Author Topic: What are you buying today?  (Read 2196001 times)

ASTA

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Re: What are you buying today?
« Reply #170 on: October 08, 2013, 01:09:57 PM »
Anyone looking in to Orkla ASA have been looking in to this name and some good fund manger owns it.


Qu1nt3ss0n

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Re: What are you buying today?
« Reply #171 on: October 09, 2013, 03:25:16 PM »
Anyone looking in to Orkla ASA have been looking in to this name and some good fund manger owns it.

Yep, came across this name when going through some old VII newsletters. Steve Romick (FPA) also discusses this in a forbes interview:

www.forbes.com/sites/steveforbes/2013/04/23/steve-romick-trade-into-the-gold-you-can-eat-farmland/4/

fareastwarriors

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Re: What are you buying today?
« Reply #172 on: October 09, 2013, 03:42:02 PM »
Anyone looking in to Orkla ASA have been looking in to this name and some good fund manger owns it.

Yep, came across this name when going through some old VII newsletters. Steve Romick (FPA) also discusses this in a forbes interview:

www.forbes.com/sites/steveforbes/2013/04/23/steve-romick-trade-into-the-gold-you-can-eat-farmland/4/



Qu1nt3ss0n

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Re: What are you buying today?
« Reply #173 on: October 10, 2013, 01:59:38 AM »
BP and Safe Bulkers

Palantir

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Re: What are you buying today?
« Reply #174 on: October 10, 2013, 11:09:32 AM »
Opening a position in SPAR Group (SGRP).
My Portfolio: AMZN, PYPL

no_free_lunch

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Re: What are you buying today?
« Reply #175 on: November 04, 2013, 06:01:06 PM »
10% in SPE today.

Thanks to whopper investments for this one.

http://www.whopperinvestments.com/incentives-edges-and-closed-end-funds


The basic thesis is that the manager should be able to exceed the S&P full-cycle while providing downside protection. 
« Last Edit: November 04, 2013, 06:10:13 PM by no_free_lunch »

willie2013

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Re: What are you buying today?
« Reply #176 on: November 05, 2013, 08:58:00 AM »
FIATY, ELOS, and FRCOY

ECCO

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Re: What are you buying today?
« Reply #177 on: November 05, 2013, 09:32:06 AM »
Today, I have short some 2015 AIG 55$ put and with that money I have bought 2015 AIG 45$ call. I did the same with BAC, 2015 15$ put and bought 2015 12$ call.

DTEJD1997

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Re: What are you buying today?
« Reply #178 on: November 05, 2013, 10:05:15 AM »
I am buying Mawson West.

I think they will have good numbers coming up.

Myth465

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Re: What are you buying today?
« Reply #179 on: November 05, 2013, 03:26:19 PM »
I am buying Mawson West.

I think they will have good numbers coming up.

As am I, someone reads VIC....
Just saw it yesterday and now moving cash around to buy.