Author Topic: What are you buying today?  (Read 2206464 times)

Ross812

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Re: What are you buying today?
« Reply #1030 on: March 27, 2015, 11:02:34 AM »
Yeah, what's been up with Discovery?  Think its just generalized angst about the perceived impending doom of the cable bundle as evidenced by recent announcements from HBO and AAPL?

Yeah, I think the impending doom of cable has spread a flue to all the content companies. I really do not see the problem though. Cable will die a slow death. Cable cos will supplement triple play with expensive internet. Content companies still produce content people want. They will have decaying legacy cable bundle revenue along with new revenue from selling ala carte packages. I envision these ala carte packages coming in two forms. I think advertising revenue will actually increase because adds can be directed more toward their audience and will be more effective.

I wish Disney was having the same issues right now too.
96% Fixed Income CDs, Muni, Corporate Debt - 4% SPX Options


CorpRaider

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Re: What are you buying today?
« Reply #1031 on: March 27, 2015, 12:15:27 PM »
Yeah, it is interesting.  Seems like really Netflix is sort of just a different bundle, with a much better interface and software.  As for what I've been buying...more TLM this morning.  I better hope this deal doesn't blow up.

Schwab711

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Re: What are you buying today?
« Reply #1032 on: March 27, 2015, 12:25:18 PM »
More ELDO at $1.02 recently.

jouni1

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Re: What are you buying today?
« Reply #1033 on: March 29, 2015, 08:17:41 AM »
i have bought some ibm last week  8)

kab60

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Re: What are you buying today?
« Reply #1034 on: March 29, 2015, 09:55:07 AM »
Bought Goodwin PLC and Logistec B last week.

PatientCheetah

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Re: What are you buying today?
« Reply #1035 on: March 30, 2015, 05:33:18 PM »
new longs - SQM BABA CBT
kept adding to WTW short
risk as little as possible until all the stars have aligned

Longer Term: FB MSFT BABA JD YRD

DanielGMask

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Re: What are you buying today?
« Reply #1036 on: March 30, 2015, 08:06:10 PM »
new longs - SQM BABA CBT
kept adding to WTW short

What's the thesis on that short?
You should follow me on twitter @ManSalceda

PatientCheetah

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Re: What are you buying today?
« Reply #1037 on: March 31, 2015, 07:08:19 AM »
new longs - SQM BABA CBT
kept adding to WTW short

What's the thesis on that short?

there is a thread on WTW - over levered, failing/being disrupted business model/similar to yellow page, not enough time for turnaround
« Last Edit: March 31, 2015, 07:12:04 AM by PatientCheetah »
risk as little as possible until all the stars have aligned

Longer Term: FB MSFT BABA JD YRD

DanielGMask

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Re: What are you buying today?
« Reply #1038 on: March 31, 2015, 11:39:46 AM »
new longs - SQM BABA CBT
kept adding to WTW short

What's the thesis on that short?

there is a thread on WTW - over levered, failing/being disrupted business model/similar to yellow page, not enough time for turnaround

Yep, saw the thread and posted there, thx.
You should follow me on twitter @ManSalceda

TwoCitiesCapital

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Re: What are you buying today?
« Reply #1039 on: March 31, 2015, 11:53:06 AM »
Reduced FCAU by 30%
Reduced WFM by 100%

I wanted to hold both - but both were purchased on margin and I'm reducing leverage in my portfolio as I am getting more and more skittish about the U.S. equity markets. Both of these had been strong performers and warranted taking profits.

Watching AXP, SB, SBLK, and BBRY for potential increases; however, would probably need to be at more attractive prices to convince me to sell something else in favor of buying them.