strelna’s Activity

Yesterday

NL

Boards Post

strelna replied to the Saul's Investing Discussions board. 2:39 AM

Re: Sectors

It's a good question and one I constantly think about being also heavy in tech; the reason being, as Saul says, that is where the growth is, to which I would add, some of the best financial fundamentals too.

So I am undeterred but I [more]

Fri Dec 2

NL

Boards Post

strelna replied to the Saul's Investing Discussions board. 2:30 AM

Re: Shopify: Revenues Growing, Margins Declining

With sales growth 112%, 109% and 95% (gosh it's falling) I do hope they go on 'not chasing revenue'. Good grief, what might the sales be if they did a little chasing?

NL

Boards Post

strelna replied to the Saul's Investing Discussions board. 2:23 AM

Re: Shopify: Revenues Growing, Margins Declining

Well, yes but slightly disingenuous. Hilarious enough to be worthy of an entry in the Compendium of Biz-twaddle.

Here is a more accurate way of putting it: while revenue is the driver of every business, we are content to defer it for now in [more]

Thu Nov 24

Stock Advisor Boards Post

strelna replied to the Stock Advisor boards. 1:48 AM

Wed Nov 23

NL

Boards Post

strelna posted to the Saul's Investing Discussions board. 2:46 PM

EA & ATVI

I wonder if anyone has a view.

I have initiated small positions in each after the pullback.

Stock Advisor Boards Post

strelna replied to the Stock Advisor boards. 2:29 PM

Tue Nov 22

Stock Advisor Boards Post

strelna replied to the Stock Advisor boards. 3:21 AM

Sat Nov 19

NL

Boards Post

strelna replied to the Saul's Investing Discussions board. 2:50 AM

Re: XPO

Probably they were not re-employed. This is, and is ever more going to be one of the big problems of our age. Machines are understandable, do not get sick, are not unionized, do not require a personnel department for vast workfare projects which [more]

Fri Nov 18

NL

Boards Post

strelna posted to the Saul's Investing Discussions board. 3:36 AM

CSCO/ANET

Wondering if the CSCO results impact ANET.

Wed Nov 16

NL

Boards Post

strelna replied to the Saul's Investing Discussions board. 2:08 AM

Re: To CMFCochrane

Many thanks for the replies, esp. CMFC. I feel sure you are right in the good point that higher rates = likely less spending (and more defaults).

We had better wind this up now as these are not really in the board's remit.

Tue Nov 15

NL

Boards Post

strelna posted to the Saul's Investing Discussions board. 11:33 AM

News on companies/stocks

A company you own behaves differently to the market. Where do you look for quick, up to date news or an explanation?

I use MarketWatch, Finviz, Yahoo, Reuters and SA. Sometimes WSJ and Barrons. It would be interesting to know where others [more]

NL

Boards Post

strelna replied to the Saul's Investing Discussions board. 8:25 AM

Re: To CMFCochrane

Thank you for replying so quickly. No further ahead though, still in the dark which is not an ideal state for an investor. Not sure it is possible to say 'these moves are irrelevant' if the reason for them is unknown: the long run, in terms [more]

NL

Boards Post

strelna posted to the Saul's Investing Discussions board. 2:22 AM

To CMFCochrane

I wonder if I could just deflect you as ticker guide into a quick reason for the falls in MA and PYPL (and V) which has me stumped (along with the falls in medical device companies eg BCR BDX).

Clearly it must be interest rate-related (and [more]

Thu Nov 10

NL

Boards Post

strelna posted to the Saul's Investing Discussions board. 2:38 AM

Thoughts along the way

I doubt if AMZN is in any danger from the new administration at all. (And if Bezos finds the WP reduces his personal tax, surely that makes him smart, to coin a phrase.)

Surprised by action of some domestic Chinese companies like [more]

Tue Nov 8

NL

Boards Post

strelna posted to the Saul's Investing Discussions board. 6:39 AM

UBNT

Puzzled why UBNT has a short position of over 25% and was one of the few stocks which did not share the market's exuberance yesterday. (I have a holding.)

Wed Nov 2

NL

Boards Post

strelna replied to the Saul's Investing Discussions board. 3:51 AM

Re: The IJS ETF

IJS is not cheap. It is expensive. I would suggest that the only time to buy a market index is when the market completely collapses, averaging down from a point believed to be near capitulation. (Buffett's dictum, 'be greedy when others are [more]

Tue Nov 1

NL

Boards Post

strelna replied to the Saul's Investing Discussions board. 3:42 AM

Re: NLS

Apologies, I meant to type HD not HS in the last post.

NL

Boards Post

strelna posted to the Saul's Investing Discussions board. 3:41 AM

NLS

I apologise for mentioning NLS recently, a company which never fails to surprise and not always in a good way. I am trying to work out why direct-to-consumer sales ($33.7m) were down 21% while retail sales ($46.2m) saw double-digit organic growth; no [more]

NL

Boards Post

strelna replied to the Saul's Investing Discussions board. 2:49 AM

Re: Bear's Portfolio at the end of October

My own tendency would be to immediately eliminate all the ones with inferior fundamentals, e.g. ROIC, OM, debt etc. and those with alarmingly high short positions but then I am less of a risk-taker!

Mon Oct 31

NL

Boards Post

strelna replied to the Saul's Investing Discussions board. 3:30 PM

Re: On earnings and analysts

When a website shows a company's TTM EPS, would it be correct to assume that is reported (true) earnings?

While 'next quarter' or 'next year' EPS are operating (possibly false) earnings, being the collective projections [more]

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