Author Topic: What are you buying today?  (Read 2206411 times)

DavidVY

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Re: What are you buying today?
« Reply #1140 on: May 01, 2015, 10:27:45 AM »
Bought a few more things

-Houston Wire and Cable (HWCC) : Distribution company of wire and cable. Good track record so far. Energy crisis has sent all these distribution companies down. 1/3 of its clientele is energy related, but realistically only upstream is going to be affected. Midstream and downstream are probably passing on lower energy costs to consumer and demand is staying relatively the same (or higher)

-Amdocs (DOX) - Customer Experience Software. Stable company, high cash flows, zero debt. Handles accounting and billing for most major telcos worldwide. Niche segment w/low margin but high volume <--- Entry to barrier. Highly technical company (minus) but excellent capital allocators and growing slowly into new spaces


Travis Wiedower

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Re: What are you buying today?
« Reply #1141 on: May 01, 2015, 11:34:27 AM »
OUTR and LGIH
My investing blog: Egregiously Cheap

notorious546

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Re: What are you buying today?
« Reply #1142 on: May 01, 2015, 06:00:47 PM »
OPY

AtlCDore

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Re: What are you buying today?
« Reply #1143 on: May 02, 2015, 03:10:02 AM »
Bought FFXDF (Fairfax India Hldgs Corp), closed my LNKD short.

Thanks,
Lance

Lance,

Did that just get listed?  Why didn't you buy FIH (in Canada)?

Thanks,

AtlCDore

Jurgis

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Re: What are you buying today?
« Reply #1144 on: May 02, 2015, 07:11:58 AM »
Bought FFXDF (Fairfax India Hldgs Corp), closed my LNKD short.

Thanks,
Lance

Lance,

Did that just get listed?  Why didn't you buy FIH (in Canada)?

Thanks,

AtlCDore

One reason to buy FFXDF is if your broker does not allow international stocks. Or if your broker does not allow international stocks in IRA and you want the position in IRA.
"Human civilization? It might be a good idea." - Not Gandhi
"Before you can be rich, you must be poor." - Nef Anyo
"Money is an illusion" - Not Karl Marx
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TorontoRaptorsFan

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Re: What are you buying today?
« Reply #1145 on: May 04, 2015, 11:53:32 AM »
CTRL - Control 4

DavidVY

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Re: What are you buying today?
« Reply #1146 on: May 04, 2015, 01:38:44 PM »
Bought Genworth today (GNW)

-Selling at 35% book value
- PMI insurance has stabilized
- Life insurance is in the mix too.

I think fair value is in the 60-75% BV range

PatientCheetah

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Re: What are you buying today?
« Reply #1147 on: May 04, 2015, 05:04:47 PM »
CTRL - Control 4

what's your thesis on it? i owned it before, sold it at a loss.
risk as little as possible until all the stars have aligned

Longer Term: FB MSFT BABA JD YRD

TorontoRaptorsFan

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Re: What are you buying today?
« Reply #1148 on: May 05, 2015, 11:28:35 AM »
Home Automation is a growing sector
Seems undervalued considering the interest PE firms have in the sector (ie-KKR investment in Savant & Sonos)
Growing dealer base to sell the product
Apps that work on both Android and Apple platforms
Been in business now for over 12 years
Could migrate platform to a cloud based model that would help with recurring monthly revenue from users (ie-similar to security contracts but to monitor every aspect of home - pool, spa, lights, audio-video, security, HVAC, cameras)


tombgrt

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Re: What are you buying today?
« Reply #1149 on: May 05, 2015, 11:56:24 AM »
AIQ. Market keeps ignoring this one. Superlow daily volume driving the stock lower again.