Author Topic: What are you buying today?  (Read 1303799 times)

tombgrt

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Re: What are you buying today?
« Reply #3010 on: May 30, 2018, 06:39:37 AM »
You are both correct, over the long run BRK BV goes up when markets do poorly for a while. :) Just wanted to state BV is not something set in stone. On the other hand, BV has become less and less relevant for BRK as operating businesses are a bigger piece of the pie than before.


MarkS

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Re: What are you buying today?
« Reply #3011 on: May 30, 2018, 08:05:02 AM »
Started a position in TI-A.
Thanks
Mark

Dynamic

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Re: What are you buying today?
« Reply #3012 on: May 30, 2018, 08:28:40 AM »
I've sold my entire Apple (AAPL) position today at around $188.42 USD (£140.73 GBP) leaving me about 28.4% cash (previously 0.13%), 68.4% BRK.B, 2.2% my spouse's ShareSave employee option scheme, and a tiny few dribs and drabs in HPE, HPQ etc.

This is not a bearish move on AAPL, although I may have estimated that I was selling near a short-term high, hoping not to lose too much in the many days it may take to shift the proceeds to their new home and possibly reinvest at least some of it into AAPL.

I wanted to sell a small proportion of my BRK.B holding to add to the AAPL proceeds I want to shift to its new home, hopefully repurchasing most or all of that BRK.B in a few days within this new account. I decided I'd hold out until BRK.B was a little higher before doing so, as it seems particularly cheap right now.

So I figured I'd take a bit of a short-term punt and put the AAPL proceeds into BRK.B while it was so cheap and maybe gain a couple of percent with luck without too much downside risk and no tax consequences, before I aim to make the sale and transfer the proceeds to their new home.

Uncharacteristically, just this once, I'm acting like a day-trader! I won't make a habit of it!

tombgrt

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Re: What are you buying today?
« Reply #3013 on: June 01, 2018, 07:23:30 AM »
Bought more GCM yesterday at C$3.05, today GXE at C$1.11

Sold some CRC at $37.5 I bought back at $31.5 last week.  ???

EricSchleien

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Re: What are you buying today?
« Reply #3014 on: June 01, 2018, 04:51:55 PM »
Tried to increase my position in CNGA but no sellers! Would anybody like to sell me shares?

Increased my position in LAACO, Ltd; Trupanion; and Brookfield Asset Management

boilermaker75

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Re: What are you buying today?
« Reply #3015 on: June 04, 2018, 06:09:41 PM »
On Friday I wrote USB 50-strike July 20th expiration puts for $1 per share, USB 50-strike June 29 expiration puts for $0.65 per share, and BK 55-strike June 8 expiration puts for $0.43 per share.

Today, in some non-margin accounts because I had to wait for options to expire last Friday, I wrote some USB 50-strike June 15 expiration puts for $0.55 per share, USB 50-strike June 29 expiration puts for $0.58 per share, WFC 54-strike June 29 expiration puts for $0.67 per share, and BK 55-strike June 15 expiration puts for $0.55 per share.

SafetyinNumbers

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Re: What are you buying today?
« Reply #3016 on: June 05, 2018, 07:58:21 AM »
I bought some EFR.DB-TSX yesterday.

Itís a pretty interesting piece of paper to have access to a potential Uranium bull market while getting paid to wait. Maturity is Dec 2020, strike is C$4.15. Implied vol of the outstanding warrants is over 60% while the debs trade at par.

The debt issue is also a small part of the capital structure and I donít think they will have a problem raising money but of course I think the debs could be a multibagger.
Top 5 positions: ELF GCM.NT/GCM.WT.B PIF EFR.DB TII.V

kab60

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Re: What are you buying today?
« Reply #3017 on: June 05, 2018, 11:26:17 AM »
Bought more ADS, more Lion Rock Group yesterday

landstander

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Re: What are you buying today?
« Reply #3018 on: June 05, 2018, 12:49:11 PM »
Bought NYCB and sold SMTA (spinoff from SRC).

Sharad

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Re: What are you buying today?
« Reply #3019 on: June 05, 2018, 03:10:53 PM »
I have been accumulating a position in L Brands (NYSE: LB) over the last 2+ weeks...
"If we are not able to ask skeptical questions, to interrogate those who tell us that something is true, to be skeptical of those in authority, then we are up for grabs for the next charlatan - political or religious - who comes ambling along."
- Carl Sagan