Author Topic: What are you buying today?  (Read 1665933 times)

Spekulatius

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Re: What are you buying today?
« Reply #3310 on: October 12, 2018, 03:19:14 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

Is this Cequence energy?
https://finance.yahoo.com/quote/CQE.TO/profile?p=CQE.TO

I donít see the 20 bagger here, but havenít looked to hard.
Life is too short for cheap beer and wine.


EricSchleien

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Re: What are you buying today?
« Reply #3311 on: October 12, 2018, 06:05:10 PM »
Sold my last bit of BAM and DVA, Use the proceeds to buy more BRK


Maybe you sold your shares to me. I bought more BAM and also bought more TRUP.

Charlie

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Re: What are you buying today?
« Reply #3312 on: October 13, 2018, 01:15:16 AM »
Sold Phillips 66 shares of my parents and bought Berkshire.

I thought about buying Apple, but I think the probability of doubling of Berkshire is higher than doubling of Apple in a few years.

ASTA

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Re: What are you buying today?
« Reply #3313 on: October 15, 2018, 07:07:16 AM »
bought MHK have limit orders in for bidu, naspers and liberty global

frankhkii

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Re: What are you buying today?
« Reply #3314 on: October 15, 2018, 10:08:02 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.

Apologies for the delay I'm not always on here...It was from thumbing through Value Line which has "Cash Flow" per share for 2018 of $25.70, the current trading price is ~$106. Valueline's same "Cash Flow" calculation for 2017 was $23.65. The VL line seems to be calculated on cash from operations.

On the management guidance from Q2 (https://investors.whirlpoolcorp.com/static-files/44e22a7a-dc79-4f42-9075-3018178adabb) the projected $850M in FCF is closer to 8x which I do believe is cheap.

Cardboard

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Re: What are you buying today?
« Reply #3315 on: October 15, 2018, 02:02:48 PM »
T-WCP really late today.

Top notch light oil Canadian producer, cheap at below $60,000 per flowing, doing everything right, buying back shares, CEO owns $25 million worth of stock, dividend yield of now 4.6%!

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Agrippa07

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Re: What are you buying today?
« Reply #3316 on: October 16, 2018, 12:26:40 PM »
Naspers (South African Media company that has a 31% stake in Tencent) initiated a small position (around 1%).


tombgrt

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Re: What are you buying today?
« Reply #3317 on: October 16, 2018, 12:57:31 PM »
CRC and GXE. Round and round we go.

frommi

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Re: What are you buying today?
« Reply #3318 on: October 23, 2018, 08:25:52 AM »
Bought back calls on TSLA and NFLX with a little profit. I expect that Musk has massaged the Q3 numbers, will run a huge show tomorrow and i don`t want to be in front of a short squeeze. And my shorting window ends in 3 days, so i am slowly preparing to go to 100% long again for the next 6 months.

wisowis

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Re: What are you buying today?
« Reply #3319 on: October 23, 2018, 04:38:15 PM »
Added to FFH, BRK, GOOG, PAR.