What are you buying today?

[PatientCheetah]

new position BCOR
shorting more WTW SHOS

[rpadebet]

BABA   (Yes I am a growth investor now with BABA,AMZN,FAST,VRX,BR, AAPL and CTSH making up 50% of my portfolio)

[intothebreach]

Sold out of WFC. Followed Chou into Dundee Corp (DC.A).

[jschembs]

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]

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.

[50centdollars]

Added to my position in SXP:TSX

[kab60]

Added to my position in SXP:TSX

Supremex?

[50centdollars]

Added to my position in SXP:TSX

Supremex?

Yes

[undervalued]

2% position in FAST. I hope it keeps going down then I'll be adding more.

[wachtwoord]

Increased ATUSF (ALS.TO), SE and BBL and reduced SLB, EXC, HAL and CAM