Cod Liver Oil Posted Tuesday at 03:48 PM Share Posted Tuesday at 03:48 PM Richemont. Its a special asset that Arnault would like to own someday: https://www.ft.com/content/eb9a7ae9-0dee-4c52-8542-f4f890e459dd Link to comment Share on other sites More sharing options...
fareastwarriors Posted Tuesday at 04:01 PM Share Posted Tuesday at 04:01 PM FRPH Link to comment Share on other sites More sharing options...
jfan Posted Tuesday at 04:26 PM Share Posted Tuesday at 04:26 PM Joe, BTC Link to comment Share on other sites More sharing options...
Castanza Posted Tuesday at 07:31 PM Share Posted Tuesday at 07:31 PM (edited) DEO, JOE, PCYO, STR Edited Tuesday at 07:34 PM by Castanza Link to comment Share on other sites More sharing options...
Ross812 Posted Tuesday at 07:38 PM Share Posted Tuesday at 07:38 PM More HQI and a nibble on BF.A. I figure the A shares usually sell at a 5-10% premium to the B shares and could be had for a nickel more today if you are happy getting in and out slowly. Link to comment Share on other sites More sharing options...
fareastwarriors Posted Wednesday at 02:10 AM Share Posted Wednesday at 02:10 AM (edited) PCYO, been buying under $9... Edited Wednesday at 02:11 AM by fareastwarriors Link to comment Share on other sites More sharing options...
Kizion Posted Wednesday at 11:03 AM Share Posted Wednesday at 11:03 AM 8 hours ago, fareastwarriors said: PCYO, been buying under $9... Some people buying this stock, while the last posts in the topic about the company seems rather negative Link to comment Share on other sites More sharing options...
coffeecaninvestor Posted Wednesday at 11:29 AM Share Posted Wednesday at 11:29 AM (edited) Small adds yesterday to FRPH, OTCM, and IQV. blows my mind how long FRPH has been trading sideways.. Edited Wednesday at 11:41 AM by coffeecaninvestor Link to comment Share on other sites More sharing options...
Castanza Posted Wednesday at 01:01 PM Share Posted Wednesday at 01:01 PM 1 hour ago, Kizion said: Some people buying this stock, while the last posts in the topic about the company seems rather negative Relatively small position for me, but the main negativity imo is focused on time vs thesis. The company is still solid and management have been conservative capital allocators. The main issue is they are almost too conservative. That's why this is a coffee can stock and won't ever be a massive position for me, but i like to add some when it gets sub $9. Things to look for are: - Movement on commercial development - Completion of their current projects - Dividend or share buybacks Thesis Change (would be) - Management seeks further land acquisitions prior to finishing their current obligations and building out commercial. Link to comment Share on other sites More sharing options...
Cod Liver Oil Posted Wednesday at 04:26 PM Share Posted Wednesday at 04:26 PM Both PCYO and FRPH have the ekg of a stone. Which has more upside? Can you own either in size or do both reek of opportunity cost? Link to comment Share on other sites More sharing options...
Castanza Posted Wednesday at 05:09 PM Share Posted Wednesday at 05:09 PM 38 minutes ago, Cod Liver Oil said: Both PCYO and FRPH have the ekg of a stone. Which has more upside? Can you own either in size or do both reek of opportunity cost? I've said before, but I trade about ~50%-75% of my PCYO position on this erratic EKG Link to comment Share on other sites More sharing options...
cubsfan Posted Wednesday at 08:28 PM Share Posted Wednesday at 08:28 PM 3 hours ago, Castanza said: I've said before, but I trade about ~50%-75% of my PCYO position on this erratic EKG Smart move. Link to comment Share on other sites More sharing options...
Gregmal Posted yesterday at 04:12 PM Share Posted yesterday at 04:12 PM Added more deo Link to comment Share on other sites More sharing options...
maxthetrade Posted yesterday at 04:48 PM Share Posted yesterday at 04:48 PM 31 minutes ago, Gregmal said: Added more deo I have also bought a position today, looks reasonably priced. Link to comment Share on other sites More sharing options...
cash_incinerator Posted yesterday at 05:12 PM Share Posted yesterday at 05:12 PM YUMC. Im not called the cash incinerator for nothing Link to comment Share on other sites More sharing options...
rogermunibond Posted 6 hours ago Share Posted 6 hours ago LULU, NKE, EL, DEO, BFB seems like many high multiple consumer discretionary superstars are getting dinged as the global consumer is tired out or has alternatives. Any others to watch? Link to comment Share on other sites More sharing options...
Ross812 Posted 6 hours ago Share Posted 6 hours ago @rogermunibond HSY Link to comment Share on other sites More sharing options...
sleepydragon Posted 3 hours ago Share Posted 3 hours ago Added to BGC Interesting nobody here talks about this stock. JPM recently downgraded CME citing potential competition from BGC (yet JPM has no ratings on BGC, likely because BGC is a much smaller company) Link to comment Share on other sites More sharing options...
Castanza Posted 1 hour ago Share Posted 1 hour ago 4 hours ago, Ross812 said: @rogermunibond HSY PEP getting close too other category JNJ and PFE also trading at/near 52 week lows Link to comment Share on other sites More sharing options...
Monsieur_dee Posted 1 hour ago Share Posted 1 hour ago Sold Citi and bought Lulu. Both 2% positions Link to comment Share on other sites More sharing options...
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