NajdorfSicilian

Heidi Klum, supermodel

NajdorfSicilian’s Activity

Thu Jan 17

NL

Boards Post

NajdorfSicilian replied to the Last RoundUp board. 3:47 PM

Re: My 2018 review

Fellow investors mostly. Aligned interests and all that.

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Boards Post

NajdorfSicilian replied to the Last RoundUp board. 2:46 PM

Re: My 2018 review

I just talk to as many people as possible.

Also, lotsa biotech names trading at net cash or zero value for a pipeline full of potentially billion-dollar drugs.

I mean, is a mid-large cap biotech firm gonna go 0/4 on 3rd/2nd stage [more]

Wed Jan 16

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Boards Post

NajdorfSicilian replied to the Retirement Investing board. 3:13 PM

Re: options

That infers that buying puts would be a good strategy, since it would be nearly the exact opposite strategy within a zero-sum market?

It does not.


Deep OTM puts are often referred to as a profitable strategy but the vol [more]

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Boards Post

NajdorfSicilian replied to the Last RoundUp board. 3:10 PM

Re: My 2018 review

ALNY up 8% since purchase, adding.

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Boards Post

NajdorfSicilian replied to the Stereo 8 board. 3:09 PM

Re: Apollo and Arconic

I'm up 12% on my Apollo purchases, now what? ;)

Tue Jan 15

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Boards Post

NajdorfSicilian replied to the Retirement Investing board. 1:25 PM

Re: options

Selling covered calls is the worst retail strategy there is, bar none.

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Boards Post

NajdorfSicilian posted to the Last RoundUp board. 11:50 AM

LULU

As I'm sure some monkeys saw, LULU pre-announced better SSS possibly as high as mid-teens, and EPS 5-7c better representing 30% growth at the midpoint.

In the past 3 years, their Q4 results have still beaten their improved [more]

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Boards Post

NajdorfSicilian replied to the Last RoundUp board. 11:33 AM

Re: FMNA and FRE preferreds

I added a little under $6 to reduce my cost basis, makes up a tiny bit for the shellacking in tech today.


Big rally in 2019 to over $9 currently.

Mon Jan 14

NL

Boards Post

NajdorfSicilian replied to the Deranged Monkey Criticism board. 8:40 PM

Re: VRX - Some notes from recent news

BHC trading at 7.8x ebitda estimates, ebitda estimated to trough this year.

BHC likely to show LSD organic growth this year. They paid down $1bn of debt last year but still 6.7x net debt which is still very high but unsecured 2025 debt [more]

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Boards Post

NajdorfSicilian replied to the Saul's Investing Discussions board. 3:31 PM

Re: Tesla: Major Progress, Time to Reconsider?

The only think Tesla is ahead of the curve in is battery technology. Which may make it worth their market cap if they perfect it.

The product reviews are bad, people are cancelling their deposits after not getting deliveries for several [more]

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Boards Post

NajdorfSicilian replied to the Saul's Investing Discussions board. 3:01 PM

Re: 2019 Predictions

Amazon is 49% of US online sales, of which 53% are third-party sales. They are 5% of total sales, so really 2.5% of retail is actually sold by Amazon.

Walmart is 2nd in online sales.

$1 of every $40 bucks.


Anti-trust [more]

Sun Jan 13

NL

Boards Post

NajdorfSicilian replied to the Against The Spread board. 10:54 PM

Re: Divisional Round

broke even on these [was larger on the teaser]
and won Saints h2 once it became apparent we couldn't move the ball on their press WR coverage and I thought CB Douglas was out.

Fri Jan 11

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Boards Post

NajdorfSicilian replied to the Saul's Investing Discussions board. 2:16 PM

Re: The thing about AMZN/Mongo

'Your margin is my opportunity.' ~ Jeff Bezos

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Boards Post

NajdorfSicilian posted to the Against The Spread board. 12:27 PM

Divisional Round

I like the Rams/Saints teaser at -105,
SDG ML
and
Colts ATS

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Boards Post

NajdorfSicilian replied to the Against The Spread board. 12:26 PM

Re: Saints -300 ml

That was the bargain of the month in a 6-TD laugher by NOS.

Thu Jan 10

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Boards Post

NajdorfSicilian replied to the Deranged Monkey Criticism board. 11:50 AM

Re: Stars Update

Stars has plummeted with other value and casino stocks, down from 11x to 7.7x however:

1) Won a reversal of a $870m lawsuit in Kentucky at the Appeals Court,
and
2) Signed with the NBA as the 'official' gaming operator for [more]

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Boards Post

NajdorfSicilian replied to the Deranged Monkey Criticism board. 11:41 AM

Re: PENN

Scratch that ebitda calc, I typed in the wrong data. Getting 6.5x ebitda for 2019e and 15% normalized FCF yield now.

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Boards Post

NajdorfSicilian replied to the Deranged Monkey Criticism board. 11:38 AM

Re: PENN

Stock was routed in the selloff and year-end tax loss selling. Has begun to rebound nicely. Trading at 5x ebitdar after master lease payments.

Very, very cheap. As is MGM.

Only buy if you think the economy is and will be fine.

Wed Jan 9

NL

Boards Post

NajdorfSicilian replied to the Last RoundUp board. 4:06 PM

Re: Just wondering

Probably 65% AWS, 30% Ads, 5% retail.

OpMargin likely to grow to double-digits next year.

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Boards Post

NajdorfSicilian posted to the Last RoundUp board. 2:14 PM

Just wondering

Since Amazon is now predicted to make ~$17 Billion in Operating Income this year, will people finally stop saying they 'don't make any money?'


Prob not, lol.

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CAPS Stats & Trivia

CAPS Player Rating 99.79
Player Rank 145 out of 69571
Score 12493.49
Score Change Today 0
Accuracy 75.90%
Active Picks 64
Total Picks 1544
Best Pick NFLX (+445.18)
Worst Pick TQQQ.DL (-365.07)
Average Score per Pick 8.10
Charms Earned 14
Highest Rated Favorite ClientNine
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Boards Stats & Trivia

Big funky green star, 20000 posts 10+ Year Anniversary! Feste Award Nominee! Old School Fool
Board Posts 40824
Recs Received 43568
People who have rec'd these posts 3040
Recs to Posts Ratio (last 30 days) 4.70
Threads Started 6959
Threads Started Percentage 17.05 %
Most Frequent Board On Tilt
Very First Post RE: Storm Warnings1 (1/21/2000)
Percentage of Posts Rec'd 35.93 %
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