Author Topic: What are you buying today?  (Read 2188024 times)

Viking

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Re: What are you buying today?
« Reply #6180 on: January 15, 2021, 01:51:47 PM »
BRK. Decided it was time to lock in some FFH gains from the past 8 weeks (still own a bunch); still like FFH, just not as much as when it was 20% cheaper. Happy to add BRK at $233.


Xerxes

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Re: What are you buying today?
« Reply #6181 on: January 15, 2021, 02:13:22 PM »
More BRK, closing in on 20% allocation!

Currently, BRK is a 12% position size for me (in my RRSP).
After seeing this post, I am itching to bring it up.

I got a Citigroup position that i am itching to dump, but it dropped 7% today.
My breakeven (my emotional anchor) is set at $70 USD. I did not add to it during the bear market.

Thinking to dump most of that on BRK. That would bring BRK to 16%, make the portfolio ever tighter. BUT my BRK average cost would go from $192 USD (my emotional anchor) to $200 USD.


james22

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Re: What are you buying today?
« Reply #6182 on: January 15, 2021, 02:58:32 PM »
I view the spring as coiled. It can win as a cyclical, it can win if rates rise, it can win from these levels in so many different scenarios that the optionality becomes very appealing. Its only a matter of time before the money flow finds its way here as the value proposal between this and the rest of the market is too big to ignore. The upside will happen. Ive noticed this thing tends to move in quick bursts. Downside will be buffered by all the cash, the recovering economy, and buybacks. I see many scenarios where this could easily peel of 15-20% to the upside. I have a very hard time envisioning the same type of downside. $190 is very hard to picture. So I think the deck is stacked quite favorably here and as such, its time to bet big.

+1

30% position.
BRK, BAM, MKL l SV, EM l PLTR l Fannie Mae, Freddie Mac l Cash

shamelesscloner

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Re: What are you buying today?
« Reply #6183 on: January 15, 2021, 03:04:32 PM »
OACB which is Oaktree's second SPAC. Playing it as a "heads I win, tails I don't lose much" cash alternative.

Castanza

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Re: What are you buying today?
« Reply #6184 on: January 15, 2021, 03:10:10 PM »
Nibbled some WFC and ATCO
Core: BRK | MSFT | GOOG | CMCSA | VZ | RTX | MSGS  | PBCT | WFC | BAC | TPL | PCYO | GRBK | ATCO | ESPO | HACK

Cash: 10%
Funny Money:

Spekulatius

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Re: What are you buying today?
« Reply #6185 on: January 15, 2021, 03:19:18 PM »
Recent buys.

FB, starters in VMW and RNR.

RNR is a reinsurer that has me interested because they have one of the best underwriting records of al, peers and they also manage some third party/ hybrid vehicles.

VMW is growth at a reasonable price.
Life is too short for cheap beer and wine.

york

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Re: What are you buying today?
« Reply #6186 on: January 18, 2021, 09:33:46 AM »
Added a little more Blackberry today - at almost double my cost base. It seems that folks are coming to understand the quality product still on offer by the team at BB.

Arski

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Re: What are you buying today?
« Reply #6187 on: January 19, 2021, 05:33:08 AM »
OACB which is Oaktree's second SPAC. Playing it as a "heads I win, tails I don't lose much" cash alternative.

How confident are you that they don't shrew up?

Gregmal

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Re: What are you buying today?
« Reply #6188 on: January 19, 2021, 07:11:06 AM »
Added a few more MX and BAM

EDIT: also got allocated some IIIIU

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

Sold 2/3 of GILT, paid down some margin, added more BRK.

Nomad

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Re: What are you buying today?
« Reply #6189 on: January 19, 2021, 08:23:07 AM »
Added significantly to GLD - not really finding much else to do