What are you buying today?

[Ross812]

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.

[CorpRaider]

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]

More ELDO at $1.02 recently.

[jouni1]

i have bought some ibm last week 

[kab60]

Bought Goodwin PLC and Logistec B last week.

[PatientCheetah]

new longs - SQM BABA CBT
kept adding to WTW short

[DanielGMask]

new longs - SQM BABA CBT
kept adding to WTW short

What's the thesis on that short?

[PatientCheetah]

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

[DanielGMask]

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.

[TwoCitiesCapital]

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.