Author Topic: What are you buying today?  (Read 2198241 times)

CorpRaider

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Re: What are you buying today?
« Reply #180 on: November 05, 2013, 05:14:45 PM »
PEFIX, SPE
« Last Edit: November 05, 2013, 05:16:37 PM by CorpRaider »


no_free_lunch

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Re: What are you buying today?
« Reply #181 on: November 05, 2013, 05:31:57 PM »
Quote
writing ITM AIG 2016 LEAPS

If you don't mind me asking, what is the thesis on writing ITM AIG leaps?  Calls or puts?

Lance

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Re: What are you buying today?
« Reply #182 on: November 05, 2013, 06:20:50 PM »
In the past month I have:

Bought FFH, Lukoil and Gazprom.

Sold puts on WLT and bought them back.

Sold covered calls on RAI.

Sold KKR, VOD and VZ.

Sold puts on RVBD, BAC and AIG.

Thanks,
Lance

TwoCitiesCapital

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Re: What are you buying today?
« Reply #183 on: November 05, 2013, 08:52:22 PM »
BP and Safe Bulkers

I bought SB way back in 2010. Let's hope it moves a little quicker for you then it did for me. Recent returns haven't been so bad though since doubling down near the bottom.

DTEJD1997

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Re: What are you buying today?
« Reply #184 on: November 05, 2013, 10:07:04 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.

Yes, VIC is a good board!  HOWEVER, I must give credit to XXX1313.  He tipped me off to Nevsun (very nice gain) and Mawson West.  I bought a little bit a while ago, and I'm kicking myself I didn't get more.

Mawson West very well might be the cheapest company out there.  I think they are going to put up some very good numbers.

There is risk with them, but the valuation is just too compelling, management looks good. 

We'll see soon!

phil_Buffett

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Re: What are you buying today?
« Reply #185 on: November 06, 2013, 01:43:25 AM »
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.

Yes, VIC is a good board!  HOWEVER, I must give credit to XXX1313.  He tipped me off to Nevsun (very nice gain) and Mawson West.  I bought a little bit a while ago, and I'm kicking myself I didn't get more.

Mawson West very well might be the cheapest company out there.  I think they are going to put up some very good numbers.

There is risk with them, but the valuation is just too compelling, management looks good. 

We'll see soon!

whats the Thesis behind mawson? i dont have Access to the vic. would be great if someone of you give me a short Explanation. would be great thank you :)

fareastwarriors

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Re: What are you buying today?
« Reply #186 on: November 07, 2013, 01:54:47 PM »
Anyone did some buying today?

Packer16

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Re: What are you buying today?
« Reply #187 on: November 07, 2013, 01:56:58 PM »
I bought some GNCMA and UPL via sale of the rest of my LIN.

Packer
« Last Edit: November 07, 2013, 02:28:30 PM by Packer16 »

muscleman

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Re: What are you buying today?
« Reply #188 on: November 07, 2013, 01:58:04 PM »
I bought a 10% position in BPOP at $26 last week. My theory is that Peurto Rico muni crisis is overblown, and that even if there is some issue, BPOP's exposure is small enough.
I think the current 2.6% NPA is quite manageable, so there should no longer be 250 million a year loan loss provision, so the forward P/E should be 5, which is quite low.
I am muslceman. I have more muscle than brain!

gordoffh

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Re: What are you buying today?
« Reply #189 on: November 07, 2013, 02:05:34 PM »
trying to catch the falling knife    SD    LTS