frommi Posted November 11, 2023 Share Posted November 11, 2023 Sold some MO and bought more STG, they will buy back 10% of their stock in the next year. Link to comment Share on other sites More sharing options...
KJP Posted November 13, 2023 Share Posted November 13, 2023 On 11/10/2023 at 4:09 PM, KJP said: Net Lease Office Properties (NLOP) I sold this at the open. After thinking it over, and helped along by a post on this board, it was clear to me I was in over my head on this one. Link to comment Share on other sites More sharing options...
Lance Posted November 13, 2023 Share Posted November 13, 2023 JBGS Thanks Lance Link to comment Share on other sites More sharing options...
Gregmal Posted November 13, 2023 Share Posted November 13, 2023 More DEO Link to comment Share on other sites More sharing options...
Viking Posted November 13, 2023 Share Posted November 13, 2023 (edited) Initiated a starter position in Saputo (SAP.TO). Looks like we might be getting capitulation in the shares. A former high flyer that has crashed back down to earth. Shares are trading at 2014 levels. Another turnaround play. Family controlled business. Time to get back up to speed on the company. Also bought a little Linamar (LNR.TO). Edited November 13, 2023 by Viking Link to comment Share on other sites More sharing options...
Luca Posted November 13, 2023 Share Posted November 13, 2023 Added to AMR, getting close to full position now Link to comment Share on other sites More sharing options...
Seoshin Posted November 13, 2023 Share Posted November 13, 2023 Bought more DHR and DEO Link to comment Share on other sites More sharing options...
CorpRaider Posted November 14, 2023 Share Posted November 14, 2023 CLPR Link to comment Share on other sites More sharing options...
sleepydragon Posted November 14, 2023 Share Posted November 14, 2023 Following Baupost into TSEM Link to comment Share on other sites More sharing options...
texual Posted November 14, 2023 Share Posted November 14, 2023 Yesterday I tripled my small position on Spirit Airlines and started a small position in Jetblue - will monitor the merger arb situation. I also started a entry position on Paramount Global B Link to comment Share on other sites More sharing options...
texual Posted November 14, 2023 Share Posted November 14, 2023 Last week I increased positions for General Motors and Bank Of America. Link to comment Share on other sites More sharing options...
Gregmal Posted November 14, 2023 Share Posted November 14, 2023 Bought some save Sucker for reversals lol Link to comment Share on other sites More sharing options...
Ross812 Posted November 15, 2023 Share Posted November 15, 2023 I would like to thank whoever dumped 300 shares of Fairfax this morning at the open. I got a nice fill at and below $875! Link to comment Share on other sites More sharing options...
drzola Posted November 16, 2023 Share Posted November 16, 2023 Alta Gas, and Sunlife preferred shares yielding >10% annual. Bids in for Cenovus, Fairfax Financial, and TC Energy preferred's. All for spouse's taxable accounts. Link to comment Share on other sites More sharing options...
Paarslaars Posted November 16, 2023 Share Posted November 16, 2023 GXE @ 0.7 Link to comment Share on other sites More sharing options...
Castanza Posted November 17, 2023 Share Posted November 17, 2023 GXE Link to comment Share on other sites More sharing options...
dipod Posted November 17, 2023 Share Posted November 17, 2023 (edited) How are you all able to buy GXE at a broker like fidelity? When I search for it, I don’t see any listing. @Castanza Edited November 17, 2023 by dipod Link to comment Share on other sites More sharing options...
Castanza Posted November 17, 2023 Share Posted November 17, 2023 2 minutes ago, dipod said: How are you all able to buy GXE at a broker like fidelity? When I search for it, I don’t see any listing. @Castanza I'm on Schwab but I'm buying GENGF Link to comment Share on other sites More sharing options...
dipod Posted November 17, 2023 Share Posted November 17, 2023 Thanks Link to comment Share on other sites More sharing options...
sleepydragon Posted November 21, 2023 Share Posted November 21, 2023 SGEN. M&A Cash deal with 8% spread left. Expected to close end of this year or early next year. If this thing works work out, it will pay for my margin interests of the entire account for 2024 Link to comment Share on other sites More sharing options...
Luca Posted November 21, 2023 Share Posted November 21, 2023 Valaris LTD NYSE Link to comment Share on other sites More sharing options...
no_free_lunch Posted November 21, 2023 Share Posted November 21, 2023 (edited) Atrion $ATRI This is a mega compounder that is on sale. Niche medical device market. Good financial position with no real debt. In regards to the huge decline (it's down 60% from ATH) I would just say that this is how it rides, and it isn't always clean. We are currently at a down phase but the company is trading around 15x prior year earnings and has historically compounded at 15-20%. Not sure if they can continue at that rate but I feel it's way too cheap. There will probably be at least another quarter before sales turn around but most of the slow down has been due to oversupplying channels due to COVID demand. I have the impression that the business is not fundamentally impaired. I feel it could trade at 20-25x normalized earnings, which is 30-70% from here plus any growth they can pull off. Edited November 21, 2023 by no_free_lunch Link to comment Share on other sites More sharing options...
frommi Posted November 22, 2023 Share Posted November 22, 2023 Sold half of my FFH position and bought boring Apartment REIT's, AVB, MAA, NXRT and a canadian utility CPX:CA. FFH position just got too big part of the portfolio (35%). Still think FFH is a good value, but not as good as 3 years ago. Link to comment Share on other sites More sharing options...
CorpRaider Posted November 22, 2023 Share Posted November 22, 2023 ...CLPR... Link to comment Share on other sites More sharing options...
LC Posted November 22, 2023 Share Posted November 22, 2023 1 hour ago, CorpRaider said: ...CLPR... Enticed by the siren’s song, eh? Link to comment Share on other sites More sharing options...
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