Author Topic: what are you selling today?  (Read 138886 times)

rb

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Re: what are you selling today?
« Reply #450 on: May 22, 2020, 05:34:20 AM »
I sold out of AAPL.


Casey

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Re: what are you selling today?
« Reply #451 on: May 22, 2020, 09:16:14 AM »
I sold out of AAPL.

Curious if you want to share any reasoning.

I have a bit long. Cranking out 30% app store fees, 80% of USA youths have an Apple phone, Trump has an apple phone, lowering costs on some models, Huwawei blocked for politics in USA, going towards services and other products like watch and health, reasonable capital allocation.

rb

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Re: what are you selling today?
« Reply #452 on: May 22, 2020, 09:24:41 AM »
I sold out of AAPL.

Curious if you want to share any reasoning.

I have a bit long. Cranking out 30% app store fees, 80% of USA youths have an Apple phone, Trump has an apple phone, lowering costs on some models, Huwawei blocked for politics in USA, going towards services and other products like watch and health, reasonable capital allocation.
I have absolutely nothing against the business. I think it's a great company. It was valuation sell.

I picked up a lot of it a year or so ago when everyone was freaking out about iphone volumes and talking about what a piece of crap Apple was. But around $320 the value proposition is a lot different than around 160 which was my entry price. So I just rang the cash register.

valueinvestor

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Re: what are you selling today?
« Reply #453 on: May 27, 2020, 02:29:11 AM »
EVBG, COUPA, AEO, PK, TDG, in favour for SHOP when it went down.

james22

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Re: what are you selling today?
« Reply #454 on: May 27, 2020, 05:35:46 AM »
Shifted some of my Emerging Markets fund (VEMAX) to US Small Value (VSIAX).
BRK, BAM l SV, EM l Energy l Fannie Mae, Freddie Mac l Stable Value, Cash Value of Pension

valueinvestor

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Re: what are you selling today?
« Reply #455 on: May 27, 2020, 07:18:45 PM »
Sold out of AEO, TDG fully and bought SHOP, SEA LTD.