Author Topic: What are you buying today?  (Read 2002506 times)

Castanza

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Re: What are you buying today?
« Reply #5980 on: November 18, 2020, 09:35:08 AM »
Sold 80% INTC position (break even)

Bought AAPL

- Valuation is a bit stretched, but they are best in class with a lot of cash and solid product pipelines imo. Sometimes you have to pay up
Core: MSFT | GOOG | AAPL | INTC | CMCSA | VZ | RTX | MSGS | BATRK | WFC | USB | PNC | BAC | TPL | PPL | PCYO | GRBK | PLNT | ATCO | ESPO | HACK

Funny Money:


Arski

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Re: What are you buying today?
« Reply #5981 on: November 18, 2020, 09:40:41 AM »
Sold 80% INTC position (break even)

Bought AAPL

- Valuation is a bit stretched, but they are best in class with a lot of cash and solid product pipelines imo. Sometimes you have to pay up
So you're paying 31 times their operating income while they are growing at, let's say, 12%? Doesn't sound like the best opportunity out there.

lnofeisone

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Re: What are you buying today?
« Reply #5982 on: November 18, 2020, 02:34:23 PM »
Bought back my nat gas short and bought some INTC bear spreads.

valueventures

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Re: What are you buying today?
« Reply #5983 on: November 18, 2020, 06:36:01 PM »
USAT

Gregmal

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Re: What are you buying today?
« Reply #5984 on: November 20, 2020, 01:07:32 PM »
Bought some LSAQ and sold a few puts on PSTH

bathtime

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Re: What are you buying today?
« Reply #5985 on: November 23, 2020, 01:33:54 PM »
AT, WBA

jfan

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Re: What are you buying today?
« Reply #5986 on: November 24, 2020, 08:43:45 AM »
Gbtc

kab60

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Re: What are you buying today?
« Reply #5987 on: November 24, 2020, 09:01:48 AM »
This year has been nuts and I should probably sell something instead of buying more, but I couldn't resist getting some more Lion Rock Group (HK) which like a lot of the HK market missed that stonks only go up

elliott

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Re: What are you buying today?
« Reply #5988 on: November 24, 2020, 09:31:33 AM »
This year has been nuts and I should probably sell something instead of buying more, but I couldn't resist getting some more Lion Rock Group (HK) which like a lot of the HK market missed that stonks only go up

It certainly looks like market inefficiency there. I would be tempted to make it a very large portion of the portfolio.

kab60

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Re: What are you buying today?
« Reply #5989 on: November 24, 2020, 10:46:58 AM »
This year has been nuts and I should probably sell something instead of buying more, but I couldn't resist getting some more Lion Rock Group (HK) which like a lot of the HK market missed that stonks only go up

It certainly looks like market inefficiency there. I would be tempted to make it a very large portion of the portfolio.
Took it to 8 pct which is a medium sized for me. Think it'll be well worth the wait. Do you follow it, what do you think?