strelna’s Activity

Fri Apr 20

NL

Boards Post

strelna replied to the Saul's Investing Discussions board. 3:13 AM

Re: A few more thoughts about investing.

Another trick Saul, was to have kept the faith in the first half of October last year and end of March this year; not crystallizing a tax hit and subsequent adverse return price-wise. Not easy, at least for those of us who see a bird in the hand in [more]

Wed Apr 18

Stock Advisor Boards Post

strelna replied to the Stock Advisor boards. 3:22 PM

Tue Apr 17

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strelna replied to the Stock Advisor boards. 3:04 PM

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strelna replied to the Stock Advisor boards. 4:01 AM

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strelna replied to the Stock Advisor boards. 3:59 AM

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strelna replied to the Stock Advisor boards. 3:46 AM

Mon Apr 16

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strelna posted to the Stock Advisor boards. 3:21 AM

Sun Apr 15

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strelna replied to the Stock Advisor boards. 3:47 AM

Sat Apr 14

NL

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strelna posted to the Saul's Investing Discussions board. 4:38 AM

ZUO

Any takers aboard?

NL

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strelna replied to the Saul's Investing Discussions board. 4:33 AM

Re: On investing in Chinese companies

I could not agree more. In addition to the business facts on the ground, on a personal basis I find their increasing military and strategic actions (and those of Russia too) a deterrent to direct investment although I admit I hold several funds [more]

NL

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strelna replied to the Saul's Investing Discussions board. 4:16 AM

Re: ANET price moves

The problem with valuing ANET is the lumpiness of historical figures - but they are all splendidly there - and low predictability. It's tech. after all (and lightly garnished with the hot and variable spice Litigate anticipens).

Deutsche [more]

NL

Boards Post

strelna replied to the Saul's Investing Discussions board. 3:50 AM

Re: Chip fab, tool and test

For some reason unknown, it has never come through my initial sorting screen unlike others and so I have not looked at it.

I think the advances in technology leave the CAPE not meaningful, nor should it ever be applied to individual [more]

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strelna replied to the Stock Advisor boards. 3:05 AM

Fri Apr 13

NL

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strelna posted to the Saul's Investing Discussions board. 7:51 AM

Chip fab, tool and test

As I consider whether to add a third (and even a fourth) company in this field (I already have full, 2% of overall pf value book-cost holdings in AMAT and LRCX), the question which hangs over them, and why they are so unusually cheap, seems to be [more]

Thu Apr 12

NL

Boards Post

strelna replied to the Saul's Investing Discussions board. 3:02 PM

Re: ShiftPixy (PIXY)

I don't invest in companies with a cap. < under about $200m unless they qualify on a list of fundamentals, just like others. I just found

a) It rarely turned out that I was able to compound for long enough

b) It helped but [more]

Tue Apr 10

Stock Advisor Boards Post

strelna replied to the Stock Advisor boards. 3:28 AM

Mon Apr 9

NL

Boards Post

strelna posted to the Saul's Investing Discussions board. 7:32 AM

Guidewire

This company (GWRE) is changing into a subscription model and some of the figures are down, or poor, as a result. The SP certainly has not performed recently as well as the main subjects of the board but it looks to have solid enough fundamentals. I [more]

Sat Apr 7

NL

Boards Post

strelna replied to the Saul's Investing Discussions board. 5:07 AM

Re: Totally, completely and absolutely WRONG!

I, on the other hand, am unreservedly pessimistic, I hope on the basis of logic and the sequence of events.

Encouraged by their elected politicians who should have known better but really deeply preferred to be popular, the people created [more]

Thu Apr 5

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strelna replied to the Stock Advisor boards. 9:42 AM

NL

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strelna replied to the Saul's Investing Discussions board. 8:02 AM

Re: Totally, completely and absolutely WRONG!

'... keep enough money... then buy good companies...'.

Aye, there's the rub. What is a good company?

What I think is a good company differs decisively from what Saul thinks is a good company (not a single one of his top [more]

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Boards Stats & Trivia

Big red star, 1000 posts Old School Fool
Board Posts 3010
Recs Received 3450
People who have rec'd these posts 1130
Recs to Posts Ratio (last 30 days) 3.30
Threads Started 988
Threads Started Percentage 32.82 %
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 40.43 %
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