buylowersellhigh Posted October 2, 2013 Share Posted October 2, 2013 I believe for AIG and BAC, the 2016 leaps come out Oct. 14, 2013. You could get the 2015 and roll to the 2017 by the time 2015 come close to expiration.... Link to comment Share on other sites More sharing options...
LowIQinvestor Posted October 2, 2013 Author Share Posted October 2, 2013 I just keep buying BP as well. Starting to buy PSX- Phillips 66. ( See Meryl Witner's comments) Link to comment Share on other sites More sharing options...
orion Posted October 2, 2013 Share Posted October 2, 2013 Added some KO and some URB.A Link to comment Share on other sites More sharing options...
muscleman Posted October 2, 2013 Share Posted October 2, 2013 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. Link to comment Share on other sites More sharing options...
siddharth18 Posted October 2, 2013 Share Posted October 2, 2013 Loading up on NFLX, TSLA, YELP, FB, P, ANGI. Just kidding. Been adding EBIX, AWLCF, TSE:AM. Link to comment Share on other sites More sharing options...
fareastwarriors Posted October 2, 2013 Share Posted October 2, 2013 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 Link to comment Share on other sites More sharing options...
scorpioncapital Posted October 2, 2013 Share Posted October 2, 2013 fbrc, cheap, just bought back 650,000 shares. Link to comment Share on other sites More sharing options...
ourkid8 Posted October 8, 2013 Share Posted October 8, 2013 Is anyone adding to their portfolio? BAC and AIG options are looking mighty tempting... :) Tks, S Link to comment Share on other sites More sharing options...
Hawks Posted October 8, 2013 Share Posted October 8, 2013 IBM and USB. Link to comment Share on other sites More sharing options...
fareastwarriors Posted October 8, 2013 Share Posted October 8, 2013 Bought more BAC common. can't do options/other cool stuff due work restrictions :'( Link to comment Share on other sites More sharing options...
LowIQinvestor Posted October 8, 2013 Author Share Posted October 8, 2013 BP & PSX Link to comment Share on other sites More sharing options...
Palantir Posted October 8, 2013 Share Posted October 8, 2013 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. Link to comment Share on other sites More sharing options...
Hawks Posted October 8, 2013 Share Posted October 8, 2013 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. Link to comment Share on other sites More sharing options...
constructive Posted October 8, 2013 Share Posted October 8, 2013 More VRA and MIL. It's been a tough year on the short side, but short positions are working today and may be turning the corner. Link to comment Share on other sites More sharing options...
Palantir Posted October 8, 2013 Share Posted October 8, 2013 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. Link to comment Share on other sites More sharing options...
jschembs Posted October 8, 2013 Share Posted October 8, 2013 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. Link to comment Share on other sites More sharing options...
Yours Truly Posted October 8, 2013 Share Posted October 8, 2013 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 Link to comment Share on other sites More sharing options...
Philip Morris IV Posted October 8, 2013 Share Posted October 8, 2013 At the moment IBM is at 52wk low (actually 90wk low) and roughly 7% FCF yield. Passes the great biz/fair price test. Picked some up for clients today. Link to comment Share on other sites More sharing options...
boilermaker75 Posted October 8, 2013 Share Posted October 8, 2013 I have been writing BAC and PSX puts. Link to comment Share on other sites More sharing options...
ScottHall Posted October 8, 2013 Share Posted October 8, 2013 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. ;) Link to comment Share on other sites More sharing options...
ASTA Posted October 8, 2013 Share Posted October 8, 2013 Anyone looking in to Orkla ASA have been looking in to this name and some good fund manger owns it. Link to comment Share on other sites More sharing options...
Guest Qu1nt3ss0n Posted October 9, 2013 Share Posted October 9, 2013 Anyone looking in to Orkla ASA have been looking in to this name and some good fund manger owns it. Yep, came across this name when going through some old VII newsletters. Steve Romick (FPA) also discusses this in a forbes interview: www.forbes.com/sites/steveforbes/2013/04/23/steve-romick-trade-into-the-gold-you-can-eat-farmland/4/ Link to comment Share on other sites More sharing options...
fareastwarriors Posted October 9, 2013 Share Posted October 9, 2013 Anyone looking in to Orkla ASA have been looking in to this name and some good fund manger owns it. Yep, came across this name when going through some old VII newsletters. Steve Romick (FPA) also discusses this in a forbes interview: www.forbes.com/sites/steveforbes/2013/04/23/steve-romick-trade-into-the-gold-you-can-eat-farmland/4/ Link to comment Share on other sites More sharing options...
Guest Qu1nt3ss0n Posted October 10, 2013 Share Posted October 10, 2013 BP and Safe Bulkers Link to comment Share on other sites More sharing options...
Palantir Posted October 10, 2013 Share Posted October 10, 2013 Opening a position in SPAR Group (SGRP). Link to comment Share on other sites More sharing options...
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