Author Topic: what are you selling today?  (Read 214876 times)

longlake95

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Re: what are you selling today?
« Reply #640 on: January 08, 2021, 07:46:30 AM »
trimming TFII and DD


Gregmal

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Re: what are you selling today?
« Reply #641 on: January 08, 2021, 09:03:41 AM »
Took another roughly 10% or so off CRSP, EDIT, BEAM, RPTX and paid down some margin plus added to ARKG short.

Also tacked on a few more shares to TSLA short.
« Last Edit: January 08, 2021, 09:06:30 AM by Gregmal »

Spekulatius

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Re: what are you selling today?
« Reply #642 on: January 08, 2021, 09:14:01 AM »
Took another roughly 10% or so off CRSP, EDIT, BEAM, RPTX and paid down some margin plus added to ARKG short.

Also tacked on a few more shares to TSLA short.

Interesting enough, both ARKK and ARKG come up in Fidelity as Hard to borrow although they weren’t expensive to borrow ( 0.5% annually for ARKK).

Can you get short squeezed  out of an ETF?
Life is too short for cheap beer and wine.

Gregmal

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Re: what are you selling today?
« Reply #643 on: January 08, 2021, 09:21:10 AM »
I think HTB is just a designation for an elevated fee, currently I think ~2-3% although that floats. More important to keep an eye on available shares. Theres over 1M shares of ARKG at Fidelity and a couple mil at RBC. Haven't checked IBKR. Dont underestimate the brokerage industry's cleverness with disclosing fees. That HTB warning is often just the way they tell you they're hitting up your account for something.

ourkid8

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Re: what are you selling today?
« Reply #644 on: January 08, 2021, 09:25:15 AM »
I recently sold out of my Chou Associates position as it has been absolutely a terrible investment and put the money into Facebook. 

kab60

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Re: what are you selling today?
« Reply #645 on: January 08, 2021, 10:12:11 AM »
Sold the rest of ADS. Has been a drag on performance for years and got absolutely killed in March. Couldn't kill the biz though, so I bought more which worked out nicely. There's definately a case to be made for it to double, but in this environment I prefer to take off exposure in the US and deploy in better ops internationally. Also sold a third of Ulta Beauty.

gfp

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Re: what are you selling today?
« Reply #646 on: January 12, 2021, 06:58:41 AM »
Selling some KNOP up here in the high 16's, 17's.

alpha

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Re: what are you selling today?
« Reply #647 on: January 12, 2021, 03:14:02 PM »
Sold out my BAC position

formthirteen

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Re: what are you selling today?
« Reply #648 on: January 18, 2021, 01:43:34 AM »
1211.HK

Gregmal

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Re: what are you selling today?
« Reply #649 on: January 20, 2021, 08:13:40 AM »
Sold some HHC