Author Topic: What are you buying today?  (Read 1044014 times)

globalfinancepartners

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Re: What are you buying today?
« Reply #2800 on: March 15, 2018, 03:59:07 PM »
I was filled on orders for Charter and Liberty Sirius K today.  There ya go


Lance

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Re: What are you buying today?
« Reply #2801 on: March 19, 2018, 07:54:06 PM »
GME and MO

Thanks
Lance

frommi

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Re: What are you buying today?
« Reply #2802 on: March 22, 2018, 10:30:04 AM »
Bought MO,WPP,XOM
Covered shorts on HSCG,SPNS,TWLO,IRWD,WAB,RBA.
shorted ZB futures with a tight stop above the daily high to protect some of my REIT/dividend portfolio against further increases in the long term interest rate

Much more long now than at the start of the year, will keep it this way till the end of april where i will do my normal summer hedging with OTM put options on DAX. Learned a lot the last 6 months about shorting, maybe this helps me get better on the long side but shorting the way i did has increased my portfolio volatility a lot more than i thought, so i will reduce this part of the portfolio for now, even though i made a small profit doing it. But it was not very funny overall. (TWLO has gone up 50% in 3 months and has pretty much sucked up all my other short profits.)

Lance

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Re: What are you buying today?
« Reply #2803 on: March 22, 2018, 07:08:46 PM »
HD, MO and MU

Thanks
Lance

Og

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Re: What are you buying today?
« Reply #2804 on: March 22, 2018, 09:22:02 PM »

Voodooking

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Re: What are you buying today?
« Reply #2805 on: March 23, 2018, 02:14:04 AM »
Sizable chunk of TWX

investor1

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Re: What are you buying today?
« Reply #2806 on: March 23, 2018, 10:33:40 AM »
BWP

gjangal

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Re: What are you buying today?
« Reply #2807 on: March 23, 2018, 05:02:27 PM »
FB. Thesis is simple , Cash machine having what seems to be a temporary problem. If engagement reduces i might think otherwise, but this price is pretty good for a great efficient company

Spekulatius

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Re: What are you buying today?
« Reply #2808 on: March 23, 2018, 06:00:36 PM »
FB. Thesis is simple , Cash machine having what seems to be a temporary problem. If engagement reduces i might think otherwise, but this price is pretty good for a great efficient company

Same here, I added to my small Fb position. I also bought CMCSA - relatively cheap asset at 8x EBITDA and good operators.
To be a realist, one has to believe in miracles.

sleepydragon

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Re: What are you buying today?
« Reply #2809 on: March 25, 2018, 09:40:39 AM »
Sold MON. Bought some BNY and added a TON of WFC
« Last Edit: March 25, 2018, 09:42:10 AM by sleepydragon »