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Posted

I bought some BP yesterday.

 

I looked at BP before but can't understand it. It doesn't seem to be that cheap. Maybe without the GOM saga, it can trade at $50, but that's it?

Regarding the dividend, since I am in the US, I have to pay double tax for the dividend, which make it not so attractive. IRS does not allow deduction from foreign oil companies.

Posted

Loading up on NFLX, TSLA, YELP, FB, P, ANGI.

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Just kidding. Been adding EBIX, AWLCF, TSE:AM.

 

 

lol, got me... In my my mind, I was like how are those value names...did we suddenly switch to being a growth forum. hahaha  ;D

 

 

Posted

IBM

 

What's your IV estimate for IBM? I've looked at it many times, it just doesn't strike me as a "great" opportunity...but just an decent, low risk place to put cash.

Posted

Re IBM, it's the "free cash flow per share" that appeals to me. And continuous stock buybacks. Political mess has created a good buying opportunity in a great company, imo.

Posted

Re IBM, it's the "free cash flow per share" that appeals to me. And continuous stock buybacks. Political mess has created a good buying opportunity in a great company, imo.

 

That's pretty fair....but I'm going to be greedy and wait for sub 170 before I buy.

Posted

It's been a tough year on the short side, but short positions are working today and may be turning the corner.

 

Amen to that. CRM finally turning, will re-investigate shorts of WDAY, LL, and FOSL.

Posted

It's been a tough year on the short side, but short positions are working today and may be turning the corner.

 

Amen to that. CRM finally turning, will re-investigate shorts of WDAY, LL, and FOSL.

 

Whats the short thesis on FOSL? Was looking at going long back when it was in the $90's a year ago but forgot about it

Posted

Re IBM, it's the "free cash flow per share" that appeals to me. And continuous stock buybacks. Political mess has created a good buying opportunity in a great company, imo.

 

That's pretty fair....but I'm going to be greedy and wait for sub 170 before I buy.

 

It'd be great if it was just 10% cheaper.  ;)

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