formthirteen Posted January 26 Share Posted January 26 Wine and NNI. Already regretting buying Chinese stocks. This is the market way. Link to comment Share on other sites More sharing options...
Lance Posted January 29 Share Posted January 29 Jardine Cycle & Carriage Thanks Lance Link to comment Share on other sites More sharing options...
KJP Posted January 29 Share Posted January 29 Asbury Automotive Rand Worldwide Link to comment Share on other sites More sharing options...
Hektor Posted January 30 Share Posted January 30 6 hours ago, KJP said: Asbury Automotive @KJP Out of curiosity, why Asbury? why at this price? Thanks, Link to comment Share on other sites More sharing options...
KJP Posted January 30 Share Posted January 30 (edited) 18 minutes ago, Hektor said: @KJP Out of curiosity, why Asbury? why at this price? Thanks, I think Asbury is a good to very good (and well managed) business trading at less than 10x normalized earnings. I recognize, though, that earnings are likely to come down as new car margins normalize. Edited January 30 by KJP Link to comment Share on other sites More sharing options...
dipod Posted January 31 Share Posted January 31 CPRI Link to comment Share on other sites More sharing options...
Malmqky Posted January 31 Share Posted January 31 (edited) Hershey, bought a decent sized chunk - 2% of the portfolio. I’ve managed to build confidence in Hershey as a brand. Don’t have any insight in cocoa prices, but surely over the coming years they’ll normalize…fingers crossed. Monitoring GLP-1 related stuff, just kind of taking a wait and see approach. I don’t think this is going to be a world beater, but I think buying dips over the next year or two will result in a decent return. Mostly I just want to own some iconic brands and this one doesn’t seem too expensive/actually kind of cheap. Edited January 31 by Malmqky Link to comment Share on other sites More sharing options...
Seoshin Posted January 31 Share Posted January 31 CPNG Link to comment Share on other sites More sharing options...
tnathan Posted January 31 Share Posted January 31 SN, FFBB, UBAB Link to comment Share on other sites More sharing options...
valueventures Posted February 1 Share Posted February 1 Starter position in BOC Link to comment Share on other sites More sharing options...
Cod Liver Oil Posted February 1 Share Posted February 1 adding to Odet. Link to comment Share on other sites More sharing options...
dipod Posted February 1 Share Posted February 1 CPRI Link to comment Share on other sites More sharing options...
Spekulatius Posted February 1 Share Posted February 1 Added a bit more $JCI yesterday and $APA today. Link to comment Share on other sites More sharing options...
Saluki Posted February 1 Share Posted February 1 Added some OXY. Link to comment Share on other sites More sharing options...
nwoodman Posted February 2 Share Posted February 2 EXO.AS Link to comment Share on other sites More sharing options...
RedLion Posted February 2 Share Posted February 2 Bought 400 shares of BTI in my 401k. I’ve been letting my contributions stack, and all my high conviction ideas are trading at all time highs. It was down to BTI or more CLPR. I’m a bit of a yield hog in my 401k and tend to trade way better in my taxable accounts due to closet momentum chasing. Link to comment Share on other sites More sharing options...
fareastwarriors Posted February 2 Share Posted February 2 8 minutes ago, RedLion said: It was down to BTI or more CLPR. I been adding to CLPR around $5. Link to comment Share on other sites More sharing options...
formthirteen Posted February 2 Share Posted February 2 Adding echoes of BTI by bying more BTI with the BTI dividend. Link to comment Share on other sites More sharing options...
ValueMaven Posted February 2 Share Posted February 2 Bought some HES. Oil decline is overdone, and there is an 8% spread into the deal. It's a cheap bet on CVX, and the spread closing in early 2Q24. CEO seems committed to the deal. Link to comment Share on other sites More sharing options...
juniorr Posted February 2 Share Posted February 2 28 minutes ago, ValueMaven said: Bought some HES. Oil decline is overdone, and there is an 8% spread into the deal. It's a cheap bet on CVX, and the spread closing in early 2Q24. CEO seems committed to the deal. any reason why there is a gap in purchase price and current price? Link to comment Share on other sites More sharing options...
KPO Posted February 3 Share Posted February 3 31 minutes ago, juniorr said: any reason why there is a gap in purchase price and current price? Some of it is dividend differential, but mostly it’s the combination of Venezuelan risk and to a lesser extent the possibility of an antitrust challenge of the deal. Link to comment Share on other sites More sharing options...
Gregmal Posted February 3 Share Posted February 3 For better or worse, I’ve been buying A LOT of Perishing Square last couple weeks. Tax stuff be damned. Link to comment Share on other sites More sharing options...
CorpRaider Posted February 3 Share Posted February 3 Bought some EBAY and PARA this week. Link to comment Share on other sites More sharing options...
petec Posted February 4 Share Posted February 4 On 2/3/2024 at 12:33 AM, Gregmal said: For better or worse, I’ve been buying A LOT of Perishing Square last couple weeks. Tax stuff be damned. Interesting. What caused you to pull the trigger? Link to comment Share on other sites More sharing options...
Sweet Posted February 4 Share Posted February 4 I’ve thought about just putting a chunk of money into Pershing and Ackman. He has at times lost his shirt which makes me pause but he has stopped shorting and he has good ideas. Link to comment Share on other sites More sharing options...
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