jgyetzer Posted August 11, 2020 Share Posted August 11, 2020 IAC, LBRDA Link to comment Share on other sites More sharing options...
Gregmal Posted August 12, 2020 Share Posted August 12, 2020 Bought a few Oct VIX $35 calls as my August ones roll off worthless. Also bought a small bit of BTI. Link to comment Share on other sites More sharing options...
LC Posted August 12, 2020 Share Posted August 12, 2020 Also bought a small bit of BTI Welcome to the club of 5 folks here invested in tobacco. We're always craving the next dividend hit and afraid of cancerous price movement. Link to comment Share on other sites More sharing options...
perulv Posted August 14, 2020 Share Posted August 14, 2020 I've been buying Intel in the last days. The low price, high ROA and long term steadily-ish growing earnings was just too tempting. I have no idea if and/or how quickly AMD will continue to steal market share. But then again, that marked will probably continue to grow. Link to comment Share on other sites More sharing options...
rkbabang Posted August 14, 2020 Share Posted August 14, 2020 I added a little to UI. They should be releasing earnings soon and with everyone working from home and companies large and small upgrading networking equipment, I think the expected earnings are way too low. Also they have been buying back shares and I expect they bought back a lot when prices were low. Even if I'm wrong about this qrt this is a long term hold for me. Link to comment Share on other sites More sharing options...
Castanza Posted August 14, 2020 Share Posted August 14, 2020 I've been buying Intel in the last days. The low price, high ROA and long term steadily-ish growing earnings was just too tempting. I have no idea if and/or how quickly AMD will continue to steal market share. But then again, that marked will probably continue to grow. Same, not to mention there are over a dozen segments which AMD doesn't compete with Intel in. Link to comment Share on other sites More sharing options...
Saluki Posted August 14, 2020 Share Posted August 14, 2020 been picking up a little kinder morgan (KMI) whenever it dips below 15. Still a small position, but I think I'll have some time to build on it as I sell off other things i own that get fully priced. Link to comment Share on other sites More sharing options...
LC Posted August 14, 2020 Share Posted August 14, 2020 I added a little to UI. They should be releasing earnings soon and with everyone working from home and companies large and small upgrading networking equipment, I think the expected earnings are way too low. Also they have been buying back shares and I expect they bought back a lot when prices were low. Even if I'm wrong about this qrt this is a long term hold for me. Thoughts on competition from cheaper producers (mostly foreign e.g. tp-link)? Ubiquiti makes great products. And I think from an investment perspective they are attractive in certain lights (crackdown on Chinese networking gear, for example). But ultimately how do you get comfortable paying 35-40x earnings for a networking hardware producer? That is what is keeping me from dipping toes in. Link to comment Share on other sites More sharing options...
rkbabang Posted August 14, 2020 Share Posted August 14, 2020 I added a little to UI. They should be releasing earnings soon and with everyone working from home and companies large and small upgrading networking equipment, I think the expected earnings are way too low. Also they have been buying back shares and I expect they bought back a lot when prices were low. Even if I'm wrong about this qrt this is a long term hold for me. Thoughts on competition from cheaper producers (mostly foreign e.g. tp-link)? Ubiquiti makes great products. And I think from an investment perspective they are attractive in certain lights (crackdown on Chinese networking gear, for example). But ultimately how do you get comfortable paying 35-40x earnings for a networking hardware producer? That is what is keeping me from dipping toes in. Yes the valuation has gotten a little rich. I bought most of my shares in 2017 and have only added a little bit here and there since. Basically I like the management and the products and how they run such a light operation, yet still manage to compete with the big guys. If it's one mistake I make over and over again it is selling companies that are doing great with management I like because of valuation (like when I bought NFLX under $3 (split adjusted) and sold at $11). I'm trying to learn to add to my winners not sell them every time they seem a little expensive. Link to comment Share on other sites More sharing options...
Gregmal Posted August 14, 2020 Share Posted August 14, 2020 RBACU Link to comment Share on other sites More sharing options...
Lance Posted August 15, 2020 Share Posted August 15, 2020 This week I: Added to BTI and Fairfax India, Started a new position in INTC, and Wrote puts on BTI and HL. Thanks Lance Link to comment Share on other sites More sharing options...
WayWardCloud Posted August 15, 2020 Share Posted August 15, 2020 Added a little bit to Live Nation (LYV) and Liberty Global (LBTYK) Link to comment Share on other sites More sharing options...
capitalg Posted August 16, 2020 Share Posted August 16, 2020 This week I: Added to BTI and Fairfax India, Started a new position in INTC, and Wrote puts on BTI and HL. Thanks Lance Lance, do you mind sharing strike and expiration on the BTI puts you wrote? Thanks! Link to comment Share on other sites More sharing options...
Lance Posted August 16, 2020 Share Posted August 16, 2020 Hi capitalg, $35 exp 8/20/21 @ $6.20 Thanks Lance Link to comment Share on other sites More sharing options...
capitalg Posted August 16, 2020 Share Posted August 16, 2020 Thanks, I think BTI is interesting around these levels. I don’t have much experience with options, but always interested in learning. Is there a reason you chose that strike? My inclination would have been to go a little out of the money (but again I don’t really have any experience, that was based on an initial gut feel). Link to comment Share on other sites More sharing options...
Gregmal Posted August 18, 2020 Share Posted August 18, 2020 Added to MSGE & S, ILMN Link to comment Share on other sites More sharing options...
Saluki Posted August 19, 2020 Share Posted August 19, 2020 Added a little to STNG and KMI. Started small positions in MU and ATEX while I do more research. Link to comment Share on other sites More sharing options...
Castanza Posted August 20, 2020 Share Posted August 20, 2020 ATCO, PCYO Link to comment Share on other sites More sharing options...
LC Posted August 20, 2020 Share Posted August 20, 2020 Starter position in Raytheon (courtesy of Xerxes/Spek in the defense contractor thread - thank you guys for your thoughts, i hope to contribute likewise). Link to comment Share on other sites More sharing options...
SharperDingaan Posted August 20, 2020 Share Posted August 20, 2020 ESI, CPG and MEG SD Link to comment Share on other sites More sharing options...
Broeb22 Posted August 20, 2020 Share Posted August 20, 2020 ESI, CPG and MEG SD What's your thesis on ESI? Link to comment Share on other sites More sharing options...
SharperDingaan Posted August 20, 2020 Share Posted August 20, 2020 Just rolling in trim proceeds, and swing-trade gains from PD, where I have a long-standing position. It will be a while before drilling services return, but in the mean-time I can accumulate a meaningful quantity of shares. I'm fine with a 10x multiple, 7-years out, in a TFSA account. SD Link to comment Share on other sites More sharing options...
Spekulatius Posted August 20, 2020 Share Posted August 20, 2020 Adding to ABEV Link to comment Share on other sites More sharing options...
DooDiligence Posted August 20, 2020 Share Posted August 20, 2020 Adding to ABEV Saude! Link to comment Share on other sites More sharing options...
Castanza Posted August 21, 2020 Share Posted August 21, 2020 Adding more to RTX Link to comment Share on other sites More sharing options...
Recommended Posts
Create an account or sign in to comment
You need to be a member in order to leave a comment
Create an account
Sign up for a new account in our community. It's easy!
Register a new accountSign in
Already have an account? Sign in here.
Sign In Now