What are you buying today?

[Longnose]

More DLHC and TBTC - Microcap/Nanocap Land 

[Ross812]

More DFIN. 

[wisowis]

On 10/23/2023 at 6:36 PM, wisowis said:

NBLY.TO and a bit of PLC.TO

 

PLC.TO announced being taken private at a 62% premium

 

I bought some RCM last week, interesting special situation.

 

RTO and XPEL in the last several weeks as well.

[bathtime]

LSXMK

[ANP301191]

HDB, INDA and a mix of Indian stocks onshore. I think the election related pull back is a great opportunity to double down on India

[thowed]

SHVA

[Gregmal]

Been buying a good chunk of RTO this week. 

[Saluki]

15 minutes ago, Gregmal said:

Been buying a good chunk of RTO this week. 

 

I don't see a post for it.  Maybe you start one?  

 

I added some OXY and KRKNF.  

[CharlesMunger]

Some St Joe 

[Gregmal]

59 minutes ago, Saluki said:

 

I don't see a post for it.  Maybe you start one?  

 

I added some OXY and KRKNF.  

Its a pretty simple thesis. Its a mediocre version of Rollins. Great business thats got a lot of room to improve operationally. Thinks its bound to either get it together or likely gets bought, probably by Rollins. 

[Ross812]

Bought a starter in GB after reading the AR last night and doing some scuttlebutt on reddit. 

[CorpRaider]

I don't really like any of their brands but Brown and Forman.

Edited June 6, 2024 by CorpRaider

[Ross812]

15 minutes ago, CorpRaider said:

I don't really like any of their brands but Brown and Forman.

 Wow. BF is getting cheap. Last time I took a look was in March. Well run company that always has sold at a premium. 

[frommi]

20 minutes ago, Ross812 said:

 Wow. BF is getting cheap. Last time I took a look was in March. Well run company that always has sold at a premium. 

2% fcf yield for a business that grows at 7-8% in the long run and has problems atm. still not really cheap.

[Ross812]

12 minutes ago, frommi said:

2% fcf yield for a business that grows at 7-8% in the long run and has problems atm. still not really cheap.

True - not cheap. I guess cheaper than it has been since 2015-16 of a FCF basis. I was looking at the current PE of around 20 where it usually trades in the mid 30s. 

[CorpRaider]

1 hour ago, Ross812 said:

 Wow. BF is getting cheap. Last time I took a look was in March. Well run company that always has sold at a premium. 

Yeah seems pretty cheap versus self. I had to swallow hard and pay up a bit.  Not down to GFC levels or anything but just going to try and tickle in here since Mr. market seems to think Ozempic is making it a zero.

Edited June 6, 2024 by CorpRaider

[Cod Liver Oil]

DEO has compressed to a 14 multiple but can they grow at all?

[CorpRaider]

23 minutes ago, Cod Liver Oil said:

DEO has compressed to a 14 multiple but can they grow at all?

I'm sure they can find some smaller brands and overpay to get a little topline.  hah

Edited June 6, 2024 by CorpRaider

[Eldad]

19 minutes ago, CorpRaider said:

I'm sure they can find some smaller brands and overpay to get a little topline.  hah

Has paying every movie star 500M for their rum or tequila brand stopped yet? 
 

talk about a once unstoppable business. Now weed and everything else. 

[KPO]

MTN

[fareastwarriors]

some $CLPR because 

 

[Spekulatius]

Add to CNH (used to be CNHI) and ULTA.

[Sweet]

8 hours ago, Spekulatius said:

Add to CNH (used to be CNHI) and ULTA.

CNH looks interesting.  Cheap in a GAAP earnings basis but why is FCF looks pretty rubbish.  If the business is sound it should be trading at a higher multiple

[Head of Roller coasters]

Add some Brembo (BIT:BRE). 

Edited June 9, 2024 by Head of Roller coasters

[Eng12345]

Got an open fill of JOE at low $53 

 

Happy enough with that for the day.