Author Topic: What are you buying today?  (Read 1480153 times)

longlake95

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Re: What are you buying today?
« Reply #4400 on: December 02, 2019, 10:16:15 AM »
SNC - after it was dumped from the MSCI world index last week.


Gregmal

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Re: What are you buying today?
« Reply #4401 on: December 03, 2019, 08:42:55 AM »
Started a bit of CLXT

Boom. Sold CLXT.

Gonna look to chuck the funds into some boring real estate company as the march to safety continues.

Spekulatius

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Re: What are you buying today?
« Reply #4402 on: December 03, 2019, 09:04:51 AM »
Added to DD and CTVA.
Life is too short for cheap beer and wine.

BG2008

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Re: What are you buying today?
« Reply #4403 on: December 03, 2019, 09:36:35 AM »
Added to DD and CTVA.

Spek, you've traded DD and CTVA better than anyone that I know

boilermaker75

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Re: What are you buying today?
« Reply #4404 on: December 03, 2019, 10:23:34 AM »
Wrote HPQ 19-strike Nov 22 expiration puts for $0.35 per share--a risk arbitrage play.

Wrote some HPQ 19.5-strike Nov 29 puts for $0.40 per share.

Wrote some more HPQ 19.5-strike Nov 29 expiration puts and some 19.5-strike Dec 6 expiration puts.

Wrote HPQ 19.5-strike Dec 13 expiration puts, $0.41 per share.
« Last Edit: December 03, 2019, 03:56:54 PM by boilermaker75 »

sleepydragon

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Re: What are you buying today?
« Reply #4405 on: December 03, 2019, 11:18:30 AM »
Added to DD and CTVA.

Spek, can you talk about whatís the reasoning for buying DD?

Spekulatius

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Re: What are you buying today?
« Reply #4406 on: December 03, 2019, 11:27:43 AM »
Added to DD and CTVA.

Spek, can you talk about whatís the reasoning for buying DD?

3) reasons:
1) products with pricing power
2) cheaper than peers (MMM)
3) strong management (Breen with Tyco pedigree) willing to optimize shareholder value

That said, itís held back by weakish economy in the business it operates and tariff concerns.
Life is too short for cheap beer and wine.

Spekulatius

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Re: What are you buying today?
« Reply #4407 on: December 03, 2019, 11:28:13 AM »
Added to DD and CTVA.

Also adding to CCU.
Life is too short for cheap beer and wine.

fareastwarriors

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Re: What are you buying today?
« Reply #4408 on: December 03, 2019, 11:41:37 AM »
« Last Edit: December 03, 2019, 11:43:47 AM by fareastwarriors »

Lance

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Re: What are you buying today?
« Reply #4409 on: December 03, 2019, 11:53:13 AM »
Wrote puts on TPR, bought KMI and RDSb.

Thanks
Lance