kab60 Posted September 9, 2019 Posted September 9, 2019 SAVE, BERY - bit of BRK the other day below 200
BG2008 Posted September 9, 2019 Posted September 9, 2019 Sold more of my $47.50 Berry Puts for $9.30 (vs $1.90 cost) I own shares as well. So I basically went long the stock.
mjm Posted September 11, 2019 Posted September 11, 2019 Sold more of my $47.50 Berry Puts for $9.30 (vs $1.90 cost) I own shares as well. So I basically went long the stock. excuse my ignorance, but does that affect the holding period of the stock for tax purposes?
Gregmal Posted September 13, 2019 Posted September 13, 2019 Grabbed a little PCG pre market on the settlement announcement. Gotta figure there's a few % to be had in there given all the volatility.
kab60 Posted September 13, 2019 Posted September 13, 2019 Cambria Automobiles (now around 10 pct in total in 3 UK car dealerships).
Gregmal Posted September 13, 2019 Posted September 13, 2019 Grabbed a little PCG pre market on the settlement announcement. Gotta figure there's a few % to be had in there given all the volatility. closed this out for a small loss. market reaction more muted than I would have thought.
TwoCitiesCapital Posted September 13, 2019 Posted September 13, 2019 Not all today - but over the past few weeks have added to NLY and ZG. Added tiny allocations to NMM and SBLK to benefit from the easing of trade tensions. Also, re-established my entire put position on the S&P today now that VIX is back down to ~13
Spekulatius Posted September 15, 2019 Posted September 15, 2019 250 gallons of heating oil for the home. A value buy it seems as you got in before the spike to $100/ bro that’s some doomsters predict. I think it will be more like $2-5$/brl and quickly reverse. I doubt there much supply impact from the drone attack. FWIW, so many oil heated homes on the East coast. It would be a great green energy plan to have them all connected to natural gas.
John Hjorth Posted September 16, 2019 Posted September 16, 2019 250 gallons of heating oil for the home. A value buy it seems as you got in before the spike to $100/ bro that’s some doomsters predict. I think it will be more like $2-5$/brl and quickly reverse. I doubt there much supply impact from the drone attack. FWIW, so many oil heated homes on the East coast. It would be a great green energy plan to have them all connected to natural gas. Off topic : I'm shocked reading this. Here, I've been living with district heating the last 35 years. I live in a Danish city [the fourth largest in Denmark, the approximate size the one of Omaha.] - - - o 0 o - - - Back to topic again.
BG2008 Posted September 17, 2019 Posted September 17, 2019 250 gallons of heating oil for the home. A value buy it seems as you got in before the spike to $100/ bro that’s some doomsters predict. I think it will be more like $2-5$/brl and quickly reverse. I doubt there much supply impact from the drone attack. FWIW, so many oil heated homes on the East coast. It would be a great green energy plan to have them all connected to natural gas. Does this Gregmal guy ever get his timing wrong? He's on some epic streak!
Spekulatius Posted September 17, 2019 Posted September 17, 2019 250 gallons of heating oil for the home. A value buy it seems as you got in before the spike to $100/ bro that’s some doomsters predict. I think it will be more like $2-5$/brl and quickly reverse. I doubt there much supply impact from the drone attack. FWIW, so many oil heated homes on the East coast. It would be a great green energy plan to have them all connected to natural gas. Does this Gregmal guy ever get his timing wrong? He's on some epic streak! Tesla is probably going broke a few days after he bought some puts on the stock. FWIW, I bought some SPY 280 Dec 20 index puts for hedging yesterday.
Gregmal Posted September 17, 2019 Posted September 17, 2019 Two young kids are expensive enough and when your home runs on heating oil, you're always kind of "short" the market for that. Half of timing is just paying attention. A quarter is luck. The other quarter is overcoming that "voice" in every investor's(every sensible investor that is) head that says trading is bad. Or so I tell myself....
Gregmal Posted September 17, 2019 Posted September 17, 2019 Bought some AYR from suckers who needed liquidity and thought a stock with a 15% spread was the way to go.
Saluki Posted September 17, 2019 Posted September 17, 2019 Bought more EAF and a little more TPHS. I was in NYC a couple of days ago, and after I visited the Charging Bull Statue on Wall Street and tapped its balls for luck, as I always do, I stopped by the TPHS property at 77 Greenwich and liked what I saw.
Gregmal Posted September 18, 2019 Posted September 18, 2019 Strolling through the grocery store today and noticed that now everyone has a plant based meat product out. Saw the news about Tim Hortons dumping BYND and didn't have a difficult time seeing others follow suit. This shit doesnt sell in a number of markets. This is Tilray 2.0, lockup expiration 6 weeks away. So I shorted the pig via buying some well out of the money, longer dated puts.
Cardboard Posted September 18, 2019 Posted September 18, 2019 Which puts Gregmal if you don't mind? They are crazy expensive due to shorts/volatility but, yeah I can see this going way down in time. Everybody can make this shit even Maple Leaf Foods and Tyson. $10 billion market cap is nuts for something that will be commoditized.
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