strelna’s Activity

Wed May 25

NL

Boards Post

strelna replied to the Saul's Investing Discussions board. 3:53 AM

Re: Millennial Tailwinds for Skechers?

Agreed, I too am baffled: SKX was the only holding in my portfolio to actually be down yesterday!

I am not sure whether that is because of the recent emphasis and publicity around NKE and UA or whether there is some undercurrent here I am [more]

Tue May 24

NL

Boards Post

strelna replied to the Saul's Investing Discussions board. 6:54 AM

Re: Morgan Housel

No. The 'mood' analogy is charming but inexact and every one of Morgan's 7B strangers is a straw man.

The question on the table is not mood but reversion to the mean in the dissolution of artificial supports.

For years on end the [more]

Sat May 21

NL

Boards Post

strelna replied to the Saul's Investing Discussions board. 3:11 AM

Re: Profile of the new American consumer

It is natural for private investors and long-only asset-gatherers (including TMF) to be optimistic. But such optimism is without interest unless it precisely confronts the key themes of pessimists and does so cogently.

I take these to be [more]

Fri May 20

Stock Advisor Boards Post

strelna posted to the Stock Advisor boards. 3:15 PM

Thu May 19

NL

Boards Post

strelna replied to the Saul's Investing Discussions board. 2:58 PM

Re: Thinking about p/e contraction SWKS, LGIH, S

I do not know what a 'well-constructed portfolio' is, only that Chinese debt will one day make mincemeat of it.

Bets are on the fall.
That's when it hits a wall.

NL

Boards Post

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

Re: Thinking about p/e contraction SWKS, LGIH, S

It occurs to me that there is a demographic angle. As the population ages, older people (who now dress like children including a curious preference for sweaty, throwaway, man-made-fibre plimsolls over good leather shoes) become less interested in [more]

NL

Boards Post

strelna replied to the Saul's Investing Discussions board. 2:29 AM

Re: Thinking about p/e contraction SWKS, LGIH, S

LGIH: the market is generally nervous, and particularly about interest
rates. Investors retreat to better known names or exit the field.

SWKS: well-covered here. Cf. recent chart with NVDA for interest. The
market's darling is [more]

Wed May 18

NL

Boards Post

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

Re: May Brief Reviews on all my positions

Saul, interested in why you write that CBM 'will never shake the world'.

I can see the limitations as the company stands, but on the other hand there is FCF, enabling them to expand their remit if it is well-allocated.

NL

Boards Post

strelna posted to the Saul's Investing Discussions board. 7:34 AM

SKX

I can understand the reasons why people might not invest in SKX, but not why there would actually be a short position over 9% - any ideas?

Sun May 15

NL

Boards Post

strelna replied to the Saul's Investing Discussions board. 7:45 AM

Re: SHOP

Many thanks Cleverbear1 for the input on SHOP - very interesting article and your own take on it Saul. Totally against my rules of course!

I think the market will be wary of it for some time until it eventually proves itself (earnings). Now [more]

Sat May 14

NL

Boards Post

strelna posted to the Saul's Investing Discussions board. 2:11 PM

SHOP

I wonder if anyone has a view on SHOP. I am watching its decline with interest. It was affected by the results and maybe also some read-across from the plight of retail. However...

SHOP... 'til you drop... to what?

Fri May 13

NL

Boards Post

strelna replied to the Saul's Investing Discussions board. 3:07 AM

Re: How Skechers Offers Value and Growth

I liked ROST (and TJX) too. But what cannot eventually be conquered by the leviathan AMZN? Now I even wonder about my large holding in CVS which hitherto I thought impregnable. I have never seen such widespread and continual disruption by one [more]

Fri Apr 29

NL

Boards Post

strelna replied to the Saul's Investing Discussions board. 2:27 PM

Re: IPGP

Yes Robert, I apologise for mentioning IPGP here, clearly a waste of time. To my mind, the story has changed insofar as growth is concerned and I have sold as it no longer fits my criteria. I did not have it down as a value trap but there you are; [more]

Tue Apr 26

NL

Boards Post

strelna posted to the Saul's Investing Discussions board. 3:00 PM

IPGP

It will be interesting to see the results Thursday. (The growth rate may not be sufficient for this board.) The fundamentals are so attractive but trading conditions will be critical, as ever. I have always liked this company (and have a holding).

Mon Apr 25

NL

Boards Post

strelna replied to the Saul's Investing Discussions board. 2:12 PM

Re: You want to buy Gold????

The market produced decades of dead money from about 1985, even if you were really kind and included dividends and inflation.

Let's hope we don't enjoy the same experience.

NL

Boards Post

strelna replied to the Saul's Investing Discussions board. 2:45 AM

Re: Some thoughts about the market

'Risk... is something that can be calculated and... mitigated...'

Not easy. Central bankers have led us into a world where global debt is 3 x global GDP (and as such, can never be repaid. Their actions in the future must now be coercive [more]

NL

Boards Post

strelna replied to the Saul's Investing Discussions board. 2:24 AM

Re: You want to buy Gold????

'Trouble is, doomsday doesn't ever come.'

It sure came for the Japanese.

Sat Apr 23

NL

Boards Post

strelna replied to the Saul's Investing Discussions board. 3:38 AM

Re: My Brief Reviews on all 15 of my stocks

Saul, I would just mention that I like Israeli security companies precisely because of the war-risk. If you face an existential threat, it concentrates the mind on security wonderfully. For example the world noted Stuxnet demonstrated a special [more]

Tue Apr 19

NL

Boards Post

strelna replied to the Saul's Investing Discussions board. 1:56 PM

Re: Modified buy and hold

That's it. That's the top. Surely this post must prove it!

I think you will certainly find JNJ, and probably MMM have been in some of the best investors' portfolios for decades. When contemplating selling from time to time, they have had [more]

NL

Boards Post

strelna replied to the Saul's Investing Discussions board. 7:50 AM

Re: ABMD

Many thanks both, and Oforfive for the very informative link which makes the situation much clearer.

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