What are you buying today?

[DTEJD1997]

MTY.TO or MTYFF....looks as if the Algos overreacted 

If it goes down blame the algo's. If it goes up your analysis is great .

Could it be that MTY's business model is buying up smaller chains and "rolling up"?  In the past, that worked reasonably well, and they got some decent chains.  NOW, time has progressed and the easy fruit has been picked.  What remains are problems like Papa Murphys?  Thus MTY's long history of rolling up is coming to an end?

[Spekulatius]

I bumped up my WFC position on Friday. I used proceeds from sale of my FITB and cash. Worse case, I collect ever rising dividend checks. It’s now my largest bank position. I also bought a little CARS.

[sleepydragon]

Maybe WFC should buy citizens bank— the largest bank in MA! Just to get Eliz Warren to stop bashing WFC. I don’t see her bashing JPM nowaday

[boilermaker75]

I got put to on WFC at $47.30. I wrote some more puts, 45-strike May 10 expiration.

WFC is my largest bank holding ahead of BK and BAC. WFC is a very distant second to my largest holding BRKB.

[Spekulatius]

Bought some WRK ( paper packaging co). Selloff in this sector due to concerns over pricing pressure . We will see, some of these stocks have become cheap and the industry has consolidated a lot. Packaging is one of these sectors where rollups are actually fairly low risk and the rollup model seems to work.

Cardboard might like this stock :-)

[DooDiligence]

Added a little DVA in my tax advantaged account.

Hopefully the market isn't signaling the demise of the DMG UNH deal.

[LC]

Bought some VZ

[Spekulatius]

Bought a bit of PFIE the last few days. I am hoping that higher crude prices lighten up the flame for this stock . They produce burner controls for E&P’s primarily.

[tombgrt]

Bought a boatload of CRC LEAPS today. Painful to do but hopefully with a good return like last year. Basically crashed yesterday (and lost 10% days before) following a bill in California to restrict drilling, news that was already known on Tuesday. Purely sentimental selling if you ask me. Bill unlikely to go through. But even if it did, it would hardly be the end of CRC. Given that CRC is an option on brent prices already, you might as well leverage that leverage with options. Binary outcome most likely (either they survive and are a multibagger or they become a zero at some point) so much preferable about regular stock.

[bizaro86]

Bought a boatload of CRC LEAPS today. Painful to do but hopefully with a good return like last year. Basically crashed yesterday (and lost 10% days before) following a bill in California to restrict drilling, news that was already known on Tuesday. Purely sentimental selling if you ask me. Bill unlikely to go through. But even if it did, it would hardly be the end of CRC. Given that CRC is an option on brent prices already, you might as well leverage that leverage with options. Binary outcome most likely (either they survive and are a multibagger or they become a zero at some point) so much preferable about regular stock.

Would you mind sharing (even generally) the timeframe and strikes you're looking at here. I like this idea, but man some of those options are expensive. Be curious to hear how you're thinking about in the money/at the money/out of the money.