E. Nashton

@Viking I've taken a similar approach. A bit boring and may actually underperform if we rocket from a bottom but should do reasonably well as a sleep easy portfolio. One name I have been adding you didn't mention was FORTIS. Thoughts on that ? It's in a yield range traditionally that does well as a signal to long term buy. We can expect YOY div increases as well.

right? what am I missing here? * *a bit rhetorical - as it's obvious the market thinks there's a fair chance the offer gets rejected.

Just curious how many folks here actually trade in and around a core position. I found after holding a position for years you not only know the business well but you sort of know the pricing behavior as well. Some of that is of course related to valuation floors but others are purely just trading behavior/technical points. Anecdotally, I have heard of some folks making a decent living off of doing this with BRK and XOM over the years. Personally, I have done decently well with this approach (i.e. FFH, DIS, BRK, some smaller REITS, etc). Some smart aleck will point out that it might be more profitable just sit on these positions and let it compound ....probably right if you're looking at compounders... Just curious and appreciate anyone's thoughts, personal experience, general strategies. Thanks!

Dream Unlimited // DRM.TO AUM growing nicely, shares being cancelled, trading around book but significantly understated (ie land held at cost).

JOE, BRK.B, BAM.A, SRU.UN and some smaller adds to GOOG and AMZN.

To be fair, I think the differing views on this is with how much and how long. In the twitter universe, there's a fair bit of folks that are making the case that the "governments" won't let rates go too high or for too long because it would crash the RE market and no one wants that. So I actually don't think there is consensus on interest rates at the moment. To be clear, I am not offering my opinion on the above...just stating what I've seen.

LOL - I read that as MGM and I still laughed.

Small adds to DIS, AMZN and DCAing into an emerging markets index

Bought some STOR and quickly traded PLTR this morning (in around $10 // out at $11).

Are you ok? Hope you have a good day.

Unfortunately I am on fintwit and there were some folks indeed calling for it. Easily searchable. Don't think it was significant but it was there. As for discouraging government overreach, a bank run, calamity or mass movement to Bitcoin would in all likely hood encourage more of it.

Very little. I surmise the vast majority of Canadians did not change their banking habits before, during or after. As for those calling on people to make a run on the banks.....what are the 2nd and 3rd effects of this (as a thought exercise)? You can hate the politicians all you want but how is wishing for or adding additional financial calamity to the country's financial institutions a good thing? *I'm Canadian - I don't like how any of it was handled*

I also see it on Disney+ albeit on the STAR portion.

I still remember thinking that Chapek and Iger got along with some sort of mentor/mentee relationship but boy was I wrong. This was the first hint I came across back in May (below)...all evidence since seems to confirm they hate each other.

I still remember thinking that Chapek and Iger got along with some sort of mentor/mentee relationship but boy was I wrong. This was the first hint I came across back in May (below)...all evidence since seems to confirm they hate each other.

I know we're not traders on this board but it is telling when some names this morning were trading down 5-7% and now are even or even positive for the day. The indices are still down quite a bit and yet these names are rebounding. That to me signals that there was indiscriminate selling earlier today. Baby with the bath water. Is this a long-termm signal? Probably not. Just interesting to note.

@Viking @TwoCitiesCapital +1 thanks for sharing your thoughts.

@LearningMachine - I've been thinking about this....more on a qualitative side...basically anyone buying consistently since 2002 or buying the dips has done extremely well. Even bond holders! The backdrop of all this was decreasing or atleast accommodative interest rates (vs historical rates). I worry that I have been conditioned to buy every dip without consideration of the 'backdrop'. If rates go much much higher, the game changes completely so how do I do well or atleast do OK with my portfolio in that case? I'm not smart enough to figure this all out...so for now I have been deploying cash, buying quality names over time, keeping some cash aside for further declines and XXXX....the XXXX I'm still trying to figure out.

Nothing jumps out to me as screaming buys but there's good value in the REIT sector both US/CDN side. I also agree with some of the other posters here that nibbling at high quality names that never quite reach "cheap" is as close as you can get to "guaranteed to do alright" in the long run. Examples, COST, DIS, GOOG, AMZN, MSFT, etc. I want to get back into STOR but would love to know what happened with Volk. As for reaching into the dog pile.....I will get crap for this...but I wouldn't mind tossing some dollars at PLTR at $10.

Pretty much nibbled all week long on COST, BAM, AMZN and DIS. If things continue to fall, I'd like to add to VICI, STOR, GOOG next week.

Haven't made any big moves today or YTD but did some small add-ons to existing long-term positions today including COST, BAM and AMZN.

Looking into a palantír allowed one to communicate with anyone else looking into another such stone. In addition, beings of great power could manipulate the stones to see virtually any part of the world. A wielder of great power such as Sauron could dominate a weaker user through the stone, which was the experience of Pippin Took and Saruman. Even one as powerful as Sauron could not make the palantíri "lie", or create false images; the most he could do was to selectively display truthful images to create a false impression in the viewer's mind. In The Lord of the Rings, four such uses of the stones are described, and in each case, a true image is shown, but the viewer draws a false conclusion from the facts.

The top guys at Palantir I think are in the discussion...as for adding value to shareholders...that remains to be seen. But what they have been able to achieve through their government side operations and their views on pro-western civilization (aren't afraid of sharing their views) is actually a breath of fresh air even if you don't necessarily agree with them.

Yes, guilty. But more of a thing in my past not so much now. Bingo. But logically understanding that and actually living it or adjusting one's thinking is the hard part. For me personally, I take some solace in the fact that I attempt to learn from my mistakes with a careful awareness not to bring any new erroneous biases or mental hangups into my thinking. Simplistic example. person gets burned investing in tech/growth stocks in 2000, swears off from tech forever. That was the wrong takeaway.