Author Topic: What are you buying today?  (Read 564913 times)

LC

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Re: What are you buying today?
« Reply #2160 on: February 17, 2017, 07:24:21 AM »
From yesterday: Well after many years, finally sold out of AIG, Fiat, and BAC. Bought Nike, Reed-Elseview (RELX), and Kraft-Heinz.

"Lethargy bordering on sloth remains the cornerstone of our investment style."
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brk.b | khc | mmm | nke | pm | renx | san | wppgy

drzola

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Re: What are you buying today?
« Reply #2161 on: February 17, 2017, 07:48:55 AM »
Rapidly raising cash, sold more than half my remaining BAC options yesterday.
I'm moving into the to hard pile camp for now.


boilermaker75

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Re: What are you buying today?
« Reply #2162 on: February 17, 2017, 12:43:42 PM »
Rapidly raising cash, sold more than half my remaining BAC options yesterday.
I'm moving into the to hard pile camp for now.

I'm thinking of at least selling covered calls on my BAC position.

What type of dog? I have a Treeing Walker Hound.

TwoCitiesCapital

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Re: What are you buying today?
« Reply #2163 on: February 17, 2017, 01:20:58 PM »
Rapidly raising cash, sold more than half my remaining BAC options yesterday.
I'm moving into the to hard pile camp for now.

Me too. Liquidated 10% last week to hold ~25% cash.

Used about 2% of that buy more FNMAJ after Mnuchin's confirmation.

Getting antsy to begin liquidating more.

mttddd

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Re: What are you buying today?
« Reply #2164 on: February 18, 2017, 05:20:28 PM »
Rapidly raising cash, sold more than half my remaining BAC options yesterday.
I'm moving into the to hard pile camp for now.

Me too. Liquidated 10% last week to hold ~25% cash.

Used about 2% of that buy more FNMAJ after Mnuchin's confirmation.

Getting antsy to begin liquidating more.

closed out all of my BAC position this week. My next biggest US based position is MKL, I really like their management and its been one of my top performers over the years but damned if its not priced high right now. At 20% cash at the moment but also down to 30% US exposure with most of that being MKL.

That said i am considering jumping into Fannie

John Hjorth

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Re: What are you buying today?
« Reply #2165 on: February 20, 2017, 10:09:06 AM »
You guys should actually be posting in the "What are you selling today" topic in stead ... -Just saying! : - )
”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

Paarslaars

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Re: What are you buying today?
« Reply #2166 on: February 21, 2017, 07:09:33 AM »
Started a small position in FNMA.

TwoCitiesCapital

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Re: What are you buying today?
« Reply #2167 on: February 21, 2017, 07:18:25 AM »
You guys should actually be posting in the "What are you selling today" topic in stead ... -Just saying! : - )

I never understood why there was a second thread. Always made more sense to me to have all transactions consolidated into a single thread as opposed to having multiple places for people to express their overall investment views and transactions. Isn't a sale just a "buying" cash?

This thread was first. It makes sense to consolidate. I'll keep posting here ;)

drzola

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Re: What are you buying today?
« Reply #2168 on: February 21, 2017, 07:24:47 AM »
You guys should actually be posting in the "What are you selling today" topic in stead ... -Just saying! : - )

I never understood why there was a second thread. Always made more sense to me to have all transactions consolidated into a single thread as opposed to having multiple places for people to express their overall investment views and transactions. Isn't a sale just a "buying" cash?

This thread was first. It makes sense to consolidate. I'll keep posting here ;)


+1 ; Especially when one is talking about options contracts Just saying ;)

Paarslaars

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Re: What are you buying today?
« Reply #2169 on: February 21, 2017, 08:23:36 AM »
Started a small position in FNMA.

Sigh, great timing... guess I can average down now.