Author Topic: What are you buying today?  (Read 772180 times)

sarganaga

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Re: What are you buying today?
« Reply #2600 on: November 20, 2017, 12:18:47 PM »
Finished buying a 2.5% position in Compass Minerals (CMP)


EricSchleien1

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Re: What are you buying today?
« Reply #2601 on: November 20, 2017, 04:39:08 PM »
Increased my position in Liberty Braves and also increased my position in Partners Value Investments LP which in my view is a much better way to invest into Brookfield Asset Management.

Paarslaars

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Re: What are you buying today?
« Reply #2602 on: November 20, 2017, 11:13:14 PM »
Have been slowly adding to my oil positions last weeks.
OBE is now my second largest position (first BRK) with the drop in FELP.
I'm starting to get very concentrated in one industry for the first time, getting a bit nervous.  :-\

TorontoRaptorsFan

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Re: What are you buying today?
« Reply #2603 on: November 21, 2017, 09:53:10 AM »
Increased my position in Liberty Braves and also increased my position in Partners Value Investments LP which in my view is a much better way to invest into Brookfield Asset Management.

Hi Eric,

Why not buy just BAM since they have an ownership stake in a slew of their spinoffs?
AAPL, BAC, BAM, CMG, DIS, NKE, SBUX
(My Sainted Seven)

John Hjorth

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Re: What are you buying today?
« Reply #2604 on: November 21, 2017, 12:45:52 PM »
Increased my position in Liberty Braves and also increased my position in Partners Value Investments LP which in my view is a much better way to invest into Brookfield Asset Management.

Hi Eric,

Why not buy just BAM since they have an ownership stake in a slew of their spinoffs?

Quote from the BAM topic in the Investment Ideas forum:

gokou3,

PVF.UN is levered with preferred stock also, in layers.


”In the race of excellence … there is no finish line.”
-HH Sheikh Mohammed Bin Rashid Al Maktoum, Vice President and Prime Minister of the United Arab Emirates and Ruler of Dubai

Rainforesthiker

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Re: What are you buying today?
« Reply #2605 on: November 21, 2017, 01:28:02 PM »
Bought a 5% position in DISCK (Discovery Communications) after the recent sell-off
The key question:  What is the "inefficient rationale" - the reason the market is mispricing the stock.  Why doesn't the powerful force of the wisdom of the crowd manifest here to produce the correct price?

John Hjorth

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Re: What are you buying today?
« Reply #2606 on: November 21, 2017, 04:14:47 PM »
Bought a 5% position in DISCK (Discovery Communications) after the recent sell-off

Somehow, your new board signature has a lot of appeal to me, Jeff!
”In the race of excellence … there is no finish line.”
-HH Sheikh Mohammed Bin Rashid Al Maktoum, Vice President and Prime Minister of the United Arab Emirates and Ruler of Dubai

DW

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Re: What are you buying today?
« Reply #2607 on: November 21, 2017, 05:19:49 PM »
Bought a little more Wells Fargo and Google today

Rainforesthiker

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Re: What are you buying today?
« Reply #2608 on: November 26, 2017, 01:51:07 PM »
Bought a 5% position in DISCK (Discovery Communications) after the recent sell-off

Somehow, your new board signature has a lot of appeal to me, Jeff!

 :)
The key question:  What is the "inefficient rationale" - the reason the market is mispricing the stock.  Why doesn't the powerful force of the wisdom of the crowd manifest here to produce the correct price?

sarganaga

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Re: What are you buying today?
« Reply #2609 on: November 27, 2017, 10:15:03 AM »
Gazprom (OGZPY)
I think political and associated "klepto" risks are  more than reflected in the very cheap price. While this could have some really nasty surprises, it also has multibagger potential. The ~6% dividend shows at least some shareholder consideration.  About a 2.5% position.