strelna’s Activity

Yesterday

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strelna replied to the Saul's Investing Discussions board. 2:54 PM

Re: Some of my growth companies

Saul, can I hasten to repeat MMS is not a top recommendation! It is not a pick! It is one of the full holdings I listed which I bought in tranches at lower prices and I have no wish to buy more.

You and I have very different aspirations for [more]

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strelna replied to the Saul's Investing Discussions board. 3:00 AM

Re: Some of my growth companies

A few more points on FDS: the model is growth by acquisition of data companies to broaden its capability and keep up to date. There is a question over whether the high level of goodwill is justified. Client retention is over 95%.

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strelna replied to the Saul's Investing Discussions board. 2:09 AM

Re: Some of my growth companies

On FDS, I have liked it for years because it so often came through the screens and DD. The threat here is the competition, Bloomberg et al. However, it seems to keep going and I suppose the thing to do is watch sales and margins. Recession, [more]

Mon Mar 27

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strelna replied to the Saul's Investing Discussions board. 2:52 PM

Re: Some of my growth companies

I should add SWKS to the others. I am not planning to increase my bet further but it does look attractive.

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

Re: Some of my growth companies

Saul, the thing is those have all become full holdings already, also I do not see a really tempting price so I have no plans to add. If I had to pick, it would probably be MMS or TREX.

Being less altruistic than you, I can never bring [more]

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strelna posted to the Saul's Investing Discussions board. 4:04 AM

Some of my growth companies

It seems quiet, if nervous, so here are some growth companies in which I have full holdings:

ADBE AMAT CDNS CHKP FDS IDEXY IPGP LCII MKTX MMS PAYC SHOP SWKS SYK THO TREX V.

I don't think any are a buy at the moment. I am [more]

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strelna replied to the Saul's Investing Discussions board. 3:27 AM

Re: The Real Meaning of Risk

The strategy of replacing cash with SPY does not make sense because they are in no sense equivalent: SPY has become a high-risk investment while the downside of cash is 2-3% to inflation. To be remotely valid, you would need such a tight stop-loss on [more]

Sun Mar 26

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strelna replied to the Saul's Investing Discussions board. 4:12 AM

Re: Bullish Case for Alphabet

Anthonyms, Lindsell? Or Train? That is good news if it applies to UK:FGT.

Incidentally, you don't see many completely irrational and astonishing things in the market but the UK's Lindsell Train Investment Trust (closed-end fund), [more]

Sat Mar 25

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strelna replied to the Stock Advisor boards. 3:38 PM

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strelna replied to the Stock Advisor boards. 4:06 AM

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strelna replied to the Saul's Investing Discussions board. 3:49 AM

Re: Bullish Case for Alphabet

I have a stake in UK:FGT and would like to increase it but it is on the list of holdings awaiting the severe market collapse; cash preferred until that time.

Given the nature of the holdings and low turnover (I assume), it is a fascinating [more]

Fri Mar 24

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

Re: You can't beat the market indexes!

I think Denny makes an important point about you own financial needs. After all, if I was as rich as Rockefeller, to coin a phrase, I do not think my instructions would include 'beat the index'! It might well be 'beat inflation, but by no [more]

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strelna posted to the Stock Advisor boards. 2:49 PM

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strelna replied to the Saul's Investing Discussions board. 3:49 AM

Re: IDEXX

Not clear about the punctuation brittlerock. The stock is expensive, not "expensive" which implies the cost only appears expensive to the uninitiated when it is actually reasonable. I do not think it is reasonable!

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strelna replied to the Saul's Investing Discussions board. 3:40 AM

Re: Bullish Case for Alphabet

Many thanks for that, wanu, also the Lindsell Train piece link was absorbing.

Thu Mar 23

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strelna replied to the Saul's Investing Discussions board. 3:57 PM

Re: IDEXX

I looked at this a few weeks ago but the price was far too high; everybody and his mother was chasing it.

Wed Mar 22

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strelna replied to the Saul's Investing Discussions board. 3:52 AM

Re: You can't beat the market indexes!

I should of course add a couple of cynical riders to the point that 20 years probably demonstrates ability: first, the investor or manager may be that outlier that chance alone would predict; secondly, if you do get it right over 20 years, [more]

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strelna replied to the Saul's Investing Discussions board. 3:44 AM

Re: You can't beat the market indexes!

Saul, I agree with every point you make but the problem is there are many mutual and closed-end funds with small, sometimes very small capitalization and which are completely flexible, especially in Europe, and there is no indication their managers [more]

Tue Mar 21

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strelna replied to the Saul's Investing Discussions board. 3:59 PM

Re: You can't beat the market indexes!

In case I am one of the accused(!), I reply:

You do not hear from me that 'it's impossible to beat the indexes long term' but what is certainly an 'established fact', and 'Everyone knows that!' (or darn well [more]

Sun Mar 19

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strelna replied to the Saul's Investing Discussions board. 5:08 AM

Re: SWKS

My, how time flies. I see the great run of SWKS was '14 and '15, not last year at all.

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