Author Topic: What are you buying today?  (Read 2194337 times)

frommi

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Re: What are you buying today?
« Reply #570 on: April 28, 2014, 09:23:28 AM »
Added to my position in WSTG @ 16$.


fareastwarriors

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Re: What are you buying today?
« Reply #571 on: April 28, 2014, 09:27:23 AM »
Buying BAC this morning.  -5.3% seems crazy high for a revised cap ratio of 21 bps.

+1

crastogi

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Re: What are you buying today?
« Reply #572 on: April 28, 2014, 07:49:42 PM »
Added to my position in WSTG @ 16$.

Hi frommi - what is your thesis on this?

Myth465

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Re: What are you buying today?
« Reply #573 on: April 28, 2014, 09:04:23 PM »
Bought Nighthawk energy.

frommi

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Re: What are you buying today?
« Reply #574 on: April 28, 2014, 09:49:00 PM »
Added to my position in WSTG @ 16$.

Hi frommi - what is your thesis on this?

It looked cheap to me, is growing and pays a healthy dividend. I first bought this at 13 and sold 30% @23, thats the part i just rebought because it got hammered pretty hard without reason in the last two weeks. My fair value was around 25$.
Its possible that the business model sucks and will be killed in the future, but its not visible in the numbers and i will only sell when i see it there. I think it popped up in a magic formula screener.
But i have to admit that i feel really bad for not selling the position completly at 23 and than forgetting about it. Right now i am pretty feared that it collapses completly perhaps thats the reason i bought more. :o
« Last Edit: April 28, 2014, 10:10:03 PM by frommi »

yader

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Re: What are you buying today?
« Reply #575 on: April 29, 2014, 11:24:40 AM »
ALS.TO
"But you, man of God, flee from all this, and pursue righteousness, godliness, faith, love, endurance and gentleness." 1 Timothy 6:11

sethatk

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Re: What are you buying today?
« Reply #576 on: April 29, 2014, 12:16:49 PM »
OIBR

saltybit

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Re: What are you buying today?
« Reply #577 on: April 29, 2014, 12:54:20 PM »
ASPS

Aberhound

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Re: What are you buying today?
« Reply #578 on: April 29, 2014, 12:59:12 PM »
Buying BAC this morning.  -5.3% seems crazy high for a revised cap ratio of 21 bps.

+1

+1

alertmeipp

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Re: What are you buying today?
« Reply #579 on: April 29, 2014, 09:11:37 PM »
OIBR

Nice timing, didn't expect it to price this low.