posted to the Last RoundUp board. 8:06 AM

INTC/WDC/STX

i have no idea how credible this article is, but it raises some interesting points.

it/cm, any thoughts?

[more]

Tue Mar 31

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]

Mon Mar 30

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.

Mon Mar 2

NL

Boards Post

NoMoreShort posted to the Last RoundUp board. 11:25 AM

PM

Phillip Morris. it's a bit of conundrum for me because of the currency issues. Underlying biz has been pretty healthy (pricing is the single most important issue longer term), but EPS expectation for '16 is down from $6+ two years ago to $4.30 today, [more]

Wed Feb 25

NL

Boards Post

NoMoreShort posted to the Last RoundUp board. 10:21 AM

Bought DISCA/KIRK

i was wrapping up my work on DISCA over the weekend and ready to buy. Then news came out that News Corp may be looking at Discovery, and stock ran up. The old me would freeze and wait. I decided to pull a Costanza move and bought a half position [more]

Thu Feb 12

NL

Boards Post

NoMoreShort posted to the Last RoundUp board. 10:11 AM

ZU

i was reading a fascinating article on ZU last night when I noticed the stock plunged after disappointing guidance for the new year.

I haven't done much work other than reading the conf call and scanning the financials, but what i have read [more]

Fri Jan 30

NL

Boards Post

NoMoreShort replied to the Last RoundUp board. 2:47 PM

Re: Sold 1/4 GOOG at $537.22

i used to be much better at this game.

my guess is there are tons of people just like me. either waiting on sidelines or even shorted the stock in anticipation of worse numbers. the # is ok, but not as bad as feared, so boom. [more]

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Boards Stats & Trivia

Big red star, 1000 posts Feste Award Nominee! Old School Fool
Board Posts 2468
Recs Received 6730
People who have rec'd these posts 733
Recs to Posts Ratio (last 30 days) N/A
Threads Started 386
Threads Started Percentage 15.64 %
Most Frequent Board Deranged Monkey Criticism
Very First Post Re: Top price for MO (7/7/2002)
Percentage of Posts Rec'd 65.72 %
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