strelna’s Activity

Fri Oct 20

NL

Boards Post

strelna replied to the Saul's Investing Discussions board. 3:20 AM

Re: Ad comparing Shopify and Amazon

I agree.

It was a matter of regret - and a wide-open market opportunity for someone else - when TMF took a strategic decision to monetize their success in, I would say, primarily offering a sound financial education by departing from that [more]

NL

Boards Post

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

Re: ALGN: Toys are Out - Braces are In

I decided with this one I would prefer to smile at the past, given the enormous valuation. I would not normally sell on 'overvaluation', but 'gross overvaluation' gives me pause. With regret.

Tue Oct 17

NL

Boards Post

strelna replied to the Saul's Investing Discussions board. 2:42 AM

Re: Cyber security investing? Anyone?

It should by now be a standard analyst's question at the CC and all investors at the AGM:

'Please would you tell us the name of the director you have appointed as the company cyber-security expert with sole responsibility for the [more]

Mon Oct 16

NL

Boards Post

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

Re: The dangers of “Saul-type” stock

You raise a fascinating point. Your wife hates shopping. But others enjoy an outing to look at clothes, feel their material, see new ideas, come home with something. I think that is typical: it's fun (much like the anticipatory wait for [more]

NL

Boards Post

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

Re: Cyber security investing? Anyone?

All I can contribute is that it would have had to come through one of the screens in the first instance and the only one that has ever done so is Check Point Software (CHKP) long ago; an Israeli company which I still hold. No other has made the [more]

NL

Boards Post

strelna replied to the Saul's Investing Discussions board. 10:57 AM

Re: 'Correction'

No, I am not 100% in gold, nor building a bunker and certainly not contemplating suicide! I am enjoying this astonishing, if wholly artificial market to the utmost degree consistent with rough plans for 'What would I do if...' for when the [more]

NL

Boards Post

strelna posted to the Saul's Investing Discussions board. 3:02 AM

'Correction'

I muse on this term, so fondly taken up on the board, with its comforting connotations of the reasonable, the temporary and the soon overcome.

When the recession or inflation finally comes and the authorities have no resistance available, [more]

Fri Oct 13

NL

Boards Post

strelna replied to the Saul's Investing Discussions board. 3:58 AM

Re: My full holdings

I should have headed it 'My full US holdings'.

I suppose I have about 30% of my overall pf. in closed-end funds, mostly relating to Asia. Little interest in Europe or S. America. Occasional value found in the UK mid-cap. funds and [more]

NL

Boards Post

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

My full holdings

As with all pfs. some are legacy positions where the math seems to show crystallizing a tax would not be worthwhile. Rounded % follows ticker.

AMAT 5 CBOE 5 IPGP 4 MSFT 4 BLK 4 CHKP 4 TTC 4 HON 3 THO 3 ANET 3 NVDA 3 V 3 ADBE 3. [more]

NL

Boards Post

strelna replied to the Saul's Investing Discussions board. 3:17 AM

Re: More about investing in China

It is absolutely all bad because for China it is gangrene on the heel of progress; a traumatic refutation of and shock to the free market; a barricade erected against inward investment.

Unfortunately, many members of the EU Commission would [more]

Wed Oct 11

NL

Boards Post

strelna replied to the Saul's Investing Discussions board. 3:46 AM

Re: IRTC

You have the medics' view; this (former) patient's view is that the product sounds a great improvement over the holter monitor, but in view of price and figures not interested in the investment: too much work finding out about patents and [more]

Tue Oct 10

NL

Boards Post

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

Re: CSCO/ANET

Thanks Tinker. You say the 'patent office has ruled invalid the two patents at issue' which I did not know but sounds very promising. Will the court base its decision on that opinion? Obviously CSCO strongly believes otherwise; presumably [more]

Mon Oct 9

NL

Boards Post

strelna posted to the Saul's Investing Discussions board. 2:18 PM

CSCO/ANET

I am interested to discover there seems to be no-one at TMF who can quantify in figures, however approximately, the threat to ANET's business in the hypothetical case (obviously a very necessary calculation) of CSCO being 100% successful in its [more]

NL

Boards Post

strelna replied to the Saul's Investing Discussions board. 2:05 PM

Re: Shopify – A timely review.

Castles in the air. Not the sand. But it may be a castle built upon sand if romantic ideas (building castles in the air) is translated into action (building a house upon sand) which, as we know, cannot stand.

Very important these things.

Sun Oct 8

NL

Boards Post

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

Re: Shopify – A timely review.

I would make the point in this discussion about SHOP that it is helpful, comforting and almost certainly more profitable to identify what kind of investor you are. I am not an investor on the Saul model. I would be no good at it at all.

I [more]

Fri Oct 6

NL

Boards Post

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

Re: Bert's Comments on the Shopify short

Meanwhile, from National Bank of Canada, an attempt at a little technical analysis!

0/10, F for effort.

NL

Boards Post

strelna replied to the Saul's Investing Discussions board. 2:39 AM

Re: Bert's Comments on the Shopify short

I share Bert's reservations over price.

What fascinates me is the analysts who have come to Shopify's defence, yet supply no defence against what is to me the key question (and the main one raised by Citron)!

Credit Suisse [more]

Thu Oct 5

Stock Advisor Boards Post

strelna posted to the Stock Advisor boards. 7:13 AM

NL

Boards Post

strelna posted to the Saul's Investing Discussions board. 4:30 AM

SHOP, attempt at present-day valuation?

I no sooner posted that, while I tried strictly to follow an investing discipline, I did have a holding in SHOP because 'I am not made of stone' than ensuing events made it rather ironic. I have sold that holding to retain my profit fearing [more]

Wed Oct 4

NL

Boards Post

strelna replied to the Saul's Investing Discussions board. 2:39 PM

Re: Earnings worries (Cognex, Arista & Applied O

Good point RHinCT, thank you! I had got used to reading comments about ANET here.

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Boards Stats & Trivia

Big red star, 1000 posts Old School Fool
Board Posts 2898
Recs Received 3229
People who have rec'd these posts 1103
Recs to Posts Ratio (last 30 days) 7.90
Threads Started 968
Threads Started Percentage 33.40 %
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 39.96 %
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