bskptkl Posted March 9, 2021 Posted March 9, 2021 A little CRAI at $69.50. I think the odds are in my favor.
SafetyinNumbers Posted March 9, 2021 Posted March 9, 2021 More ATTO. Peers CNXC, TTEC and SYKE are all rallying which makes sense because the sector is attractive. Revenue growth/margin expansion across the entire industry and its consolidating. Atento trades so far from intrinsic value heading into a likely auction as it’s largest shareholders (GIC, HPS & Farallon) have a lock up expiring May 2022.
Viking Posted March 9, 2021 Posted March 9, 2021 SNC - with Dalzel and others pounding the table so hard... time to do do some research.
LC Posted March 9, 2021 Posted March 9, 2021 SNC - with Dalzel and others pounding the table so hard... time to do do some research. +1
KJP Posted March 9, 2021 Posted March 9, 2021 SNC - with Dalzel and others pounding the table so hard... time to do do some research. +1 +2 I've also been adding here and there to Altria and Lockheed Martin.
valuepickr Posted March 10, 2021 Posted March 10, 2021 Shinoken 1105 JPY how you buying Shinoken ? This is not listed in US Through Interactive Brokers with trading permission for Japan. I've heard it's also available through Fidelity as ADR but have not confirmed. I am on H1B work visa. I am eligible do open account with IBKR to buy other countries stock ? , it was asking lot many questions was confused what to fill.
Spekulatius Posted March 10, 2021 Posted March 10, 2021 Shinoken 1105 JPY how you buying Shinoken ? This is not listed in US Through Interactive Brokers with trading permission for Japan. I've heard it's also available through Fidelity as ADR but have not confirmed. I am on H1B work visa. I am eligible do open account with IBKR to buy other countries stock ? , it was asking lot many questions was confused what to fill. I opened brokerage accounts when I was on H1B, no problem. I can’t speak for IB specifically, but why should it make any difference?
Gregmal Posted March 11, 2021 Posted March 11, 2021 Started some BKEPP. Bought some BKEP premarket on the big announcement. Swapping this in for the preferred shares I own and will sell during the day. Transformation is taking shape! Whoa, whoa, whoa....buying the preferred at a big discount to par, selling at a premium to par and then swapping it into the much de-risked common before it makes a 50% move inside 4 months? Gregmal, how do you do it? Timing stocks is apparently impossible! Jokes aside, I bought some more of this yesterday. New management is kicking ass and taking names. Now pureplay infrastructure terminaling co with growth outlook. This along with AP stand to be massive winners from Joseph R. Biden's(hopefully the usual suspects arent offended by my mentioning of that name) eventual infrastructure push.
rkbabang Posted March 11, 2021 Posted March 11, 2021 Took a little bit more than my cost basis out of NIO and FSRWS and added to both AMZN and AYRWF.
Gregmal Posted March 12, 2021 Posted March 12, 2021 Inspired by LearningMachine and my man Cardboard, and also an obscenely fat real estate portfolio....I recently bought a nice chunk of longer dated TLT puts. Solid insurance I view it as.
thepupil Posted March 12, 2021 Posted March 12, 2021 Inspired by LearningMachine and my man Cardboard, and also an obscenely fat real estate portfolio....I recently bought a nice chunk of longer dated TLT puts. Solid insurance I view it as. just to piss LearningMachine off, I'll have him know that I just bought some Coca Cola 7 3/8% of 2093 for a 4% yield in my parents IRA today.
LearningMachine Posted March 12, 2021 Posted March 12, 2021 Inspired by LearningMachine and my man Cardboard, and also an obscenely fat real estate portfolio....I recently bought a nice chunk of longer dated TLT puts. Solid insurance I view it as. Gregmal, I'm curious how long term it is? Also, what is the pricing like to say protect $100 of floating rate or short-term debt? Is it cheaper than just getting 30+ year mortgages @ 3%? I understand that is not always possible if you are not investing in real estate directly. So, curious if there is a cheap enough way to get 30-year protection against an investment vehicle having to let real estate be foreclosed because they can't refinance during the possible event of an interest rate spike.
LearningMachine Posted March 12, 2021 Posted March 12, 2021 Inspired by LearningMachine and my man Cardboard, and also an obscenely fat real estate portfolio....I recently bought a nice chunk of longer dated TLT puts. Solid insurance I view it as. just to piss LearningMachine off, I'll have him know that I just bought some Coca Cola 7 3/8% of 2093 for a 4% yield in my parents IRA today. Ouch, that hurts :-).
