petec Posted March 23, 2015 Share Posted March 23, 2015 Wilh. Wilhelmsen Holding ASA Interesting - do you have time to open a thread on this? Link to comment Share on other sites More sharing options...
Eye4Valu Posted March 24, 2015 Share Posted March 24, 2015 CHK like Icahn. Link to comment Share on other sites More sharing options...
kab60 Posted March 24, 2015 Share Posted March 24, 2015 Wilh. Wilhelmsen Holding ASA Interesting - do you have time to open a thread on this? There's one already (though not very active): http://www.cornerofberkshireandfairfax.ca/forum/investment-ideas/oslo-exchange-wwi-wwasa-wilh-wilhelmsen-companies/msg214656/#msg214656 Link to comment Share on other sites More sharing options...
Ross812 Posted March 27, 2015 Share Posted March 27, 2015 More Amex and two small positions in FOX and DISCK Link to comment Share on other sites More sharing options...
CorpRaider Posted March 27, 2015 Share Posted March 27, 2015 Yeah, what's been up with Discovery? Think its just generalized angst about the perceived impending doom of the cable bundle as evidenced by recent announcements from HBO and AAPL? Link to comment Share on other sites More sharing options...
Ross812 Posted March 27, 2015 Share Posted March 27, 2015 Yeah, what's been up with Discovery? Think its just generalized angst about the perceived impending doom of the cable bundle as evidenced by recent announcements from HBO and AAPL? Yeah, I think the impending doom of cable has spread a flue to all the content companies. I really do not see the problem though. Cable will die a slow death. Cable cos will supplement triple play with expensive internet. Content companies still produce content people want. They will have decaying legacy cable bundle revenue along with new revenue from selling ala carte packages. I envision these ala carte packages coming in two forms. I think advertising revenue will actually increase because adds can be directed more toward their audience and will be more effective. I wish Disney was having the same issues right now too. Link to comment Share on other sites More sharing options...
CorpRaider Posted March 27, 2015 Share Posted March 27, 2015 Yeah, it is interesting. Seems like really Netflix is sort of just a different bundle, with a much better interface and software. As for what I've been buying...more TLM this morning. I better hope this deal doesn't blow up. Link to comment Share on other sites More sharing options...
Guest Schwab711 Posted March 27, 2015 Share Posted March 27, 2015 More ELDO at $1.02 recently. Link to comment Share on other sites More sharing options...
jouni1 Posted March 29, 2015 Share Posted March 29, 2015 i have bought some ibm last week 8) Link to comment Share on other sites More sharing options...
kab60 Posted March 29, 2015 Share Posted March 29, 2015 Bought Goodwin PLC and Logistec B last week. Link to comment Share on other sites More sharing options...
PatientCheetah Posted March 31, 2015 Share Posted March 31, 2015 new longs - SQM BABA CBT kept adding to WTW short Link to comment Share on other sites More sharing options...
DanielGMask Posted March 31, 2015 Share Posted March 31, 2015 new longs - SQM BABA CBT kept adding to WTW short What's the thesis on that short? Link to comment Share on other sites More sharing options...
PatientCheetah Posted March 31, 2015 Share Posted March 31, 2015 new longs - SQM BABA CBT kept adding to WTW short What's the thesis on that short? there is a thread on WTW - over levered, failing/being disrupted business model/similar to yellow page, not enough time for turnaround Link to comment Share on other sites More sharing options...
DanielGMask Posted March 31, 2015 Share Posted March 31, 2015 new longs - SQM BABA CBT kept adding to WTW short What's the thesis on that short? there is a thread on WTW - over levered, failing/being disrupted business model/similar to yellow page, not enough time for turnaround Yep, saw the thread and posted there, thx. Link to comment Share on other sites More sharing options...
TwoCitiesCapital Posted March 31, 2015 Share Posted March 31, 2015 Reduced FCAU by 30% Reduced WFM by 100% I wanted to hold both - but both were purchased on margin and I'm reducing leverage in my portfolio as I am getting more and more skittish about the U.S. equity markets. Both of these had been strong performers and warranted taking profits. Watching AXP, SB, SBLK, and BBRY for potential increases; however, would probably need to be at more attractive prices to convince me to sell something else in favor of buying them. Link to comment Share on other sites More sharing options...
PatientCheetah Posted April 1, 2015 Share Posted April 1, 2015 new position BCOR shorting more WTW SHOS Link to comment Share on other sites More sharing options...
rpadebet Posted April 7, 2015 Share Posted April 7, 2015 BABA (Yes I am a growth investor now with BABA,AMZN,FAST,VRX,BR, AAPL and CTSH making up 50% of my portfolio) Link to comment Share on other sites More sharing options...
intothebreach Posted April 8, 2015 Share Posted April 8, 2015 Sold out of WFC. Followed Chou into Dundee Corp (DC.A). Link to comment Share on other sites More sharing options...
jschembs Posted April 8, 2015 Share Posted April 8, 2015 BABA (Yes I am a growth investor now with BABA,AMZN,FAST,VRX,BR, AAPL and CTSH making up 50% of my portfolio) Curious how you rationalize currents prices of say, BABA or AMZN? Do you run some sort of DCF out many years, assuming the companies will grow into their valuations and still give you sufficient safety in your investment? I'm not looking to attack, genuinely curious as to the thought process :) Link to comment Share on other sites More sharing options...
rpadebet Posted April 8, 2015 Share Posted April 8, 2015 BABA (Yes I am a growth investor now with BABA,AMZN,FAST,VRX,BR, AAPL and CTSH making up 50% of my portfolio) Curious how you rationalize currents prices of say, BABA or AMZN? Do you run some sort of DCF out many years, assuming the companies will grow into their valuations and still give you sufficient safety in your investment? I'm not looking to attack, genuinely curious as to the thought process :) See AMZN thread, I have elaborated my thinking many times there. BABA is also similar, but more growth and lower margins (as % of GMV). I think once they get their market share, they are going to take advantage of the associated network effects to increase the margins to more "normal" levels. Btw, next year BABA's GMV in china is estimated to be 80% of WMT's GMV worldwide next year. Link to comment Share on other sites More sharing options...
Guest 50centdollars Posted April 8, 2015 Share Posted April 8, 2015 Added to my position in SXP:TSX Link to comment Share on other sites More sharing options...
kab60 Posted April 8, 2015 Share Posted April 8, 2015 Added to my position in SXP:TSX Supremex? Link to comment Share on other sites More sharing options...
Guest 50centdollars Posted April 8, 2015 Share Posted April 8, 2015 Added to my position in SXP:TSX Supremex? Yes Link to comment Share on other sites More sharing options...
undervalued Posted April 8, 2015 Share Posted April 8, 2015 2% position in FAST. I hope it keeps going down then I'll be adding more. Link to comment Share on other sites More sharing options...
wachtwoord Posted April 9, 2015 Share Posted April 9, 2015 Increased ATUSF (ALS.TO), SE and BBL and reduced SLB, EXC, HAL and CAM Link to comment Share on other sites More sharing options...
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