What are you buying today?

[mananainvesting]

Picked up $MKL

[mananainvesting]

I appreciate the previous discussions on $HTLD. I finally got to posting about it (link below). Let me know if you have any feedback. I am long and not advise.

 

https://mananainvesting.substack.com/p/heartland-express-inc-nasdaq-htld

 

[no_free_lunch]

On 10/24/2024 at 8:04 AM, Jaygo said:

Velan VLN.to      Nuclear renaissance play combined with Cryo for LNG. I think we are in a industrial recession similar to 2015 era but nobody is getting dinged yet. Graco showed that today with poor results. 

 

I think Velan will push right through due to the nuclear and LNG projects then get acquired by an industrial trying to boost the sales slump.

 

I am aware I have a major bias here, I have a very soft spot in my heart for small industrials for some reason so I could be totally out of whack here.

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?

[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 October 29, 2024 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 October 30, 2024 by frommi

[Malmqky]

EVO, CROX.

[giulio]

Evo, psh, bat

[collegeinvestor]

Djt puts $10 strike into early 2025.

[DooDiligence]

7 hours ago, collegeinvestor said:

Djt puts $10 strike into early 2025.

 

TFW you short a shitpost meme stonk with no fundaments and your exposure is limited.

 

 

 

Edited October 31, 2024 by DooDiligence

[Lance]

Wrote puts on M

 

Thanks

Lance

[mananainvesting]

Bought some $PDS / $PD.TO

[Ross812]

Well I have a standing buy order for 1500 shares of FRPH at $29. IBKR filled 500. The other 1000 are on order through Fido. I guess you get what you pay for!

[Charlie]

I bought some Berkshire b shares.

The statistical weak months September and October are over.

The election is coming to the end and there could be a rally, because of ending of uncertainty.

Results are coming at Saturday and I am betting on that the gift will still keep giving. 

[KJP]

On 2/8/2024 at 11:48 AM, tnathan said:

SMART - this is going back to book when they start buying back all the shares

https://www.businesswire.com/news/home/20241101796006/en/Mid-Penn-Bancorp-Inc.-to-Acquire-William-Penn-Bancorporation

[Saluki]

Picked up a few shares of VRRM and POWWP.  VRRM seems to be trading down way too much on a good quarter because of weakness in their parking business.   POWWP is trading at ~$19 and it's a $25 cumulative preferred for a company with terrible management but no net debt, so I haven't been able to figure out the discount.

[tnathan]

2 hours ago, KJP said:

https://www.businesswire.com/news/home/20241101796006/en/Mid-Penn-Bancorp-Inc.-to-Acquire-William-Penn-Bancorporation

Not the ideal ending outcome for shareholders - bought at book but if you've been buying more on dips its worked out ok

[KJP]

51 minutes ago, tnathan said:

Not the ideal ending outcome for shareholders - bought at book but if you've been buying more on dips its worked out ok

 

Agreed, and it's fine if this is one of a basket.

[valueventures]

Starter in BN.

[bizaro86]

On 10/31/2024 at 2:13 PM, Ross812 said:

Well I have a standing buy order for 1500 shares of FRPH at $29. IBKR filled 500. The other 1000 are on order through Fido. I guess you get what you pay for!

One of the many reasons I own IBKR.

[cash_incinerator]

A ton of FSLR common

[Saluki]

A resting limit order got hit on Friday, so I have some more JOE from that and a little more this morning.  

 

Very small adds to some starter positions that I am dollar cost averaging into a little each day (RTO, ENPH, VRRM, CROX and DHT). 

[Ross812]

Adding a little DFIN at $57.

[coffeecaninvestor]

Sold NSRGY to free up funds to buy more JNJ and RTO. Just a little more optimistic on JNJ over Nestle after reading the Q's. The new CEO seems fine, but I think JNJ has a good pipeline, and an easier path to growth.