Author Topic: What are you buying today?  (Read 729183 times)

boilermaker75

  • Hero Member
  • *****
  • Posts: 823
Re: What are you buying today?
« Reply #2150 on: January 24, 2017, 11:40:47 AM »
I bought more Berkshire B shares today. Business results should be very good.
Too much of a good thing can be wonderful.  :)
Charlie,

Yes, to me also, BRK is still a buy - at these levels.

Before today I had written some 155-strike puts. If BRKB had fallen today I was going to write some more.


longinvestor

  • Lifetime Member
  • Hero Member
  • *****
  • Posts: 1387
  • Never interrupt compounding unnecessarily -Munger
Re: What are you buying today?
« Reply #2151 on: January 25, 2017, 10:22:38 PM »
I bought more Berkshire B shares today. Business results should be very good.
Too much of a good thing can be wonderful.  :)

Good for you!

I am looking forward to the earnings report for 2016; Expect earnings (operating including insurance) to be approx. $15,000 per A share. If so, it will be yet another year of the stock selling well below IV. Would like it to stay so until the day I retire. And then it can go crazy and start selling @ or above IV.

giofranchi

  • Hero Member
  • *****
  • Posts: 5495
  • Twitter: @giovfranchi
    • Master School Politecnico di Milano
Re: What are you buying today?
« Reply #2152 on: January 26, 2017, 06:33:58 AM »
I have opened a position in The Travelers Companies (TRV):

Average annual operating return on equity over the last 10 years: 13.8%
CARG in BVPS over the last 10 years: 9.7%
BVPS in 2008: +5%
CAGR in dividends over the last 10 years: 10.1%
Total return to shareholders for the last 10 years: 250%
Dividend Yield: 2.2%
Payout Ratio: 25%
Debt/Equity: 0.26
Price/BVPS: 1.4
P/E: 12

This is imo an outstanding company selling at an attractive price.
The change in management that occured last year might constitute a source of uncertainty. Anyway, Mr. Schnitzer already was CEO of Business and International Insurance, and seems to know the company very well and to be perfectly alligned with its culture.

Cheers,

Gio
Portfolio: AAPL, AMZN, BABA, BRK.B, DIS, FB, FFH, FIH.U, FWONA, GOOG, IBB, JPM, LBRDA, MKL, NKE, PCLN, QQQ, SFTBF, SMH, TCEHY, V, VHT, XBI, XT

John Hjorth

  • Hero Member
  • *****
  • Posts: 1011
Re: What are you buying today?
« Reply #2153 on: January 30, 2017, 06:07:39 AM »
Added a bit to SCHO.CPH today.
”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

wachtwoord

  • Hero Member
  • *****
  • Posts: 1114
Re: What are you buying today?
« Reply #2154 on: February 01, 2017, 10:08:16 AM »
GNW
"Beware of he who would deny you access to information, for in his heart he dreams himself your master"

MRCR - FELP - ALS.TO - PDER - COMX - WWIB.OL -
 SODI - NVTR - ADDC - UPGI - HNFSA - IPO.TO - BONL - BWEL - GNW - NYRT - POE.V

no_free_lunch

  • Hero Member
  • *****
  • Posts: 1069
Re: What are you buying today?
« Reply #2155 on: February 02, 2017, 06:52:35 AM »
Another little basket of fannie mae preferred's.  Now my 3rd largest holding.  At least with fannie I feel like I can make some money with all this political non-sense instead of just arguing about it.

LC

  • Hero Member
  • *****
  • Posts: 1970
Re: What are you buying today?
« Reply #2156 on: February 02, 2017, 12:52:08 PM »
Purchased PM and BRK.B a few days ago, sold out of SNA also a few days ago (lucky)
"Lethargy bordering on sloth remains the cornerstone of our investment style."
------------------------------------------------------------------
brk.b | khc | nke | mo | renx | c | wppgy | dis | cmp

wachtwoord

  • Hero Member
  • *****
  • Posts: 1114
Re: What are you buying today?
« Reply #2157 on: February 03, 2017, 12:55:24 PM »
I exchanged a small position in CTO for a small position in NYRT.
"Beware of he who would deny you access to information, for in his heart he dreams himself your master"

MRCR - FELP - ALS.TO - PDER - COMX - WWIB.OL -
 SODI - NVTR - ADDC - UPGI - HNFSA - IPO.TO - BONL - BWEL - GNW - NYRT - POE.V

LC

  • Hero Member
  • *****
  • Posts: 1970
Re: What are you buying today?
« Reply #2158 on: February 17, 2017, 07:24:21 AM »
From yesterday: Well after many years, finally sold out of AIG, Fiat, and BAC. Bought Nike, Reed-Elseview (RELX), and Kraft-Heinz.

"Lethargy bordering on sloth remains the cornerstone of our investment style."
------------------------------------------------------------------
brk.b | khc | nke | mo | renx | c | wppgy | dis | cmp

drzola

  • Newbie
  • *
  • Posts: 44
Re: What are you buying today?
« Reply #2159 on: February 17, 2017, 07:48:55 AM »
Rapidly raising cash, sold more than half my remaining BAC options yesterday.
I'm moving into the to hard pile camp for now.