What are you buying today?

[frommi]

Bought CHRW and stocked up on NTT.

 

If you don't mind my asking, why NTT and not DCM?

 

NTT looked cheaper to me, and i get a growing cloud business that offsets the shrinking mobile/voice business. That was my thought, but its possible that i am wrong :).

[zippy1]

Wow, EV/EBIDTA=2.44 and P?B~0.5 How did it become so cheap?

[frommi]

Wow, EV/EBIDTA=2.44 and P?B~0.5 How did it become so cheap?

 

I don`t know, the business has grown while the stock has gone nowhere in the last 10 years.

Sold JNJ today and bought more NTT.

[Lance]

I sold ABT, bought FFH and wrote puts on SHLD this morning.

 

Thanks

Lance

[rainman]

Not sure why FFH down a lot today.

Buy some FRFHF

[bennycx]

Bought CHRW and stocked up on NTT.

 

what's your thesis on CHRW? Seems like a good company but at an expensive price

[frommi]

Bought CHRW and stocked up on NTT.

 

what's your thesis on CHRW? Seems like a good company but at an expensive price

 

I would say it was not cheaper in the last 10 years :). But what do i know, i am a cloner.  ;D

[orion]

Added some URB.A (still like the big discount to NAV. Price ~1.87 vs. NAV of 2.87)

[Guest 50centdollars]

Added some URB.A (still like the big discount to NAV. Price ~1.87 vs. NAV of 2.87)

 

I owned for a while. I can't believe people just sell their shares to caldwell. He is gonna drive this stock to $2.50. I dont understand why you would sell.

 

I bought some more WFC today

[jm25]

Added some URB.A (still like the big discount to NAV. Price ~1.87 vs. NAV of 2.87)

 

I owned for a while. I can't believe people just sell their shares to caldwell. He is gonna drive this stock to $2.50. I dont understand why you would sell.

 

I bought some more WFC today

 

This seems quite interesting. It looks like the shares were tracking a much closer P/BV (near 0.8x) and at the start of September this spread widened completely 0.7x. Any idea what happened?

[Lance]

I bought Gazprom and wrote puts on SHLD this morning.

 

Thanks

Lance

[CorpRaider]

KMI

[jwfm1985]

Bought more GNCMA

[sethatk]

Agree, GNCMA  8)

[LowIQinvestor]

TEO- Telecom Argentina S.A

 

 

[yadayada]

just bought a bunch of myriad genetics. Seems really misunderstood by the market. Now lets hope  the news is positive today!

[Palantir]

Might buy more DOX

[SharperDingaan]

EFN

 

If you want to play in the derivative vehicle space, this is probably one of your better candidates. One of our 2 main picks from early in the year; we are not adding - but continue to hold on to a sizeable position that is up 140% on the year ;)

 

Not for everyone, so look before you leap.

 

SD

 

[frommi]

Sold FUJIY, bought ARCP.

[fareastwarriors]

Bought some GM/Bs this Monday.

[DTEJD1997]

I've been poking around the mining sector.

 

I bought some CALVF today, just a small initial stake, but I was also trying to get some Mawson West.

 

Anybody else buying miners?

[negative alpha]

Bought some GM/Bs this Monday.

 

Fareast, have you taken a look at the C warrants? They're 2 year, $42.31 strike and currently priced at $5.65. I'm in a B's as well, but looking for an opinion on the C's.

[Hielko]

Added some URB.A (still like the big discount to NAV. Price ~1.87 vs. NAV of 2.87)

 

I owned for a while. I can't believe people just sell their shares to caldwell. He is gonna drive this stock to $2.50. I dont understand why you would sell.

There are some very good reasons why a big discount exists. High management fees, high trading expenses, high interest rate on their debt, and some questionable investments (related party private company, leveraged gold etf's)

[Guest Dazel]

 

 

More Altius and Clarke Inc.

 

 

[Ross812]

Doubled my position in Air Lease Corp. yesterday after hearing the Fed decision to keep interest rates low. I initiated a position in CHRW earlier this week.