Author Topic: What are you buying today?  (Read 2195765 times)

CorpRaider

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Re: What are you buying today?
« Reply #490 on: March 24, 2014, 09:44:40 AM »
VOD

Combo of enhanced bid for Ono and AT&T comments causing weakness.

Ono bid appears expensive at 10X 2014E EBITDA. I'm comforted by the fact that Liberty Global finds the assets attractive, and VOD will be able to extract synergies via bundling with current Spanish offerings.

AT&T comments (see here: http://www.mobileworldlive.com/att-ceo-plays-hopes-vodafone-bid-report) are shenanigans. It takes years to invest in mobile networks, and now all a sudden AT&T is hesitant to invest in Europe b/c other operators have begun to move? Three months ago T thought Europe was attractive....

I'm getting interested in this.  I like the moves they are making, and they sort of give me comfort that they would rationally evaluate any interest from potential acquirers.  Seems like worst case scenario, you get paid to wait until EM growth kicks in.


Palantir

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Re: What are you buying today?
« Reply #491 on: March 24, 2014, 10:00:04 AM »
Bought AMB Financial (AMFC).
My Portfolio: AMZN, PYPL

Lance

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Re: What are you buying today?
« Reply #492 on: March 24, 2014, 12:52:04 PM »
I wrote puts on AIG this morning.

Thanks,
Lance

buylowersellhigh

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Re: What are you buying today?
« Reply #493 on: March 24, 2014, 01:04:42 PM »
I wrote puts on AIG this morning.

Thanks,
Lance

What puts did your write?

Lance

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Re: What are you buying today?
« Reply #494 on: March 24, 2014, 01:21:14 PM »
April 4 $50 strikes.


JoelS

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Re: What are you buying today?
« Reply #495 on: March 24, 2014, 02:10:03 PM »
Bought Charter Communications

moody202

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Re: What are you buying today?
« Reply #496 on: March 24, 2014, 07:15:23 PM »
BAC $18 August Calls
Many shall be revived that now are fallen, and many fall that are now in honor.

moody202

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Re: What are you buying today?
« Reply #497 on: March 24, 2014, 07:18:01 PM »
April 4 $50 strikes.
Just curious what your thought process is with the puts!
Many shall be revived that now are fallen, and many fall that are now in honor.

Lance

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Re: What are you buying today?
« Reply #498 on: March 24, 2014, 07:28:44 PM »
Hi moody202 - no investment thesis or any interesting insight here.  That date coincides with the $52.50 AIG calls I sold against shares I purchased some time ago.  If they are put to me at $50 I will sell calls on them, along with the expiring $52.50 calls (assuming they are not called away) at the $50 strike price in May. 

I sell puts and calls on AIG quite a bit.  The premiums are decent and AIG sort of moves back and forth around $50.  Not too exciting but it scratches my urge to do something.   

Thanks,
Lance

Mikenhe

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Re: What are you buying today?
« Reply #499 on: March 25, 2014, 07:06:03 AM »
BP - for the same price that I sold them for 3 years ago...