Author Topic: what are you selling today?  (Read 71657 times)

Broeb22

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Re: what are you selling today?
« Reply #220 on: July 01, 2019, 11:04:25 AM »
Sold UA and sold YELP.

UA appreciated significantly and the business has not turned around much if at all over a couple years. Meanwhile the stock is up 75-80%.

YELP I bought into based on someone else's research without doing adequate research of my own. I am not comfortable with the direction of the business and this is a good reminder to always do my own work, even if piggybacking on successful investors.


Gregmal

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Re: what are you selling today?
« Reply #221 on: July 02, 2019, 09:22:01 AM »
Trimming some CLF and probably BX too. What an under the radar monster BX has been this year. Even prior to the conversion announcement.

Lance

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Re: what are you selling today?
« Reply #222 on: July 02, 2019, 09:43:17 AM »
Trimming some CLF and probably BX too. What an under the radar monster BX has been this year. Even prior to the conversion announcement.

Gregmal - between BX and HHC you're killing it.

Sold FPF and bought back TLT puts.

Thanks
Lance

Gregmal

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Re: what are you selling today?
« Reply #223 on: July 02, 2019, 09:59:56 AM »
Trimming some CLF and probably BX too. What an under the radar monster BX has been this year. Even prior to the conversion announcement.

Gregmal - between BX and HHC you're killing it.

Sold FPF and bought back TLT puts.

Thanks
Lance

Thanks. HHC was just a lucky timing thing on a gut feeling. BX is a longer term position for me and proof patience pays off. Now if only GM can follow suit... I am getting a little bearish though...

sleepydragon

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Re: what are you selling today?
« Reply #224 on: July 02, 2019, 10:15:32 AM »
Sold GM at open on Monday.

John Hjorth

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Re: what are you selling today?
« Reply #225 on: July 03, 2019, 06:56:52 AM »
Reduced position a bit in NOVO B.CPH [NVO][in my father's account], to buy BRK.B, combined with pulling money off the table [money, that will never end up on the table again, but that will be allocated to one of his "high interest rate" accounts at Bank Norwegian ASA or Santander Consumer Bank ASA - those accounts are not part of my defined AUM]....

Pulled out all available cash in my fathers account again today.

Sold a bit less than one third of my fathers position in SAN today [at a loss]. It appears the account won't stay under the set goal/max. exposure, set now more than 5 years ago. I will drag out the cash [for good], when it's available after two days, if things don't fall back again. ...

Sold a bit more SAN today.
”In the race of excellence … there is no finish line.”
-HH Sheikh Mohammed Bin Rashid Al Maktoum, Vice President and Prime Minister of the United Arab Emirates and Ruler of Dubai

Gregmal

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Re: what are you selling today?
« Reply #226 on: July 05, 2019, 06:53:12 AM »
Sold to close OSTK $10 Sept calls

Castanza

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Re: what are you selling today?
« Reply #227 on: July 10, 2019, 08:09:08 AM »
Sold to close Aug 16 $17.5 calls at 76% gain. Could be more upside but I couldn't pass up 76% gain in a matter of 15 days. Might buy in again if there is a pullback.
« Last Edit: July 10, 2019, 08:10:45 AM by Castanza »

Gregmal

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Re: what are you selling today?
« Reply #228 on: July 11, 2019, 07:05:23 AM »
Trimming CVS a bit

Gregmal

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Re: what are you selling today?
« Reply #229 on: July 19, 2019, 07:48:43 AM »
trimming some CLF