Author Topic: What are you buying today?  (Read 1218471 times)

John Hjorth

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Re: What are you buying today?
« Reply #3610 on: February 11, 2019, 06:12:05 AM »
Thanks, gfp,

Yes, I may have misinterpreted Charlie's post.
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boilermaker75

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Re: What are you buying today?
« Reply #3611 on: February 11, 2019, 07:10:56 AM »
Very nice GFP!

These all expired worthless.  Was able to get as much as $1.10 on Friday, hours before expiry.

Channelling my inner Boilermaker and selling a few Feb 8th 2019 expiry 200 strike put contracts on BRK.B for fiddy-cent

(cue stock market collapse)

Spekulatius

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Re: What are you buying today?
« Reply #3612 on: February 11, 2019, 08:40:16 AM »
WFC is cheap, probably caused by negative press coverage about the outage. I added some on Friday. FWIW, I could still access my accounts, but it was slow.
To be a realist, one has to believe in miracles.

Charlie

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Re: What are you buying today?
« Reply #3613 on: February 11, 2019, 10:19:48 AM »
John Hjorth,

I mentioned Munich Re results as an indicator of Berkshire´s next reinsurance results. The results should be good.  :)


Cheers!

John Hjorth

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Re: What are you buying today?
« Reply #3614 on: February 11, 2019, 10:25:23 AM »
Thank you for elaborating here, Charlie,

-All good!
”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

Spekulatius

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Re: What are you buying today?
« Reply #3615 on: February 11, 2019, 03:47:29 PM »
John Hjorth,

I mentioned Munich Re results as an indicator of Berkshire´s next reinsurance results. The results should be good.  :)


Cheers!

The reinsurer AXS and RE don’t look that great, they took quite a hit last quarter. I had positions in both of them and sold out a couple of days ago. I do agree that Münchener Rück‘s result look pretty good. We will see how BRK and FFH are doing. FWIW, I have reduced my FFH Position, but not because of their catastrophe risk, but because of concerns about their investment side.
To be a realist, one has to believe in miracles.

boilermaker75

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Re: What are you buying today?
« Reply #3616 on: February 11, 2019, 05:51:11 PM »
The other thing that could have happened was you bought more BRKB and there has never been a bad time in my investment career, since 1968, to buy BRKB. And if you already have enough BRKB you could just write covered calls for the next expiration date for about 1% premiums.

Very nice GFP!

These all expired worthless.  Was able to get as much as $1.10 on Friday, hours before expiry.

Channelling my inner Boilermaker and selling a few Feb 8th 2019 expiry 200 strike put contracts on BRK.B for fiddy-cent

(cue stock market collapse)

michaelj

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Re: What are you buying today?
« Reply #3617 on: February 12, 2019, 08:14:12 AM »
TAP

LC

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Re: What are you buying today?
« Reply #3618 on: February 12, 2019, 10:26:32 AM »
"Lethargy bordering on sloth remains the cornerstone of our investment style."
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brk.b | dis | irm | mo | nlsn | pm | relx | tap | tfsl | vz | wm

Liberty

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Re: What are you buying today?
« Reply #3619 on: February 12, 2019, 11:06:05 AM »
TAP

I did the same.

What attracted you guys to this business? Just curious, I don't know anything about it.
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