Author Topic: What are you buying today?  (Read 1569477 times)

Spekulatius

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Re: What are you buying today?
« Reply #4520 on: January 22, 2020, 05:00:36 PM »
CRBP

Interesting clinical candidate with an unmet need. It looks to me like they will need to raise cash with a secondary very soon though.

It shouldn't be too difficult to raise money (they've already done some licensing deals - one with a Japanese major and they also got some funds from CF foundation). Their Ph 3 results for Lenabasum should most likely be great (their Ph2 data and recent hiring shows they are prepping for approval) - out in a few months. Stock is ripping. Up 60% since this above discussion. Funnily i discovered this stock from a podcast where a healthcare VC with a great track record was pounding the table on it like crazy.

I assume this  VC was Jeff  Arnold in “Angel Invest Boston” podcast. that’s a great podcast and I subscribed to it.
https://podcasts.apple.com/us/podcast/angel-invest-boston/id1180248689?i=1000442790546
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Devils_Shadow

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Re: What are you buying today?
« Reply #4521 on: January 22, 2020, 05:54:18 PM »

I assume this  VC was Jeff  Arnold in “Angel Invest Boston” podcast. that’s a great podcast and I subscribed to it.
https://podcasts.apple.com/us/podcast/angel-invest-boston/id1180248689?i=1000442790546

Yes that was Jeff Arnold. Good show.
« Last Edit: January 22, 2020, 06:33:20 PM by Devils_Shadow »

Castanza

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Re: What are you buying today?
« Reply #4522 on: January 23, 2020, 06:49:32 AM »
Got some CMCSA under $46

Lance

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Re: What are you buying today?
« Reply #4523 on: January 23, 2020, 08:10:43 AM »
XOM

Thanks
Lance

lnofeisone

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Re: What are you buying today?
« Reply #4524 on: January 23, 2020, 10:14:01 AM »
MPLX and WMB

Agrippa07

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Re: What are you buying today?
« Reply #4525 on: January 23, 2020, 02:32:10 PM »
Added to XOM

Spekulatius

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Re: What are you buying today?
« Reply #4526 on: January 23, 2020, 02:49:05 PM »
Over the past two days I trimmed IAU and bought IRM, MAC, MCY, ORI, TCO and WPC then sold TCO on a small increase.

Thanks
Lance

So with WPC, ORI and MCY, you are bullish on property insurers? ORI looks interesting based on valuation metrics. I have owned MCY before ( a long time ago) when it traded at book value. I used to have my car and property insurance with them when I lived in CA.

Added to my small starter holding on today’s Mr. markets hissy fit after the earnings release at $22 and below. Anyone know what this drop as about? I looked at the earnings numbers and they seemed fine to me. Anyways, it’s a relatively cheap stock and a decent business in today’s overpriced market. Book value is $20, so I buy this for 1.1x book. I have seen cheaper,  but also way more expensive. I used to follow the company, but it dropped of my radar after it took many years to work through the aftermath of the financial crisis.
Life is too short for cheap beer and wine.

TwoCitiesCapital

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Re: What are you buying today?
« Reply #4527 on: January 23, 2020, 04:34:51 PM »
XOM

Thanks
Lance

Added to XOM

Over the last week, have been rolling out of 10% or so I've my Gazprom position to buy XOM with the proceeds.

Plan to continue to do so if OGZPY continues to significantly outperform.

jgyetzer

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Re: What are you buying today?
« Reply #4528 on: January 24, 2020, 07:06:06 AM »
CMCSA

I am probably being overconfident, but the market seems to keep offering favorable opportunities to buy broadband providers based upon performance of other, lower margin segments (i.e. video)

Castanza

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Re: What are you buying today?
« Reply #4529 on: January 24, 2020, 08:06:38 AM »
Starter position PBCT