Spekulatius Posted November 4, 2018 Share Posted November 4, 2018 Man, I used to be interested in this company but they are not looking good. They will lose Sam's when that comes up for renewal and I would not be surprised if Amazon drops them at the first opportunity. SYF is basically the antithesis of 'relentlessly focused on pleasing the customer.' bought more SYF, looks like an overreaction to the WMT news. I actually like COF (which has also been weak, probably due to the same issue, as they took over the portfolio from WMT) better, Stock is pretty cheap on a P/E basis (8x?) and their business is more diverse. Bought a few shares as an incentive to get to know the company better. Link to comment Share on other sites More sharing options...
Charlie Posted November 5, 2018 Share Posted November 5, 2018 I bought some more Berkshire shares for my parents with proceeds of Kraft shares sale. :-\ Link to comment Share on other sites More sharing options...
John Hjorth Posted November 5, 2018 Share Posted November 5, 2018 I've bought trackers in the following companies: Bolloré SA [CoBF Investment Ideas topic] [Company Website] For my part, ODET.PA has to wait for now, Ackermans & van Haaren NV [No CoBF Investment Ideas topic so far] [Company Website] [Ticker : ACKB.BR][1], Sofina SA [No CoBF Investment Ideas topic] [ Company Website ] [Ticker : SOF.BR] Yeah, I get my hair combed here - Financials are only available in French language![1], HAL Trust [No CoBF Investment Ideas topic] [Company website] [Ticker : HAL.AS][1], & Pargesa Holding SA [No CoBF Investment Ideas topic] [Company Website] [Ticker : PARG.SWX][2]. - - - o 0 o - - - 1 H/T & credit wachtwoord for putting these companies on my radar. 2 H/T & credit tom for putting this company on my radar. Link to tom's post about it - perhaps tom will cringe even more now [ : - D ]. Link to comment Share on other sites More sharing options...
sarganaga Posted November 5, 2018 Share Posted November 5, 2018 Half position in Birchcliff Energy (BIREF), Canadian natural gas/oil producer. I've traded in & out of this a few times. Link to comment Share on other sites More sharing options...
Spekulatius Posted November 6, 2018 Share Posted November 6, 2018 I've bought trackers in the following companies: Bolloré SA [CoBF Investment Ideas topic] [Company Website] For my part, ODET.PA has to wait for now, Ackermans & van Haaren NV [No CoBF Investment Ideas topic so far] [Company Website] [Ticker : ACKB.BR][1], Sofina SA [No CoBF Investment Ideas topic] [ Company Website ] [Ticker : SOF.BR] Yeah, I get my hair combed here - Financials are only available in French language![1], HAL Trust [No CoBF Investment Ideas topic] [Company website] [Ticker : HAL.AS][1], & Pargesa Holding SA [No CoBF Investment Ideas topic] [Company Website] [Ticker : PARG.SWX][2]. - - - o 0 o - - - 1 H/T & credit wachtwoord for putting these companies on my radar. 2 H/T & credit tom for putting this company on my radar. Link to tom's post about it - perhaps tom will cringe even more now [ : - D ]. I have owned Pargesa in the past but found that this holding co is quite dull. I think they overpaid a bit for taking control of Imersys at this time. I also felt that the Belgian subholding GBL.BR is a better deal, because it is one level deeper in the holding structure and trades at a similar discount. I am not sure that this is still the case, but worth looking into. Link to comment Share on other sites More sharing options...
John Hjorth Posted November 6, 2018 Share Posted November 6, 2018 Thank you Spekulatius, I'll remember that. It's new territory for me, trying to find some interesting stuff down in Europe, outside Scandinavia, by trial and error method with pocket money. It's never too late to get to know something about new & other companies ["under the radar stuff"]. Time will tell where this brings me. Link to comment Share on other sites More sharing options...
Cardboard Posted November 6, 2018 Share Posted November 6, 2018 Added to T-TOG after earnings report. A pearl available at a really good price. Cardboard Link to comment Share on other sites More sharing options...
Zorrofan Posted November 6, 2018 Share Posted November 6, 2018 I've bought trackers in the following companies: Bolloré SA [CoBF Investment Ideas topic] [Company Website] For my part, ODET.PA has to wait for now, Ackermans & van Haaren NV [No CoBF Investment Ideas topic so far] [Company Website] [Ticker : ACKB.BR][1], Sofina SA [No CoBF Investment Ideas topic] [ Company Website ] [Ticker : SOF.BR] Yeah, I get my hair combed here - Financials are only available in French language![1], HAL Trust [No CoBF Investment Ideas topic] [Company website] [Ticker : HAL.AS][1], & Pargesa Holding SA [No CoBF Investment Ideas topic] [Company Website] [Ticker : PARG.SWX][2]. - - - o 0 o - - - 1 H/T & credit wachtwoord for putting these companies on my radar. 2 H/T & credit tom for putting this company on my radar. Link to tom's post about it - perhaps tom will cringe even more now [ : - D ]. John, My concern with Bollore is what happens after Vincent Bollore retires? Does he have the depth of management in place that BRK does? Look forward to your thoughts. cheers Zorro Link to comment Share on other sites More sharing options...
