Recent Posts

Pages: [1] 2 3 ... 10
1
Investment Ideas / Re: ALS.TO - Altius Minerals
« Last post by linealdin on Today at 06:30:36 AM »
Altius current dividend yield is 1.34%. I would prefer increased dividends over buybacks. Both methods return capital to shareholders but increasing dividends draw in new classes of long-term investors. Certain institutions and investors hunt for potential dividend aristocrats (increasing dividend payouts for 25 consecutive years).
2
Investment Ideas / Re: FCAU - Fiat Chrysler Automobiles
« Last post by no_free_lunch on Today at 06:25:12 AM »
I am with you VM.  Sentiment seems extreme and valuation is attractive. I have taken a position this past week and would like to expand it.  Biggest risk from my perspective is cap allocation skills of new ceo manley. This is a tough industry and was always a bet on marchionne.
3
Politics / Re: Russia Investigation.
« Last post by Schwab711 on Today at 06:25:09 AM »
How about some fake news with your coffee?

Newsweek Headline:

"ICE AGENTS, PART OF TRUMP CRACKDOWN, DETAIN HUSBAND DRIVING PREGNANT WIFE TO DELIVER BABY"

But the article conveniently omits that the ICE agents arrested the husband for a murder he allegedly committed.

https://www.newsweek.com/ice-arrest-husband-driving-preganant-wife-hospital-birth-1079380

Nothing to do with Trump-Russia.

But in similar fashion, folks here are upset Trump's campaign manager was not instantly found guilty of 19 felonies that he was fired for during the campaign. The money laundering is due to payments from Kremlin-connected oligarchs.

Manafort reached out to a RU Intel officer to cover up his cover up during his trial. So it's a witch hunt when someone obviously commits 19 felonies and reached out to the very perpetrators they were alleged to have worked with when they got in trouble.

Sounds like a legit investigation.
4
Politics / Re: Russia Investigation.
« Last post by MarkS on Today at 06:20:34 AM »
How about some fake news with your coffee?

Newsweek Headline:

"ICE AGENTS, PART OF TRUMP CRACKDOWN, DETAIN HUSBAND DRIVING PREGNANT WIFE TO DELIVER BABY"

But the article conveniently omits that the ICE agents arrested the husband for a murder he allegedly committed.

https://www.newsweek.com/ice-arrest-husband-driving-preganant-wife-hospital-birth-1079380
5
Investment Ideas / Re: FRMO - FRMO Corp.
« Last post by Sportgamma on Today at 06:17:42 AM »
FRMO 2018 Letter to Shareholders:
https://frmocorp.com/_content/letters/2018.pdf

Nothing new really.
6
Politics / Re: Russia Investigation.
« Last post by Schwab711 on Today at 06:16:05 AM »
Trump said the election was rigged and is now upset we are investigating the election.

I hope Mueller has evidence of a communication telling Trump team how to signal so we can remove all doubt.
7
Investment Ideas / Re: ALS.TO - Altius Minerals
« Last post by linealdin on Today at 06:14:48 AM »
Earlier this spring Altius had C$65 million in liquidity.

Some investors would have preferred Altius spend that C$65 million buying back 5 million Altius shares. I wouldn’t have minded that but I really, really loved what they actually did with the C$65 million: they bought the Liberty potash portfolio.

There’s a limited pool of money and Altius has to make hard choices. I prefer the potash over the buybacks.

Altius had unlimited discretion with the C$100 million Fairfax gave them. They could have used it to buy back 8 million Altius shares. I prefer what they actually did with the money (LIF, Champion debenture, McChip potash, Evrim equity, part of Liberty potash etc.).
8
Politics / Re: Russia Investigation.
« Last post by no_free_lunch on Today at 06:07:42 AM »
Your nyt link says point blank trump never went past his legal authority.

The more i read on this, the more convinced i am this really is just a witch hunt.
9
Strategies / Re: How do you control emotion when your stock goes down
« Last post by thepupil on Today at 05:55:00 AM »
Are you sizing things "above the sleeping point"? Maybe re-evaluate your single position / overall risk tolerance?

In general, the emotion I fight is "I am right, the market is wrong, I should buy more" (otherwise known as arrogance) when stocks are going down and the old "no one ever went broke taking a profit" when stocks are going up. Both are dangerous.

For me the best cure is to have a range of intrinsic values for a security and to avoid binary/truly dramatic  buy/sell decisions.

 Also for my biggest positions I sometimes buy a put as "being wrong insurance". In general (in this market at least), I've been more right than wrong and having fixed downside has allowed me to stay the course, add to short term losers without jeopardizing the whole nut, and therefore made me more money than lost in premium, but I don't know if it's a good long term solution (because it costs a lot).

Not sure if that's at all useful.
10
Investment Ideas / Re: ALS.TO - Altius Minerals
« Last post by linealdin on Today at 05:46:39 AM »
https://www.google.com/amp/s/www.bloomberg.com/amp/news/articles/2018-07-02/lithium-s-top-challenge-is-finding-funds-not-the-battery-metal

Banks have gone AWOL when it comes to financing new lithium mines. That’s likely one reason that Lithium Royalty Corp was formed and Altius took a founding equity stake. Should be a target rich environment for lithium royalty deals.
Pages: [1] 2 3 ... 10