Author Topic: what are you selling today?  (Read 82544 times)

John Hjorth

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Re: what are you selling today?
« Reply #260 on: September 10, 2019, 12:36:32 PM »
Sold my BRK today for a nice quick 3.5% gain. Buy BRK under $200 and sell for a small gain has worked well for me a few times this year. I tend to buy a large amount (10 to 20% position) so am happy to book a small gain. Back to cash and wait for the next shitstorm. The economic news continues to slowly deteriorate.

Some days I envy your tax situation on trading, Viking,

explained by you - for your part - earlier here on CoBF. [ : - ) ]
”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


Cardboard

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Re: what are you selling today?
« Reply #261 on: September 10, 2019, 01:47:20 PM »
Move next door to Belgium. No capital gain tax.

Cardboard

John Hjorth

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Re: what are you selling today?
« Reply #262 on: September 10, 2019, 02:23:19 PM »
Move next door to Belgium. No capital gain tax.

Cardboard

It's true. I discussed it years ago with wachtwoord here on CoBF. To me, it's not going to happen as long as my father is still around. [My father is the last person still alive in the generation "above" the Lady of the House and I.] The time will come, eventually, after all the stuff related to settling my father's estate is done and cleared., to study the overall situation.
”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

Gregmal

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Re: what are you selling today?
« Reply #263 on: September 11, 2019, 07:33:17 AM »
Trimmed ENDP, TEVA


EDIT: closed all ENDP, didn't like the price action/reversal.
« Last Edit: September 11, 2019, 08:48:52 AM by Gregmal »

Spekulatius

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Re: what are you selling today?
« Reply #264 on: September 13, 2019, 08:41:15 AM »
Sold NUVR ( concerns over negative comps next quarter ) and GRIF ( quick trade, bought at ~$34 a couple of days ago ). This is my second round trip with GRIF.
To be a realist, one has to believe in miracles.

kab60

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Re: what are you selling today?
« Reply #265 on: September 13, 2019, 09:54:57 AM »
More WBA

HalfMeasure

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Re: what are you selling today?
« Reply #266 on: September 13, 2019, 11:12:09 AM »
More WBA

What are your thoughts on exiting WBA?

Spekulatius

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Re: what are you selling today?
« Reply #267 on: September 13, 2019, 12:43:09 PM »
Sold NUVR ( concerns over negative comps next quarter ) and GRIF ( quick trade, bought at ~$34 a couple of days ago ). This is my second round trip with GRIF.

Edit: Also sold MSG (fear the Sphere)
To be a realist, one has to believe in miracles.

kab60

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Re: what are you selling today?
« Reply #268 on: September 13, 2019, 01:16:46 PM »
More WBA

What are your thoughts on exiting WBA?
Other opportunities I find more attractive, plus the thesis has stifted since I invested. I was attracted to a 10 pct FCF yield plus growth, but it has turned somewhat into a restructuring. They call it The Transformational Cost Management Program which gives me goosebumps. I think it'll work out okay, and that long term scripts growth will give them plenty to do, but I like the risk/reward better elsewhere.