OracleofCarolina Posted July 9, 2015 Share Posted July 9, 2015 Nothing yet Link to comment Share on other sites More sharing options...
simplefocus Posted July 9, 2015 Share Posted July 9, 2015 NTLS Link to comment Share on other sites More sharing options...
randomep Posted July 9, 2015 Share Posted July 9, 2015 stuff in HK Link to comment Share on other sites More sharing options...
valueyoda Posted July 9, 2015 Share Posted July 9, 2015 MU, HTZ, GM/WT/B, PAH and Porsche Automobil Holdings Link to comment Share on other sites More sharing options...
writser Posted July 9, 2015 Share 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. Link to comment Share on other sites More sharing options...
mikazo Posted July 9, 2015 Share Posted July 9, 2015 Bought some more WestJet (WJA.TO) after its ~%7 dip. Link to comment Share on other sites More sharing options...
randomep Posted July 11, 2015 Share 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 Link to comment Share on other sites More sharing options...
Arden Posted July 11, 2015 Share Posted July 11, 2015 Hey randomep, In what way is new century absurd? And could you link to your blog? Link to comment Share on other sites More sharing options...
gokou3 Posted July 13, 2015 Share 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. Link to comment Share on other sites More sharing options...
PatientCheetah Posted July 14, 2015 Share 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 Link to comment Share on other sites More sharing options...
frommi Posted July 14, 2015 Share 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. Link to comment Share on other sites More sharing options...
sys Posted July 14, 2015 Share 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? Link to comment Share on other sites More sharing options...
gokou3 Posted July 14, 2015 Share 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 Link to comment Share on other sites More sharing options...
TwoCitiesCapital Posted July 14, 2015 Share 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. Link to comment Share on other sites More sharing options...
sys Posted July 15, 2015 Share 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. Link to comment Share on other sites More sharing options...
TwoCitiesCapital Posted July 17, 2015 Share Posted July 17, 2015 Just picked up more Altius at $10.00 Link to comment Share on other sites More sharing options...
Liberty Posted July 17, 2015 Share Posted July 17, 2015 Just picked up more Altius at $10.00 Is that a typo? I'm not seeing it at 10 recently... Link to comment Share on other sites More sharing options...
Studesy Posted July 17, 2015 Share 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. Link to comment Share on other sites More sharing options...
Liberty Posted July 17, 2015 Share 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.. Link to comment Share on other sites More sharing options...
Lance Posted July 17, 2015 Share Posted July 17, 2015 KMI Thanks, Lance Link to comment Share on other sites More sharing options...
frommi Posted July 21, 2015 Share Posted July 21, 2015 AXP and PWE Link to comment Share on other sites More sharing options...
saltybit Posted July 21, 2015 Share Posted July 21, 2015 more NTLS Link to comment Share on other sites More sharing options...
Lance Posted July 21, 2015 Share Posted July 21, 2015 NCZ and NLY. Thanks, Lance Link to comment Share on other sites More sharing options...
berkshire101 Posted July 21, 2015 Share Posted July 21, 2015 Started a position in WAB. Link to comment Share on other sites More sharing options...
gokou3 Posted July 21, 2015 Share Posted July 21, 2015 Added to KMI, yesterday. Link to comment Share on other sites More sharing options...
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