What are you buying today?

[Jaygo]

On 10/26/2024 at 11:02 PM, no_free_lunch said:

I like the concept.  Need to do some DD on my end.  What is your base case scenario if you look out a few years?

Well my hope is it gets caught up in the wave of Nuclear fomo and gets bid up outside of fundamentals thus delivering a really great return.

 

Actual fundamentals gets me a slightly better valuation than the attempted acquisition a few years out. Say in the range of 14-17 a share. When the company was involved in getting acquired last time there was a lot of interest. 

[John Hjorth]

Small initial starter position in JYSK.CPH [Jyske Bank A/S] at DKK 486.20 today. It dropped 9% today on a 2024Q3 report that was as about as expected, and on the introduction of a New Strategy, which I read as basically 'more of the same, as usual', while all analysts and commentators  are screaming 'booh-booh', combined with a <thumb down>.

 

P/B~ 0.68, P/E ~5.4, ROE ~ 13.5%, ROTCE ~ 14.8%, ongoing dividends and share buybacks, the bank running without any major challenges for now.

Edited yesterday at 03:48 PM by John Hjorth

[mananainvesting]

Bought some $T (ATT) (2 days ago). The company has been focused solely on reducing debt/leverage over the last 2 years. 2024 forecasted FCF $17-$18B, Mcap = ~$160B. Dividend Yield = ~5%. 

 

I am long, not advise. 

[frommi]

bought even more STO:EVO and a little more CABO

Edited 2 hours ago by frommi

[Malmqky]

EVO, CROX.