Author Topic: What are you buying today?  (Read 2108117 times)

Spekulatius

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Re: What are you buying today?
« Reply #6150 on: January 08, 2021, 12:09:54 PM »
First big purchase of 2021 has been C3.ai (NYSE: AI)
Great company who is skating to where the puck is going.

Interesting company. Thanks for sharing.

It also has an interesting valuation - roughly 50x forward revenue ( give it take).

The Motley Fool Industryfocus Podcast discusses AI in their 12/4 episode.
« Last Edit: January 08, 2021, 12:31:12 PM by Spekulatius »
Life is too short for cheap beer and wine.


thepupil

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Re: What are you buying today?
« Reply #6151 on: January 08, 2021, 12:15:08 PM »
the barbarous relic

LC

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Re: What are you buying today?
« Reply #6152 on: January 08, 2021, 12:47:06 PM »
First big purchase of 2021 has been C3.ai (NYSE: AI)
Great company who is skating to where the puck is going.

Interesting company. Thanks for sharing.

It also has an interesting valuation - roughly 50x forward revenue ( give it take).

The Motley Fool Industryfocus Podcast discusses AI in their 12/4 episode.

Valuation? What’s that?

:D
"Lethargy bordering on sloth remains the cornerstone of our investment style."
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Gregmal

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Re: What are you buying today?
« Reply #6153 on: January 11, 2021, 09:22:29 AM »
Added a few more MX and BAM

EDIT: also got allocated some IIIIU

Sold some MX. Paid down some margin. Started GILT.

willie2013

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Re: What are you buying today?
« Reply #6154 on: January 11, 2021, 11:56:17 PM »
More cannabis MSOs with emphasis on NY and two cannabis SPACS . Sold all of KNOP.

gfp

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Re: What are you buying today?
« Reply #6155 on: January 12, 2021, 06:59:17 AM »
Adding to BRK.B Feb and March 195 Calls this morning

sarganaga

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Re: What are you buying today?
« Reply #6156 on: January 12, 2021, 08:12:01 AM »
Added to Dorchester Minerals (DMLP)

fareastwarriors

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Re: What are you buying today?
« Reply #6157 on: January 12, 2021, 09:59:53 AM »
Added some BRK.B

wabuffo

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Re: What are you buying today?
« Reply #6158 on: January 12, 2021, 10:13:09 AM »
Bought more GTXMQ this morning even though I already had a full position.  At this point - its kind of an arb.  The Ch.11 plan is providing a put option at $6.25 that will be good until plan is confirmed (likely in Q2, 2021).   Haven't decided if I will take the cash or invest in the rights @ $3.50 and get the Series A 11% preferreds plus common shares.

wabuffo
« Last Edit: January 12, 2021, 10:22:25 AM by wabuffo »

Spekulatius

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Re: What are you buying today?
« Reply #6159 on: January 12, 2021, 03:12:33 PM »
Bought FB and SRE today. SRE is a well managed utility that I have bought a few times over the year. It trades a t the lower end of its historical valuation range and should be a good low risk trade for 10-15% upside with little risk to principle or longer term hold depending on how things develop.
Life is too short for cheap beer and wine.