Author Topic: what are you selling today?  (Read 164538 times)

fareastwarriors

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Re: what are you selling today?
« Reply #520 on: September 10, 2020, 12:33:20 PM »


DooDiligence

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Re: what are you selling today?
« Reply #521 on: September 11, 2020, 09:12:30 AM »
Trimmed half of BRK.B in a 401K & would sell the rest if it started bumping the 52 week high.

My confidence started to get eroded when WEB bought airlines.

The IPO purchase doesn't even move the needle.
I think the sale of WFC is a blunder (you already have enough cash).
Too many odd purchases that don't seem to have any logic behind them.
It's like he's picking away at garage sales with no cohesive strategy in mind.

As another poster said, just buy back your own stock.

I still believe the core of BHE, BNSF & insurance are strong but...

If it goes sub $180 I may repurchase (and then again, I may not).
« Last Edit: September 11, 2020, 09:14:33 AM by DooDiligence »
AFL // BRK.B // CLB an incredibly stupid move // EW // GPC // MO an incredibly stupid ex-CEO // MTB // NVO // PSX // TRMD // VDE // VLGEA // WFC

Investable cash 22% + 18 months of survival $

Spekulatius

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Re: what are you selling today?
« Reply #522 on: September 15, 2020, 03:06:37 PM »
Sold the remainder of my BAESY.
Life is too short for cheap beer and wine.

lnofeisone

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Re: what are you selling today?
« Reply #523 on: September 17, 2020, 12:00:31 PM »
Sold some GME 5 and 10 calls going out to Jan 22.

winjitsu

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Re: what are you selling today?
« Reply #524 on: September 17, 2020, 09:00:47 PM »
Sold some GME 5 and 10 calls going out to Jan 22.

Could be painful this quarter w/ PS5 + XSX releases, but I like the trade :)

Spekulatius

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Re: what are you selling today?
« Reply #525 on: September 18, 2020, 04:00:06 AM »
WFCF
Life is too short for cheap beer and wine.

Castanza

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Re: what are you selling today?
« Reply #526 on: September 21, 2020, 07:30:07 AM »
BRK.B - slowly exiting over the past week.

Reduced positions another 15%

Closed my remaining GOOG calls  to free up more cash

Sitting about 70% cash now
« Last Edit: September 21, 2020, 09:24:00 AM by Castanza »
Core: MSFT | GOOG | | VZ | INTC | RTX | MSGS | BATRK | TPL | USB | PNC | BAC | PCYO | PPL | GRBK | PLNT | ESPO | HACK

wabuffo

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Re: what are you selling today?
« Reply #527 on: September 21, 2020, 07:34:10 AM »
AIM.TO (teeny-tiny leftover position from last tender) this morning  ;D    I'm now completely out.

wabuffo

kab60

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Re: what are you selling today?
« Reply #528 on: September 21, 2020, 12:46:23 PM »
Sold all my Motorpoint PLC today, another quick flip. Now a tiny bit of net cash instead of being 120 pct. long. Still like it, think it's cheap, but considering the froth in parts of the market I prefer to be neutral rather than on margin.

LC

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Re: what are you selling today?
« Reply #529 on: September 21, 2020, 08:50:57 PM »
About a week ago I sold a whole bunch of stuff, essentially as bridge financing on a home purchase. So now I am sitting at around 45% cash at least for the next month. This is the second time I have sold a significant portion of equity investments to fund real estate purchases, before what seems to be a market pullback.

I will have to update my forum signature and update the board when I plan on any future RE purchases :)
"Lethargy bordering on sloth remains the cornerstone of our investment style."
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