Author Topic: What are you buying today?  (Read 2197991 times)

frommi

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Re: What are you buying today?
« Reply #650 on: June 24, 2014, 10:40:32 AM »
frommi - can you elucidate what you believe is the MoS in Posco exactly? Thx!

Tangible bookvalue (look at 10y history) and that Buffet and Third Avenue have positions there. There is a PKX thread in the investment sections with further arguments.
And from a technical viewpoint there is a solid support at 60-65$, thats unlikely to break.


Andy Dufresne

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Re: What are you buying today?
« Reply #651 on: June 24, 2014, 10:51:54 AM »
OK - thanks, will look on the thread!

no_free_lunch

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Re: What are you buying today?
« Reply #652 on: June 24, 2014, 11:01:19 AM »
In addition to Frommi's points, I view PKX as a best in class steel producer which should benefit from a global economic recovery (if it happens).  If it doesn't, there is a bit of a stabilizer in that iron prices should continue downward which helps them from a cost perspective.

no_free_lunch

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Re: What are you buying today?
« Reply #653 on: June 24, 2014, 11:19:37 AM »
Bought HLC.to today, it's a fairly small position.   Thanks for the idea Myth!   Myth lays out the thesis in the more recent section of the clarke page.

valueyoda

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Re: What are you buying today?
« Reply #654 on: June 24, 2014, 04:38:22 PM »
Ebay, W.R. Grace and Valeant Pharmaceuticals.

tinhb

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Re: What are you buying today?
« Reply #655 on: June 26, 2014, 12:26:49 PM »
DSWL

Lance

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Re: What are you buying today?
« Reply #656 on: June 26, 2014, 01:55:36 PM »
I wrote puts on SHLD today. 

Thanks,
Lance

randomep

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Re: What are you buying today?
« Reply #657 on: July 01, 2014, 01:35:37 PM »

Added ITIC to my position. I am doing what good value investors do, buy a stock I think is cheap, and if I am wrong and it is not cheap and it drops, BUY SOME MORE.

Myth465

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Re: What are you buying today?
« Reply #658 on: July 02, 2014, 05:37:30 PM »
Bought HLC.to today, it's a fairly small position.   Thanks for the idea Myth!   Myth lays out the thesis in the more recent section of the clarke page.

No prob. I will likely buy more overtime as the thesis is confirmed. Right now its 10% of my portfolio.

valueyoda

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Re: What are you buying today?
« Reply #659 on: July 02, 2014, 09:30:10 PM »
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