ASTA Posted December 8, 2014 Share Posted December 8, 2014 7% in NOV and 7% in BP Link to comment Share on other sites More sharing options...
karthikpm Posted December 8, 2014 Share Posted December 8, 2014 Added to BAC and Posco Link to comment Share on other sites More sharing options...
jay21 Posted December 8, 2014 Share Posted December 8, 2014 Bought a few sweaters. Since Sept. I have bought more OCN and ASPS. LVNTA and CKI.TO. Link to comment Share on other sites More sharing options...
PatientCheetah Posted December 8, 2014 Share Posted December 8, 2014 YNDX USAC Link to comment Share on other sites More sharing options...
gokou3 Posted December 8, 2014 Share Posted December 8, 2014 Bought CBI common and 2017 $30 calls. Currently trading sub-8x 2015 P/E per management guidance of $5.75-6.05 EPS. Much lower than peers. Two perceived problems with the company: 1) Bad nuclear contract - huge extras that may or may not be collected. One-time issue. Management is eager to buy back shares once this matter is resolved. 2) Low oil prices lowering future work demand - this is a known problem. Company has $30B backlog which is equivalent to 2-yr of revenues. Management commented during Q3 CC that they are somewhat insulated due to their diversification into various other infrastructure work. Btw, today's price is about 30% lower than when Todd Comb bought them in 2014Q2. BRK owns almost 10% of CBI. ;) Link to comment Share on other sites More sharing options...
berkshire101 Posted December 8, 2014 Share Posted December 8, 2014 Bought some more CLB. Link to comment Share on other sites More sharing options...
BargainValueHunter Posted December 8, 2014 Share Posted December 8, 2014 More SD, PWE and SHOS ITM calls. Link to comment Share on other sites More sharing options...
Lance Posted December 9, 2014 Share Posted December 9, 2014 Bought Lukoil, covered my TSLA short. Thanks, Lance Link to comment Share on other sites More sharing options...
Liberty Posted December 9, 2014 Share Posted December 9, 2014 covered my TSLA short. Out of curiosity, from what level were you shorting? Link to comment Share on other sites More sharing options...
Lance Posted December 9, 2014 Share Posted December 9, 2014 covered my TSLA short. Out of curiosity, from what level were you shorting? $223 Thanks, Lance Link to comment Share on other sites More sharing options...
Liberty Posted December 9, 2014 Share Posted December 9, 2014 Thanks. Link to comment Share on other sites More sharing options...
LowIQinvestor Posted December 9, 2014 Author Share Posted December 9, 2014 VZ @ $46.54 Adding to my duopoly basket! Link to comment Share on other sites More sharing options...
shhughes1116 Posted December 9, 2014 Share Posted December 9, 2014 YNDX USAC You get into USAC at sub-17.00? I was traveling yesterday and it looks like I missed my opportunity to expand my position at a better price. 12% yield for USAC is a bit ridiculous, unless one thinks that we are no longer going to need oil and gas compression equipment. Link to comment Share on other sites More sharing options...
PatientCheetah Posted December 9, 2014 Share Posted December 9, 2014 YNDX USAC You get into USAC at sub-17.00? I was traveling yesterday and it looks like I missed my opportunity to expand my position at a better price. 12% yield for USAC is a bit ridiculous, unless one thinks that we are no longer going to need oil and gas compression equipment. Yep, thank you for the idea! I think it's priced for a 50% dividend cut. Link to comment Share on other sites More sharing options...
PatientCheetah Posted December 9, 2014 Share Posted December 9, 2014 NBR Link to comment Share on other sites More sharing options...
shhughes1116 Posted December 9, 2014 Share Posted December 9, 2014 YNDX USAC You get into USAC at sub-17.00? I was traveling yesterday and it looks like I missed my opportunity to expand my position at a better price. 12% yield for USAC is a bit ridiculous, unless one thinks that we are no longer going to need oil and gas compression equipment. Yep, thank you for the idea! I think it's priced for a 50% dividend cut. Remember that the subordination period hasn't ended. If they cut the distribution, the subordinated units will get their distributions whacked first. Link to comment Share on other sites More sharing options...
Lance Posted December 11, 2014 Share Posted December 11, 2014 OGZPY (Gazprom) Thanks, Lance Link to comment Share on other sites More sharing options...
berkshire101 Posted December 12, 2014 Share Posted December 12, 2014 More KW... Link to comment Share on other sites More sharing options...
Guest longinvestor Posted December 12, 2014 Share Posted December 12, 2014 Nothing. Just sitting tight on my BRK & enjoying the thought of attacks of euphoria in Omaha whenever there is a swoon in the market. Link to comment Share on other sites More sharing options...
tede02 Posted December 14, 2014 Share Posted December 14, 2014 I covered my Netflix short somewhat recently. Link to comment Share on other sites More sharing options...
Lance Posted December 15, 2014 Share Posted December 15, 2014 Lukoil Thanks, Lance Link to comment Share on other sites More sharing options...
Lance Posted December 16, 2014 Share Posted December 16, 2014 BP, LUKOY, OGZPY and SBRCY Thanks, Lance Link to comment Share on other sites More sharing options...
compoundinglife Posted December 16, 2014 Share Posted December 16, 2014 BP, LUKOY, OGZPY and SBRCY Thanks, Lance LOL, Everyday that goes by where I see my LUKOY position get slaughted I think to myself "I wonder if Lance is going to post that he is buying more today" :) Link to comment Share on other sites More sharing options...
investor-man Posted December 16, 2014 Share Posted December 16, 2014 Haha, it's tough to look at LUKOY and not want to get in. I just can't make myself do it. It's a scary one. Link to comment Share on other sites More sharing options...
PatientCheetah Posted December 16, 2014 Share Posted December 16, 2014 more NBR, YNDX, USAC Link to comment Share on other sites More sharing options...
Recommended Posts
Create an account or sign in to comment
You need to be a member in order to leave a comment
Create an account
Sign up for a new account in our community. It's easy!
Register a new accountSign in
Already have an account? Sign in here.
Sign In Now