What are you buying today?

[frommi]

frommi - can you elucidate what you believe is the MoS in Posco exactly? Thx!

 

Tangible bookvalue (look at 10y history) and that Buffet and Third Avenue have positions there. There is a PKX thread in the investment sections with further arguments.

And from a technical viewpoint there is a solid support at 60-65$, thats unlikely to break.

[Andy Dufresne]

OK - thanks, will look on the thread!

[no_free_lunch]

In addition to Frommi's points, I view PKX as a best in class steel producer which should benefit from a global economic recovery (if it happens).  If it doesn't, there is a bit of a stabilizer in that iron prices should continue downward which helps them from a cost perspective.

[no_free_lunch]

Bought HLC.to today, it's a fairly small position.  Thanks for the idea Myth!  Myth lays out the thesis in the more recent section of the clarke page.

[valueyoda]

Ebay, W.R. Grace and Valeant Pharmaceuticals.

[tinhb]

DSWL

[Lance]

I wrote puts on SHLD today. 

 

Thanks,

Lance

[randomep]

 

Added ITIC to my position. I am doing what good value investors do, buy a stock I think is cheap, and if I am wrong and it is not cheap and it drops, BUY SOME MORE.

[Myth465]

Bought HLC.to today, it's a fairly small position.  Thanks for the idea Myth!  Myth lays out the thesis in the more recent section of the clarke page.

 

No prob. I will likely buy more overtime as the thesis is confirmed. Right now its 10% of my portfolio.

[valueyoda]

Coach, Altisource Portfolio Solutions, Sodastream

[wachtwoord]

I bought HLS today (replacing the last of my JNJ which is really expensive now). I really liked the VIC write up http://www.valueinvestorsclub.com/value2/Idea/ViewIdea/118714

[valueyoda]

Added to Sodastream, also readded Delta Airlines after having sold last month. I further bought positions in MBIA, Whole Foods, HCA Holdings, Tenet Healthcare, Dreamworks, JP Morgan warrants, LEAPS in Citigroup, BofA and Genworth.

[PatientCheetah]

SODA, AIXG, CAMP, PBPB, SNE

[jouni1]

i bought some WU yesterday. left the position to a size that i can double down from a couple of times depending on price action in the coming quarters (after the 500 hours ::)).

[frommi]

Bought a small position in FLL in speculation that the weather in Q2 was better than in Q1.

[yader]

RB.V a few days ago, OPRX, BH.

[Lance]

I bought EEM Jan 2016 $44 strike puts today. 

 

Thanks

Lance

[Spekulatius]

ALLY, NN.AS and TGI

[Guest JoelS]

Why do you like Triumph Group Spekulatius? I see it is owned by David Tepper and Alex Roepers

[phil_Buffett]

russian stocks. after the get hammered this morning.

 

gazprom, sistema, sberbank, rosneft, pharmstandard, lukoil

[Lance]

I bought IBB (iShares Nasdaq Biotechnology ETF) Jan 2016 $250 puts today.

 

Thanks

Lance

[Spekulatius]

Why do you like Triumph Group Spekulatius? I see it is owned by David Tepper and Alex Roepers

 

It's one if the cheapest aerospace manufacturers/suppliers in the US stock market currently, if the earnings forecast from management comes through. This is not a sure thing, because they disappointed in 2013. I think the issues are fixable and if management isn't able to fix it, somebody else will do it for them.

[tinhb]

Just bought YHOO Jan16 $50 Call. I think the risk reward is attractive for a small position. The implied volatility is not too high. Alibaba IPO is coming soon with a valuation of US$130 bil (rumored to be a low-ball offer). Yahoo will also sell a smaller than expected stake of Alibaba.

[PatientCheetah]

I bought IBB (iShares Nasdaq Biotechnology ETF) Jan 2016 $250 puts today.

 

Thanks

Lance

 

In a rising market, aren't you far better off concentrating in finding good value buys? I hate to see you blow up.

[Ross812]

Sold 2/3 of my Petsmart today because I went on a buying binge when it was in the mid 50's a few weeks ago.

 

Bought a partial position in TJX.