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Old 07-06-2022, 08:48 AM
  #791  
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BTU and egy and Crk down as well. What gives?
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Old 07-06-2022, 12:54 PM
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Originally Posted by tripled
BTU and egy and Crk down as well. What gives?
Sell off based on technicals combined with typical low volume trading activity post-July 4th. No changes to the fundamentals of any of those businesses. Energy will rally later this month, especially after 2Q earnings. I took advantage of the sell-off by adding heavily in BTU, EGY, and CRK.
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Old 07-06-2022, 01:20 PM
  #793  
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Originally Posted by Trip7
Sell off based on technicals combined with typical low volume trading activity post-July 4th. No changes to the fundamentals of any of those businesses. Energy will rally later this month, especially after 2Q earnings. I took advantage of the sell-off by adding heavily in BTU, EGY, and CRK.
in the last 5 days, BTU has given back 180% of those “one day to beat inflation gains” you bragged about
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Old 07-08-2022, 04:11 PM
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Originally Posted by OOfff
in the last 5 days, BTU has given back 180% of those “one day to beat inflation gains” you bragged about
1st, that post was made in jest.
2nd, let's revisit this in a few weeks after 2Q earning
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Old 07-10-2022, 06:07 AM
  #795  
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Barron's: Energy Stocks Are Cheap. Just Ask Warren Buffett..
https://www.barrons.com/articles/war...ks-51657303974

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Old 07-10-2022, 07:40 AM
  #796  
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As a value player, I am overloaded with possibilities right now. The buffet batting average is going way up.
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Old 07-11-2022, 08:24 AM
  #797  
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Originally Posted by notEnuf
As a value player, I am overloaded with possibilities right now. The buffet batting average is going way up.
Like what? Possible bull [trap] rally notwithstanding...
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Old 07-12-2022, 04:49 AM
  #798  
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Originally Posted by notEnuf
As a value player, I am overloaded with possibilities right now. The buffet batting average is going way up.
Agree 100%. Tons of opportunities out there. A bunch of high quality businesses are on sale.

Originally Posted by gloopy
Like what? Possible bull [trap] rally notwithstanding...
Bull trap/rally is Macro talk. With individual stocks your focus should be on the micro, which is what's a conservative estimate of a company's free cash flows over the next 5+ years discounted to today and can I buy it for an even lower price(margin of safety). Another simpler way to put it is can I find companies trading at less than 10 times earning with minimal to no debt? The answer is absolutely. Here's some I've found:

WBD (alot of debt but Media related so it gets a pass)
META
THRY
DFIN
GTX
PARA(debt similar to WBD)
ZIM
GNK
OGN
VSAT
ZDGE
MSGE




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Old 07-12-2022, 05:29 AM
  #799  
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Originally Posted by Trip7
1st, that post was made in jest.
2nd, let's revisit this in a few weeks after 2Q earning
i, too, can cherry pick arbitrary time frames that would have made me money in hindsight.
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Old 07-12-2022, 07:35 AM
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Originally Posted by OOfff
i, too, can cherry pick arbitrary time frames that would have made me money in hindsight.
That's nice. Again, we will continue to revisit this after each earnings. This is a long game

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