Malmqky Posted July 1 Share Posted July 1 Snagged some HCC pre-market  Nice little gain.  Also bought some Atkore Friday. Not really sure if I want to make it a full position but there’s lots of things to like.. Link to comment Share on other sites More sharing options...
flesh Posted July 1 Share Posted July 1 Nc at 28.xx Link to comment Share on other sites More sharing options...
Luke Posted July 1 Share Posted July 1 Sold Exor and bought more Prosus Link to comment Share on other sites More sharing options...
Saluki Posted July 1 Share Posted July 1 Bought some FRPH and ENPH.  Link to comment Share on other sites More sharing options...
Lance Posted July 1 Share Posted July 1 Jardine Matheson  Thanks Lance   Link to comment Share on other sites More sharing options...
Paarslaars Posted July 1 Share Posted July 1 1 hour ago, Luca said: Sold Exor and bought more Prosus Because of your conviction in Prosus or dissatisfaction with Exor? Link to comment Share on other sites More sharing options...
Luke Posted July 1 Share Posted July 1 2 hours ago, Paarslaars said: Because of your conviction in Prosus or dissatisfaction with Exor? I like Exor but really like Prosus. Fundamentally much better business at much better valuation with management incentives to work on the discount Link to comment Share on other sites More sharing options...
thowed Posted July 2 Share Posted July 2 15 hours ago, Lance said: Jardine Matheson  Thanks Lance    Can't believe how cheap it is, though I'm rusty on it, so don't know how affected by all the deals they've done this is.  Maybe they're better now, but I've generally steered clear as the Keswicks have generally been a family that don't seem to care about shareholders, just themselves, which I find problematic in a family holding co.  But maybe new generation are taking over & improving things.  Link to comment Share on other sites More sharing options...
Dinar Posted July 3 Share Posted July 3 50 minutes ago, KPO said: I look at this one periodically. Which exchange / ticker do you invest in here? Make sure that it is not a PFIC for US tax purposes. Otherwise nightmare unless held in an IRA account. Link to comment Share on other sites More sharing options...
Xerxes Posted July 3 Share Posted July 3 Jardine, Matheson & Co  The legal heir to the opium business in East Asia ! Love it Link to comment Share on other sites More sharing options...
Spekulatius Posted July 3 Share Posted July 3 Bought back some CNC. Stock is cheap and I like the CEO. They have managed the medical cost issues very well so far. Link to comment Share on other sites More sharing options...
Eldad Posted July 3 Share Posted July 3 Anyone looking at POOL? I am on the fence. Think it needs to be $275 or so before I might really dig in. Link to comment Share on other sites More sharing options...
brobro777 Posted July 3 Share Posted July 3 Bought some KRUS Link to comment Share on other sites More sharing options...
plusalpha Posted July 3 Share Posted July 3 2 minutes ago, brobro777 said: Bought some KRUS What's your thought process behind this purchase? KRUS seems still pretty expensive to me? Many Stocks in the QSR are at 15 or below 15PE. then why KRUS? Â Link to comment Share on other sites More sharing options...
brobro777 Posted July 3 Share Posted July 3 6 minutes ago, plusalpha said: What's your thought process behind this purchase? KRUS seems still pretty expensive to me? Many Stocks in the QSR are at 15 or below 15PE. then why KRUS?   Oh I just thought I'd take a shot. I think there's a lot of demand for sushi that will continue to grow in the US and I figure there's going to be one chain restaurant for sushi that works. I also personally like the conveyor belt concept because I don't have to wait to start eating and I like the fact that the company is being run by guys from Japan who proved they know what they're doing. These companies in growth phases tend to be expensive and I figured there's gonna be volatility that results in big ups and downs in the stock and I think the recent 50% crack is probably a decent entry point  I can check back on the stock in 5 years and hey, maybe I'll get lucky haha  Link to comment Share on other sites More sharing options...
Saluki Posted July 3 Share Posted July 3 Slowly building up positions in FRPH and ENPH at these prices.  Sold a little STNG and bought the same amount in Tsakos.  Link to comment Share on other sites More sharing options...
Ghost Posted July 3 Share Posted July 3 In the spirit of @boilermaker75 Wrote LULU 297.50-strike, July 5 expiration puts, $1.00 per share. Link to comment Share on other sites More sharing options...
Lance Posted July 3 Share Posted July 3 16 hours ago, KPO said: I look at this one periodically. Which exchange / ticker do you invest in here?  Jardine Matheson Holdings Ltd. ADR (JMHLY)  Thanks Lance Link to comment Share on other sites More sharing options...
fareastwarriors Posted July 3 Share Posted July 3 a bit of FRPHÂ Link to comment Share on other sites More sharing options...
Lance Posted July 5 Share Posted July 5 BTC Â Thanks Lance Link to comment Share on other sites More sharing options...
fareastwarriors Posted July 5 Share Posted July 5 1 hour ago, Lance said: BTC  Thanks Lance same  btc, and eth Link to comment Share on other sites More sharing options...
Dave86ch Posted July 5 Share Posted July 5 Bitcoin Link to comment Share on other sites More sharing options...
nwoodman Posted July 5 Share Posted July 5 A little late but EoQ rotated some MKL for DEO. Link to comment Share on other sites More sharing options...
Lance Posted July 5 Share Posted July 5 IBIT Â Thanks Lance Link to comment Share on other sites More sharing options...
Spekulatius Posted July 5 Share Posted July 5 Added to PLX.PA (Pluxee) and a starter in FIVE. Link to comment Share on other sites More sharing options...
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