What are you buying today?

[Spekulatius]

I also added some UNH shares but still smallish for me. These health insurers are really hated but that’s how you get to buy into quality bargains - of left holding a bag.

Edited May 1, 2025 by Spekulatius

[Pellom]

Market feels as risk on as ever. Only thing I can find to buy is Exor. New money coming in to our managed accounts has been allocated 50% Exor 50% cash/short term bond ETFs. 

[John Hjorth]

On 4/8/2024 at 5:18 PM, John Hjorth said:

After exiting a small position in DANSKE.CPH [Danske Bank A/S, Denmark] in January 2015, I started a small position in the bank again today.

 

Added a bit to DANSKE.CPH [Danske Bank A/S, Denmark] today.

 

- - - o 0 o - - -

 

Edit :

 

About six years ago, I opened a separate topic in the Investment Ideas forum here on CofB&F about Danske Bank, here, - without any traction or takers, whatsoever. You are still naturally welcome to chime in there, still, if nosy, or just interested. 

 

- - - o 0 o - - -

 

I've never understood why certain shitty banks get traction here on CofB&F, while others do not. 

Edited May 2, 2025 by John Hjorth

[Libs]

Pason, PSI.TO.

6% dividend, no debt, around 8-10 X FCF, selling instrumentation and data management for O & G drilling.

[Xerxes]

 

 

Bough the dip at $135 CAD for the hardcover. 

 

 

 

 

current public mark on EBay and the last copy on Amazon: $214CAD and $360 CAD

 

 

 

[Luke]

4 hours ago, Xerxes said:

 

 

Bough the dip at $135 CAD for the hardcover. 

 

 

 

 

current public mark on EBay and the last copy on Amazon: $214CAD and $360 CAD

 

 

 

Nice book, enjoy the reading!

[Eldad]

20 hours ago, Xerxes said:

 

 

Bough the dip at $135 CAD for the hardcover. 

 

 

 

 

current public mark on EBay and the last copy on Amazon: $214CAD and $360 CAD

 

 

 

Drug pusher scumbags. 

[schin]

54 minutes ago, Eldad said:

Drug pusher scumbags. 

@Eldad - They were the archetypes for the Sacklers in America!

[Eldad]

34 minutes ago, schin said:

@Eldad - They were the archetypes for the Sacklers in America!

You are right

[formthirteen]

Parking some cash in PBR and EC.

[Gregmal]

Been buying a ton of Vitrolife last couple weeks. Finally got my HTL replacement. 

[jfan]

Are.to

[Malmqky]

LNF

[dipod]

Shorted some ET puts expiring this Friday.

[Whensthepaintdry?]

Added to googl. 

[John Hjorth]

On 4/3/2025 at 1:37 PM, John Hjorth said:

Started positions in these three tiny Danish banks, after some orders filled this morning :

 

NRDF.CPH [Nordfyns Bank A/S], trades at P/E 6.3 and P/B 0.7,

LOLB.CPH [Lollands Bank A/S], trades at P/E 7.0 and P/B 0.8, and

MNBA.CPH [Møns Bank A/S], trades at P/E 5.4 and P/B 0.7.

 

Especially NRDF is also to be considered a meal ticket, because the bank is headquartered in the city Odense in Denmark, where I live, perhaps the return on the stock may even include some new friends, as I intend to participate in shareholder meetings going forward.

 

- - - o 0 o - - -

 

-And Lolland isen't even a joke

 

Started yet another position today in a tiny Danish bank :

 

SKJE.CPH [Skjern Bank A/S], trades at P/E 7.2 and P/B 1.1.

 

- - - o 0 o - - -

 

Got a puff in NRDF.CPH a couple of days ago, which is now proposed to merge with FYNBK.CPH, a merger that makes a lot of sense, and I will actively be voting for the merger by shares owned in both banks.

[lnofeisone]

I shorted GOOGL puts. 

[Malmqky]

Added to googl yesterday too

[KPO]

More UNH & CI

[buylowersellhigh]

1 hour ago, KPO said:

More UNH & CI

How are you viewing UNH?  cheap?  always afraid of cheap getting cheaper....

[KPO]

1 hour ago, buylowersellhigh said:

How are you viewing UNH?  cheap?  always afraid of cheap getting cheaper....

Cheap getting cheaper is exactly what’s happened as I started buying at $409 and have an average cost basis now of $390. It’s at the low end of its historical valuation range, but their $20-25B of annual FCF is a big target for politicians, so it’s not without risk. I look at whether it’s decent value here if FCF is sub $20B, which it is in my view. 

[buylowersellhigh]

53 minutes ago, KPO said:

Cheap getting cheaper is exactly what’s happened as I started buying at $409 and have an average cost basis now of $390. It’s at the low end of its historical valuation range, but their $20-25B of annual FCF is a big target for politicians, so it’s not without risk. I look at whether it’s decent value here if FCF is sub $20B, which it is in my view. 

Thanks.  

[Dave86ch]

Starter $ALTBG

[Marco Van Basten]

Chubb and Sun communities

[Junior R]

a few unh shares