Author Topic: what are you selling today?  (Read 41357 times)

Vizi1

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Re: what are you selling today?
« Reply #10 on: October 09, 2013, 09:08:53 AM »
Sold some BAM.A and BEP.UN

Still like BAM.

Reason:  BAM is a big part of the portfolio for me and with the debt ceiling debate not going away, I thought some of the $$$ should sit on the sidelines to see how it all shakes out.  May sell more on good days leading up to the 17th.  Upside is limited and downside is meaningful until we get resolution on US government and debt ceiling questions.


Dustin T

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Re: what are you selling today?
« Reply #11 on: October 09, 2013, 09:11:05 AM »
Recently sold half of my position in AAON a HVAC manufacturer that does a lot of custom systems. I just think it's over priced. It's great company Owner Operator, growing market share, strong margins etc.. I put that money into LMCA Which has bumped up nicely since then.

"If you're prepared to invest in a company, then you ought to be able to explain why in simple language that a fifth grader could understand, and quickly enough so the fifth grader won't get bored." -Peter Lynch

fareastwarriors

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Re: what are you selling today?
« Reply #12 on: October 09, 2013, 09:38:18 AM »
Not doing anything.  My only position is BP.  Other than that I have tons of cash.

Why only BP?


ourkid8

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Re: what are you selling today?
« Reply #13 on: October 09, 2013, 09:40:29 AM »
I recently sold 50% of my position in SHLD for $64.50.  My justification is in the SHLD thread... 

CorpRaider

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Re: what are you selling today?
« Reply #14 on: October 09, 2013, 09:59:02 AM »
Yesterday I sold a little over half my SD LEAPS for basically taking my initial investment off the table and let most of the gains run.  If anyone cares, I will likely wait to see if we get a big sell-off on the political stuff and look for the 2015 LEAPS when they start trading. 

enoch01

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Re: what are you selling today?
« Reply #15 on: October 09, 2013, 10:08:32 AM »
Not doing anything.  My only position is BP.  Other than that I have tons of cash.

Why only BP?

Seems cheap and disliked.  I recently bought then quickly sold both MBI and BBRY.  I didn't trust my initial analysis.  I'm looking for some fear elsewhere, but haven't seen much that is compelling.  My positions can change quickly.

wisdom

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Re: what are you selling today?
« Reply #16 on: October 09, 2013, 10:26:09 AM »
Sales 2013
MBI position earlier this yr
40% of BAC WTA during the summer

Buys 2013
increasing my SHLD position summer)

27% cash
18.5% BYDDY
17% SHLD
14.5% BAC WTA
14% AIG WT
9% FFH
« Last Edit: October 09, 2013, 10:30:05 AM by wisdom »

blainehodder

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Re: what are you selling today?
« Reply #17 on: November 21, 2013, 10:35:26 AM »
Sold some RGR today.  I may load it into some SWHC.

Unwound some BAC 2015 calls today into this rally and went into the common. 

frommi

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Re: what are you selling today?
« Reply #18 on: December 18, 2013, 06:02:52 AM »
After reducing my leverage over the last days, i sold off the last bit of my AAPL position today. It was a trading position, my price target was 580. It has not reached it but it was close enough to close the position. It was never a high conviction idea for me, so taking profits and putting it to work somewhere else with a better upside potential looks like a good idea to me. Will buy more TI/ARCP over the next days.

hellsten

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Re: what are you selling today?
« Reply #19 on: December 18, 2013, 11:39:53 AM »
I raised cash levels from 17% to 58% today:
https://www.youtube.com/watch?v=rN6avab0fIY

I guess you could say I was selling almost everything today.