What are you buying today?

[CorpRaider]

COH

[alertmeipp]

PWE  Awesome deal, lol.

[sethatk]

Added to LMCA.

[saltybit]

SIRI and LMCA

[jwfm1985]

GNCMA, again

[jschembs]

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]

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]

Rolled my BAC Jan '15 10-20 call spreads to Jan '16 12-25 call spreads

[jschembs]

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]

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?