What are you buying today?

[SharperDingaan]

ESI, CPG and MEG

 

SD

[Broeb22]

ESI, CPG and MEG

 

SD

 

What's your thesis on ESI?

[SharperDingaan]

Just rolling in trim proceeds, and swing-trade gains from PD, where I have a long-standing position. It will be a while before drilling services return, but in the mean-time I can accumulate a meaningful quantity of shares. I'm fine with a 10x multiple, 7-years out, in a TFSA account.

 

SD

 

[Spekulatius]

Adding to ABEV

[DooDiligence]

Adding to ABEV

 

Saude!

[Castanza]

Adding more to RTX

[Lance]

This week I added to ESRT several times and wrote puts on HL and VNO.

 

Thanks

Lance

[Castanza]

Starter a position in PPL. Looks like they are trying to sell WPD (UK asset) and either pay down debt or acquire another US based utility. Some have speculated BRK could be interested in WPD assets.

[Gregmal]

GIXws

[henrysalt]

https://www.cnbc.com/2020/08/24/salesforce-amgen-and-honeywell-added-to-dow-in-major-shakeup-to-the-average.html

 

RTX booted out of Dow.

[Jurgis]

https://www.cnbc.com/2020/08/24/salesforce-amgen-and-honeywell-added-to-dow-in-major-shakeup-to-the-average.html

 

RTX booted out of Dow.

 

Dow is just f&*ked up index.

[Guest]

https://www.cnbc.com/2020/08/24/salesforce-amgen-and-honeywell-added-to-dow-in-major-shakeup-to-the-average.html

 

RTX booted out of Dow.

 

 

Wow, exxon is gone?!?!?

[Saluki]

Added a little more ATEX.  started new positions in PSX and MPC

[Spekulatius]

Bought a bit of BMRN this week. I have been following the company for a while and after the recent drop, the valuation seem Ok, even if the Hemophilia treatment won’t pan out. I like their focus on rare diseases and they are self funding and at this point, I think the Hemophilia drug is more like a free option.

[Every Banana Counts]

IRBT

[Castanza]

Have been adding to $INTC the past two weeks.

[Lance]

Last week I added to KMI and T and wrote puts on IRM.

 

Thanks

Lance

[deadspace]

Fastly

[Castanza]

Added to PCYO this morning.

[jasonchin]

Adding ALTG. Consolidating the equipment rental/sales small shops with a potential secular tailwind post-election/recovery. Signficant management ownership/2nd generation ownership.

[Gregmal]

Small adds to TWTR and ARE

[fareastwarriors]

Tiny add to FB and BRK.B yesterday

[Saluki]

Added a little ATEX on the dip and bought a little more KMI and SRG preferreds in my IRA account (the price on SRG.PA is ~20% higher than my other fills, but since it's a tax free account, I think the dividend math works out about the same)

[KJP]

Huntington Ingalls

Hill International

[Gregmal]

Also swapped some RBACU into CFIIU. Big moves!