Author Topic: What are you buying today?  (Read 1552861 times)

elliott

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Re: What are you buying today?
« Reply #4240 on: October 09, 2019, 01:25:56 AM »
EAF
30% of the target position if numbers & story, not just pabrai, convince me


lathinker

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Re: What are you buying today?
« Reply #4241 on: October 09, 2019, 04:45:13 AM »
Bought some BMW prefs on Monday @48.50 EUR

no_free_lunch

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Re: What are you buying today?
« Reply #4242 on: October 09, 2019, 11:33:42 AM »
Added to GUD.to

gokou3

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Re: What are you buying today?
« Reply #4243 on: October 09, 2019, 11:42:01 AM »
More AZP.PR.A.  A solid Canadian 8% yielder, would benefit if interest rate goes downward and the company further leverages.

EricSchleien

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Re: What are you buying today?
« Reply #4244 on: October 09, 2019, 04:44:16 PM »
Increased my position in Trupanion, GrafTech, and also initiated an arb position for a small thinly traded company that's tendering out shareholders.

Viking

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Re: What are you buying today?
« Reply #4245 on: October 09, 2019, 05:56:09 PM »
Bought a small sliver of FFH. Stock is at 52 week (and 5 year) low. What i like: insurance businesses and large cash position they have in their investment portfolio. Will be interesting to learn over time what new hires in invesmtent team decide to do with portfolio.

kab60

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Re: What are you buying today?
« Reply #4246 on: October 09, 2019, 11:42:26 PM »
CLG:LN, VTU:LN

John Hjorth

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Re: What are you buying today?
« Reply #4247 on: October 10, 2019, 02:11:26 AM »
Bought a small sliver of FFH. Stock is at 52 week (and 5 year) low. What I like: insurance businesses and large cash position they have in their investment portfolio. Will be interesting to learn over time what new hires in investment team decide to do with portfolio.

Frankly, I've been waiting for months now to observe this happen! [ : - D ] Viking's modus operandi : Stay out in the weeds, and then step in on the stage, when just about everybody is leaving at near maximum negativism. -And pretty evident to me, that Viking knows FFH very well, after following or being long FFH for many years.
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Spekulatius

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Re: What are you buying today?
« Reply #4248 on: October 10, 2019, 05:52:04 AM »
Bought a starter in PAYP (premarket yesterday) and also DD (rebuy). On an unrelated note, Fidelity went commission free today - yay!
Life is too short for cheap beer and wine.

DooDiligence

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Re: What are you buying today?
« Reply #4249 on: October 10, 2019, 06:44:40 AM »
Bought a starter in PAYP (premarket yesterday) and also DD (rebuy). On an unrelated note, Fidelity went commission free today - yay!

Do you think the price improvements will go away & they'll start selling order flow?

https://www.fidelity.com/bin-public/060_www_fidelity_com/documents/press-release/Fidelity-Price-Improvement-Guide-Media-Advisory_02192019.pdf
BRK.B - 24.8% // Healthcare 22.3% - EW NVO // Auto's & Oil 18.5% - CLB GPC PSX VDE

Banking 9.5% - WFC // Entertainment 4.8% - DIS // Drinkers & Smokers 6.6% - MO

Retail 5.7% - ULTA VLGEA

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%'s held @ MV 2/12/2020 minus 8.1% investable cash

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