What are you buying today?

[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 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 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 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.  

[mananainvesting]

Added to $FRFHF/$FFH.TO 

[Spekulatius]

Bought a bit more 6723.T (Renesas) and a starter in SIMO.

Edited November 5 by Spekulatius

[frommi]

More TAP and CPH:STG

[Saluki]

My resting limit order for NTDOY got filled because of the dip this morning.  Added a little more JOE too