What are you buying today?

[Gregmal]

4 minutes ago, dealraker said:

Just plumbed/wired up one (water heater) in my basement.   Could have gone back to gas but I'd have to hire someone.  So I just went to Lowe's and had it working within an hour.  The old, the 2nd generation in this house, is on the way to the dump later today.  

Yea as a housing guy, I love the guts suppliers. LII, CARR, AOS...all been smaller but well performing positions that benefit off very little but continuation of life. 

[villainx]

8 hours ago, Gregmal said:

Added some to AOS. 

 

 

I had in my notes to look at AOS more closely when it goes under 20 trailing p/e.

[Gregmal]

6 hours ago, villainx said:

 

 

I had in my notes to look at AOS more closely when it goes under 20 trailing p/e.

Yea I like these as alpha boosters so to speak. You can just ladder into em and flip the trading range. If they ever get super cheap you T off. 

[valueventures]

Starter in MATR.TO

[coffeecaninvestor]

Small adds to CACI, MKL, CI, and IQV over the past week. 

[frommi]

added to Evolution AB. Top#3 position, will probably make it #1 if it stays that cheap.

[Spekulatius]

10 hours ago, frommi said:

added to Evolution AB. Top#3 position, will probably make it #1 if it stays that cheap.

A bit puzzling why it drifts down. I am going to add a little more as well but I think there is regulatory and country specific risk (Georgia).

Edited Saturday at 12:53 AM by Spekulatius

[Paarslaars]

Bought some more PDD calls yesterday. 

[sleepydragon]

Fnmas and fmckj

[sleepydragon]

On 11/17/2024 at 10:29 AM, villainx said:

 

Thanks.  I still have a little bit but hadn't followed super closely.  Might get back in again.  Dec decision could be short term catalyst, but if it's not what shareholders want, it could only be a brief setback until May?  There is some margin of safety at this level.

yeah, it seems there’s not much a big hurdle anymore for this company to succeed, imo. 12/5 decision could be a positive catalyst but even if not it’s inevitable they will start selling in May. 

[Saluki]

Picked up a few shares of KRKNF on the pullback.  

 

Very small adds to a few of the shipping cos in my basket.  They tend to move together so I plan to add a little more to the basket and then sell TEN before the end of the year to take the tax loss but keep the same exposure to the sector. Might rethink the whole thesis in 2025 when the new administration and Congress take office, but for now I don't want to make any big moves.