Malmqky Posted July 1 Posted July 1 Snagged some HCC pre-market  Nice little gain.  Also bought some Atkore Friday. Not really sure if I want to make it a full position but there’s lots of things to like..
Paarslaars Posted July 1 Posted July 1 1 hour ago, Luca said: Sold Exor and bought more Prosus Because of your conviction in Prosus or dissatisfaction with Exor?
Luke Posted July 1 Posted July 1 2 hours ago, Paarslaars said: Because of your conviction in Prosus or dissatisfaction with Exor? I like Exor but really like Prosus. Fundamentally much better business at much better valuation with management incentives to work on the discount
thowed Posted July 2 Posted July 2 15 hours ago, Lance said: Jardine Matheson  Thanks Lance    Can't believe how cheap it is, though I'm rusty on it, so don't know how affected by all the deals they've done this is.  Maybe they're better now, but I've generally steered clear as the Keswicks have generally been a family that don't seem to care about shareholders, just themselves, which I find problematic in a family holding co.  But maybe new generation are taking over & improving things. Â
Dinar Posted July 3 Posted July 3 50 minutes ago, KPO said: I look at this one periodically. Which exchange / ticker do you invest in here? Make sure that it is not a PFIC for US tax purposes. Otherwise nightmare unless held in an IRA account.
Xerxes Posted July 3 Posted July 3 Jardine, Matheson & Co  The legal heir to the opium business in East Asia ! Love itÂ
Spekulatius Posted July 3 Posted July 3 Bought back some CNC. Stock is cheap and I like the CEO. They have managed the medical cost issues very well so far.
Eldad Posted July 3 Posted July 3 Anyone looking at POOL? I am on the fence. Think it needs to be $275 or so before I might really dig in.Â
plusalpha Posted July 3 Posted July 3 2 minutes ago, brobro777 said: Bought some KRUS What's your thought process behind this purchase? KRUS seems still pretty expensive to me? Many Stocks in the QSR are at 15 or below 15PE. then why KRUS? Â
brobro777 Posted July 3 Posted July 3 6 minutes ago, plusalpha said: What's your thought process behind this purchase? KRUS seems still pretty expensive to me? Many Stocks in the QSR are at 15 or below 15PE. then why KRUS?   Oh I just thought I'd take a shot. I think there's a lot of demand for sushi that will continue to grow in the US and I figure there's going to be one chain restaurant for sushi that works. I also personally like the conveyor belt concept because I don't have to wait to start eating and I like the fact that the company is being run by guys from Japan who proved they know what they're doing. These companies in growth phases tend to be expensive and I figured there's gonna be volatility that results in big ups and downs in the stock and I think the recent 50% crack is probably a decent entry point  I can check back on the stock in 5 years and hey, maybe I'll get lucky haha Â
Saluki Posted July 3 Posted July 3 Slowly building up positions in FRPH and ENPH at these prices.  Sold a little STNG and bought the same amount in Tsakos. Â
Ghost Posted July 3 Posted July 3 In the spirit of @boilermaker75 Wrote LULU 297.50-strike, July 5 expiration puts, $1.00 per share.
Lance Posted July 3 Posted July 3 16 hours ago, KPO said: I look at this one periodically. Which exchange / ticker do you invest in here?  Jardine Matheson Holdings Ltd. ADR (JMHLY)  Thanks Lance
fareastwarriors Posted July 5 Posted July 5 1 hour ago, Lance said: BTC  Thanks Lance same  btc, and ethÂ
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