Author Topic: What are you buying today?  (Read 2194382 times)

rukawa

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Re: What are you buying today?
« Reply #1020 on: March 14, 2015, 11:00:26 AM »
I also established a large position in Amaya at $27 but will likely add pre-earnings report due to the strength of the US dollar relative to the Canadian dollar impacting the price more than recognition of underlying value.

This is the only case I know of where I fairly confident the stock will double within 1 year. And as a result I am establishing a huge position.


Lance

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Re: What are you buying today?
« Reply #1021 on: March 18, 2015, 08:32:23 AM »
Bought GREK and EGFEY.  Shorted CFR, FFIN, LQ, PB and TCBI.

Thanks
Lance

TwoCitiesCapital

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Re: What are you buying today?
« Reply #1022 on: March 18, 2015, 12:42:59 PM »
Bought GREK and EGFEY.  Shorted CFR, FFIN, LQ, PB and TCBI.

Thanks
Lance

I've got limit orders for EGFEY in at 0.0425. Whoever picked it up at .045 today was lucky - I'm just angry they got their order filled and not mine :/


As for the thread topic:
I sold a bunch of calls today.
For background: A few weeks back I started a P/B portfolio that will be more passive than my main one with about a quarter of my assets in it. I simply took a list of the lowest P/B stocks in the U.S. and a few ones that I can easily pick up abroad and selected the 10 that had the lowest values with the caveat that they had to have recent insider buying. This portfolio is very, very heavily energy dominated. Today, a large number of those energy names spiked double digits allowing me to sell 1 month calls with strikes at 5-10% premiums to the current price for premiums the size of 5% of the underlying notional. Seemed like a great deal so I went short a ton of 1 month calls.

Lance

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Re: What are you buying today?
« Reply #1023 on: March 23, 2015, 09:15:59 AM »
LCSHF and PCI (Pimco Dynamic Credit Income Fund)

Thanks,
Lance

Ross812

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Re: What are you buying today?
« Reply #1024 on: March 23, 2015, 09:24:05 AM »
Bought a little AXP.
96% Fixed Income CDs, Muni, Corporate Debt - 4% SPX Options

petec

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Re: What are you buying today?
« Reply #1025 on: March 23, 2015, 09:25:40 AM »
Wilh. Wilhelmsen Holding ASA

Interesting - do you have time to open a thread on this?   
FFH MSFT BRK BAM ATCO LNG TFG

Eye4Valu

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Re: What are you buying today?
« Reply #1026 on: March 23, 2015, 06:45:12 PM »
CHK like Icahn.

kab60

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Re: What are you buying today?
« Reply #1027 on: March 24, 2015, 12:34:28 AM »

Ross812

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Re: What are you buying today?
« Reply #1028 on: March 27, 2015, 07:58:45 AM »
More Amex and two small positions in FOX and DISCK
96% Fixed Income CDs, Muni, Corporate Debt - 4% SPX Options

CorpRaider

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Re: What are you buying today?
« Reply #1029 on: March 27, 2015, 10:51:54 AM »
Yeah, what's been up with Discovery?  Think its just generalized angst about the perceived impending doom of the cable bundle as evidenced by recent announcements from HBO and AAPL?