Author Topic: What are you buying today?  (Read 2206413 times)

Cunninghamew

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Re: What are you buying today?
« Reply #880 on: December 16, 2014, 12:23:56 PM »
starter in SSRG


PatientCheetah

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Re: What are you buying today?
« Reply #881 on: December 17, 2014, 07:36:18 AM »
QIWI incredible FCF/ROI and a growth stock that pays dividend?!?!
risk as little as possible until all the stars have aligned

Longer Term: FB MSFT BABA JD YRD

kab60

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Re: What are you buying today?
« Reply #882 on: December 17, 2014, 08:00:44 AM »
QIWI incredible FCF/ROI and a growth stock that pays dividend?!?!

What do you think about the devaluation of the ruble and the risk of default? I really like QIWI's numbers, just haven't digged into how exposed they are (do they lend out?) to the current situation. Obviously earnings will be affected, but apart from that?

EDIT: I bought Medallion Financial and Horsehead Holding myself

PatientCheetah

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Re: What are you buying today?
« Reply #883 on: December 17, 2014, 08:43:53 AM »
QIWI incredible FCF/ROI and a growth stock that pays dividend?!?!

What do you think about the devaluation of the ruble and the risk of default? I really like QIWI's numbers, just haven't digged into how exposed they are (do they lend out?) to the current situation. Obviously earnings will be affected, but apart from that?

EDIT: I bought Medallion Financial and Horsehead Holding myself

All of those are valid concerns. Hence it's only a 2% position for me. Since its a debit card servicer, its users put money into QIWI, I would think its liabilities would go down if Russia does default or further devalue.
risk as little as possible until all the stars have aligned

Longer Term: FB MSFT BABA JD YRD

kfh227

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Re: What are you buying today?
« Reply #884 on: December 17, 2014, 08:02:44 PM »
I'm DCAing into SD and PWE tomorrow.

If BBRY drops to $9.75 or so I'll be buying some calls that expire on Friday.  Earnings are Friday before the open.  Hoping for good news that causes a short squeeze.  Of course, I think it is doubtful this early but it will happen in one of the next 4 quarters.  Too many things are going right at BBRY.  John Chen is doing an amazing job in the CEO spot.   It's just a matter of time till they turn a profit and start producing Free Cash Flows.


PatientCheetah

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Re: What are you buying today?
« Reply #885 on: December 18, 2014, 08:48:22 AM »
GNW
risk as little as possible until all the stars have aligned

Longer Term: FB MSFT BABA JD YRD

Ham Hockers

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Re: What are you buying today?
« Reply #886 on: December 18, 2014, 08:49:57 AM »
Wish I'd bought FMD I guess.

berkshire101

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Re: What are you buying today?
« Reply #887 on: December 18, 2014, 08:57:20 AM »
Started small positions in YNDX, QIWI, and CTCM. 

shhughes1116

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Re: What are you buying today?
« Reply #888 on: December 18, 2014, 10:41:24 AM »
Started small positions in YNDX, QIWI, and CTCM. 

When you say small...are you saying ~1% positions?   Just curious...I have been looking at CTCM for quite some time and held off because of the price.  It is starting to get interesting for me. 

berkshire101

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Re: What are you buying today?
« Reply #889 on: December 18, 2014, 11:45:21 AM »
Started small positions in YNDX, QIWI, and CTCM. 

When you say small...are you saying ~1% positions?   Just curious...I have been looking at CTCM for quite some time and held off because of the price.  It is starting to get interesting for me.

Yeah, they're about 1% each.  I left some room to maybe add more if it goes down from here.