Charlie Posted August 2, 2017 Share Posted August 2, 2017 I bought more Berkshire b shares yesterday and today. Results this Friday should be very good and the surge in Apple shares doesn't hurt. ;) Link to comment Share on other sites More sharing options...
Jurgis Posted August 2, 2017 Share Posted August 2, 2017 I bought more Berkshire b shares yesterday and today. Why are you buying shares in a company in terrible industry heading towards cyclical bottom? Just kidding and teasing oddball. 8) Link to comment Share on other sites More sharing options...
oddballstocks Posted August 2, 2017 Share Posted August 2, 2017 I bought more Berkshire b shares yesterday and today. Why are you buying shares in a company in terrible industry heading towards cyclical bottom? Just kidding and teasing oddball. 8) HA!! Although that argument could be made for some of BRK's holdings. Link to comment Share on other sites More sharing options...
AzCactus Posted August 2, 2017 Share Posted August 2, 2017 DNOW. Link to comment Share on other sites More sharing options...
dontdodebt Posted August 2, 2017 Share Posted August 2, 2017 DVA Link to comment Share on other sites More sharing options...
John Hjorth Posted August 2, 2017 Share Posted August 2, 2017 I bought more Berkshire b shares yesterday and today. Why are you buying shares in a company in terrible industry heading towards cyclical bottom? Just kidding and teasing oddball. 8) HA!! Although that argument could be made for some of BRK's holdings. It is to me true. There is no such thing as a free lunch. - Good luck, Charlie - We are in the same camp. Link to comment Share on other sites More sharing options...
flesh Posted August 2, 2017 Share Posted August 2, 2017 added dva, added a lot to nc, added a little to esoa. Link to comment Share on other sites More sharing options...
RichardGibbons Posted August 2, 2017 Share Posted August 2, 2017 You are right about the discount but I don't find any good alternative. If anyone has an idea they are welcome. One alternative that gets you American exercise is to go with SVXY or UVXY options, but that's at the cost of value decay from contango in the underlying while volatility is low (reversing to backwardization when volatility is high). I agree with you that there doesn't seem to be a good alternative for volatility options with long duration that doesn't suffer from either European exercise or decay due to contango. Link to comment Share on other sites More sharing options...
Broeb22 Posted August 4, 2017 Share Posted August 4, 2017 VRTV Link to comment Share on other sites More sharing options...
John Hjorth Posted August 4, 2017 Share Posted August 4, 2017 Added more BRK.B in the opening today. - - - o 0 o - - - [Yes, at about all time high for BRK.B, but USD/DKK, and USD/EUR is now down more than 10 per cent this year]. Link to comment Share on other sites More sharing options...
LC Posted August 7, 2017 Share Posted August 7, 2017 Took a starter position in DVA. Link to comment Share on other sites More sharing options...
EricSchleien Posted August 7, 2017 Share Posted August 7, 2017 Increased my position in CLWY Link to comment Share on other sites More sharing options...
sleepydragon Posted August 8, 2017 Share Posted August 8, 2017 More DVA :) Link to comment Share on other sites More sharing options...
Valuehalla Posted August 9, 2017 Share Posted August 9, 2017 CTL would be a good deal today, nearly 10 % dividend rate und 40 % upside potential... see the discussion about CTL in this board Link to comment Share on other sites More sharing options...
John Hjorth Posted August 9, 2017 Share Posted August 9, 2017 I sincerely hope you buy them all, Jurgis. - - - o 0 o - - - I haven't been that worried since the havoc in Europe after the fall of the Iron Wall. Link to comment Share on other sites More sharing options...
Jurgis Posted August 9, 2017 Share Posted August 9, 2017 I sincerely hope you buy them all, Jurgis. - - - o 0 o - - - I haven't been that worried since the havoc in Europe after the fall of the Iron Wall. I just realized that this idea has a precedent: https://en.wikipedia.org/wiki/Megatons_to_Megawatts_Program 8) Let's hope it all ends well. Link to comment Share on other sites More sharing options...
gjangal Posted August 10, 2017 Share Posted August 10, 2017 ABC - Amerisource Bergen , looks reasonably cheap given all the headwinds. Growing revenues low to mid single digits. Industry has oligopolistic characteristics. Long term contracts . If generic price deflation subsides, pretty decent upside Link to comment Share on other sites More sharing options...
Lance Posted August 17, 2017 Share Posted August 17, 2017 Over the past month have bought a basket of real estate stocks: BRX, DDR, KIM and SKT. Thanks Lance Link to comment Share on other sites More sharing options...
gokou3 Posted August 17, 2017 Share Posted August 17, 2017 Bought more Dundee prefs series 2, DC.pr.b. 12% yield, p/B <<1. Link to comment Share on other sites More sharing options...
sculpin Posted August 17, 2017 Share Posted August 17, 2017 Bought more Dundee prefs series 2, DC.pr.b. 12% yield, p/B <<1. Bought more Dundee common @ $2.64 Link to comment Share on other sites More sharing options...
Valuehalla Posted August 17, 2017 Share Posted August 17, 2017 Added again a small position of CTL for 20,26 US$; annual dividend 2,16 US$ = Div rate of 10,7 % Quarterly dividend of 0,54 US$ payable on app 15. September, for holders of app. 2. September Decission for this dividend awaited around 23th August Link to comment Share on other sites More sharing options...
Cardboard Posted August 17, 2017 Share Posted August 17, 2017 V.POE A unique opportunity to participate in a potentially large discovery in Indonesia via Repsol with limited downside to around $1. Well should be finished drilling on August 31 and then decision on further testing or not will decide the fate of this investment. Based on estimated reserves, a successful well would result in astronomical returns. Cardboard Link to comment Share on other sites More sharing options...
TwoCitiesCapital Posted August 17, 2017 Share Posted August 17, 2017 Getting slammed in retail today :/ Rolled another batch of dividends into LB, RL, GPS, and UA yesterday. Will keep all re-investments of dividends going into this basket for the time being. May add names like KORS if it comes back down a bit. Also, sold more puts on SHLD vs buying more puts on IWM today. Link to comment Share on other sites More sharing options...
Gregmal Posted August 17, 2017 Share Posted August 17, 2017 AAL Link to comment Share on other sites More sharing options...
Liberty Posted August 17, 2017 Share Posted August 17, 2017 Bought more Dundee prefs series 2, DC.pr.b. 12% yield, p/B <<1. Bought more Dundee common @ $2.64 Why? Do you trust management? Link to comment Share on other sites More sharing options...
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