strelna’s Activity

Today

NL

Boards Post

strelna replied to the Saul's Investing Discussions board. 7:26 AM

Re: Brexit - a 3-day wonder for markets (JMO)

Note the UK will not leave the EU for 2 years while exit is negotiated.

The perception of danger does not lie with the UK, the world's fifth largest economy (and likely one day to be the fourth).

The perceived danger lies in [more]

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strelna replied to the Stock Advisor boards. 7:10 AM

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strelna replied to the Stock Advisor boards. 6:46 AM

Yesterday

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strelna replied to the Stock Advisor boards. 2:54 PM

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strelna posted to the Stock Advisor boards. 6:15 AM

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strelna posted to the Stock Advisor boards. 2:09 AM

Wed Jun 22

NL

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strelna replied to the Saul's Investing Discussions board. 4:32 AM

Re: Self Review and Lessons Learned

I submit that having 43% of your portfolio in just four companies (two of which are technological and can never therefore deserve a high degree of conviction) is a high-risk strategy and that too many other holdings add to that risk. You are in the [more]

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strelna posted to the Stock Advisor boards. 1:47 AM

Mon Jun 20

NL

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strelna replied to the Saul's Investing Discussions board. 5:28 AM

Re: Happy Father's Day

'Mothers' Day' has merit. All children should acknowledge their mothers' devotion, labor and sacrifice.

'Fathers' Day' has no merit whatsoever and was dreamed up by the greetings card industry as a brilliant [more]

Sat Jun 18

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strelna replied to the Stock Advisor boards. 8:09 AM

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strelna posted to the Stock Advisor boards. 8:06 AM

Fri Jun 17

NL

Boards Post

strelna replied to the Saul's Investing Discussions board. 2:33 PM

Re: CBM (Why is it down?)

I just put the chart up for 1 month against a few comparables and in fact it has broadly just tracked them.

I had thought perhaps it was getting the smallcap treatment from a jittery market.

Thu Jun 16

NL

Boards Post

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

Re: TMF Cadillac in the Tesla Age

I too have found the boards tremendously useful and helpful, including 'Ask a Question' for general queries. A great service.

Often there is something puzzling about a company. To be able to discuss it with other investors or [more]

Sun Jun 12

NL

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

Re: ANET

My problem is that, always wary of value-traps, the short figure of 17.7% stays my hand. I infer it is either not so much apprehensive of the outcome as confident of a bad one, or thinks the price has run up too much, or sees an excess of [more]

Fri Jun 10

NL

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strelna posted to the Saul's Investing Discussions board. 8:01 AM

ANET

I am interested in this holding of Saul's (as of the end of May) but deterred by the short position over 17% (as of May 13) which presumably reflects the litigation with CSCO.

I wonder what the potential is for harm to the company. If [more]

NL

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strelna replied to the Saul's Investing Discussions board. 3:37 AM

Re: SKX

Good to read, thanks Matt, reassuring.

If the CEO must appear, I really think he should wear a suit and tie unless he's actually on the way to the croquet lawn or the bowling green.

Thu Jun 9

NL

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

Re: SKX

Unfortunately the two big cheeses in the Investor Relations team (everything and everybody is a 'team' these days; it used to sound sort of whizzily sporty and dynamic but now absolutely everyone is a team right down to Mabel who cleans the [more]

NL

Boards Post

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

SKX

Watching the Bloomberg interview (see Yahoo) made me realise the importance of not allowing the brand to become associated too closely with crumblies, wrinklies and geriatrics. 'They're for old people, aren't they?' would be the kiss [more]

Wed Jun 8

NL

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

Re: Delocalization Effects on CASY AMZN

It is impossible to value AMZN in a way that does not require too much guesswork to be viable, although doing so has become something of a party game. The company is a complete phenomenon, disrupting like no company has ever disrupted before and Mr [more]

Tue Jun 7

NL

Boards Post

strelna posted to the Saul's Investing Discussions board. 6:31 AM

Market PE

Just a quick note on a matter way back. I have been away in the Emerald Isle where, incidentally, although not a big economy, I was glad to notice Skechers was prominent in the shops.

I saw that there had been comment on my assertion on [more]

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Big red star, 1000 posts Old School Fool
Board Posts 2521
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Very First Post Chart default setting; how about an earning line (8/2/2000)
Percentage of Posts Rec'd 37.64 %
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