Ross812

Added to CNC and ULTA today. Finally got all the cash from my LUV sale back to work.

Doubled my CNC position (now a 1.5% position) today at the 52 week low.

Adding a little DFIN at $57.

Well I have a standing buy order for 1500 shares of FRPH at $29. IBKR filled 500. The other 1000 are on order through Fido. I guess you get what you pay for!

Added back to HQI yesterday at $12.90 after selling a bit in the $14s. Also bought a big slug of ULTA today as a starter.

Sold out of HSY. The company could still be a good LT pick, but future estimates have come down from both analysts and the company and a 20x PE is too expensive with earnings below $10/share for the next several years.

Started buying RTO.

I've been looking at Tencent, PDD, and JD. I decided to take the advice from the China thread and use KWEB. I sold 10 puts expiring next week from $35 down to $30 this morning. I still might add some PDD.

I've seen DFIN pop up on this thread with some decent allocation. I'm at 7%. The investment ideas DFIN thread has almost no engagement!

Bought some ROP at $525.

I moved away from GEICO years ago as and independent broker (AJG) was able to source a much cheaper and better policy for me. For paint, I've switch from Benjamin Moore to Sherwin Williams and now to BEHR at HD. The service is not as good as SW, but the Marquee paint is far superior to SW Super Paint which is about the same price during a SW 40% off sale. Marquee is the only paint I've used that covers in two coats every time and you can really scrub scuffs/marker/crayon out of it and not impact the finish.

I bought a basket of durables/construction related companies JCI, GGG, AOS, CARR, TT, DE, OTIS, CRH, and SSD with proceeds from a sale of JCI. My position in JCI which has appreciated in the past few months and had similar valuation to the others so I practiced a little diversification.

@rogermunibond HSY

29% 31% FFH 12% $ 10% BRK.B 4% 7% DFIN (Adding) 3% 6% NNI 5% 6% NTDOY 5% 6% HQI (Adding) 4% 5% GOOGL 6% 4% LUV 2% 4% HSY 2% 3%TOITF 2% JCI 1% CPNG 6% USB 4% ADSK 4% MSGE ($30 CCs on full position) 3% CASH ($50 CCs on full position) 3% HUM 2% CHDN <1% in tracking positions - CRH, BF.A, GB, SSD, BAC, ASHTY, LHX, META,BABA, BABA calls CPNG calls

More HQI and a nibble on BF.A. I figure the A shares usually sell at a 5-10% premium to the B shares and could be had for a nickel more today if you are happy getting in and out slowly.