Eng12345 Posted June 4 Share Posted June 4 TLNE and FFXDF sold some more TPC even though she took a hit today Link to comment Share on other sites More sharing options...
Longnose Posted June 4 Share Posted June 4 More DLHC and TBTC - Microcap/Nanocap Land Link to comment Share on other sites More sharing options...
Ross812 Posted June 4 Share Posted June 4 More DFIN. Link to comment Share on other sites More sharing options...
wisowis Posted June 4 Share Posted June 4 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. Link to comment Share on other sites More sharing options...
bathtime Posted June 5 Share Posted June 5 LSXMK Link to comment Share on other sites More sharing options...
ANP301191 Posted June 5 Share Posted June 5 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 Link to comment Share on other sites More sharing options...
thowed Posted June 6 Share Posted June 6 SHVA Link to comment Share on other sites More sharing options...
Gregmal Posted June 6 Share Posted June 6 Been buying a good chunk of RTO this week. Link to comment Share on other sites More sharing options...
Saluki Posted June 6 Share Posted June 6 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. Link to comment Share on other sites More sharing options...
CharlesMunger Posted June 6 Share Posted June 6 Some St Joe Link to comment Share on other sites More sharing options...
Gregmal Posted June 6 Share Posted June 6 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. Link to comment Share on other sites More sharing options...
Ross812 Posted June 6 Share Posted June 6 Bought a starter in GB after reading the AR last night and doing some scuttlebutt on reddit. Link to comment Share on other sites More sharing options...
CorpRaider Posted June 6 Share Posted June 6 (edited) I don't really like any of their brands but Brown and Forman. Edited June 6 by CorpRaider Link to comment Share on other sites More sharing options...
Ross812 Posted June 6 Share Posted June 6 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. Link to comment Share on other sites More sharing options...
frommi Posted June 6 Share Posted June 6 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. Link to comment Share on other sites More sharing options...
Ross812 Posted June 6 Share Posted June 6 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. Link to comment Share on other sites More sharing options...
CorpRaider Posted June 6 Share Posted June 6 (edited) 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 by CorpRaider Link to comment Share on other sites More sharing options...
Cod Liver Oil Posted June 6 Share Posted June 6 DEO has compressed to a 14 multiple but can they grow at all? Link to comment Share on other sites More sharing options...
CorpRaider Posted June 6 Share Posted June 6 (edited) 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 by CorpRaider Link to comment Share on other sites More sharing options...
Eldad Posted June 6 Share Posted June 6 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. Link to comment Share on other sites More sharing options...
KPO Posted June 7 Share Posted June 7 MTN Link to comment Share on other sites More sharing options...
fareastwarriors Posted June 7 Share Posted June 7 some $CLPR because Link to comment Share on other sites More sharing options...
Spekulatius Posted June 7 Share Posted June 7 Add to CNH (used to be CNHI) and ULTA. Link to comment Share on other sites More sharing options...
Sweet Posted June 8 Share Posted June 8 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 Link to comment Share on other sites More sharing options...
Head of Roller coasters Posted June 9 Share Posted June 9 (edited) Add some Brembo (BIT:BRE). Edited June 9 by Head of Roller coasters Link to comment Share on other sites More sharing options...
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