CorpRaider Posted February 11, 2021 Share Posted February 11, 2021 BK, I really like that new impossible whopper. ;D Wow, Bitcoin and Burgers. What's not to like!? Link to comment Share on other sites More sharing options...
formthirteen Posted February 11, 2021 Share Posted February 11, 2021 Tracker positions in FB, ILMN, and TPB. Stocks only go up. Link to comment Share on other sites More sharing options...
sarganaga Posted February 11, 2021 Share Posted February 11, 2021 Enterprise Products Partners (EPD) Lumen (LUMN) Link to comment Share on other sites More sharing options...
Ice77 Posted February 11, 2021 Share Posted February 11, 2021 NXE (Uranium), GRA.V (Graphene), AFM.V (Tin) Link to comment Share on other sites More sharing options...
CassiusKing1 Posted February 12, 2021 Share Posted February 12, 2021 Picked up some PG. Link to comment Share on other sites More sharing options...
treasurehunt Posted February 12, 2021 Share Posted February 12, 2021 Bumped up my FRFHF position by 15%. I think there is a decent chance that Fairfax will have a few very good years starting in 2021. Link to comment Share on other sites More sharing options...
rosemontseneca Posted February 12, 2021 Share Posted February 12, 2021 Bought NEN with proceeds from EQR/CPT sales Link to comment Share on other sites More sharing options...
Every Banana Counts Posted February 16, 2021 Share Posted February 16, 2021 CVS Link to comment Share on other sites More sharing options...
sethatk Posted February 16, 2021 Share Posted February 16, 2021 Added to MO and started IDN and YEXT Link to comment Share on other sites More sharing options...
sarganaga Posted February 16, 2021 Share Posted February 16, 2021 CK Hutchison (CKHUY) slightly less than 4% position now Link to comment Share on other sites More sharing options...
Every Banana Counts Posted February 16, 2021 Share Posted February 16, 2021 FB Link to comment Share on other sites More sharing options...
CorpRaider Posted February 16, 2021 Share Posted February 16, 2021 VZ and CVX. ;D Link to comment Share on other sites More sharing options...
shamelesscloner Posted February 17, 2021 Share Posted February 17, 2021 VZ and CVX. ;D You got a better price than Buffett, that must feel good ;) Link to comment Share on other sites More sharing options...
Pistachio_Lawyer Posted February 18, 2021 Share Posted February 18, 2021 FB FB would be perfect for me at $150-160ish. Link to comment Share on other sites More sharing options...
no_free_lunch Posted February 18, 2021 Share Posted February 18, 2021 T (as in AT&T) 7% dividend, stock buybacks, debt paydown, trading for somewhere around 8-9x fcf. Yes the business is stagnant but they own HBO max and that is actually growing fast. To tie to current trends, it is an inflation resistant investment. Link to comment Share on other sites More sharing options...
LC Posted February 18, 2021 Share Posted February 18, 2021 T (as in AT&T) 7% dividend, stock buybacks, debt paydown, trading for somewhere around 8-9x fcf. Yes the business is stagnant but they own HBO max and that is actually growing fast. To tie to current trends, it is an inflation resistant investment. Preach. Link to comment Share on other sites More sharing options...
wabuffo Posted February 18, 2021 Share Posted February 18, 2021 CSU.TO 8) wabuffo Link to comment Share on other sites More sharing options...
valueinvestor Posted February 18, 2021 Share Posted February 18, 2021 SE, SNC Link to comment Share on other sites More sharing options...
formthirteen Posted February 18, 2021 Share Posted February 18, 2021 SE, SNC Is the music still playing? I almost sold SE this week, but then I checked my notes and the revenue growth and had to postpone the decision... Link to comment Share on other sites More sharing options...
Viking Posted February 18, 2021 Share Posted February 18, 2021 Stelco - STLC.TO Link to comment Share on other sites More sharing options...
fareastwarriors Posted February 18, 2021 Share Posted February 18, 2021 BRK.B I like the stock. Link to comment Share on other sites More sharing options...
sarganaga Posted February 18, 2021 Share Posted February 18, 2021 Lumen (LUMN) Link to comment Share on other sites More sharing options...
shamelesscloner Posted February 18, 2021 Share Posted February 18, 2021 Lumen (LUMN) Can you share any compelling writeups that you've come across? Link to comment Share on other sites More sharing options...
JRM Posted February 18, 2021 Share Posted February 18, 2021 Lumen (LUMN) Can you share any compelling writeups that you've come across? Michael Burry likes the stock. Link to comment Share on other sites More sharing options...
valueinvestor Posted February 18, 2021 Share Posted February 18, 2021 SE, SNC Is the music still playing? I almost sold SE this week, but then I checked my notes and the revenue growth and had to postpone the decision... I did napkin math a while ago with 60%+ downside. However they are pushing into Brazil, which gave me an idea to SOP valuation. What’s the value of Shopee Singapore, Shopee Malaysia and so forth. Paints a different picture. With that being said. I’m ready for a 60% drawdown. Rather hoping for it. Only reason why l bought is unsophisticated - I don’t have any ideas. As soon as one comes up, I’ll exit fully and plow in there. Link to comment Share on other sites More sharing options...
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