What are you buying today?

[John Hjorth]

32 minutes ago, Marco Van Basten said:

You should research and buy Safran and GE.  (I am long both.). 

 

Thank you, @Marco Van Basten,

 

We have enchanged about Safran before. I haven't got to it so far, lately because of health issues sucking up my time and my energy [think Maslow] as of lately, but health much better now [morphine isen't exactly a good fuel to running on while investing].

 

I will still take look at Safran.

 

- - - o 0 o - - -

 

Can you provide a just short pitch for why you are interested and owning GE by now? - Thank you in advance. [ Not much help in the GE topic here on CofB&F by now, I would say, but that may just be me.]

[Sweet]

5 hours ago, John Hjorth said:

We have enchanged about Safran before. I haven't got to it so far, lately because of health issues sucking up my time and my energy [think Maslow] as of lately, but health much better now [morphine isen't exactly a good fuel to running on while investing].

I wasn’t aware you weren’t well John.  I’ll keep you in my prayers.

[Marco Van Basten]

10 hours ago, John Hjorth said:

 

Thank you, @Marco Van Basten,

 

We have enchanged about Safran before. I haven't got to it so far, lately because of health issues sucking up my time and my energy [think Maslow] as of lately, but health much better now [morphine isen't exactly a good fuel to running on while investing].

 

I will still take look at Safran.

 

- - - o 0 o - - -

 

Can you provide a just short pitch for why you are interested and owning GE by now? - Thank you in advance. [ Not much help in the GE topic here on CofB&F by now, I would say, but that may just be me.]

John, very simple thesis:  over the next forty or fifty years, annual volume growth of 3-5%, pricing ahead of inflation, EBIT margin goes from 25% to something closer to Transdigm's 50%.  

[gfp]

More weird action on Fairfax and Fairfax India near the open

 

[thowed]

Crazy.  Well done being on the ball - I'd be tempted to buy more under 2,200.

[Lance]

CME, ICE and TMXXF

 

Thanks

Lance

[CharlesMunger]

Fist time buying puts - some 2027 SOXX. And some FFH, MELI

Edited 1 hour ago by CharlesMunger

[gfp]

I wonder what the statistics are on having to hit on BOTH (1) making money buying an option, and (2) betting against a bull market.

 

Any oddsmakers here?