valueyoda Posted July 9, 2015 Posted July 9, 2015 MU, HTZ, GM/WT/B, PAH and Porsche Automobil Holdings
writser Posted July 9, 2015 Posted July 9, 2015 stuff in HK Would you care to elaborate? I've been looking at Dickson Concepts as a possible net/net but I'm not fully convinced yet.
randomep Posted July 11, 2015 Posted July 11, 2015 stuff in HK Would you care to elaborate? I've been looking at Dickson Concepts as a possible net/net but I'm not fully convinced yet. You know my blog :) New Century Group HK (234) <---- this stock is absurd! Soundwill Group HK (878) <----- new investment
Arden Posted July 11, 2015 Posted July 11, 2015 Hey randomep, In what way is new century absurd? And could you link to your blog?
gokou3 Posted July 13, 2015 Posted July 13, 2015 BEP.un (Brookfield Renewable Power). Not sure why it has dropped >10% off its recent high -- perhaps forex, brazil drought, low oil prices, etc? Anyways, company with good capital allocation, long-term track record, and a 6% current yield. Management promises 5-9% annual distribution increases.
PatientCheetah Posted July 14, 2015 Posted July 14, 2015 BEP.un (Brookfield Renewable Power). Not sure why it has dropped >10% off its recent high -- perhaps forex, brazil drought, low oil prices, etc? Anyways, company with good capital allocation, long-term track record, and a 6% current yield. Management promises 5-9% annual distribution increases. bonds are selling off, most interest rate sensitive stocks sold off
frommi Posted July 14, 2015 Posted July 14, 2015 Bought GOOG,PCLN,CMPR,BRK.B,LUK,BAC,CHEF,HEI.A,LBRDA,VRX,CSU.TO,PDER,DNOW,LKQ .... Sold puts and covered shorts. I really have to think about this summer hedging stuff very hard going forward, perhaps i should just stay invested during downturns.
sys Posted July 14, 2015 Posted July 14, 2015 BEP.un (Brookfield Renewable Power). Not sure why it has dropped >10% off its recent high -- perhaps forex, brazil drought, low oil prices, etc? Anyways, company with good capital allocation, long-term track record, and a 6% current yield. Management promises 5-9% annual distribution increases. may i ask why you prefer bep over bam?
gokou3 Posted July 14, 2015 Posted July 14, 2015 BEP.un (Brookfield Renewable Power). Not sure why it has dropped >10% off its recent high -- perhaps forex, brazil drought, low oil prices, etc? Anyways, company with good capital allocation, long-term track record, and a 6% current yield. Management promises 5-9% annual distribution increases. may i ask why you prefer bep over bam? In the back of my mind, I do think BAM would have higher total return over the long term, but BEP's higher and growing dividend stream give me a peace of mind. Note though on both BAM and BEP (in fact, BIP and BPY as well) presentations, management guides 12-15% annual total returns over the long-term. Agreed with an earlier poster that recent weakness is attributed to interest rates. Btw, lower water level is confirmed yesterday by this BEP PR: http://finance.yahoo.com/news/brookfield-renewable-provides-q2-preliminary-212714394.html
TwoCitiesCapital Posted July 14, 2015 Posted July 14, 2015 Sold MKL It's up about 50% from where I purchased a year and a half ago and I already have pretty heavy exposure to insurance companies through Fairfax, Lancashire, and through my employers ESOP. I let it go to buy more FCAU and SBRCY while leaving about 10% of the proceeds in cash.
sys Posted July 15, 2015 Posted July 15, 2015 In the back of my mind, I do think BAM would have higher total return over the long term, but BEP's higher and growing dividend stream give me a peace of mind. Note though on both BAM and BEP (in fact, BIP and BPY as well) presentations, management guides 12-15% annual total returns over the long-term. Agreed with an earlier poster that recent weakness is attributed to interest rates. Btw, lower water level is confirmed yesterday by this BEP PR: http://finance.yahoo.com/news/brookfield-renewable-provides-q2-preliminary-212714394.html thanks for sharing your thoughts re. vs. bam. i'm not sure if interest rates are the most complete explanation. bep declined substantially more than the other brookfield family income vehicles. i'd guess that the difference is likely due to fear of cheap hydrocarbons.
Liberty Posted July 17, 2015 Posted July 17, 2015 Just picked up more Altius at $10.00 Is that a typo? I'm not seeing it at 10 recently...
Studesy Posted July 17, 2015 Posted July 17, 2015 Just picked up more Altius at $10.00 Is that a typo? I'm not seeing it at 10 recently... I assume that's 10 USD for the shares listed OTC in the US. Quite a large drop today....no news that I can see.
Liberty Posted July 17, 2015 Posted July 17, 2015 Just picked up more Altius at $10.00 Is that a typo? I'm not seeing it at 10 recently... I assume that's 10 USD for the shares listed OTC in the US. Quite a large drop today....no news that I can see. Ah, right, that must be it. I never looked at the USD version, and back when I owned ALS the CAD was on par with USD anyway..
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