fareastwarriors Posted June 25 Share Posted June 25 FRPH Link to comment Share on other sites More sharing options...
jfan Posted June 25 Share Posted June 25 Joe, BTC Link to comment Share on other sites More sharing options...
Castanza Posted June 25 Share Posted June 25 (edited) DEO, JOE, PCYO, STR Edited June 25 by Castanza Link to comment Share on other sites More sharing options...
Ross812 Posted June 25 Share Posted June 25 More HQI and a nibble on BF.A. I figure the A shares usually sell at a 5-10% premium to the B shares and could be had for a nickel more today if you are happy getting in and out slowly. Link to comment Share on other sites More sharing options...
fareastwarriors Posted June 26 Share Posted June 26 (edited) PCYO, been buying under $9... Edited June 26 by fareastwarriors Link to comment Share on other sites More sharing options...
Kizion Posted June 26 Share Posted June 26 8 hours ago, fareastwarriors said: PCYO, been buying under $9... Some people buying this stock, while the last posts in the topic about the company seems rather negative Link to comment Share on other sites More sharing options...
coffeecaninvestor Posted June 26 Share Posted June 26 (edited) Small adds yesterday to FRPH, OTCM, and IQV. blows my mind how long FRPH has been trading sideways.. Edited June 26 by coffeecaninvestor Link to comment Share on other sites More sharing options...
Castanza Posted June 26 Share Posted June 26 1 hour ago, Kizion said: Some people buying this stock, while the last posts in the topic about the company seems rather negative Relatively small position for me, but the main negativity imo is focused on time vs thesis. The company is still solid and management have been conservative capital allocators. The main issue is they are almost too conservative. That's why this is a coffee can stock and won't ever be a massive position for me, but i like to add some when it gets sub $9. Things to look for are: - Movement on commercial development - Completion of their current projects - Dividend or share buybacks Thesis Change (would be) - Management seeks further land acquisitions prior to finishing their current obligations and building out commercial. Link to comment Share on other sites More sharing options...
Cod Liver Oil Posted June 26 Share Posted June 26 Both PCYO and FRPH have the ekg of a stone. Which has more upside? Can you own either in size or do both reek of opportunity cost? Link to comment Share on other sites More sharing options...
Castanza Posted June 26 Share Posted June 26 38 minutes ago, Cod Liver Oil said: Both PCYO and FRPH have the ekg of a stone. Which has more upside? Can you own either in size or do both reek of opportunity cost? I've said before, but I trade about ~50%-75% of my PCYO position on this erratic EKG Link to comment Share on other sites More sharing options...
cubsfan Posted June 26 Share Posted June 26 3 hours ago, Castanza said: I've said before, but I trade about ~50%-75% of my PCYO position on this erratic EKG Smart move. Link to comment Share on other sites More sharing options...
Gregmal Posted June 27 Share Posted June 27 Added more deo Link to comment Share on other sites More sharing options...
maxthetrade Posted June 27 Share Posted June 27 31 minutes ago, Gregmal said: Added more deo I have also bought a position today, looks reasonably priced. Link to comment Share on other sites More sharing options...
cash_incinerator Posted June 27 Share Posted June 27 YUMC. Im not called the cash incinerator for nothing Link to comment Share on other sites More sharing options...
rogermunibond Posted June 28 Share Posted June 28 LULU, NKE, EL, DEO, BFB seems like many high multiple consumer discretionary superstars are getting dinged as the global consumer is tired out or has alternatives. Any others to watch? Link to comment Share on other sites More sharing options...
Ross812 Posted June 28 Share Posted June 28 @rogermunibond HSY Link to comment Share on other sites More sharing options...
sleepydragon Posted June 28 Share Posted June 28 Added to BGC Interesting nobody here talks about this stock. JPM recently downgraded CME citing potential competition from BGC (yet JPM has no ratings on BGC, likely because BGC is a much smaller company) Link to comment Share on other sites More sharing options...
Castanza Posted June 28 Share Posted June 28 4 hours ago, Ross812 said: @rogermunibond HSY PEP getting close too other category JNJ and PFE also trading at/near 52 week lows Link to comment Share on other sites More sharing options...
Monsieur_dee Posted June 28 Share Posted June 28 Sold Citi and bought Lulu. Both 2% positions Link to comment Share on other sites More sharing options...
KPO Posted June 28 Share Posted June 28 A bit more DEO Link to comment Share on other sites More sharing options...
Spekulatius Posted June 29 Share Posted June 29 Added to EDEN, DEO, PYPL, ABEV Link to comment Share on other sites More sharing options...
Value_Added Posted June 29 Share Posted June 29 18 hours ago, sleepydragon said: Added to BGC Interesting nobody here talks about this stock. JPM recently downgraded CME citing potential competition from BGC (yet JPM has no ratings on BGC, likely because BGC is a much smaller company) I enjoy having Lutnick in charge of my capital. Especially with such a huge catalyst so visible on the horizon. Link to comment Share on other sites More sharing options...
Spekulatius Posted June 29 Share Posted June 29 10 minutes ago, Value_Added said: I enjoy having Lutnick in charge of my capital. Especially with such a huge catalyst so visible on the horizon. Yes, BGC indeed looks interesting. I also some new blips in the CME ticker feed regarding competition for interest rate futures from BGC. Apparently JPM is BGC’s customers. CME has a dominating market share in interest rates futures, but some things these markets can shift when a new player has better technology and trade execution. This is true with interest rates futures especially since the large banks are huge customers and having just a few customers change where they trade can shift the entire market. Link to comment Share on other sites More sharing options...
sleepydragon Posted June 29 Share Posted June 29 6 minutes ago, Spekulatius said: Yes, BGC indeed looks interesting. I also some new blips in the CME ticker feed regarding competition for interest rate futures from BGC. Apparently JPM is BGC’s customers. CME has a dominating market share in interest rates futures, but some things these markets can shift when a new player has better technology and trade execution. This is true with interest rates futures especially since the large banks are huge customers and having just a few customers change where they trade can shift the entire market. yeah, interest rate is so much higher now compared to previous decades so more and more institutions speculating on these products. It’s a generational change for BGC. Their net income is reduced due to large amount of stock based compensations, causing many people staying on the sidelines. Link to comment Share on other sites More sharing options...
Whensthepaintdry? Posted June 29 Share Posted June 29 I have added to Ulta and Lulu. Link to comment Share on other sites More sharing options...
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