What are you buying today?

[Gregmal]

Next legs of the recovery money flow. CLPR and IMAX(LEAPs).

[chrispy]

AMT is now my 3rd largest position. Small positions in FROG, GOCO, GDRX

[Gregmal]

Added some ARKG April puts.

[Gregmal]

Started some MRG.UN, also added a few LHSIF. Trimmed about 10% of my VIX call position as well.

[Gregmal]

Also shorted some RICK $17.5 puts with May expiration.

[lnofeisone]

Added some ARKG April puts.

 

Sold DNNGY and went for ARKK march puts.

[Spekulatius]

Added a bit $LMT

[Gregmal]

Started some MRG.UN, also added a few LHSIF. Trimmed about 10% of my VIX call position as well.

 

Swapped DD into BRK, added to ARKG short, bought more ARKK puts, sold LHSIF. Picked up a few more CLPR and MRG-UN. Shorted a bit more BYND as well.

[LC]

Bought Berkshire. When there’s trouble in the kingdom, retreat to the castle!

[cubsfan]

Bought Berkshire. When there’s trouble in the kingdom, retreat to the castle!

 

Couldn't agree more. +1

[york]

First big purchase of 2021 has been C3.ai (NYSE: AI)

Great company who is skating to where the puck is going.

 

[LC]

First big purchase of 2021 has been C3.ai (NYSE: AI)

Great company who is skating to where the puck is going.

 

Interesting company. Thanks for sharing.

[Gregmal]

Got some LWACU

[willie2013]

MCMJ, HRVSF, CCHWF, CRLBF

[Spekulatius]

First big purchase of 2021 has been C3.ai (NYSE: AI)

Great company who is skating to where the puck is going.

 

Interesting company. Thanks for sharing.

 

It also has an interesting valuation - roughly 50x forward revenue ( give it take).

 

The Motley Fool Industryfocus Podcast discusses AI in their 12/4 episode.

[thepupil]

the barbarous relic

[LC]

First big purchase of 2021 has been C3.ai (NYSE: AI)

Great company who is skating to where the puck is going.

 

Interesting company. Thanks for sharing.

 

It also has an interesting valuation - roughly 50x forward revenue ( give it take).

 

The Motley Fool Industryfocus Podcast discusses AI in their 12/4 episode.

 

Valuation? What’s that?

 

:D

[Gregmal]

Added a few more MX and BAM

 

EDIT: also got allocated some IIIIU

 

Sold some MX. Paid down some margin. Started GILT.

[willie2013]

More cannabis MSOs with emphasis on NY and two cannabis SPACS . Sold all of KNOP.

[gfp]

Adding to BRK.B Feb and March 195 Calls this morning

[sarganaga]

Added to Dorchester Minerals (DMLP)

[fareastwarriors]

Added some BRK.B

[wabuffo]

Bought more GTXMQ this morning even though I already had a full position.  At this point - its kind of an arb.  The Ch.11 plan is providing a put option at $6.25 that will be good until plan is confirmed (likely in Q2, 2021).  Haven't decided if I will take the cash or invest in the rights @ $3.50 and get the Series A 11% preferreds plus common shares.

 

wabuffo

[Spekulatius]

Bought FB and SRE today. SRE is a well managed utility that I have bought a few times over the year. It trades a t the lower end of its historical valuation range and should be a good low risk trade for 10-15% upside with little risk to principle or longer term hold depending on how things develop.

[rosemontseneca]

Bought FB and SRE today. SRE is a well managed utility that I have bought a few times over the year. It trades a t the lower end of its historical valuation range and should be a good low risk trade for 10-15% upside with little risk to principle or longer term hold depending on how things develop.

 

Always liked the idea of owning SRE given the TX utility and exposure to LNG / Mexico growth stories, but never did more than a superficial look due to the CA wildfire noise.  Has that been addressed at this point in the wake of PG&E?  How do you get comfortable?