Author Topic: What are you buying today?  (Read 1178036 times)

Spekulatius

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Re: What are you buying today?
« Reply #2760 on: February 12, 2018, 04:38:47 PM »
BWP

I added some as well, but own enough already. it’s a but more of a Workouts situation that i hoped for, most of my other MLP buys have done much better. It is dirt cheap at an 18% DCF  yield based on current prices.

I think the thumbsuckers at L should take it out.
« Last Edit: February 12, 2018, 05:33:54 PM by Spekulatius »
To be a realist, one has to believe in miracles.


John Hjorth

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Re: What are you buying today?
« Reply #2761 on: February 12, 2018, 05:13:10 PM »
... My reason for such concentration would be a limited circle of competence, as well as the desire to reduce my finance related reading, in order to make straight A's in school.

DooDiligence,

Somehow, I get concerned reading this, Sailor. Naturally, you can do both! Where there is will & determination, there is a way.
« Last Edit: February 12, 2018, 05:18:56 PM by John Hjorth »
”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

DooDiligence

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Re: What are you buying today?
« Reply #2762 on: February 12, 2018, 05:24:01 PM »
... My reason for such concentration would be a limited circle of competence, as well as the desire to reduce my finance related reading, in order to make straight A's in school.

DooDiligence,

Somehow, I get concerned reading this, Sailor. Naturally, you can do both! Where there is will, there is a way.

I'm doing both, but between studying & practicing, I have very little time to socialize.
Driving time to & from school is 1 hour & 20 minutes (if I had a chauffeur, I could knock out some practice time.)
If I was highly concentrated in BRK, I'd have time to get my ashes hauled.
As it is now, I choose to read & make annoying posts on COBF & Twitter, instead.
Healthcare 38.0% - BBH CVS DVA EW NVO // BRK.B - 20.6% // Media & Communication 12.1% - CHTR DIS

Drinkers & Smokers 13.1% - ABEV MO // Auto's & Oil 13.4% - CLB GPC VDE // Tech & Comms 1.9% - AAPL

%'s held @ MV 02/6/2019 minus $$$ 4 skool

i trumpet my ignorance

https://twitter.com/tunawish

Ismael

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Re: What are you buying today?
« Reply #2763 on: February 12, 2018, 07:41:03 PM »
@Benchmark & @Spekulatius

Any thoughts on the re-contracting risk for BWP?

Do you agree with this statement from the AR?

"While this result has presented challenges to our ability to remarket this capacity at favorable rates, it may, over the long-term, create opportunities for us to aggregate natural gas supplies at key locations along our pipeline system to provide new and existing
end-use customers with attractive and diverse supply options."


Spekulatius

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Re: What are you buying today?
« Reply #2764 on: February 13, 2018, 06:11:43 PM »
@Benchmark & @Spekulatius

Any thoughts on the re-contracting risk for BWP?

Do you agree with this statement from the AR?

"While this result has presented challenges to our ability to remarket this capacity at favorable rates, it may, over the long-term, create opportunities for us to aggregate natural gas supplies at key locations along our pipeline system to provide new and existing
end-use customers with attractive and diverse supply options."

I think the recontracting risk quantified as a $100M annual reduction in port revenues, which I think means roughly $80M in loss of EBITDA/year. I had hoped, that the growth projects coming online would compensate for the contract expiration’s, but that is apparently not the case. i think there is likely upside dem this scenery as they recontract or repurpose the unused pipelines, but that remains to be seen.

it is definitely worse than I hoped for because up this quarter, BWP‘s results were actually quite good.
« Last Edit: February 13, 2018, 08:11:21 PM by Spekulatius »
To be a realist, one has to believe in miracles.

gjangal

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Re: What are you buying today?
« Reply #2765 on: February 13, 2018, 07:48:52 PM »
PCLN and DIS are looking cheap relative to market. Quality companies at a good price

boilermaker75

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Re: What are you buying today?
« Reply #2766 on: February 14, 2018, 06:43:07 AM »
Rewrote puts that are expiring today, GILD at 70 and AMGN at 170.

Again

Wrote March 16, 165-strike puts on AMGN for $2.05 per share.

I have been continually writing puts with strike prices of $165-175 on AMGN since March 2017.

Lakesider

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Re: What are you buying today?
« Reply #2767 on: February 14, 2018, 12:26:52 PM »
AER

frommi

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Re: What are you buying today?
« Reply #2768 on: February 15, 2018, 06:37:56 AM »
bought SKT, and shorted MODN with buying puts@17, selling calls@17 and buying calls @22.

petec

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Re: What are you buying today?
« Reply #2769 on: February 15, 2018, 06:40:20 AM »
bought SKT, and shorted MODN with buying puts@17, selling calls@17 and buying calls @22.

I'm sure this has been discussed at length elsewhere but which platform do you use for your derivatives? Thanks.