The Babe's Trades

[Louetta]

My all time favorite women's clothing store, J. Jill (JILL) is IPOing tomorrow. Everything in those stores and online fits me to a "tee." I always find exactly what I want. Priced $14-$16. Will this be another SNAP? Going to watch this one closely but not jumping in with both feet here. Too hard to judge the market's mood right now.

Thinking about buying here. At the low end of this quarter's guidance, $.08, annualized, if you pay in the low 5s for the stock you're still looking at a PE of only 16 or so. Plus everyone I know who shops there thinks their stuff is great.

[riverbabe]

This bodes well for the Monsanto/Bayer merger! PM Ask on Monsanto is 113.90. Buyout priced at 128. Holding patiently!

Dow Chemical (DOW) and DuPont (DD) have received European Commission approval for their planned merger, with some divestment conditions. The deal still needs U.S. approval, but many analysts have considered Europe's approval the most difficult hurdle. (CNBC, 3/27/17)

[billyjoe]

But sweet Justin is so much CUTER! I still giggle remembering his mother's (Margaret's) affair with Mick Jagger.

.............and Ted Kennedy, but Jerry Brown had Linda Ronstadt.

---------------billy

[riverbabe]

River,
O'Leary can be caustic at times but he explains himself very well. As a sidenote, I always think of Justin Trudeau as Canada's Jerry Brown.


----------------billy

But sweet Justin is so much CUTER! I still giggle remembering his mother's (Margaret's) affair with Mick Jagger.

[billyjoe]

River,
O'Leary can be caustic at times but he explains himself very well. As a sidenote, I always think of Justin Trudeau as Canada's Jerry Brown.


----------------billy

[riverbabe]

River,
Kevin O'Leary, University of Waterloo?

-----------billy

Absolutely true. He's now floating the idea of running for Prime Minister against Justin Trudeau.

http://globalnews.ca/news/3188706/ke...prime-minister (shades of Billy W.! LOL)

[billyjoe]

River,
Kevin O'Leary, University of Waterloo?

-----------billy

[Louetta]

My all time favorite women's clothing store, J. Jill (JILL) is IPOing tomorrow. Everything in those stores and online fits me to a "tee." I always find exactly what I want. Priced $14-$16. Will this be another SNAP? Going to watch this one closely but not jumping in with both feet here. Too hard to judge the market's mood right now.

Looks like the IPO went reasonably well, meaning to me a reasonable price. The woman who owns the horse farm next to us shops there and she can go anywhere. Saw some financials on Schwab and they look reasonable too, top line growth and expanding margins. Figured I'd wait a few days and see if I can save a few nickles on the price, a strategy which has allowed me in the past three months to miss out completely on several things I wish I had bought.

[billyjoe]

River, J.Jill shows 8 store locations in Ohio. Maybe these specialty stores are the bright future of retailing. I'll ask Mrs. billy if she knows of J.Jill. Last time I bought woman's clothing (not for me) I screwed up. It's the thought that counts, right?

-------------billy

[riverbabe]

My all time favorite women's clothing store, J. Jill (JILL) is IPOing tomorrow. Everything in those stores and online fits me to a "tee." I always find exactly what I want. Priced $14-$16. Will this be another SNAP? Going to watch this one closely but not jumping in with both feet here. Too hard to judge the market's mood right now.

[riverbabe]

Paul Kangas, 79, Anchor Who Brought Stocks Into Living Rooms, Dies By PATRICIA COHEN

When Mr. Kangas joined "Nightly Business Report" on public television as a stock commentator in 1979, there was nothing like it on the air.

https://www.nytimes.com/2017/03/02/business/paul-kangas-dead.html?emc=edit_th_20170303&nl=todaysheadlines&nlid=47075250&_r=0

[riverbabe]

Sorry to barge on on this interesting thread. River babe, my feelings are similar to yours in this post election surge, on one hand feeling great that my portfolio looks like I'm a genius, on the other hand, my APPL stock is once again soaring and last time, I held and it dropped, taking its time to get back to now. I bought NCR on a whim a few months ago because while out shopping at the supermarket I noticed all the self serving checkouts being installed; I saw the brand, did some quick research and bought because I found out most major markets are changing or have changed about a third of their checkouts to this. Anyway, NCR has been on an upward flight, up almost 15% since, I might pull the trigger on this & hold apple. BGCP is a high div, value play I've held for many years; my main account that is controlled by a financial advisor also holds this.I too am trying to build this IRA up to fund my retirement. Everyone on Mr. Markets site have great ideas, same here!

Yea Gary! Looks like we're thinking alike. Am definitely going to look at your suggestions. Thank you!

[Gary611]

Sorry to barge on on this interesting thread. River babe, my feelings are similar to yours in this post election surge, on one hand feeling great that my portfolio looks like I'm a genius, on the other hand, my APPL stock is once again soaring and last time, I held and it dropped, taking its time to get back to now. I bought NCR on a whim a few months ago because while out shopping at the supermarket I noticed all the self serving checkouts being installed; I saw the brand, did some quick research and bought because I found out most major markets are changing or have changed about a third of their checkouts to this. Anyway, NCR has been on an upward flight, up almost 15% since, I might pull the trigger on this & hold apple. BGCP is a high div, value play I've held for many years; my main account that is controlled by a financial advisor also holds this.I too am trying to build this IRA up to fund my retirement. Everyone on Mr. Markets site have great ideas, same here!

[riverbabe]

River, I have that same feeling. Just can't see selling my long held Dripping high dividend stocks. I don't think they'll drop as much as some others.

-------------billy

I totally agree. Still hanging on to some of my low profit ones like MON that have a 50% chance of big-time profit if Bayer deal goes through. http://www.marketwatch.com/story/inv...ger-2017-02-20

[billyjoe]

River, I have that same feeling. Just can't see selling my long held Dripping high dividend stocks. I don't think they'll drop as much as some others.

-------------billy