What are you buying today?

[bargainhunter]

NVGS and SNMX.

[Guest notorious546]

AIQ. Market keeps ignoring this one. Superlow daily volume driving the stock lower again.

 

what is your thesis on this company? doesn't look like it has been to profitable and debt load looks a bit above average (but has been coming down). 3-4x ev/ebitda on my very rough numbers

[Lance]

LCSHF and January 2017 Sandridge $2.50 calls.

 

Thanks,

Lance

[Philip Morris IV]

what is your thesis on this company? doesn't look like it has been to profitable and debt load looks a bit above average (but has been coming down). 3-4x ev/ebitda on my very rough numbers

 

There's an AIQ thread in the ideas forum that is quite thorough and provides a very clear thesis.  The GAAP earnings figure is rather fictitious with this one.

http://www.cornerofberkshireandfairfax.ca/forum/investment-ideas/aiq-alliance-healthcare/

 

I am with tombgrt and have been buying more here.  If it weren't for the illiquidity this would be in my top 3 holdings (am concentrated).

[PatientCheetah]

IBM TWTR and more BABA

[wachtwoord]

I bought more NOV, the second stock after Altius in my portfolio.

[berkshire101]

I bought some SNI. 

[PatientCheetah]

KLXI

[PatientCheetah]

MU AXLL

[kfh227]

LCSHF and January 2017 Sandridge $2.50 calls.

 

Thanks,

Lance

 

I'd do them but I hate market to market accounting crap.  I do have some call options on oil stocks but they expire between June and EOY.

[kab60]

Joyou AG.

[Lance]

Over the last few days I bought AMIGY (Admiral Group plc) and IAU (iShares Gold Trust) and sold covered calls on BP and MBT (Mobile Telesystems OJSC). 

 

Thanks,

Lance

[PatientCheetah]

CP CFX

[kab60]

MSC Industrial Direct

[Lance]

Bought SD (Sandridge Energy) Jan 2017 $2.50 calls and shorted NFLX.

 

Thanks,

Lance

[Guest notorious546]

PCP

[orion]

AYSI

[PatientCheetah]

GDXJ CP

[petey2720]

rvp

 

pfie

[jschembs]

rvp

 

pfie

 

any reason on RVP, other than taking advantage of someone seeking liquidity?

[petey2720]

just an opportunity to get a few shares under $4.00

[jm25]

RX - Biosyent

[Valuebo]

what is your thesis on this company? doesn't look like it has been to profitable and debt load looks a bit above average (but has been coming down). 3-4x ev/ebitda on my very rough numbers

 

There's an AIQ thread in the ideas forum that is quite thorough and provides a very clear thesis.  The GAAP earnings figure is rather fictitious with this one.

http://www.cornerofberkshireandfairfax.ca/forum/investment-ideas/aiq-alliance-healthcare/

 

I am with tombgrt and have been buying more here.  If it weren't for the illiquidity this would be in my top 3 holdings (am concentrated).

 

Jup. Sorry I missed the earlier comment. I picked up some more at $20.5. Now 20%+ of portfolio, illiquidity be damned. Not really sure what else to buy tbh! ;)

[Lance]

SDRXN (Sandridge Energy Inc Conv PFD 7% Perptl)

 

 

Thanks,

Lance

[Ross812]

Bought BH.

 

Sold all of my BAC '16 Leaps.