strelna’s Activity

Wed Aug 26

NL

Boards Post

strelna replied to the Saul's Investing Discussions board. 1:59 PM

Re: On interest rates

I am familiar with the argument but think that even Keynes would have been shocked by Krugman in a way that Hayek was never shocked by Keynes.

In the end, I have no doubt that the Austrian School will (yet again) be vindicated.

We [more]

NL

Boards Post

strelna replied to the Saul's Investing Discussions board. 4:06 AM

Re: On interest rates

And then there are those of us who admire those great Founding Fathers, Thomas Jefferson and James Madison - and still think they were right about the role of the state!

When they look down on the great republic now, modelling itself ever [more]

Sat Aug 22

NL

Boards Post

strelna replied to the Saul's Investing Discussions board. 1:30 PM

Re: Foutune Magazine Nails it

Great article and good fun but (at the risk of attracting the opprobrium of the board and our generous host) Fortune did not nail it because the article studiously ignored the elephant in the room, namely market valuation in terms of CAPE, Tobin's Q [more]

Wed Aug 19

NL

Boards Post

strelna replied to the Saul's Investing Discussions board. 1:53 PM

Re: SEDG. -10.3%

Presumably there is some limited correlation because if oil is becoming cheaper, the decision to install solar may be deferred.

Mon Aug 17

NL

Boards Post

strelna replied to the Saul's Investing Discussions board. 11:57 AM

Re: Changing Thinking & Asset Allocation

I do not think it is at all a bold assertion to state that China, the EU, America and Japan threw in the towel on fiscal responsibility because it is self-evidently true.

I suppose a pedant could argue that 'thrown in the towel' is the wrong [more]

Sun Aug 16

NL

Boards Post

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

Re: What Ive been doing, if you keep track

Annualised return column in a portfolio is a great help in seeing what may have become poor performance.

On returns, I think investors should be honest with themselves and include both capital gains tax and inflation.

Say I make 20% [more]

Fri Aug 14

NL

Boards Post

strelna replied to the Saul's Investing Discussions board. 9:44 AM

Re: SEDG conference call

Points raised were: pricing - might the competition be lower?; gross margins; lack of visibility for 2016; ASP erosion - 5-7.5%, later 3-5%.

Subsidies and no pricing power are not my thing at all but I can see the attractions as a punt.

NL

Boards Post

strelna replied to the Saul's Investing Discussions board. 4:17 AM

Re: ABMD thoughts

I agree with Saul on ABMD because it came through one of my screens, which demand certain features in a company without which I am reluctant to make a purchase. It also came through the after-DD, albeit with reservations.

It is true there [more]

Mon Aug 3

NL

Boards Post

strelna replied to the Saul's Investing Discussions board. 2:30 PM

Re: BOFI - What Else?

Rob, I answered your questions in the order they were asked. There were quite a few so I made it brief.

I agree that valuation is not necessarily a reason to sell. With WFM it was a very good reason to sell (and buy KR). (To a quant like [more]

NL

Boards Post

strelna replied to the Saul's Investing Discussions board. 8:12 AM

Re: Saul, How has your strategy evolved?

Hey Saul, Jim Slater set out PEG in 'The Zulu Principle' (1990), still in print or kindle for those interested.

At the time, I was quite keen on smallcaps (which I define as companies which are unlikely to dilute you too seriously; cap. [more]

NL

Boards Post

strelna replied to the Saul's Investing Discussions board. 1:30 AM

Re: BOFI - What Else?

Rob, answers are:

No.

Averaged down into SPY all the way to the bottom after Andrew Smithers said value had been achieved.

Yes, I can see that #1 and #2 are the same and I completely agree with you.

Oh definitely [more]

Sun Aug 2

NL

Boards Post

strelna replied to the Saul's Investing Discussions board. 2:19 PM

Re: BOFI - What Else?

Rob, BOFI is 9.6% of your portfolio. However, you think it is a poster child for a serious fall. When that happens, you intend to 'buy a bunch more'?

Gosh. This is a manner of investing I have not previously encountered. I do not think even [more]

NL

Boards Post

strelna replied to the Saul's Investing Discussions board. 6:58 AM

Re: ABMD : a look at the market and the numbers

A.J. - I cannot answer your questions because, while I run my screens and tick off my due diligence list and eagerly read the news, my focus is completely on a company's figures, past and anticipated. I suppose I am a quant. It is slightly [more]

Sat Aug 1

NL

Boards Post

strelna replied to the Saul's Investing Discussions board. 2:55 PM

Re: ABMD : a look at the market and the numbers

When it comes to tickers, I much prefer EW (in which I have a full investment) because it satisfies my craving for fundamentals.

NL

Boards Post

strelna replied to the Saul's Investing Discussions board. 2:50 PM

Re: 1YPEG: EPS or Raw Earnings Numbers

Most buybacks nowadays are not good news because in most cases a) the shares are far too expensive to entitle management to do so, and therefore a disservice to investors, and b) because they indicate the company is wary of investment - putting the [more]

Stock Advisor Boards Post

strelna posted to the Stock Advisor boards. 3:39 AM

Fri Jul 31

NL

Boards Post

strelna replied to the Saul's Investing Discussions board. 10:34 AM

Re: SKX vs UA

No I did not mean that at all (and I have a holding). I was just making the point that, absent a battlement, high-margin businesses attract competition which lowers margins to the benefit of all (popular capitalism 101). This space used to be [more]

NL

Boards Post

strelna replied to the Saul's Investing Discussions board. 8:46 AM

Re: SKX vs UA

Completely agree on that but worth making the points that presumably SKX is making a metamorphosis, even if rapid, into the athletic-leisure sector whereas NKE, UA etc. already occupy it, and (qv luxury retailers) more competition leads to lower [more]

NL

Boards Post

strelna replied to the Saul's Investing Discussions board. 4:13 AM

Re: The biggest day I can remember!

Saul, I raise my glass you. What fun indeed.

Thank you also Fletch. I have taken a long look at BOFI and made an investment.

Tue Jul 28

NL

Boards Post

strelna replied to the Saul's Investing Discussions board. 3:33 AM

Re: Internet banks

Many thanks for those interesting responses, especially Saul, IRdoc and Neil. I take the good point about those who have grown up with computers and are at ease with their financial affairs completely on-line, are increasing as a prop. of the [more]

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