strelna’s Activity

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strelna replied to the Saul's Investing Discussions board. 4 hours ago

Re: High growth & the path to profitability

What you say is certainly true Anthonyms but in view of the monetary situation going into reverse in 2018, including the Fed. and the ECB withdrawing $1T of liquidity from the market while the Fed. also raises rates, I am continuing my strategy of a [more]

Fri Dec 1

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strelna replied to the Saul's Investing Discussions board. 4:42 AM

Re: On the Law of Small Numbers

HP: the sample size is not large but small. In fact it consists of just one single investor who we agree is exceptional - but almost certainly an outlier.

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strelna replied to the Saul's Investing Discussions board. 4:37 AM

Re: On the Law of Small Numbers

Over what period Saul? That really matters. That investing mainly in a couple of sub-sectors in a time of astonishing part-genuine revolution, part artificially stimulated momentum in those sub-sectors during the bull market to end all bull markets [more]

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strelna replied to the Saul's Investing Discussions board. 4:00 AM

Re: This was no market correction

To branmin: my health ETFs are VHT, XBI and BBH, IHI and UK:WWH. They are old holdings and I only bought or add to them on solid dips.

I do have direct holdings, quite small because I am lousy at health! They are MDT (because I incorporate [more]

Thu Nov 30

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strelna replied to the Saul's Investing Discussions board. 11:52 AM

Re: This was no market correction

A.J. - the answer to your question is that I am comfortable with a big cash balance, currently about 20%. For my investments, I have a generous 'desk-top' trailing stop-loss on most technology holdings. For all companies, I like to see cash [more]

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strelna replied to the Saul's Investing Discussions board. 4:02 AM

Re: This was no market correction

It is worth being clear about why the market is nervous.

The Fed. is planning simultaneously to reverse not one, but both the two forms of liquidity that have juiced asset prices ever upwards in recent years. Worldwide, only the EU is still [more]

Wed Nov 29

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strelna replied to the Saul's Investing Discussions board. 7:48 AM

Re: Square: Was it a SHORT attack?

Would not 'full disclosure' be required in such a case?

Mon Nov 27

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strelna replied to the Saul's Investing Discussions board. 1:44 PM

Re: A Question Regarding Portfolio Growth

Surely if someone says 'Wow, I'm up 100% this year!' the reasonable inference can only be that the overall portfolio of the speaker is up 100%; anything else would be misleading or disingenuous. The meaning is the meaning as used by Saul. [more]

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

Re: A Question Regarding Portfolio Growth

So how about this for a plan: leave cash balance intact; continue to ride the tiger but with strict, if in some cases generous desk-top trailing stop-loss figures; however, reinvest any sale proceeds with the aim of achieving 3 x the yield of the US [more]

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strelna replied to the Saul's Investing Discussions board. 2:32 AM

Re: A Question Regarding Portfolio Growth

Despite a continual cash position of 18-29% throughout, I have nevertheless soundly beaten the madly-aggressive S&P 500 index, supercharged on liquidity, over the last year. Currency played a part.

This leaves me very well content but [more]

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strelna replied to the Saul's Investing Discussions board. 2:09 AM

Re: A Question Regarding Portfolio Growth

b&w may have revealed something surprising. I assumed individuals here were always adhering to the logical convention of reporting the return of their complete portfolio; it would be beyond disingenuous to do otherwise.

Maybe such [more]

Sun Nov 26

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strelna replied to the Saul's Investing Discussions board. 3:27 PM

Re: My portfolio at the end of Nov 2017

Saul, I feel I must answer two points you raise!

First, your index comparators are broad, while your portfolio, a preferred sector or usually even sub-sector, is narrow. A SaaS ETF in addition to the others(you could add, say DHI to [more]

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strelna replied to the Saul's Investing Discussions board. 4:52 AM

Re: Tom G reads this board

The question I have (Tom) about your instructions to employees to hold to compound lies in your reasoning in terms of the unique and extraordinary times.

Madly-extended and unprecedented artificial stimulus and interest-rates have caused [more]

Sun Nov 19

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strelna replied to the Saul's Investing Discussions board. 4:20 AM

Re: Tesla Semi & new Roadster

What astonishes me is not that I never invested in TSLA (an easy decision) but that I failed to take a sizeable bet on GM when I had five whole months, April to August, to think about it. Some error of omission!

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strelna replied to the Saul's Investing Discussions board. 4:12 AM

Re: The Foolish Ninjas are back

I have noticed over the years that it is not a good idea to be outside the box when almost everybody is outside the box. At such times, the place to be is firmly inside the box.

Tue Nov 7

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strelna replied to the Saul's Investing Discussions board. 4:04 AM

Re: Recession and Stock Markets

I think this may be what I call/have just created the 'fallacy of unchanging multiples' (FUM). FUM is much liked and promulgated by those who have an interest in the market going up (including TMF).

Multiples still reflect our [more]

Sat Nov 4

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strelna replied to the Saul's Investing Discussions board. 5:06 AM

Re: AMS Portfolio Review - Oct 2017

Ant, when you say 'priced for perfection', what measure do you prefer? Thanks.

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strelna replied to the Saul's Investing Discussions board. 4:59 AM

Re: How Can There Be Value in Crypto Currency

The answer to the question in the subject line is not only the groups you adumbrate. To cite just one of too many examples, in 1930s Germany you were held to be reprehensible by the government if you sewed gold coins into the hem of your coat, a [more]

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strelna replied to the Saul's Investing Discussions board. 4:28 AM

Re: Arista, what happened today.

'The CEO/CFO know their stuff' - but so did Alex Henderson, homing in on a woolly discrepancy. Kudos to him. (Never let management get away with an anomaly.)

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strelna replied to the Saul's Investing Discussions board. 4:16 AM

Re: It still amazes me!

Like you Saul, I do not complain about dilutive compensation unless it is excessive. But suppose your 'That's life' was not so and stock options were abolished. Then, I suggest, those 'rapidly growing young tech. companies' would [more]

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Big red star, 1000 posts Old School Fool
Board Posts 2934
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Recs to Posts Ratio (last 30 days) 4.40
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Most Frequent Board Saul's Investing Discussions
Very First Post Chart default setting; how about an earning line (8/2/2000)
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