Author Topic: What are you buying today?  (Read 1299427 times)

DooDiligence

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Re: What are you buying today?
« Reply #3710 on: March 24, 2019, 08:51:45 AM »
Even if you take out all cash and slash R&D to 0$ you just get a yield of 7-8% for a no growth company. Doesn`t look very compelling right now to me and i doubt that it is a good aquisition target at an EV/EBITDA of 16. I mean FB or GOOGL grow at >15% per year and trade at similar multiples and are probably less risky. But thanks for posting the idea, it might be interesting below 4$.
What are their competitors?

CLB
Healthcare 32.7% - CVS DVA EW NVO // BRK.B - 20.6% // Media & Communication 8.3% - CHTR DIS

Drinkers & Smokers 7.5% - ABEV MO // Auto's & Oil 12.4% - CLB GPC VDE // Tech 0.0%

%'s held @ MV 06/18/2019 minus 18.3% investable cash

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bizaro86

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Re: What are you buying today?
« Reply #3711 on: March 24, 2019, 11:14:48 AM »
I'm pretty sure CLB provides reservoir characterization services as opposed to liscencing simulation software.

The 900 lb gorilla in the industry is Eclipse, which is owned by Schlumberger. I like that you're competing against a small non-core division of a mega-cap.

Also, I've used both and the CMG suite is WAY easier to learn than eclipse.

tenyearsout

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Re: What are you buying today?
« Reply #3712 on: March 24, 2019, 03:26:32 PM »
Good to hear it.  Thanks for the insight bizaro86

Cardboard

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Re: What are you buying today?
« Reply #3713 on: March 25, 2019, 11:06:51 AM »
Some puts on AAPL.

Really underwhelming announcements vs market reaction last week.

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SafetyinNumbers

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Re: What are you buying today?
« Reply #3714 on: March 25, 2019, 11:51:55 AM »
Bought some IVQ.DB.V (~12% YTM) and some GCM.NT.U (~10% YTM at this gold price).

Anyone else look at the IVQ bonds? The IVQ.DB.U are trading over 1% tighter but they do mature about 18 months earlier.

Top 5 positions: ELF GCM.NT/GCM.WT.B PIF EFR.DB TII.V

james22

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Re: What are you buying today?
« Reply #3715 on: March 27, 2019, 09:55:56 AM »
BRK.B @ $199
25% BRK l 25% BAM l 8% SV (VSIAX) l 8% EM (VEMAX) l 4% FNMA/FMCC l 4% FNMAS/FMCKJ l 25% Stable Value

Spekulatius

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Re: What are you buying today?
« Reply #3716 on: March 27, 2019, 01:30:43 PM »
Another small add to WBA.
To be a realist, one has to believe in miracles.

james22

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Re: What are you buying today?
« Reply #3717 on: March 28, 2019, 10:31:05 AM »
More BRK.B @ $199
25% BRK l 25% BAM l 8% SV (VSIAX) l 8% EM (VEMAX) l 4% FNMA/FMCC l 4% FNMAS/FMCKJ l 25% Stable Value

york

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Re: What are you buying today?
« Reply #3718 on: March 28, 2019, 10:45:00 AM »
Dorel Industries Inc B @ $11.92.

sleepydragon

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Re: What are you buying today?
« Reply #3719 on: April 03, 2019, 07:48:25 AM »
WFC @ 48.35