Author Topic: What are you buying today?  (Read 1089627 times)

Lance

  • Sr. Member
  • ****
  • Posts: 269
Re: What are you buying today?
« Reply #3300 on: October 10, 2018, 07:09:10 PM »
TIP and TLT

Thanks
Lance


Cigarbutt

  • Hero Member
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  • Posts: 1272
Re: What are you buying today?
« Reply #3301 on: October 10, 2018, 07:34:04 PM »
TIP and TLT
Thanks
Lance
Looking at this now.
Could you please, in a few words, explain why you bought these two, in the context of buying them at the same time?

frankhkii

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  • Posts: 26
Re: What are you buying today?
« Reply #3302 on: October 11, 2018, 04:53:46 AM »
WHR looks very cheap on cash flow - almost at 4x...

BG2008

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  • Posts: 818
Re: What are you buying today?
« Reply #3303 on: October 11, 2018, 07:48:47 AM »
WHR looks very cheap on cash flow - almost at 4x...

Is that 4x EBITDA, 4x FCF?  I'm backing into the numbers and I just don't see the 4x valuation.

atbed

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Re: What are you buying today?
« Reply #3304 on: October 11, 2018, 08:27:51 AM »

Cardboard

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Re: What are you buying today?
« Reply #3305 on: October 11, 2018, 03:26:59 PM »
WCP-T

Best in class, cheap, CEO owns a lot.

Cardboard

nkp007

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Re: What are you buying today?
« Reply #3306 on: October 11, 2018, 06:28:57 PM »
More valium.

Lance

  • Sr. Member
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  • Posts: 269
Re: What are you buying today?
« Reply #3307 on: October 11, 2018, 07:08:25 PM »
TIP and TLT
Thanks
Lance
Looking at this now.
Could you please, in a few words, explain why you bought these two, in the context of buying them at the same time?


Hi Cigarbutt - I bought TLT thinking that the move in rates seems like itís a bit overdone, lots of people are short long bonds and after hearing Trumpís comments about the Fed thinking that they might reverse course or at least lighten up on the raises.  Took a bit off today when it moved up.

Regarding TIP it was more of a diversification move/buying fire insurance before the fire, etc.

Added to ABBV, BNS, KHC and KIM.  Started a position in BPR.

Thanks
Lance

sleepydragon

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Re: What are you buying today?
« Reply #3308 on: October 12, 2018, 12:19:22 PM »
Sold my last bit of BAM and DVA, Use the proceeds to buy more BRK

Cardboard

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Re: What are you buying today?
« Reply #3309 on: October 12, 2018, 12:36:47 PM »
T-CQE

A 20 bagger in the making.

This is an opportunity like ABX Air or ATSG was in 2008-2009 at $0.20/share. In this case however, there is no risk of bankruptcy...

Cardboard