Gregmal Posted March 12, 2021 Posted March 12, 2021 Bought a bunch of the 2023 $110s earlier in the week. Already got a number of mortgages; 3.25% on my primary, mid 4s in my investment properties. All 30 yr. On stocks/REITS I mainly have things I think do well regardless, IE multifamily, hard asset owner, low/no debt, but also a few more speculative names so the bulk of my position in the TLT puts I think of as a hedge. It also could just work regardless, without anything blowing up but rather the trend we have seen since vaccine announcement in November...continue. Treasury spread to REITS as of a couple months ago was obviously unsustainable. Great start to the year being super long BRK, long Sun Belt, long specific recovery, and short ARK+covid fads. I think it continues. I agree a hyper inflation move is a risk, so pointless to outright ignore it.
valueventures Posted March 15, 2021 Posted March 15, 2021 Started a position in GoodRx post-earnings selloff. Will look to add if there's further selloff post-lockup expiration. Surprised there's not more talk on this one on the forums.
LC Posted March 15, 2021 Posted March 15, 2021 Started a position in GoodRx post-earnings selloff. Will look to add if there's further selloff post-lockup expiration. Surprised there's not more talk on this one on the forums. Start a thread! It looks interesting. I bought some CURI last week. Bit pie/sky -ish in terms of subscriber growth potential but it seems like the product is a good value and has ancillary markets (libraries, schools, museums, etc.) rather than a home consumer target. Also bought some Alibaba, for reasons everyone has mentioned. The market is already pricing in all the regulatory worry and none of the growth potential. Maybe the market is right but I feel the current price already reflects that. But wait, there's more: https://www.wsj.com/articles/beijing-asks-alibaba-to-shed-its-media-assets-11615809999
ANP301191 Posted March 15, 2021 Posted March 15, 2021 I bought some CURI last week. Bit pie/sky -ish in terms of subscriber growth potential but it seems like the product is a good value and has ancillary markets (libraries, schools, museums, etc.) rather than a home consumer target. Also bought some Alibaba, for reasons everyone has mentioned. The market is already pricing in all the regulatory worry and none of the growth potential. Maybe the market is right but I feel the current price already reflects that. But wait, there's more: https://www.wsj.com/articles/beijing-asks-alibaba-to-shed-its-media-assets-11615809999 Bought some CURI as well. LC can I ask whether you truly believe the ancillary businesses add value for the next 2-3 years, I was seeing it as a pure "Non-Fiction Netflix"/content creator, as far as I can tell they havent actually signed anyone up for the "sponsorship" business yet. Also picked up some Reliance and Infosys (ADRs). Surprised that all the EM "hype" hasnt led to stronger demand in Indian bluechips, but expecting it to come at some point. And market is significantly undervaluing the Jio platform and the ability of Mukesh Ambani to extract every once of value out of the Indian consumer base.
LC Posted March 16, 2021 Posted March 16, 2021 Not sure but they do have some Toyota testimonial on their website, and published Sprint as a sponsor back in 2018 (not sure if still a sponsor). I would imagine you could start watching a bunch of documentaries on the service and see which corporate pre-rolls pop up :D
fareastwarriors Posted March 16, 2021 Posted March 16, 2021 I bought some CURI last week. Bit pie/sky -ish in terms of subscriber growth potential but it seems like the product is a good value and has ancillary markets (libraries, schools, museums, etc.) rather than a home consumer target. Also bought some Alibaba, for reasons everyone has mentioned. The market is already pricing in all the regulatory worry and none of the growth potential. Maybe the market is right but I feel the current price already reflects that. But wait, there's more: https://www.wsj.com/articles/beijing-asks-alibaba-to-shed-its-media-assets-11615809999 Bought some CURI as well. LC can I ask whether you truly believe the ancillary businesses add value for the next 2-3 years, I was seeing it as a pure "Non-Fiction Netflix"/content creator, as far as I can tell they havent actually signed anyone up for the "sponsorship" business yet. Also picked up some Reliance and Infosys (ADRs). Surprised that all the EM "hype" hasnt led to stronger demand in Indian bluechips, but expecting it to come at some point. And market is significantly undervaluing the Jio platform and the ability of Mukesh Ambani to extract every once of value out of the Indian consumer base. What ticker are you buying for Reliance Industries ADR?
cubsfan Posted March 16, 2021 Posted March 16, 2021 DFH after earnings Those order and backlog numbers are stunning.
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