Charlie Posted July 8, 2021 Posted July 8, 2021 (edited) I bought some Berkshire b shares. With Apple shares near all time high and Berkshire with probably very good results in August I think it's still cheap. Edited July 8, 2021 by Charlie
Fahrweid Posted July 9, 2021 Posted July 9, 2021 more of: TCEHY NTDOY BOLSAA (Mexican Stock Exchange) PRX (Prosus) starter/small position in deep value play: ELVT (credit goes to Plum Capital:https://plumcapital.substack.com/p/plum-capital-post-1-elevate-credit)
Dynamic Posted July 9, 2021 Posted July 9, 2021 (edited) I had lightened up some positions recently and had a temporarily large cash balance, some of which I transferred to max out our tax free accounts for this tax year. Like a few above, I bought a bit of BRK.B yesterday around $273-274 equivalent in those accounts. I'm considering today writing/selling some 1 to 4 week BRK.B puts in boilermaker75 fashion around the $270-$275 strikes in my taxable account where I can trade options. Hopefully, I'll get a bit of premium income and then fill at some decent effective prices. Edited July 10, 2021 by Dynamic
longlake95 Posted July 9, 2021 Posted July 9, 2021 Channeling Dazel - added to my already big position in SNC.
fareastwarriors Posted July 9, 2021 Posted July 9, 2021 1 hour ago, Caleb Leal said: $STMP going private for $330 a share! Always new my thesis was right on this company. Congrats! Expect any higher bids to come in?
Gregmal Posted July 9, 2021 Posted July 9, 2021 (edited) Continuing to play whack a mole, smashing the bid on weekly CLF puts. Also added a bit more JOE too today. Also started small BRG position earlier in the week. Disclaimer, dont follow me on this....its a shitshow schemeco IMO that hides behind great assets, but I think the force is strong enough on this one to grab $1-2 per share in relatively short order. Edited July 9, 2021 by Gregmal
boilermaker75 Posted July 9, 2021 Posted July 9, 2021 9 hours ago, Dynamic said: I had lightened up some positions recently and had a temporarily large cash balance, some of which I transferred to max out our tax free accounts for this tax year. Like a few above, I bought a bit of BRK.B yesterday around $273-274 equivalent in those accounts. I'm considering today writing/selling some 1 to 4 week BRK.B puts in boilermaker76 fashion around the $270-$275 strikes in my taxable account where I can trade options. Hopefully, I'll get a bit of premium income and then fill at some decent effective prices. As I continue to do!
ValueArb Posted July 12, 2021 Posted July 12, 2021 I bought a smaller position in a merger arb a couple months ago, NEWA, trying to pick up a 9% return from $3.35 to cash sale price of $3.65 in hopefully less than 6 months. But wierdest thing happened today. This weekend they announced shareholders had overwhelming approved merger, and it opened over $5. By the time I found out I was able to dump all my shares at $4.77. Announcer: It was not all his shares. Too late I figured out I had a bunch of shares in a account I had taken out of my trading group and was only able to get $3.87 for the rest. Still no news to explain this. It can't be a trading error, the trades went on for hours. This is the weirdest market ever.
CorpRaider Posted July 13, 2021 Posted July 13, 2021 (edited) DFH, FRPH Edited July 13, 2021 by CorpRaider
Castanza Posted July 14, 2021 Posted July 14, 2021 (edited) Small adds to CAG, KMB, CPB and VZ Edited July 14, 2021 by Castanza
Gregmal Posted July 14, 2021 Posted July 14, 2021 On 7/9/2021 at 3:02 PM, Gregmal said: Continuing to play whack a mole, smashing the bid on weekly CLF puts. Also added a bit more JOE too today. Also started small BRG position earlier in the week. Disclaimer, dont follow me on this....its a shitshow schemeco IMO that hides behind great assets, but I think the force is strong enough on this one to grab $1-2 per share in relatively short order. Sold BRG for a quick 70c. Flipped proceeds into more PSTH.
gokou3 Posted July 14, 2021 Posted July 14, 2021 Have been buying Suncor (SU) lately, with the latest purchase today at US$22.02. Close to 20% 2022 FCFE yield if WTI oil can stay above US$60/bbl.
fareastwarriors Posted July 15, 2021 Posted July 15, 2021 (edited) Picked up some more PSTH.WS Edited July 15, 2021 by fareastwarriors
Castanza Posted July 15, 2021 Posted July 15, 2021 9 minutes ago, fareastwarriors said: Picked up some more PSTH.WS Why warrants? I picked up a little more common
fareastwarriors Posted July 15, 2021 Posted July 15, 2021 (edited) 20 minutes ago, Castanza said: Why warrants? I picked up a little more common Well this is embarrassing. The reason is I forgot I had an outstanding limit order for it... I usually have a bunch of orders outstanding at various price points for my holdings. Edited July 15, 2021 by fareastwarriors
CorpRaider Posted July 15, 2021 Posted July 15, 2021 (edited) You mean you had a Ulysses contract with yourself to buy at a price in order to overcome the behavioral challenges inherent in the human condition? You rational market participant you. Edited July 15, 2021 by CorpRaider
rkbabang Posted July 15, 2021 Posted July 15, 2021 1 hour ago, fareastwarriors said: Well this is embarrassing. The reason is I forgot I had an outstanding limit order for it... I usually have a bunch of orders outstanding at various price points for my holdings. I was going to ask the exact same question as Castanza. I picked up some more common today as well.
maplevalue Posted July 16, 2021 Posted July 16, 2021 FFH (PB discount getting silly) MRG.UN (real yields in US crazy low + immigration/return of international students to Canada in fall should help with rents)
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