wachtwoord Posted January 1, 2017 Share Posted January 1, 2017 MRCR, COMX Link to comment Share on other sites More sharing options...
KJP Posted January 1, 2017 Share Posted January 1, 2017 MRCR, COMX Do either of these have public financials? Link to comment Share on other sites More sharing options...
brendanb22 Posted January 1, 2017 Share Posted January 1, 2017 LMB warrants and LIND warrants. Anyone else own? Link to comment Share on other sites More sharing options...
writser Posted January 1, 2017 Share Posted January 1, 2017 I own a very modest chunk of LMB warrants. I don't have any high-conviction idea (I never have) but I hope Conduril does well in 2017. I'll write a small update there. Link to comment Share on other sites More sharing options...
wachtwoord Posted January 1, 2017 Share Posted January 1, 2017 MRCR, COMX Do either of these have public financials? No, you need to buy shares and contact them. nonamestocks has write ups too. Link to comment Share on other sites More sharing options...
KJP Posted January 1, 2017 Share Posted January 1, 2017 No, you need to buy shares and contact them. nonamestocks has write ups too. Thanks EDIT: The nonamestocks blog posts are quite useful. Thanks again for the pointer. Link to comment Share on other sites More sharing options...
no_free_lunch Posted January 1, 2017 Share Posted January 1, 2017 I don't really have anything I have high conviction on. I know it goes again the spirit of the thread but I will throw out a small basket. These are all securities I have purchased in the past few weeks and they are all still reasonably priced. If anyone is calculating results next year, treat this as a single idea split with equal weights. BAM, ELF.TO, GILD, BOIVF, MCO Link to comment Share on other sites More sharing options...
Haasje Posted January 1, 2017 Share Posted January 1, 2017 Not sure if it will perform amazing this year but ICLTF is nonetheless my favorite thing to buy right now. Imo this is potentially very interesting if you like LMB. Short write-up is on the board. 2. PMD (thesis is playing out but still expect at least one good quarter before I'm willing to move it down on the list) 3. OSTK Link to comment Share on other sites More sharing options...
roughlyright Posted January 1, 2017 Share Posted January 1, 2017 My pick for 2017 is MOGLF (Mongolia Mining company) currently trading at $0.04 . This is in another thread on this board about 0975.hk, with reference to its hongkong listing. This company made a deal with creditors and dilutes the common only by 10%, which is big plus. Link to comment Share on other sites More sharing options...
brendanb22 Posted January 2, 2017 Share Posted January 2, 2017 MRCR, COMX Do either of these have public financials? No, you need to buy shares and contact them. nonamestocks has write ups too. what brokerage did you buy on? Link to comment Share on other sites More sharing options...
wachtwoord Posted January 2, 2017 Share Posted January 2, 2017 MRCR, COMX Do either of these have public financials? No, you need to buy shares and contact them. nonamestocks has write ups too. what brokerage did you buy on? Interactive Brokers Link to comment Share on other sites More sharing options...
jawn619 Posted January 2, 2017 Share Posted January 2, 2017 http://raritancapital.com/wp-content/uploads/2016/11/MixT.pdf Mix Telematics Link to comment Share on other sites More sharing options...
TBW Posted January 3, 2017 Share Posted January 3, 2017 Long: MCR, KMI, WED Short: MIC - Genworth Canada Link to comment Share on other sites More sharing options...
scorpioncapital Posted January 3, 2017 Share Posted January 3, 2017 My best idea for 2017 is to bite my fingers and make no trades for the first 60-90 days of the year ;) Link to comment Share on other sites More sharing options...
merkhet Posted January 3, 2017 Share Posted January 3, 2017 My best idea for 2017 is to bite my fingers and make no trades for the first 60-90 days of the year ;) Why just 60-90 days? :) Link to comment Share on other sites More sharing options...
arcube Posted January 3, 2017 Share Posted January 3, 2017 Is MCR this one? http://www.macroenterprises.ca/about-us Long: MCR, KMI, WED Short: MIC - Genworth Canada Link to comment Share on other sites More sharing options...
TBW Posted January 3, 2017 Share Posted January 3, 2017 Yes. That's the MCR. Lots of ways to win and solid asset base in the unlikely event the company misses on all the projects. Also I think there is a good chance Petronas LNG gets approved in April. That would be very big for them. Link to comment Share on other sites More sharing options...
TwoCitiesCapital Posted January 3, 2017 Share Posted January 3, 2017 Out of the money SPY Puts Fannie Mae Preferreds Link to comment Share on other sites More sharing options...
Sharad Posted January 5, 2017 Share Posted January 5, 2017 NVO - Novo Nordisk CET.TO - Cathedral Energy BPE.TO - Brightpath Education XMF.A.TO - M-Split Corp. I believe Canadian insurers will see a good year, as interest rates rise, but I'd rather have some leveraged opportunity, which XMF.A presents in this situation. It's like holding a $30 CAD call option due to expire on December 1, 2019 on Manulife. Sorry - the last three are tiny stocks, but I have large positions in each (and am long all four stocks noted). Link to comment Share on other sites More sharing options...
gurpaul88 Posted January 5, 2017 Share Posted January 5, 2017 Sharad, Curious to hear your thoughts on NVO, or the whole sector in general. TIA! Link to comment Share on other sites More sharing options...
rb Posted January 6, 2017 Share Posted January 6, 2017 As others, I don't have very high conviction after the recent rally. Two ideas that I think will work are BUD and German real estate. Link to comment Share on other sites More sharing options...
Bluffy Posted January 6, 2017 Share Posted January 6, 2017 As others, I don't have very high conviction after the recent rally. Two ideas that I think will work are BUD and German real estate. This is interesting, why do you think this will be a great investment? Link to comment Share on other sites More sharing options...
rb Posted January 6, 2017 Share Posted January 6, 2017 As others, I don't have very high conviction after the recent rally. Two ideas that I think will work are BUD and German real estate. This is interesting, why do you think this will be a great investment? Germany historically has had low ownership rates and stable prices. So number one there is a large rental market. 2. RE is quite cheap in German cities. 3. Due to the interest rate situation ownership rates and prices have started to tick up in recent years. I think situation will continue. 4. Cap rates are pretty good by themselves so you don't need a lot of price appreciation. 5. There are some reits that are trading around book. Also they don't take a chunk of money out for their private "administration company" which is nice. Link to comment Share on other sites More sharing options...
ScottHall Posted January 6, 2017 Share Posted January 6, 2017 As others, I don't have very high conviction after the recent rally. Two ideas that I think will work are BUD and German real estate. This is interesting, why do you think this will be a great investment? Germany historically has had low ownership rates and stable prices. So number one there is a large rental market. 2. RE is quite cheap in German cities. 3. Due to the interest rate situation ownership rates and prices have started to tick up in recent years. I think situation will continue. 4. Cap rates are pretty good by themselves so you don't need a lot of price appreciation. 5. There are some reits that are trading around book. Also they don't take a chunk of money out for their private "administration company" which is nice. This is really interesting to me as well. Any REITs you like over there in particular? Link to comment Share on other sites More sharing options...
rb Posted January 6, 2017 Share Posted January 6, 2017 If you have access to financing and are a local I'd definitely recommend direct ownership in premium areas of cities. I've done only a cursory look at the reits so I'm not comfortable in recommending names at this point. I guess I'll make a post before or after I pull the trigger on specific names. Link to comment Share on other sites More sharing options...
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