What are you buying today?

[Valuebo]

1 hour ago, Eldad said:

This is wild. Market goes up every day on NVDA strength and everything else is crashing. 
 

I know some of the older members have said BRK went down for like a year at the end of the 2000 mania. Was the entire “old economy” group of stocks suffering like this back then? 

 

I wasn't investing back then (also, I was 12) but I read and heard about the period and definitely feel like we are entering the same kind of market where "old economy" market prices suffer. 

 

1/3th of BRK's market cap is currently cash and the company earns what, $45-50B/year? I would certainly welcome BRK at 10 times earnings ex cash!

[Malmqky]

some BRO and CSU

[EgonKuhn]

Added to FI

[buylowersellhigh]

2 hours ago, Malmqky said:

some BRO and CSU

The same 

[WayWardCloud]

Just hopped onto the CSU boat as well fellas.

Very confused by the price action but I'll take it  

[Eldad]

More CSU. Not as fun as it was at first. 

[E. Nashton]

Same -  CSU, CMG.TO

[Spekulatius]

4 hours ago, EgonKuhn said:

Added to FI

I own this too unfortunately but haven’t added yet. I think the outgoing CEO did a real number on this business and now runs the Social security administration

[Spekulatius]

I also bought a few shares of CSU. First time I own this.

[EgonKuhn]

39 minutes ago, Spekulatius said:

I own this too unfortunately but haven’t added yet. I think the outgoing CEO did a real number on this business and now runs the Social security administration

I would say that one can at least attribute creativity to him

And nobody seems to have noticed the Argentinian miracle.

[Junior R]

2 hours ago, Spekulatius said:

I also bought a few shares of CSU. First time I own this.

I am thinking of adding to...I wonder why they don't have options on this ...Anyone know why this dropped today

[hardcorevalue]

Added CSU

 

I've been dreaming of this moment for so many years. 

[dwy000]

I know its been mentioned but I cant recall ever seeing such bifurcation in the market.  The indices hit new highs and the AI related stocks are at nosebleed levels but there are so many strong cash flowing stocks at single digit (or pre-teen) multiples.  A value investors playground. 

Edited October 30, 2025 by dwy000

[Marco Van Basten]

1 hour ago, dwy000 said:

I know its been mentioned but I cant recall ever seeing such bifurcation in the market.  The indices hit new highs and the AI related stocks are at nosebleed levels but there are so many strong cash flowing stocks at single digit (or pre-teen) multiples.  A value investors playground. 

Like what?  Thank you.

[thowed]

13 hours ago, hardcorevalue said:

Added CSU

 

I've been dreaming of this moment for so many years. 

 

Never thought I'd see CSU and "Hardcore Value' in the same sentence!  That was a crazy finish yesterday.

 

[MungerWunger]

23 minutes ago, thowed said:

 

Never thought I'd see CSU and "Hardcore Value' in the same sentence!  That was a crazy finish yesterday.

 

Interestingly enough, the polish ones are holding off much better (sgn.wa and acp.wa)

[Eldad]

31 minutes ago, thowed said:

 

Never thought I'd see CSU and "Hardcore Value' in the same sentence!  That was a crazy finish yesterday.

 

This bounce today is pretty weak. I think it still wants to go down until November 7th probably.

 

Not that any of that really matters but just budgeting for maybe one more really low bite at the apple. 

[dwy000]

1 hour ago, Marco Van Basten said:

Like what?  Thank you.

Insurance: chubb, progressive, allstate, countless others

 

Retail: Abercrombie, american eagle, Macy's, Lululemon, gap, etc

 

Telecom:  at&t, Verizon, charter, comcast, etc

 

Drugs: merck, pfizer, gsk, etc

 

There are a lot in energy and oil and gas. Etc.  Just do a filter search. 

 

And this doesnt count the companies that normally trade in the 30x range that have come down to less than 20x.  Bargains abound. 

Edited October 30, 2025 by dwy000

[thowed]

41 minutes ago, MungerWunger said:

Interestingly enough, the polish ones are holding off much better (sgn.wa and acp.wa)

 

Yes, I added to SGN today.

[MungerWunger]

14 minutes ago, thowed said:

 

Yes, I added to SGN today.

What is your weighting for each csu stock. Just curious. I feel that CSU may perform better in the short term if we get a nice bounce but sgn outperforms over the next 5 years

[thowed]

I'm about equal in CSU and TOI - I've liked the TOI deployment this year - and have added to both this week, but have about 4x in SGN - I'm in Europe so easier to buy - I agree & hope it will outperform. 

 

An opportunity that only smaller investor can do really with the liquidity.

 

Also have some Lumine - like SGN, think it should do well but lumpy as acquisitions less frequent.

 

Tbh have found this week exhausting with these & FFH in terms of holding nose & adding - I know it's a long game, but am really hoping earnings are decent, just so I don't feel like I'm throwing money away by adding too early!

 

How are you weighted here?

 

[MungerWunger]

2 minutes ago, thowed said:

I'm about equal in CSU and TOI - I've liked the TOI deployment this year - and have added to both this week, but have about 4x in SGN - I'm in Europe so easier to buy - I agree & hope it will outperform. 

 

An opportunity that only smaller investor can do really with the liquidity.

 

Also have some Lumine - like SGN, think it should do well but lumpy as acquisitions less frequent.

 

Tbh have found this week exhausting with these & FFH in terms of holding nose & adding - I know it's a long game, but am really hoping earnings are decent, just so I don't feel like I'm throwing money away by adding too early!

 

How are you weighted here?

 

 

If CSU is 100

TOI - 25

SGN - 25

LMN - 8

 

^ Not how I'd allocate it if I were starting a portfolio from scratch. Mainly just turned out this way and haven't sold much because of tax implications. Lumine shares are from the spin + slight adds at around 14 dollars. I haven't added to it since. It also seems the most pricey to me.

 

SGN is the more recent purchase. Started adding to it in March of this year. Looking to add more to it at these levels as it seems the most promising.

 

 

 

[valueventures]

Starter in Topicus

[hardcorevalue]

Added Topicus today too

 

[Marco Van Basten]

2 hours ago, dwy000 said:

Insurance: chubb, progressive, allstate, countless others

 

Retail: Abercrombie, american eagle, Macy's, Lululemon, gap, etc

 

Telecom:  at&t, Verizon, charter, comcast, etc

 

Drugs: merck, pfizer, gsk, etc

 

There are a lot in energy and oil and gas. Etc.  Just do a filter search. 

 

And this doesnt count the companies that normally trade in the 30x range that have come down to less than 20x.  Bargains abound. 

Thank you.  If I may make a suggestion, I think that the ones whose P/Es came down from the 30s into teens, will do better than the low p/e ones.