strelna’s Activity

Today

NL

Boards Post

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

Re: BOFI - What Else?

Rob, I answered your questions in the order they were asked. There were quite a few so I made it brief.

I agree that valuation is not necessarily a reason to sell. With WFM it was a very good reason to sell (and buy KR). (To a quant like [more]

NL

Boards Post

strelna replied to the Saul's Investing Discussions board. 8:12 AM

Re: Saul, How has your strategy evolved?

Hey Saul, Jim Slater set out PEG in 'The Zulu Principle' (1990), still in print or kindle for those interested.

At the time, I was quite keen on smallcaps (which I define as companies which are unlikely to dilute you too seriously; cap. [more]

NL

Boards Post

strelna replied to the Saul's Investing Discussions board. 1:30 AM

Re: BOFI - What Else?

Rob, answers are:

No.

Averaged down into SPY all the way to the bottom after Andrew Smithers said value had been achieved.

Yes, I can see that #1 and #2 are the same and I completely agree with you.

Oh definitely [more]

Yesterday

NL

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strelna replied to the Saul's Investing Discussions board. 2:19 PM

Re: BOFI - What Else?

Rob, BOFI is 9.6% of your portfolio. However, you think it is a poster child for a serious fall. When that happens, you intend to 'buy a bunch more'?

Gosh. This is a manner of investing I have not previously encountered. I do not think even [more]

NL

Boards Post

strelna replied to the Saul's Investing Discussions board. 6:58 AM

Re: ABMD : a look at the market and the numbers

A.J. - I cannot answer your questions because, while I run my screens and tick off my due diligence list and eagerly read the news, my focus is completely on a company's figures, past and anticipated. I suppose I am a quant. It is slightly [more]

Sat Aug 1

NL

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strelna replied to the Saul's Investing Discussions board. 2:55 PM

Re: ABMD : a look at the market and the numbers

When it comes to tickers, I much prefer EW (in which I have a full investment) because it satisfies my craving for fundamentals.

NL

Boards Post

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

Re: 1YPEG: EPS or Raw Earnings Numbers

Most buybacks nowadays are not good news because in most cases a) the shares are far too expensive to entitle management to do so, and therefore a disservice to investors, and b) because they indicate the company is wary of investment - putting the [more]

Stock Advisor Boards Post

strelna posted to the Stock Advisor boards. 3:39 AM

Fri Jul 31

NL

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strelna replied to the Saul's Investing Discussions board. 10:34 AM

Re: SKX vs UA

No I did not mean that at all (and I have a holding). I was just making the point that, absent a battlement, high-margin businesses attract competition which lowers margins to the benefit of all (popular capitalism 101). This space used to be [more]

NL

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strelna replied to the Saul's Investing Discussions board. 8:46 AM

Re: SKX vs UA

Completely agree on that but worth making the points that presumably SKX is making a metamorphosis, even if rapid, into the athletic-leisure sector whereas NKE, UA etc. already occupy it, and (qv luxury retailers) more competition leads to lower [more]

NL

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strelna replied to the Saul's Investing Discussions board. 4:13 AM

Re: The biggest day I can remember!

Saul, I raise my glass you. What fun indeed.

Thank you also Fletch. I have taken a long look at BOFI and made an investment.

Tue Jul 28

NL

Boards Post

strelna replied to the Saul's Investing Discussions board. 3:33 AM

Re: Internet banks

Many thanks for those interesting responses, especially Saul, IRdoc and Neil. I take the good point about those who have grown up with computers and are at ease with their financial affairs completely on-line, are increasing as a prop. of the [more]

Mon Jul 27

NL

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strelna replied to the Saul's Investing Discussions board. 2:02 PM

Re: Internet banks

Understood and thank you for that. My valuation problems regarding PB and ROA remain though.

Despite recent history, it seems to me small banks might have trouble luring customers away from the perceived security of the big banks if they can [more]

NL

Boards Post

strelna posted to the Saul's Investing Discussions board. 3:59 AM

Internet banks

Banks are normally way outside my usual remit because I have never had any interest in investing in companies where often no-one, including insiders, seems aware of what long-tail liabilities lurk unseen. The banks discussed here are clearly [more]

NL

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strelna replied to the Saul's Investing Discussions board. 1:54 AM

Re: It can be done!

Politics naturally plays no part here and only because it is directly relevant (and potentially expensive) I note in passing that Mrs. Clinton would vehemently disagree with Saul's assertion 'In no way is this short term trading.'!

Sun Jul 26

NL

Boards Post

strelna posted to the Saul's Investing Discussions board. 1:48 PM

INBK ROA

I can see the growth and PB is attractive but why is ROA so low if the bank is successful? I suppose low interest rates may be the answer and we look for better times (higher rates) to work towards achieving something nearer 2% in the fullness of [more]

Sat Jul 25

NL

Boards Post

strelna replied to the Saul's Investing Discussions board. 3:25 PM

Re: Chip Stocks in Full Retreat

I would add that SWKS is attractive on a whole range of fundamentals which go a long way to shoring up its perilous business of making techie bits and pieces (I don't need to point you to examples) and therefore, and only therefore, make it worth a [more]

Fri Jul 24

NL

Boards Post

strelna replied to the Saul's Investing Discussions board. 3:06 PM

Re: SWKS price anomaly?

I have made two sales of SWKS but still have a large holding as a result of the astonishing gain. The company came through my screens and still does. But the reason is neither anomalous or illogical. I believe China is two-thirds of sales. My big [more]

Thu Jul 23

NL

Boards Post

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

Re: More on market timing and going into cash

I think perhaps I won't come skiing with you.

NL

Boards Post

strelna posted to the Saul's Investing Discussions board. 1:37 PM

VDSI

Oh. I wondered why it was cheap and getting cheaper.

I should briefly come back on this one which I mentioned a few days ago.

The company has 'recently become aware that certain of its products which were sold by a VASCO European [more]

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