Author Topic: What are you buying today?  (Read 2206456 times)

petey2720

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Re: What are you buying today?
« Reply #1170 on: May 20, 2015, 01:42:31 PM »
just an opportunity to get a few shares under $4.00


jm25

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Re: What are you buying today?
« Reply #1171 on: May 20, 2015, 01:55:58 PM »
RX - Biosyent

tombgrt

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Re: What are you buying today?
« Reply #1172 on: May 21, 2015, 07:04:26 AM »
what is your thesis on this company? doesn't look like it has been to profitable and debt load looks a bit above average (but has been coming down). 3-4x ev/ebitda on my very rough numbers

There's an AIQ thread in the ideas forum that is quite thorough and provides a very clear thesis.  The GAAP earnings figure is rather fictitious with this one.
http://www.cornerofberkshireandfairfax.ca/forum/investment-ideas/aiq-alliance-healthcare/

I am with tombgrt and have been buying more here.  If it weren't for the illiquidity this would be in my top 3 holdings (am concentrated).

Jup. Sorry I missed the earlier comment. I picked up some more at $20.5. Now 20%+ of portfolio, illiquidity be damned. Not really sure what else to buy tbh! ;)

Lance

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Re: What are you buying today?
« Reply #1173 on: May 21, 2015, 10:58:00 AM »
SDRXN (Sandridge Energy Inc Conv PFD 7% Perptl)


Thanks,
Lance

Ross812

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Re: What are you buying today?
« Reply #1174 on: May 21, 2015, 01:00:56 PM »
Bought BH.

Sold all of my BAC '16 Leaps.
96% Fixed Income CDs, Muni, Corporate Debt - 4% SPX Options

Lance

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Re: What are you buying today?
« Reply #1175 on: May 22, 2015, 08:55:40 AM »
Bought IAU and shorted BID (Sotheby's).

Thanks,
Lance

benchmark

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Re: What are you buying today?
« Reply #1176 on: May 23, 2015, 12:22:50 PM »
Bought BH.

Sold all of my BAC '16 Leaps.

Why selling the leaps now? BAC will likely go up more in the next few month -- of course, the time value will decay as well

TwoCitiesCapital

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Re: What are you buying today?
« Reply #1177 on: May 26, 2015, 12:25:20 PM »
Increased allocation to PKX today by 35% in my IRA. Looking to add more.

Not really a long-term view on the position as it was already one of my larger ones but I'm trying to get favorable tax treatment on the position since it's fallen so much from my cost basis (around $70). I'm buying shares in my IRA with the intent of selling the same number of shares in my taxable account at a later date (probably in the next 3 months or so).

Therefor, my exposure to the name will be elevated for the next few months as I accumulate shares in the IRA and wait to sell the shares in the taxable account to maximize the tax benefits.

 

gokou3

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Re: What are you buying today?
« Reply #1178 on: May 26, 2015, 04:26:57 PM »
SDRXN (Sandridge Energy Inc Conv PFD 7% Perptl)


Thanks,
Lance

May I ask your rationale for buying SDRXN?  Also, did you consider SDRXP as well?  I am currently looking into buying SDRXP.  Do you worry about them suspending the common-stock dividend altogether?


Lowlight

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Re: What are you buying today?
« Reply #1179 on: May 26, 2015, 06:29:05 PM »
AIQ today. Plan to add to OPY tomorrow (hopefully below $25).  Will probably add a little to AIQ if it falls again.