Author Topic: What are you buying today?  (Read 2206509 times)

Homestead31

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Re: What are you buying today?
« Reply #730 on: October 14, 2014, 07:15:22 AM »
according to the media "small caps are still expensive" but this recent sell off has created some incredible value in select names in my opinion.  CHEF, MSO, EZPW are all names that I think can double in the next 2-3 years with solid downside protection.

some of the special situation names have gotten destroyed as well as they are over owned by hedge funds, and hedge funds are the first guys to cut their losses and run in a sell off.  BKS is a good example.

happy to discuss any of the above.


DCG

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Re: What are you buying today?
« Reply #731 on: October 14, 2014, 07:45:26 AM »
AIG, AIG/WT, GNW, WAC, OCN, CBI, FMC, GT, OI, QIHU, MGM, AAL, DAL, GM, GM/WT/B, CHK, NOV, PIR, TWI


You bought all those in one day?

wescobrk

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Re: What are you buying today?
« Reply #732 on: October 14, 2014, 07:15:39 PM »
Just do the opposite what I do and everyone will make a fortune.
I bought wells for the first time a week ago thinking I'm going with the safest bank and then watch a 10 percent decline. I know as value investors it's great to buy more but it was already a full position for me.

intothebreach

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Re: What are you buying today?
« Reply #733 on: October 14, 2014, 07:27:05 PM »
Completed my AIG "value meal" with the 2017 LEAPs that started trading yesterday.

Hawks

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Re: What are you buying today?
« Reply #734 on: October 14, 2014, 07:28:21 PM »
jpm (as market opened today) and gud (TSX)

randomep

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Re: What are you buying today?
« Reply #735 on: October 14, 2014, 07:35:08 PM »
according to the media "small caps are still expensive" but this recent sell off has created some incredible value in select names in my opinion.  CHEF, MSO, EZPW are all names that I think can double in the next 2-3 years with solid downside protection.

some of the special situation names have gotten destroyed as well as they are over owned by hedge funds, and hedge funds are the first guys to cut their losses and run in a sell off.  BKS is a good example.

happy to discuss any of the above.

Ya I noticed all my US small caps are taking a beating. These stock vary a lot but it seems like the market just paints them all with one brush......

hope this ends soon

muscleman

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Re: What are you buying today?
« Reply #736 on: October 14, 2014, 09:51:58 PM »
Completed my AIG "value meal" with the 2017 LEAPs that started trading yesterday.

I haven't been able to fully understand the lawsuit between SICO and US government, and what's the likelihood that AIG is liable to pay for that?
I am muslceman. I have more muscle than brain!

DCG

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Re: What are you buying today?
« Reply #737 on: October 15, 2014, 06:46:48 AM »
Added to FCAU, BAC, VZ, and OXY. This selloff seems silly to me.
« Last Edit: October 15, 2014, 06:53:26 AM by DCG »

Hawks

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Re: What are you buying today?
« Reply #738 on: October 15, 2014, 06:48:37 AM »
bac and ssw

TwoCitiesCapital

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Re: What are you buying today?
« Reply #739 on: October 15, 2014, 07:29:55 AM »
Added 10% to Altius at 9.98 USD.
Reopened a long in drybulk with SB at $4.95