What are you buying today?

[Eng12345]

5 hours ago, lnofeisone said:

What's your thesis? BAH is a total mess internally. They are losing contracts and people are jumping ship. BAH is also pure gov play and don't have commercial contracts to offset (unlike ACN which lost $1.5B or so of contracts already). 

Honestly? 

 

I am no fan of the company and don't see it ever being a core holding. 

 

That said, I am of the opinion that despite all the hub bub surrounding all these different offices closing etc, most of the governmental work will still have to be done. Furthermore, there is a long history in the US of contractors ripping off the government. I expect that to continue or expand and no single administration is capable of changing that beast.  

 

Purely think it is oversold on a bunch of nothingburger nonsense. 

 

That's my thoughts from a macro view. To be honest, I haven't dove too much into the micro view yet.

[Spekulatius]

2 hours ago, Mephistopheles said:

 

How do you get this? I am in NYC and I can't figure out how to access value line online via my library. It looks like I have to go in to look at it in person.

You have to open an account in person at the NYC library or any satellite library  to get a library account number. Then you can sign up for online access.

 

It works the same way about everywhere.

Edited yesterday at 01:12 AM by Spekulatius

[sshr]

2 hours ago, Mephistopheles said:

Ah. thank you!

 

I do have a card. I just had no idea we can do this. This is huge! Much appreciated

 

Just curious, where did you get the link?

From NYPL website. 

 

http://www.nypl.org/databases

 

And search for “Value Line”

 

I would bookmark the value line link for quick and easy access. And, also have the card number handy. You have to enter the number everytime you want to use value line.

Edited yesterday at 02:25 AM by sshr

[Spekulatius]

1 hour ago, sshr said:

From NYPL website. 

 

http://www.nypl.org/databases

 

And search for “Value Line”

 

I would bookmark the value line link for quick and easy access. And, also have the card number handy. You have to enter the number everytime you want to use value line.

Just have your browser save the # and password. Very easy.

[moatrep]

Alphabet, Nvr, Smith and wesson. Pbf energy as an asset play. Small positions in Valero and croxs. 

Edited 23 hours ago by moatrep

[KPO]

TOL

[yesman182]

MGM CNQ

[Spekulatius]

I bought some CACI recently and TFII today.

[ValueMaven]

I bought some Booking - BKNG ($5,000).  I'm amazed at their capital return program.  Forcing myself to better follow the company.  

Edited 20 hours ago by ValueMaven

[longlake95]

ATRL, TFII