strelna’s Activity

Today

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strelna replied to the Saul's Investing Discussions board. 3:25 AM

Re: Juicy Arista Article

I note the board (this one) seems to feel the litigation risk with Cisco is low but what is the worst-case scenario? By what % might it reduce Arista's freedom to operate as it stands now?

I am interested in any views on how adverse [more]

Sat Aug 12

NL

Boards Post

strelna replied to the Saul's Investing Discussions board. 3:05 PM

Re: NVDA: Revenue increases and profit increases

I felt the SP action was much more market-induced than fundamentally induced. Wall Street does not much care what you do just so long as you do something, the purpose of the whole great ruthless, shambolic, noisy dynamo.

Business-wise for [more]

Fri Aug 11

NL

Boards Post

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

Re: NVDA: More highlights from the Q2 call

Chris, just to quickly thank you for the CC excerpts which were so interesting.

Thu Aug 10

NL

Boards Post

strelna replied to the Saul's Investing Discussions board. 3:35 AM

Re: Shop

Oddly, among the few companies to which that feeling of over-valuation does not apply are AAPL, FB and GOOGL, all of which despite the recent hoopla seem rather cheap!

NL

Boards Post

strelna replied to the Saul's Investing Discussions board. 3:12 AM

Re: Shop

True Tinker but with the more general caveat that everything is overvalued; the siren call that something else special has indeed been happening since '07-'09!

I sometimes look at my portfolio holdings, stalwarts to high risk, and [more]

Wed Aug 9

NL

Boards Post

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

Re: A commentary on the earnings season

There is one point worth making about the (apparently good) earnings scene, which is: how useful it would be if one of the well-known market data or credit rating firms created an S&P500 'quality of earnings ratio' ('the QER'). [more]

NL

Boards Post

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

Re: Hochfeld on Square

Many thanks for the replies to my q. about Seeking Alpha. Much appreciated.

Tue Aug 8

NL

Boards Post

strelna replied to the Saul's Investing Discussions board. 3:08 AM

Re: Hochfeld on Square

What are the downsides to 'registering' on Seeking Alpha? A year or two ago I started to register but then found strangely you had to enter a list of stocks or something which seemed to promise and demand involvement and probably emails which [more]

Fri Aug 4

NL

Boards Post

strelna replied to the Saul's Investing Discussions board. 2:43 AM

Re: Market shift?

Agree. I sign up to James Montier's cogent view (recent article in Barrons) which is the one I am acting on, while still doing the Prince Polka (Chuck's Charlston?). Before taking to the dance-floor, I glance around for the [more]

NL

Boards Post

strelna replied to the Saul's Investing Discussions board. 2:16 AM

Re: SWKS

I thought I had it when I discovered SWKS has some link with QCOM and may be affected by an adverse judgement in the QCOM-AAPL lawsuit - less input into the iPhone by QCOM if it loses and knock-on effect on SWKS. This noted in Barrons 6 or 7 July [more]

Thu Aug 3

NL

Boards Post

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

SWKS

Puzzled by an unexplained anomaly: very good results - and very good results from the biggest customer. SP nevertheless falls from what seems a reasonable price. Where it is now, I would like a few more, but not until the reason can be discounted, if [more]

NL

Boards Post

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

Re: ARKW etf portfolio holding

I used to own FDN but finally decided that I would prefer the rifle to the shotgun. I found no answer to the question 'why I would cover the field instead of choosing the companies which the screens and DD produced?'. There seemed a lot of [more]

Tue Aug 1

Stock Advisor Boards Post

strelna posted to the Stock Advisor boards. 6:51 AM

Thu Jul 27

NL

Boards Post

strelna replied to the Saul's Investing Discussions board. 3:05 PM

Re: Haven't seen this much red in a while...

Possibly the article in Barrons by Howard Marks of Oaktree Capital. Well worth reading.

Stock Advisor Boards Post

strelna posted to the Stock Advisor boards. 4:31 AM

Tue Jul 25

Stock Advisor Boards Post

strelna posted to the Stock Advisor boards. 4:10 AM

Sat Jul 22

NL

Boards Post

strelna replied to the Saul's Investing Discussions board. 2:23 AM

Re: Changes in my portfolio - advance notice

In terms of the TAM, I read that for Non-Hodgkins it was US 7,400, Europe 7,000, Japan 7,800 and China 25,000; total about 47,000 excluding ROW. I have no certainty about the accuracy of this.

By the way, while all cancers are different and [more]

Fri Jul 21

NL

Boards Post

strelna replied to the Saul's Investing Discussions board. 7:11 AM

Re: Changes in my portfolio - advance notice

Yes, those are good questions. PS for KITE is ~ 232. What might we divide that by?

NL

Boards Post

strelna replied to the Saul's Investing Discussions board. 4:10 AM

Re: SWKS Reports 2017 Q3 Earnings

Possibly just a mild article in Barrons, 'Investors' Soapbox' by JPM (sub. req.) preferring AVGO and QRVO.

I have a holding in SWKS, which is the only one to have come through the screen (again, after a hiatus) some months ago [more]

Stock Advisor Boards Post

strelna replied to the Stock Advisor boards. 3:26 AM

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Very First Post Chart default setting; how about an earning line (8/2/2000)
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