Author Topic: what are you selling today?  (Read 100938 times)

Spekulatius

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Re: what are you selling today?
« Reply #310 on: November 18, 2019, 03:13:21 PM »
Sold part of my  SDI today. Stock popped due to proposed merger with the 50.1% sub TPB. I wish I could have accumulated more SDI, but I take what I get.
Life is too short for cheap beer and wine.


DooDiligence

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Re: what are you selling today?
« Reply #311 on: November 20, 2019, 01:14:14 PM »
CVS for a 12%ish gain in a non-taxable account (chalk one up for luck?)

Too much political risk (real & of the jawboning type)
+ a possible write down on the Aetna purchase
= this could drop significantly again

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I'm holding cash for something that looks obvious.

Thanks for the time spent by fellow members in helping me understand this & other businesses.
Healthcare 20.9% - EW NVO // BRK.B - 22.7% // Auto's & Oil 14.7% - CLB GPC VDE

Banking 10.2% - WFC // Entertainment 4.8% - DIS // Drinkers & Smokers 7.0% - MO

Retail 1.5% - ULTA

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%'s held @ MV 11/29/2019 minus 18.2% investable cash

i trumpet my ignorance

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Gregmal

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Re: what are you selling today?
« Reply #312 on: November 20, 2019, 03:13:04 PM »
Been selling/trimming BX, CRSP, EDIT, LAACZ, NVTA, VITR.SE

Spekulatius

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Re: what are you selling today?
« Reply #313 on: November 20, 2019, 03:52:39 PM »
Been selling/trimming BX, CRSP, EDIT, LAACZ, NVTA, VITR.SE

Sold some FOX, just in case we get another round trip to $30.
Life is too short for cheap beer and wine.

Gregmal

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Re: what are you selling today?
« Reply #314 on: November 20, 2019, 04:02:28 PM »
Been selling/trimming BX, CRSP, EDIT, LAACZ, NVTA, VITR.SE

Sold some FOX, just in case we get another round trip to $30.

Ill be there for that. FOX is on the watch list for sure.

CorpRaider

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Re: what are you selling today?
« Reply #315 on: November 22, 2019, 07:41:44 AM »
Does anyone know who pays for those "listed on NYSE/Nasdaq" commercials that run on CNBC and Fox Bidness?  Do the exchanges pay for that or the companies or is it a split?

rkbabang

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Re: what are you selling today?
« Reply #316 on: November 22, 2019, 08:08:21 AM »
Sold some Apple today.   Just to take some profits and raise some cash to hold.   I sold about 20% of my AAPL shares (cost basis in the $90s).

Gregmal

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Re: what are you selling today?
« Reply #317 on: November 25, 2019, 08:09:36 AM »
JEF. Attaining returns from this thing has been like extracting blood from a stone. As such, I'm happily taking my one week returns here and calling it a day.

thepupil

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Re: what are you selling today?
« Reply #318 on: November 25, 2019, 12:03:03 PM »
JEF. Attaining returns from this thing has been like extracting blood from a stone. As such, I'm happily taking my one week returns here and calling it a day.

haha, I bought a lot in June*, and am reducing today as well. I don't think I'll ever love SPB so I got rid of that and sold my remaining JEF down to a still big position, but no longer supersized (from ~14%--->10% ish)

any JEF shareholder of recent years has learned to fade the hard rallies given the stock likes to randomly go down 30%+ whenever the market so much as sneezes, so when you make 25% in a few months and get distributed a little bit of your cost in SPB, you do the same.

*proof! https://www.cornerofberkshireandfairfax.ca/forum/investment-ideas/luk-leucadia/msg373322/#msg373322



Spekulatius

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Re: what are you selling today?
« Reply #319 on: November 26, 2019, 07:00:56 PM »
Sold more $SDI today.
Life is too short for cheap beer and wine.