Author Topic: What are you buying today?  (Read 2194491 times)

PatientCheetah

  • Sr. Member
  • ****
  • Posts: 417
Re: What are you buying today?
« Reply #1040 on: April 01, 2015, 09:05:15 AM »
new position BCOR
shorting more WTW SHOS
risk as little as possible until all the stars have aligned

Longer Term: FB MSFT BABA JD YRD


rpadebet

  • Hero Member
  • *****
  • Posts: 726
Re: What are you buying today?
« Reply #1041 on: April 07, 2015, 11:10:29 AM »
BABA   (Yes I am a growth investor now with BABA,AMZN,FAST,VRX,BR, AAPL and CTSH making up 50% of my portfolio)
You can't connect the dots looking forward you can only connect them looking backwards. So you have to trust that the dots will somehow connect in your future. You have to trust in something: your gut, destiny, life, karma, whatever.
                       - Steve Jobs

intothebreach

  • Full Member
  • ***
  • Posts: 140
Re: What are you buying today?
« Reply #1042 on: April 07, 2015, 07:50:21 PM »
Sold out of WFC. Followed Chou into Dundee Corp (DC.A).

jschembs

  • Sr. Member
  • ****
  • Posts: 435
Re: What are you buying today?
« Reply #1043 on: April 07, 2015, 08:16:37 PM »
BABA   (Yes I am a growth investor now with BABA,AMZN,FAST,VRX,BR, AAPL and CTSH making up 50% of my portfolio)

Curious how you rationalize currents prices of say, BABA or AMZN? Do you run some sort of DCF out many years, assuming the companies will grow into their valuations and still give you sufficient safety in your investment?

I'm not looking to attack, genuinely curious as to the thought process :)

rpadebet

  • Hero Member
  • *****
  • Posts: 726
Re: What are you buying today?
« Reply #1044 on: April 08, 2015, 12:39:40 PM »
BABA   (Yes I am a growth investor now with BABA,AMZN,FAST,VRX,BR, AAPL and CTSH making up 50% of my portfolio)

Curious how you rationalize currents prices of say, BABA or AMZN? Do you run some sort of DCF out many years, assuming the companies will grow into their valuations and still give you sufficient safety in your investment?

I'm not looking to attack, genuinely curious as to the thought process :)

See AMZN thread, I have elaborated my thinking many times there.

BABA is also similar, but more growth and lower margins (as % of GMV). I think once they get their market share, they are going to take advantage of the associated network effects to increase the margins to more "normal" levels. Btw, next year BABA's GMV in china is estimated to be 80% of WMT's GMV worldwide next year.
You can't connect the dots looking forward you can only connect them looking backwards. So you have to trust that the dots will somehow connect in your future. You have to trust in something: your gut, destiny, life, karma, whatever.
                       - Steve Jobs

50centdollars

  • Guest
Re: What are you buying today?
« Reply #1045 on: April 08, 2015, 12:44:07 PM »
Added to my position in SXP:TSX

kab60

  • Hero Member
  • *****
  • Posts: 1488
Re: What are you buying today?
« Reply #1046 on: April 08, 2015, 12:54:50 PM »
Added to my position in SXP:TSX

Supremex?

50centdollars

  • Guest
Re: What are you buying today?
« Reply #1047 on: April 08, 2015, 03:03:47 PM »

undervalued

  • Sr. Member
  • ****
  • Posts: 479
Re: What are you buying today?
« Reply #1048 on: April 08, 2015, 04:42:40 PM »
2% position in FAST. I hope it keeps going down then I'll be adding more.
Don't gamble; take all your savings and buy some good stock and hold it till it goes up, then sell it. If it don't go up, don't buy it. - Will Rogers

wachtwoord

  • Hero Member
  • *****
  • Posts: 1436
Re: What are you buying today?
« Reply #1049 on: April 09, 2015, 12:29:06 PM »
Increased ATUSF (ALS.TO), SE and BBL and reduced SLB, EXC, HAL and CAM
"Beware of he who would deny you access to information, for in his heart he dreams himself your master"