Author Topic: What are you buying today?  (Read 2198262 times)

CorpRaider

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Re: What are you buying today?
« Reply #360 on: February 04, 2014, 08:24:04 AM »
COH


alertmeipp

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Re: What are you buying today?
« Reply #361 on: February 04, 2014, 08:46:26 AM »
PWE  Awesome deal, lol.

sethatk

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Re: What are you buying today?
« Reply #362 on: February 04, 2014, 10:18:59 AM »
Added to LMCA.

saltybit

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Re: What are you buying today?
« Reply #363 on: February 04, 2014, 10:40:47 AM »
SIRI and LMCA

jwfm1985

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Re: What are you buying today?
« Reply #364 on: February 04, 2014, 11:08:10 AM »
GNCMA, again

jschembs

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Re: What are you buying today?
« Reply #365 on: February 04, 2014, 11:16:18 AM »
Ive been in YPF for a year, its been a wild ride, but it's dirt cheap on a NAV basis.

LL

Scared me, I thought you were buying Lumber Liquidators.

wellmont

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Re: What are you buying today?
« Reply #366 on: February 04, 2014, 12:30:13 PM »
Ive been in YPF for a year, its been a wild ride, but it's dirt cheap on a NAV basis.

LL

Scared me, I thought you were buying Lumber Liquidators.

I would be scared to be short. one of the smartest stock pickers in the world just bought a big position.

Ross812

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Re: What are you buying today?
« Reply #367 on: February 04, 2014, 12:45:44 PM »
Rolled my BAC Jan '15 10-20 call spreads to Jan '16 12-25 call spreads
96% Fixed Income CDs, Muni, Corporate Debt - 4% SPX Options

jschembs

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Re: What are you buying today?
« Reply #368 on: February 04, 2014, 12:58:27 PM »
Ive been in YPF for a year, its been a wild ride, but it's dirt cheap on a NAV basis.

LL

Scared me, I thought you were buying Lumber Liquidators.

I would be scared to be short. one of the smartest stock pickers in the world just bought a big position.

I saw that, and everyone's favorite whipping boy Tilson has made a very loud short case. I don't have a position, but if I had to initiate one here it'd be short. Gross margins at all time highs, bulk of the remodeling done by the Blackstone's of the world to build the world's largest rental pool, and the business still only generates $40 MM in FCF (less than 2% FCF yield). I just don't see how you get significantly much more upside in the stock.

valueInv

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Re: What are you buying today?
« Reply #369 on: February 04, 2014, 01:32:43 PM »
Ive been in YPF for a year, its been a wild ride, but it's dirt cheap on a NAV basis.

LL

Scared me, I thought you were buying Lumber Liquidators.

I would be scared to be short. one of the smartest stock pickers in the world just bought a big position.

I saw that, and everyone's favorite whipping boy Tilson has made a very loud short case. I don't have a position, but if I had to initiate one here it'd be short. Gross margins at all time highs, bulk of the remodeling done by the Blackstone's of the world to build the world's largest rental pool, and the business still only generates $40 MM in FCF (less than 2% FCF yield). I just don't see how you get significantly much more upside in the stock.

Who bought YPF?