frankhkii Posted October 11, 2018 Share Posted October 11, 2018 WHR looks very cheap on cash flow - almost at 4x... Link to comment Share on other sites More sharing options...
BG2008 Posted October 11, 2018 Share Posted October 11, 2018 WHR looks very cheap on cash flow - almost at 4x... Is that 4x EBITDA, 4x FCF? I'm backing into the numbers and I just don't see the 4x valuation. Link to comment Share on other sites More sharing options...
atbed Posted October 11, 2018 Share Posted October 11, 2018 Valium. Haha Link to comment Share on other sites More sharing options...
Cardboard Posted October 11, 2018 Share Posted October 11, 2018 WCP-T Best in class, cheap, CEO owns a lot. Cardboard Link to comment Share on other sites More sharing options...
nkp007 Posted October 12, 2018 Share Posted October 12, 2018 More valium. Link to comment Share on other sites More sharing options...
Lance Posted October 12, 2018 Share Posted October 12, 2018 TIP and TLT Thanks Lance Looking at this now. Could you please, in a few words, explain why you bought these two, in the context of buying them at the same time? Hi Cigarbutt - I bought TLT thinking that the move in rates seems like it’s a bit overdone, lots of people are short long bonds and after hearing Trump’s comments about the Fed thinking that they might reverse course or at least lighten up on the raises. Took a bit off today when it moved up. Regarding TIP it was more of a diversification move/buying fire insurance before the fire, etc. Added to ABBV, BNS, KHC and KIM. Started a position in BPR. Thanks Lance Link to comment Share on other sites More sharing options...
sleepydragon Posted October 12, 2018 Share Posted October 12, 2018 Sold my last bit of BAM and DVA, Use the proceeds to buy more BRK Link to comment Share on other sites More sharing options...
Cardboard Posted October 12, 2018 Share Posted October 12, 2018 T-CQE A 20 bagger in the making. This is an opportunity like ABX Air or ATSG was in 2008-2009 at $0.20/share. In this case however, there is no risk of bankruptcy... Cardboard Link to comment Share on other sites More sharing options...
Spekulatius Posted October 12, 2018 Share Posted October 12, 2018 T-CQE A 20 bagger in the making. This is an opportunity like ABX Air or ATSG was in 2008-2009 at $0.20/share. In this case however, there is no risk of bankruptcy... Cardboard Is this Cequence energy? https://finance.yahoo.com/quote/CQE.TO/profile?p=CQE.TO I don’t see the 20 bagger here, but haven’t looked to hard. Link to comment Share on other sites More sharing options...
EricSchleien Posted October 13, 2018 Share Posted October 13, 2018 Sold my last bit of BAM and DVA, Use the proceeds to buy more BRK Maybe you sold your shares to me. I bought more BAM and also bought more TRUP. Link to comment Share on other sites More sharing options...
Charlie Posted October 13, 2018 Share Posted October 13, 2018 Sold Phillips 66 shares of my parents and bought Berkshire. I thought about buying Apple, but I think the probability of doubling of Berkshire is higher than doubling of Apple in a few years. Link to comment Share on other sites More sharing options...
ASTA Posted October 15, 2018 Share Posted October 15, 2018 bought MHK have limit orders in for bidu, naspers and liberty global Link to comment Share on other sites More sharing options...
frankhkii Posted October 15, 2018 Share Posted October 15, 2018 WHR looks very cheap on cash flow - almost at 4x... Is that 4x EBITDA, 4x FCF? I'm backing into the numbers and I just don't see the 4x valuation. Apologies for the delay I'm not always on here...It was from thumbing through Value Line which has "Cash Flow" per share for 2018 of $25.70, the current trading price is ~$106. Valueline's same "Cash Flow" calculation for 2017 was $23.65. The VL line seems to be calculated on cash from operations. On the management guidance from Q2 (https://investors.whirlpoolcorp.com/static-files/44e22a7a-dc79-4f42-9075-3018178adabb) the projected $850M in FCF is closer to 8x which I do believe is cheap. Link to comment Share on other sites More sharing options...
Cardboard Posted October 15, 2018 Share Posted October 15, 2018 T-WCP really late today. Top notch light oil Canadian producer, cheap at below $60,000 per flowing, doing everything right, buying back shares, CEO owns $25 million worth of stock, dividend yield of now 4.6%! Cardboard Link to comment Share on other sites More sharing options...
Agrippa07 Posted October 16, 2018 Share Posted October 16, 2018 Naspers (South African Media company that has a 31% stake in Tencent) initiated a small position (around 1%). Link to comment Share on other sites More sharing options...
tombgrt Posted October 16, 2018 Share Posted October 16, 2018 CRC and GXE. Round and round we go. Link to comment Share on other sites More sharing options...
frommi Posted October 23, 2018 Share Posted October 23, 2018 Bought back calls on TSLA and NFLX with a little profit. I expect that Musk has massaged the Q3 numbers, will run a huge show tomorrow and i don`t want to be in front of a short squeeze. And my shorting window ends in 3 days, so i am slowly preparing to go to 100% long again for the next 6 months. Link to comment Share on other sites More sharing options...
wisowis Posted October 23, 2018 Share Posted October 23, 2018 Added to FFH, BRK, GOOG, PAR. Link to comment Share on other sites More sharing options...
Gregmal Posted October 23, 2018 Share Posted October 23, 2018 BX, FRPH Link to comment Share on other sites More sharing options...
LC Posted October 24, 2018 Share Posted October 24, 2018 Bought more BRK a few days ago. Easier than updating my forum signature. Link to comment Share on other sites More sharing options...
petec Posted October 24, 2018 Share Posted October 24, 2018 FFH LNG KMI Link to comment Share on other sites More sharing options...
John Hjorth Posted October 24, 2018 Share Posted October 24, 2018 Bought more BRK a few days ago. Easier than updating my forum signature. lol, ref. "Lethargy bordering on sloth remains the cornerstone of our investment style." Link to comment Share on other sites More sharing options...
DooDiligence Posted October 24, 2018 Share Posted October 24, 2018 Bought more BRK a few days ago. Easier than updating my forum signature. lol, ref. "Lethargy bordering on sloth remains the cornerstone of our investment style." http://uglymule.com/images/sloth.gif Link to comment Share on other sites More sharing options...
gfp Posted October 24, 2018 Share Posted October 24, 2018 BRK.B calls, Spectrum Brands Link to comment Share on other sites More sharing options...
bizaro86 Posted October 24, 2018 Share Posted October 24, 2018 Been busy. Last week or so: Wrote BRK.B puts (195 and 197.5 strikes) channeling my inner boilermaker. LIF.TO WEQ.DB SHLD debt Link to comment Share on other sites More sharing options...
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