strelna’s Activity

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.

NL

Boards Post

strelna replied to the Saul's Investing Discussions board. 3:45 AM

Re: ABMD

Anthonyms, I wonder if you have any more information on the STJ product and the level of risk it presents.

Because the company is so much bigger, it may attract credibility, or is this a situation where there is there room in the market for [more]

Fri Apr 15

NL

Boards Post

strelna replied to the Saul's Investing Discussions board. 8:37 AM

Re: Modified buy and hold

This is all fine providing you never present your results without factoring in tax, which can make a significant difference and is why so many good investors emphasize compounding. 'It's not what you make, it's what you keep that counts.'

It [more]

Wed Apr 13

NL

Boards Post

strelna posted to the Saul's Investing Discussions board. 3:09 AM

Banks, pharma and others

The macro and micro role played by the state is depressing. Banks are now utilities, so highly regulated that they must employ about as many deadweight compliance officers as the people actually making money. If a bank has the temerity to make money, [more]

Sun Apr 10

Stock Advisor Boards Post

strelna replied to the Stock Advisor boards. 2:05 AM

Thu Apr 7

Stock Advisor Boards Post

strelna replied to the Stock Advisor boards. 2:53 PM

Stock Advisor Boards Post

strelna replied to the Stock Advisor boards. 2:14 AM

Wed Apr 6

NL

Boards Post

strelna replied to the Saul's Investing Discussions board. 12:44 PM

Re: ABMD

It's not quite as simple as that. This is something more than a momentum stock, take a look at the OM, ROIC, FCF ratios and growth. Some erratic figures make it difficult to value however, as well as the nature of the product vs. the competition [more]

NL

Boards Post

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

ABMD

I find I am up 30% in this holding so thank you to Saul and others who commented and drew my attention to it on this board. ABMD had not come through my screens because of a short history (and a screening anomaly concerned with an absent [more]

Mon Apr 4

Stock Advisor Boards Post

strelna posted to the Stock Advisor boards. 4:06 AM

Thu Mar 24

NL

Boards Post

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

Re: GBX

Or will Buffett buy them all, Trinity, Westinghouse and the rest all in one go? Could be interesting! Railways are not my thing but on a ten-year view...

Well that's the problem. What exactly will they be transporting? Tesla batteries?

NL

Boards Post

strelna replied to the Saul's Investing Discussions board. 3:04 PM

Re: GBX

I love to see courage. I presume the thing is to ride the momentum for the short squeeze and exit fast with enough money for a few months supply of whisky before everyone realises it's a value trap.

Mon Mar 21

NL

Boards Post

strelna replied to the Saul's Investing Discussions board. 8:23 AM

Re: SWKS

No, not at all. I would prefer it to be well over 1.5%. These people are richer than Croesus and everything is relative. Besides, it was an unrivalled opportunity if the concerns over iPhone sales and QCOM et al were in fact overblown.

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