strelna’s Activity

Yesterday

NL

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strelna replied to the Saul's Investing Discussions board. 2:14 PM

Re: I've started buying KORS

Brave people like you can make serious money by knowing the company in question well but I have always tried to avoid potential value traps signalled by the absence of RS etc. I like my companies to be currently successful! I admit that is expensive. [more]

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strelna posted to the Stock Advisor boards. 2:05 PM

Wed Jul 1

NL

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strelna replied to the Saul's Investing Discussions board. 2:01 PM

Re: (Shhh…) Dividend growth stocks

I think it would have to come down to the history of growth, followed by the history of various ratios, including generation of FCF, OM and ROIC; easily managed debt and the absence of boardroom time-wasting about corporate social responsibility, PR [more]

Tue Jun 30

NL

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strelna replied to the Saul's Investing Discussions board. 1:43 PM

Re: (Shhh…) Dividend growth stocks

Been away on holiday but quick replies:

Neil: Apple may be as big but is not 'as great as they come' in investment terms because of its product. For example on a ten-year view, if the price of both was simultaneously attractive, I would much [more]

Wed Jun 24

NL

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strelna replied to the Saul's Investing Discussions board. 11:26 AM

Re: (Shhh…) Dividend growth stocks

PEG is a useful measure for smallcap and microcap growth companies but I do not think it contributes anything to the valuation of large companies at all.

Why should a company with a huge capital base and possibly a solid board of proven [more]

Thu Jun 18

NL

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strelna replied to the Saul's Investing Discussions board. 2:12 PM

Re: Saul and All

What a wonderfully reassuring post on understanding the business. It certainly resonated with me. I used to feel a distinct guilt about investing in technology companies whose business I did not remotely understand. But I discovered that [more]

NL

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strelna replied to the Saul's Investing Discussions board. 2:51 AM

Re: My last post on insider selling

Surely the point is to be flexible. It is of course true that insiders sell substantial percentage holdings for all sorts of reasons. But it is rarely true that a group of insiders sell substantial percentage holdings all at the same time 'for all [more]

Sun Jun 14

NL

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strelna replied to the Saul's Investing Discussions board. 2:59 PM

Re: Anyone still believe in the bad fairy?

I am surprised by the vigor and piety with which people profess to disregard insider dealings. It is strange.

It is always a question of percentages. When a director, or more than one director (especially the top ones) sell a very high [more]

Wed Jun 10

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

Tue Jun 9

NL

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strelna replied to the Saul's Investing Discussions board. 2:08 AM

Re: AMBA - We got permission to repost it!

RHinCT: I do not subscribe to RB and the AMBA disposals in question are not easy to find but my understanding was that the RB case was that directors had sold a significant percentage; you are saying they did not?

Owing to not subscribing, [more]

NL

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strelna replied to the Saul's Investing Discussions board. 1:25 AM

Re: Another amazing day

NLS. It came through my screens and DD so I am giving it a go.

Nautilus (lit. 'a sailor' from the Greek) is a genus of several cephalopod molluscs. But it is also a training equipment company with interesting fundamentals. Whether [more]

Mon Jun 8

NL

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strelna replied to the Saul's Investing Discussions board. 2:29 PM

Re: AMBA - We got permission to repost it!

I think Frank was too shy and the question remains unanswered , not least because he did not ask it! All rather curious. Had the directors not sold, they would be getting richer by the day.

NL

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

Re: Another amazing day

You get the cigar and possibly an interesting investment.

NL

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strelna replied to the Saul's Investing Discussions board. 8:32 AM

Re: Another amazing day

I did not mean to be cryptic! The conundrum seems to me to be that the S&P500 is dramatically overpriced on any time-verified measure owing to QE, credit fuelled by low interest rates and the lack of an alternative. The PE range history of most [more]

Sun Jun 7

NL

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strelna replied to the Saul's Investing Discussions board. 1:52 PM

Re: Another amazing day

On valuing the market, I would just say the academics (quiet) are much more interesting than long-only asset-gatherers (noisy).

The probability that returns from the index over the next 10 years will be extremely low is high. The assertion [more]

NL

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strelna replied to the Saul's Investing Discussions board. 1:10 PM

Re: On market valuation and AMBA sales

Thank you for that insight (I am not an RB subscriber).

NL

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strelna posted to the Saul's Investing Discussions board. 3:41 AM

On market valuation and AMBA sales

On market valuation, there was an interesting article (by Steven Blumenthal) in John Mauldin's 'Outside the Box' titled 'On my Radar' June 3. Registration required but free.

On the AMBA sales, the result afterwards does not seem to me to [more]

Tue Jun 2

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strelna replied to the Stock Advisor boards. 2:07 PM

Sun May 31

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strelna replied to the Stock Advisor boards. 8:30 AM

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strelna posted to the Stock Advisor boards. 2:11 AM

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