strelna’s Activity

Yesterday

NL

Boards Post

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

Re: CGNX

This has been the darling of the markets since early 2016, constantly making new highs. The valuation now seems very full but CGNX has certain characteristics which make it desirable, not least its field of action, tying into robotics.

I [more]

Mon May 22

NL

Boards Post

strelna replied to the Saul's Investing Discussions board. 9:05 AM

Re: Earnings Season so far

Anthonyms, found I had some UK:FCSS and have added.

7.4% BABA and 9.2% Tencent on a good discount. Nice flexible closed-end for China.

However, not so sure about the timing, no Chinese tech. grief and despondency, no wailing and [more]

NL

Boards Post

strelna posted to the Fun With French Words board. 1:52 AM

Mis-translations

I can't contribute much to this board but for a different kind of amusement I recall a book from years ago with such things as

L'anglais avec son sang froid habituel (the Englishman with his usual bloody cold.)

An bord de la [more]

Sun May 21

NL

Boards Post

strelna replied to the Saul's Investing Discussions board. 2:15 AM

Re: Market Top?

Qazulight, under your 'governance' category for economies, I require first and foremost a factor which is missing: 'the free market, always subject to competition and the rule of law.'. Surely that is what creates successful, enduring [more]

Fri May 19

NL

Boards Post

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

Re: Earnings Season so far

Ant, interesting post about BABA: thank you.

I took the decision a while back to invest in huge, impossible-to-value entities (HIVEs) only by way of funds (FDN, UK:SMT, UK:EQQQ). Unfortunately, I find that just one of my chosen vehicles [more]

Wed May 17

NL

Boards Post

strelna replied to the Saul's Investing Discussions board. 3:47 AM

Re: Is anyone else unsettled by this daily rise.

Saul, you are right about my being something of a Cassandra. I often feel TMF badly needs someone in the role among the grand procession of brass bands and banners, elephants, cheer-leaders, majorettes and true-believers. And Morgan 'the market [more]

Tue May 16

NL

Boards Post

strelna replied to the Saul's Investing Discussions board. 2:04 AM

Re: Is anyone else unsettled by this daily rise.

Saul, I have to say SWKS and AMBA were stunningly good experiences for me. Although their quality came to me anyway, their follow-up here was fascinating. However, I am utterly cynical about tech. and (unlike the above companies at the time) even [more]

Thu May 11

NL

Boards Post

strelna replied to the Saul's Investing Discussions board. 3:10 PM

Re: Poll: Shopofy

I think: none of the above vote choices.

Where there is upside momentum and a wish to exit in part or fully owing to risk in some form, I would not interrupt the momentum but gratefully receive it until it expires.

Of course a [more]

Wed May 10

Stock Advisor Boards Post

strelna replied to the Stock Advisor boards. 11:54 AM

Stock Advisor Boards Post

strelna replied to the Stock Advisor boards. 11:50 AM

NL

Boards Post

strelna posted to the Saul's Investing Discussions board. 4:15 AM

Well this is just to say thank you.

To Saul, of course in particular and to others in general. I do not want at all to start some gooey, fawning trend to interrupt all the good work so let it end here. While some holdings came through my screens and DD - SWKS, AMBA and others - those [more]

Stock Advisor Boards Post

strelna posted to the Stock Advisor boards. 2:24 AM

Mon May 8

NL

Boards Post

strelna replied to the Saul's Investing Discussions board. 3:01 PM

Re: Align Technology, the clear aligner pioneer

I agree there may not be the double-whammy (PE & E) but I think the single whammy (E) may be good enough. So I am glad I am in. The problem is getting more: P.

NL

Boards Post

strelna replied to the Saul's Investing Discussions board. 2:35 PM

Re: Align Technology, the clear aligner pioneer

I own this but cannot buy more because of the current steep price.

However, I am confident about the future.

Very interesting write-up - thank you.

Sun May 7

NL

Boards Post

strelna replied to the Saul's Investing Discussions board. 2:13 AM

Re: I didn't stay in A.O. Smith

Well, as they say, that's what makes a market!

While I disagree with you Saul (and all 20 recs) about the attractiveness of AOS (which I started buying a year ago and rapidly made a full position) I certainly do not deny the risk (1) of [more]

Sun Apr 30

NL

Boards Post

strelna replied to the Saul's Investing Discussions board. 3:14 AM

Re: Interesting observation about downgrades

Andy, while I do now check for myself things like FCF to make sure I get the up-to-date figure, ROIC is one among others that I get from MS 'Key Ratios' because you also get the (to me) all-important history.

I often check figures on [more]

Sat Apr 29

NL

Boards Post

strelna replied to the Saul's Investing Discussions board. 3:40 AM

Re: Skyworks Reports 2017 Q2 Earnings

Curious about SP reaction to results. Granted there was a very mild erosion of margin but I was satisfied (as were analysts) and impressed by the widening of the customer base. People seem confident about Apple too.

NL

Boards Post

strelna replied to the Saul's Investing Discussions board. 2:35 AM

Re: Interesting observation about downgrades

Sincere apologies then Denny. My reason is that quality is invariably missing from most people's approach. For instance when I hear of a company which might be interesting, I run a 'quickcheck' (lasting about 10-15 seconds) of just five [more]

Fri Apr 28

NL

Boards Post

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

Re: Interesting observation about downgrades

My point was not about growth but quality. I submit that it is possible to value quality. It involves collecting all the necessary fundamentals which demonstrate it (and without which quality is absent). Just one of these will be sales growth. [more]

NL

Boards Post

strelna replied to the Saul's Investing Discussions board. 2:37 AM

Re: Interesting observation about downgrades

The corollary to Saul's interesting revelation is crystal clear: that the analysts' method of valuation is faulty. It was for exactly that reason that I began to look at very high-quality growth in a different way and establish a valuation [more]

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Big red star, 1000 posts Old School Fool
Board Posts 2793
Recs Received 2975
People who have rec'd these posts 1079
Recs to Posts Ratio (last 30 days) 5.50
Threads Started 948
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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)
Percentage of Posts Rec'd 39.13 %
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