Author Topic: What are you buying today?  (Read 2194352 times)

PatientCheetah

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Re: What are you buying today?
« Reply #1010 on: March 04, 2015, 09:10:30 AM »
Sold some puts on EOG - low cost producer, access to capital market to consolidate an industry in a downturn
risk as little as possible until all the stars have aligned

Longer Term: FB MSFT BABA JD YRD


davidoosnk

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Re: What are you buying today?
« Reply #1011 on: March 04, 2015, 09:55:03 AM »
Unable to short LL, I sold some calls on it the last three days creating a synthetic short. Trying not to get too greedy, but agree with tinhb that it is the biggest no-brainer short in a long time. Huge liability and token cash on hand so who will lend them money? I don't like shorting. Too easy to get squeezed. So I sold the calls a bit out of the money, to sleep better. I think even hedge funds who specialize in squeezing shorts may think twice about touching this one. Hope I don't get squeezed!!!

PatientCheetah

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Re: What are you buying today?
« Reply #1012 on: March 09, 2015, 07:12:11 AM »
SNDK SHOS YY
« Last Edit: March 09, 2015, 07:59:25 AM by PatientCheetah »
risk as little as possible until all the stars have aligned

Longer Term: FB MSFT BABA JD YRD

AzCactus

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Re: What are you buying today?
« Reply #1013 on: March 09, 2015, 11:42:12 AM »
Some BAC

Ross812

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Re: What are you buying today?
« Reply #1014 on: March 11, 2015, 07:10:38 AM »
Bought some Fastenal and a little more Gilead yesterday. 
96% Fixed Income CDs, Muni, Corporate Debt - 4% SPX Options

Lance

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Re: What are you buying today?
« Reply #1015 on: March 11, 2015, 08:48:25 AM »
SAN (Banco Santander)


Thanks,
Lance

berkshire101

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Re: What are you buying today?
« Reply #1016 on: March 11, 2015, 09:04:10 AM »
Added to my KW and RAVN positions this week.

AzCactus

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Re: What are you buying today?
« Reply #1017 on: March 11, 2015, 09:58:47 AM »
BAC

BRK7

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Re: What are you buying today?
« Reply #1018 on: March 12, 2015, 01:48:32 PM »
Bought some Fastenal and a little more Gilead yesterday.


Ross, if you don't mind sharing, what prompted you to buy FAST?  I see the valuation has come down a bit in recent quarters, but I haven't followed the business for quite some time.  Do you think the shares have undeservedly been punished?  Still at ~22x fwd EPS if I'm not mistaken.

Thanks!

kab60

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Re: What are you buying today?
« Reply #1019 on: March 12, 2015, 02:02:36 PM »
Wilh. Wilhelmsen Holding ASA