Author Topic: What are you buying today?  (Read 2194519 times)

LowIQinvestor

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Re: What are you buying today?
« Reply #160 on: October 08, 2013, 11:35:27 AM »
BP & PSX


Palantir

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Re: What are you buying today?
« Reply #161 on: October 08, 2013, 11:52:47 AM »
IBM

What's your IV estimate for IBM? I've looked at it many times, it just doesn't strike me as a "great" opportunity...but just an decent, low risk place to put cash.
My Portfolio: AMZN, PYPL

Hawks

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Re: What are you buying today?
« Reply #162 on: October 08, 2013, 12:03:45 PM »
Re IBM, it's the "free cash flow per share" that appeals to me. And continuous stock buybacks. Political mess has created a good buying opportunity in a great company, imo.

constructive

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Re: What are you buying today?
« Reply #163 on: October 08, 2013, 12:04:50 PM »
More VRA and MIL.

It's been a tough year on the short side, but short positions are working today and may be turning the corner.

Palantir

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Re: What are you buying today?
« Reply #164 on: October 08, 2013, 12:10:27 PM »
Re IBM, it's the "free cash flow per share" that appeals to me. And continuous stock buybacks. Political mess has created a good buying opportunity in a great company, imo.

That's pretty fair....but I'm going to be greedy and wait for sub 170 before I buy.
My Portfolio: AMZN, PYPL

jschembs

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Re: What are you buying today?
« Reply #165 on: October 08, 2013, 12:11:11 PM »
It's been a tough year on the short side, but short positions are working today and may be turning the corner.

Amen to that. CRM finally turning, will re-investigate shorts of WDAY, LL, and FOSL.

Yours Truly

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Re: What are you buying today?
« Reply #166 on: October 08, 2013, 12:25:03 PM »
It's been a tough year on the short side, but short positions are working today and may be turning the corner.

Amen to that. CRM finally turning, will re-investigate shorts of WDAY, LL, and FOSL.

Whats the short thesis on FOSL? Was looking at going long back when it was in the $90's a year ago but forgot about it

Philip Morris IV

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Re: What are you buying today?
« Reply #167 on: October 08, 2013, 12:26:59 PM »
At the moment IBM is at 52wk low (actually 90wk low) and roughly 7% FCF yield.  Passes the great biz/fair price test.  Picked some up for clients today.

boilermaker75

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Re: What are you buying today?
« Reply #168 on: October 08, 2013, 12:34:18 PM »
I have been writing BAC and PSX puts.

ScottHall

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Re: What are you buying today?
« Reply #169 on: October 08, 2013, 01:05:47 PM »
Re IBM, it's the "free cash flow per share" that appeals to me. And continuous stock buybacks. Political mess has created a good buying opportunity in a great company, imo.

That's pretty fair....but I'm going to be greedy and wait for sub 170 before I buy.

It'd be great if it was just 10% cheaper.  ;)