Author Topic: What are you buying today?  (Read 2194336 times)

TwoCitiesCapital

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Re: What are you buying today?
« Reply #220 on: November 26, 2013, 11:31:40 AM »
Recent purchases in the last month:

DSL - Doubleline income solutions fund
NLY - Annaly
BSBR - Banco Santeder Brazil
SAN - Banco Santander
LCSHF - Lancashire
SHLD - Sears holding

Not a particular purchase today, but I'm slowly accumulating more DSL, BSBR, with a little SAN overtime through monthly dividend reinvestment.

Also, will likely be adding to ATUSF soon.


Nnejad

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Re: What are you buying today?
« Reply #221 on: November 26, 2013, 11:35:37 AM »
Bought CHRW and stocked up on NTT.

If you don't mind my asking, why NTT and not DCM?

LowIQinvestor

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Re: What are you buying today?
« Reply #222 on: November 26, 2013, 11:44:31 AM »
TEO-    Telecom Argentina SA- good price today!

gjangal

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Re: What are you buying today?
« Reply #223 on: November 26, 2013, 12:30:35 PM »
fbrc, cheap, just bought back 650,000 shares.


If you don't mind sharing your thesis on FBRC. From their most recent 10-K their Agency commissions which used to be a significant portion of revenues is declining because of electronic trading ( 117mn in 2008 to 33mn in 2012) The most recent 10Q's also seem to be pointing to this. Offsetting this decline is the capital markets revenue which is strong given current market conditions. 

The buybacks seem to support CrestView LP reducing the stake in the company.

Lance

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Re: What are you buying today?
« Reply #224 on: November 26, 2013, 01:55:44 PM »
I wrote puts on AIG

I plan on writing some more puts today. If you don't mind me asking - what maturity are you looking at? And what price range? I've already written some Jan/14 puts.

jm25, I wrote puts on the Feb/14, $50s at $2.55.

Thanks
Lance

frommi

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Re: What are you buying today?
« Reply #225 on: November 26, 2013, 08:35:05 PM »
Bought CHRW and stocked up on NTT.

If you don't mind my asking, why NTT and not DCM?

NTT looked cheaper to me, and i get a growing cloud business that offsets the shrinking mobile/voice business. That was my thought, but its possible that i am wrong :).

zippy1

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Re: What are you buying today?
« Reply #226 on: November 26, 2013, 08:50:35 PM »
Wow, EV/EBIDTA=2.44 and P?B~0.5 How did it become so cheap?

frommi

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Re: What are you buying today?
« Reply #227 on: November 27, 2013, 06:52:46 AM »
Wow, EV/EBIDTA=2.44 and P?B~0.5 How did it become so cheap?

I don`t know, the business has grown while the stock has gone nowhere in the last 10 years.
Sold JNJ today and bought more NTT.

Lance

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Re: What are you buying today?
« Reply #228 on: November 27, 2013, 07:17:22 AM »
I sold ABT, bought FFH and wrote puts on SHLD this morning.

Thanks
Lance

rainman

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Re: What are you buying today?
« Reply #229 on: November 27, 2013, 08:45:19 AM »
Not sure why FFH down a lot today.
Buy some FRFHF