Author Topic: What are you buying today?  (Read 2206408 times)

yadayada

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Re: What are you buying today?
« Reply #560 on: April 17, 2014, 12:53:47 PM »

V interesting idea that doesnt seem noticed in the corner of the market. With 100% upside and a catalyst of 1 year.


can you please expand on this?
check out the SA article i posted. THey explain it pretty well. Or read their prospectus and presentation and in the thread I made about them there is a nice primer on the insurance industry.


no_free_lunch

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Re: What are you buying today?
« Reply #561 on: April 17, 2014, 03:34:40 PM »
I am slightly, very slightly, familiar with PBM having done a bit of research on ESRX as well.  I am just wondering what advantage CTRX would have if they are the smallest and thus don't have scale? 

zuokk

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Re: What are you buying today?
« Reply #562 on: April 17, 2014, 06:42:26 PM »
Being buying GWR on and off for a couple of week.  Anyone else look into this?  Pretty rare to find a defensive stock trading at such a discount to book.  What do you guys think?  Am I missing something?

http://www.cornerofberkshireandfairfax.ca/forum/investment-ideas/gwr-to-global-water-resources/

Thanks!

james22

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Re: What are you buying today?
« Reply #563 on: April 21, 2014, 09:21:23 AM »
LUK
BRK, BAM, MKL l SV, EM l PLTR l Fannie Mae, Freddie Mac l Cash

DCG

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Re: What are you buying today?
« Reply #564 on: April 21, 2014, 12:34:21 PM »
Bought some MKL and OXY.

buylowersellhigh

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Re: What are you buying today?
« Reply #565 on: April 21, 2014, 12:43:45 PM »
Bought some LMCA on Friday. 

Anybody buying any BAC common or KMI warrants?

gary17

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Re: What are you buying today?
« Reply #566 on: April 21, 2014, 01:06:09 PM »
Was trying to buy an apartment in west Vancouver but the seller wanted $20k extra so I had to let the deal collapse. :(

randomep

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Re: What are you buying today?
« Reply #567 on: April 21, 2014, 01:57:26 PM »
Was trying to buy an apartment in west Vancouver but the seller wanted $20k extra so I had to let the deal collapse. :(

how much $
how many sq ft?

blainehodder

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Re: What are you buying today?
« Reply #568 on: April 28, 2014, 06:53:24 AM »
Buying BAC this morning.  -5.3% seems crazy high for a revised cap ratio of 21 bps.

Danger Zone

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Re: What are you buying today?
« Reply #569 on: April 28, 2014, 07:11:09 AM »
Buying GLBS - Globus Maritime. Great uppside potential and downside protection. If the Baltic Dry Index remains depressed they should be able to keep paying of their debt, and if it recovers to higher levels their profits will skyrocket.