John Hjorth Posted November 6, 2018 Share Posted November 6, 2018 Zorrofan, My reply to you is in the BOL.PA topic. Link to comment Share on other sites More sharing options...
valueyoda Posted November 6, 2018 Share Posted November 6, 2018 RRGB after hours. This restaurant chain trades at extremely low EV/EBITDA ratio and normalized owner's earnings. The company needs a good operator to dial back its aggressive restaurant opening schedule and to focus on improving its menu and restaurant image. The chain is not broken beyond repair, but has disappointed now so many quarters that I would be amazed if the company doesn't get bought by PE. Link to comment Share on other sites More sharing options...
Foreign Tuffett Posted November 6, 2018 Share Posted November 6, 2018 RRGB after hours. This restaurant chain trades at extremely low EV/EBITDA ratio and normalized owner's earnings. The company needs a good operator to dial back its aggressive restaurant opening schedule and to focus on improving its menu and restaurant image. The chain is not broken beyond repair, but has disappointed now so many quarters that I would be amazed if the company doesn't get bought by PE. How are you estimating normalized earnings here? Same store sales are falling. Also, it doesn't look like they even generated sufficient operating income to cover interest expense last Q. Link to comment Share on other sites More sharing options...
frommi Posted November 8, 2018 Share Posted November 8, 2018 Sold WHG (didn`t meet my "buy more" test on a second inspection, they will have lots of redemptions next quarter) and PEP (reached fair value). Bought more ENB (got a lot more comfortable after the latest earnings) and TAP. Bought back the FB put with a small gain and sold some puts on SYF. Link to comment Share on other sites More sharing options...
gfp Posted November 8, 2018 Share Posted November 8, 2018 Bought Arconic shares today. Seems they are about to be sold. Likely to Apollo Link to comment Share on other sites More sharing options...
Lance Posted November 9, 2018 Share Posted November 9, 2018 BP Thanks Lance Link to comment Share on other sites More sharing options...
Valuehalla Posted November 9, 2018 Share Posted November 9, 2018 CTL Centurylink Link to comment Share on other sites More sharing options...
Lance Posted November 12, 2018 Share Posted November 12, 2018 BTI Thanks Lance Link to comment Share on other sites More sharing options...
frommi Posted November 12, 2018 Share Posted November 12, 2018 Sold BRX, XOM and bought more MSM,ENB,IRM. Bought back SYF puts. I am slowly reducing my diversification and try to be a little more concentrated ( but within my limits and always with the goal to increase my income and the safety/quality/growth of that income ). My EUR/USD hedge was stopped out at breakeven. Link to comment Share on other sites More sharing options...
Lakesider Posted November 12, 2018 Share Posted November 12, 2018 Adding to AR Link to comment Share on other sites More sharing options...
Spekulatius Posted November 13, 2018 Share Posted November 13, 2018 Bought Arconic shares today. Seems they are about to be sold. Likely to Apollo I am watching this stock too, but isn’t the relatively small premium to the current market cap ( rumored purchase price is $11B, current market cap is $9.8B) a concern. That’s just a 12% premium to the current price. This seems to be a difficult business to run and really not worth as much than thought. Link to comment Share on other sites More sharing options...
doughishere Posted November 13, 2018 Share Posted November 13, 2018 bot a small (speculative bio) position in ziop over the last month or so. not necessarily today but i haven't shared it because the "investing" community of which we are all apart of can be kinda judgmental from time to time and lets face it is a speculative bio these things generally dont work. Link to comment Share on other sites More sharing options...
doc75 Posted November 13, 2018 Share Posted November 13, 2018 Adding to Westaim (WED.V) Link to comment Share on other sites More sharing options...
flesh Posted November 13, 2018 Share Posted November 13, 2018 DVA Shares reduced by 13% since q4 17. Buying at 64 is like buying at 56 a year ago. About to receive 4.9 b from sale, debt immediately reduced, significant share buybacks continue. Won prop 8 in Cali. Link to comment Share on other sites More sharing options...
Lakesider Posted November 14, 2018 Share Posted November 14, 2018 More AR Link to comment Share on other sites More sharing options...
Charlie Posted November 15, 2018 Share Posted November 15, 2018 I bought Berkshire shares for my parents with the proceeds of sale of Sanofi S.A shares. Link to comment Share on other sites More sharing options...
boilermaker75 Posted November 15, 2018 Share Posted November 15, 2018 Wrote some BRKB 205 strike, Dec 14 expiration puts for $2.20 per share. Link to comment Share on other sites More sharing options...
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