Author Topic: What are you buying today?  (Read 1065776 times)

frommi

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Re: What are you buying today?
« Reply #3390 on: November 08, 2018, 04:40:23 AM »
Sold WHG (didn`t meet my "buy more" test on a second inspection, they will have lots of redemptions next quarter) and PEP (reached fair value). Bought more ENB (got a lot more comfortable after the latest earnings) and TAP. Bought back the FB put with a small gain and sold some puts on SYF.


globalfinancepartners

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Re: What are you buying today?
« Reply #3391 on: November 08, 2018, 12:36:42 PM »
Bought Arconic shares today.  Seems they are about to be sold.  Likely to Apollo

Lance

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Re: What are you buying today?
« Reply #3392 on: November 09, 2018, 07:53:36 AM »
BP

Thanks
Lance

Valuehalla

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Re: What are you buying today?
« Reply #3393 on: November 09, 2018, 08:48:15 AM »
CTL Centurylink
BRK FFH MKL LVLT CTL BAC WFC BMY MRK MCD MO PM

Lance

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Re: What are you buying today?
« Reply #3394 on: November 12, 2018, 07:04:35 AM »
BTI

Thanks
Lance

frommi

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Re: What are you buying today?
« Reply #3395 on: November 12, 2018, 09:53:39 AM »
Sold BRX, XOM and bought more MSM,ENB,IRM. Bought back SYF puts. I am slowly reducing my diversification and try to be a little more concentrated ( but within my limits and always with the goal to increase my income and the safety/quality/growth of that income ). My EUR/USD hedge was stopped out at breakeven.

Lakesider

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Re: What are you buying today?
« Reply #3396 on: November 12, 2018, 12:40:13 PM »
Adding to AR

Spekulatius

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Re: What are you buying today?
« Reply #3397 on: Today at 07:23:22 AM »
Bought Arconic shares today.  Seems they are about to be sold.  Likely to Apollo

I am watching this stock too, but isnít the relatively small premium to the current market cap ( rumored purchase price is $11B, current market cap is $9.8B) a concern. Thatís just a 12% premium to the current price. This seems to be a difficult business to run and really not worth  as much than thought.
To be a realist, one has to believe in miracles.

doughishere

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Re: What are you buying today?
« Reply #3398 on: Today at 11:17:33 AM »
bot a small (speculative bio) position in ziop over the last month or so. not necessarily today but i haven't shared it because the "investing" community of which we are all apart of can be kinda judgmental from time to time and lets face it is a speculative bio these things generally dont work.

doc75

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Re: What are you buying today?
« Reply #3399 on: Today at 11:19:03 AM »
Adding to Westaim (WED.V)