NajdorfSicilian

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NajdorfSicilian replied to the Macro Economic Trends and Risks board. 4 hours ago

Re: No all time cold records 2019

According to NOAA, 2019 was the 34th hottest year in the continental United States in the past 126 years. Not even top quartile.

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NajdorfSicilian replied to the Saul’s Investing Discussions board. 2:33 PM

Re: CRWD trading volume surging

GuruFocus.com:

'CrowdStrike Holdings Inc.

Directors and 10% owners Joseph P. Landy and Warburg Pincus Private Equity
Hamm, President, CEO and 10% owner George Kurtz, 10% owner CapitalG LP, [more]

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NajdorfSicilian replied to the Macro Economic Trends and Risks board. 4:11 PM

Re: Obamacare Skim Rate

Prices would be a lot lower if the Gov't stopped subsidizing it, just like college tuition.

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NajdorfSicilian replied to the Against The Spread board. 4:06 PM

Re: Sea v Philly

Yep.

To put it in further detail PHL's O was ranked 5th in Red Zone DVOA and 2nd in Goal-to-Go DVOA.

Eagles had the ball 2x inside the 10, 2 x inside the 25 after their first FG and ended up with....Six [more]

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NajdorfSicilian replied to the 77's Foolish House of Pigskin board. 4:26 PM

Re: Hall of Fame Finalists

Why is Troy a lock?

I suspect Hutchinson is a lock.

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NajdorfSicilian posted to the 77's Foolish House of Pigskin board. 12:22 PM

Eagles Seahawks

It's a damn shame the Eagles lost this game and had their season ended on an extremely dirty and dangerous hit by Clowney on Wentz that somehow went unflagged. It was late, it was helmet-to-helmet, it was spearing and it was after Wentz had given [more]

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NajdorfSicilian posted to the Against The Spread board. 11:26 AM

Sea v Philly

According to one site, 82% of the money is coming in on Seattle, but the line has moved back from -2.5 SEA to PK, so a classic Reverse Line Movement [although crossing the 2 isn't that important, getting all the way to the Zero is notable].

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NajdorfSicilian replied to the Saul’s Investing Discussions board. 11:23 AM

Re: My Portfolio at the End of 2019

My goal, as I point out every month in my summary is to see how I am doing compared to an average investor in the stock market.

It's actually harder to use the incorrect figure than the right one in this case, as 31.4% is widely [more]

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NajdorfSicilian replied to the Saul’s Investing Discussions board. 3:44 PM

Re: Othalan's 2019/Dec. Portfolio Summary

Perhaps a better benchmark to measure against given your holdings would be:
https://www.morningstar.com/funds/xnas/fscsx/quote

Fidelity Software and IT Services [more]

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NajdorfSicilian replied to the Saul’s Investing Discussions board. 3:34 PM

Re: My Portfolio at the End of 2019

Hi Saul,

The S&P 500 (Large Cap)
Closed up 28.9% year-to-date. (It started the year at 2507 and is now at 3231).

The S+P return was 31.4% last year including dividends. As most large-cap stocks pay dividends, the [more]