What are you buying today?

[LowIQinvestor]

BP & PSX

[Palantir]

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.

[Hawks]

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]

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]

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.

[jschembs]

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]

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]

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]

I have been writing BAC and PSX puts.

[ScottHall]

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.