Jaygo Posted October 28 Share Posted October 28 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. Link to comment Share on other sites More sharing options...
John Hjorth Posted October 29 Share Posted October 29 (edited) 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 by John Hjorth Link to comment Share on other sites More sharing options...
mananainvesting Posted October 29 Share Posted October 29 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. Link to comment Share on other sites More sharing options...
frommi Posted October 30 Share Posted October 30 (edited) bought even more STO:EVO and a little more CABO Edited October 30 by frommi Link to comment Share on other sites More sharing options...
Malmqky Posted October 30 Share Posted October 30 EVO, CROX. Link to comment Share on other sites More sharing options...
giulio Posted Wednesday at 06:53 PM Share Posted Wednesday at 06:53 PM Evo, psh, bat Link to comment Share on other sites More sharing options...
collegeinvestor Posted Thursday at 05:06 AM Share Posted Thursday at 05:06 AM Djt puts $10 strike into early 2025. Link to comment Share on other sites More sharing options...
DooDiligence Posted Thursday at 12:19 PM Share Posted Thursday at 12:19 PM (edited) 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 Thursday at 12:25 PM by DooDiligence Link to comment Share on other sites More sharing options...
Lance Posted Thursday at 03:48 PM Share Posted Thursday at 03:48 PM Wrote puts on M Thanks Lance Link to comment Share on other sites More sharing options...
mananainvesting Posted Thursday at 05:48 PM Share Posted Thursday at 05:48 PM Bought some $PDS / $PD.TO Link to comment Share on other sites More sharing options...
Ross812 Posted Thursday at 08:13 PM Share Posted Thursday at 08:13 PM 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! Link to comment Share on other sites More sharing options...
Charlie Posted Thursday at 08:30 PM Share Posted Thursday at 08:30 PM 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. Link to comment Share on other sites More sharing options...
KJP Posted Friday at 12:46 PM Share Posted Friday at 12:46 PM 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 Link to comment Share on other sites More sharing options...
Saluki Posted Friday at 03:17 PM Share Posted Friday at 03:17 PM 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. Link to comment Share on other sites More sharing options...
tnathan Posted Friday at 03:20 PM Share Posted Friday at 03:20 PM 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 Link to comment Share on other sites More sharing options...
KJP Posted Friday at 04:15 PM Share Posted Friday at 04:15 PM 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. Link to comment Share on other sites More sharing options...
valueventures Posted Friday at 08:34 PM Share Posted Friday at 08:34 PM Starter in BN. Link to comment Share on other sites More sharing options...
bizaro86 Posted Saturday at 03:03 AM Share Posted Saturday at 03:03 AM 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. Link to comment Share on other sites More sharing options...
cash_incinerator Posted yesterday at 02:59 PM Share Posted yesterday at 02:59 PM A ton of FSLR common Link to comment Share on other sites More sharing options...
Saluki Posted yesterday at 03:14 PM Share Posted yesterday at 03:14 PM 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). Link to comment Share on other sites More sharing options...
Ross812 Posted yesterday at 03:55 PM Share Posted yesterday at 03:55 PM Adding a little DFIN at $57. Link to comment Share on other sites More sharing options...
coffeecaninvestor Posted 23 hours ago Share Posted 23 hours ago 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. Link to comment Share on other sites More sharing options...
mananainvesting Posted 22 hours ago Share Posted 22 hours ago Added to $FRFHF/$FFH.TO Link to comment Share on other sites More sharing options...
Spekulatius Posted 4 hours ago Share Posted 4 hours ago (edited) Bought a bit more 6723.T (Renesas) and a starter in SIMO. Edited 4 hours ago by Spekulatius Link to comment Share on other sites More sharing options...
frommi Posted 1 hour ago Share Posted 1 hour ago More TAP and CPH:STG Link to comment Share on other sites More sharing options...
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