frommi Posted June 24, 2014 Share Posted June 24, 2014 frommi - can you elucidate what you believe is the MoS in Posco exactly? Thx! Tangible bookvalue (look at 10y history) and that Buffet and Third Avenue have positions there. There is a PKX thread in the investment sections with further arguments. And from a technical viewpoint there is a solid support at 60-65$, thats unlikely to break. Link to comment Share on other sites More sharing options...
Andy Dufresne Posted June 24, 2014 Share Posted June 24, 2014 OK - thanks, will look on the thread! Link to comment Share on other sites More sharing options...
no_free_lunch Posted June 24, 2014 Share Posted June 24, 2014 In addition to Frommi's points, I view PKX as a best in class steel producer which should benefit from a global economic recovery (if it happens). If it doesn't, there is a bit of a stabilizer in that iron prices should continue downward which helps them from a cost perspective. Link to comment Share on other sites More sharing options...
no_free_lunch Posted June 24, 2014 Share Posted June 24, 2014 Bought HLC.to today, it's a fairly small position. Thanks for the idea Myth! Myth lays out the thesis in the more recent section of the clarke page. Link to comment Share on other sites More sharing options...
valueyoda Posted June 24, 2014 Share Posted June 24, 2014 Ebay, W.R. Grace and Valeant Pharmaceuticals. Link to comment Share on other sites More sharing options...
tinhb Posted June 26, 2014 Share Posted June 26, 2014 DSWL Link to comment Share on other sites More sharing options...
Lance Posted June 26, 2014 Share Posted June 26, 2014 I wrote puts on SHLD today. Thanks, Lance Link to comment Share on other sites More sharing options...
randomep Posted July 1, 2014 Share Posted July 1, 2014 Added ITIC to my position. I am doing what good value investors do, buy a stock I think is cheap, and if I am wrong and it is not cheap and it drops, BUY SOME MORE. Link to comment Share on other sites More sharing options...
Myth465 Posted July 3, 2014 Share Posted July 3, 2014 Bought HLC.to today, it's a fairly small position. Thanks for the idea Myth! Myth lays out the thesis in the more recent section of the clarke page. No prob. I will likely buy more overtime as the thesis is confirmed. Right now its 10% of my portfolio. Link to comment Share on other sites More sharing options...
valueyoda Posted July 3, 2014 Share Posted July 3, 2014 Coach, Altisource Portfolio Solutions, Sodastream Link to comment Share on other sites More sharing options...
wachtwoord Posted July 8, 2014 Share Posted July 8, 2014 I bought HLS today (replacing the last of my JNJ which is really expensive now). I really liked the VIC write up http://www.valueinvestorsclub.com/value2/Idea/ViewIdea/118714 Link to comment Share on other sites More sharing options...
valueyoda Posted July 8, 2014 Share Posted July 8, 2014 Added to Sodastream, also readded Delta Airlines after having sold last month. I further bought positions in MBIA, Whole Foods, HCA Holdings, Tenet Healthcare, Dreamworks, JP Morgan warrants, LEAPS in Citigroup, BofA and Genworth. Link to comment Share on other sites More sharing options...
PatientCheetah Posted July 9, 2014 Share Posted July 9, 2014 SODA, AIXG, CAMP, PBPB, SNE Link to comment Share on other sites More sharing options...
jouni1 Posted July 10, 2014 Share Posted July 10, 2014 i bought some WU yesterday. left the position to a size that i can double down from a couple of times depending on price action in the coming quarters (after the 500 hours ::)). Link to comment Share on other sites More sharing options...
frommi Posted July 10, 2014 Share Posted July 10, 2014 Bought a small position in FLL in speculation that the weather in Q2 was better than in Q1. Link to comment Share on other sites More sharing options...
yader Posted July 11, 2014 Share Posted July 11, 2014 RB.V a few days ago, OPRX, BH. Link to comment Share on other sites More sharing options...
Lance Posted July 11, 2014 Share Posted July 11, 2014 I bought EEM Jan 2016 $44 strike puts today. Thanks Lance Link to comment Share on other sites More sharing options...
Spekulatius Posted July 12, 2014 Share Posted July 12, 2014 ALLY, NN.AS and TGI Link to comment Share on other sites More sharing options...
Guest JoelS Posted July 12, 2014 Share Posted July 12, 2014 Why do you like Triumph Group Spekulatius? I see it is owned by David Tepper and Alex Roepers Link to comment Share on other sites More sharing options...
phil_Buffett Posted July 21, 2014 Share Posted July 21, 2014 russian stocks. after the get hammered this morning. gazprom, sistema, sberbank, rosneft, pharmstandard, lukoil Link to comment Share on other sites More sharing options...
Lance Posted July 22, 2014 Share Posted July 22, 2014 I bought IBB (iShares Nasdaq Biotechnology ETF) Jan 2016 $250 puts today. Thanks Lance Link to comment Share on other sites More sharing options...
Spekulatius Posted July 24, 2014 Share Posted July 24, 2014 Why do you like Triumph Group Spekulatius? I see it is owned by David Tepper and Alex Roepers It's one if the cheapest aerospace manufacturers/suppliers in the US stock market currently, if the earnings forecast from management comes through. This is not a sure thing, because they disappointed in 2013. I think the issues are fixable and if management isn't able to fix it, somebody else will do it for them. Link to comment Share on other sites More sharing options...
tinhb Posted July 24, 2014 Share Posted July 24, 2014 Just bought YHOO Jan16 $50 Call. I think the risk reward is attractive for a small position. The implied volatility is not too high. Alibaba IPO is coming soon with a valuation of US$130 bil (rumored to be a low-ball offer). Yahoo will also sell a smaller than expected stake of Alibaba. Link to comment Share on other sites More sharing options...
PatientCheetah Posted July 24, 2014 Share Posted July 24, 2014 I bought IBB (iShares Nasdaq Biotechnology ETF) Jan 2016 $250 puts today. Thanks Lance In a rising market, aren't you far better off concentrating in finding good value buys? I hate to see you blow up. Link to comment Share on other sites More sharing options...
Ross812 Posted July 24, 2014 Share Posted July 24, 2014 Sold 2/3 of my Petsmart today because I went on a buying binge when it was in the mid 50's a few weeks ago. Bought a partial position in TJX. Link to comment Share on other sites More sharing options...
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