backtothebeach Posted December 3, 2021 Posted December 3, 2021 A stupid little trade on BABA. "Poor man's Covered Call": BOT BABA Jan20'23 100 CALL 32.80 SLD BABA Jan21'22 130 CALL 5.20
Williams406 Posted December 3, 2021 Posted December 3, 2021 FRPH as well sub $54. The right types of assets, balance sheet, and management for my temperament. Second only to BRK in size for me.
BG2008 Posted December 3, 2021 Posted December 3, 2021 13 minutes ago, Williams406 said: FRPH as well sub $54. The right types of assets, balance sheet, and management for my temperament. Second only to BRK in size for me. Can we have a CoB meet up for FRPH next fall in DC. Free baseball game, free property tour, and there are lots of beer gardens
Williams406 Posted December 3, 2021 Posted December 3, 2021 Just now, BG2008 said: Can we have a CoB meet up for FRPH next fall in DC. Free baseball game, free property tour, and there are lots of beer gardens You had me at "free." And "baseball." And "beer." I would actually like to make a meet up in DC work.
thepupil Posted December 3, 2021 Posted December 3, 2021 51 minutes ago, Williams406 said: FRPH as well sub $54. The right types of assets, balance sheet, and management for my temperament. Second only to BRK in size for me. Just let FRPH overtake it (via addition) Think COBF bout to own a decent chunk of this float.
CorpRaider Posted December 3, 2021 Posted December 3, 2021 <Cat reading paper> I should buy some stocks.
BG2008 Posted December 3, 2021 Posted December 3, 2021 40 minutes ago, thepupil said: Just let FRPH overtake it (via addition) Think COBF bout to own a decent chunk of this float. May just as well have a CoB rager at the Navy Yard next fall Bakers above the Buff Dog! Wow!
Viking Posted December 3, 2021 Posted December 3, 2021 Stelco, Suncor and a smaller amount of RFP. Oil looks very interesting. I was listening to an analyst from JPM. He said very little new investment will be going into oil moving forward. The investors who are left in oil and gas are VERY RETURN FOCUSSED. And they want a high return on their investment. So we should see growing demand as the world learns to live with covid and limited new supply coming on stream. $100 oil in 2022 is not a crazy high number.
drzola Posted December 3, 2021 Posted December 3, 2021 Cenovus maybe the better buy of the large caps viking.
Spekulatius Posted December 4, 2021 Posted December 4, 2021 Added a bit to various positions - SWMAY, VNT, PSMT, PINS.
NotSoWise Posted December 4, 2021 Posted December 4, 2021 (edited) 9 hours ago, Spekulatius said: Added a bit to various positions - SWMAY, VNT, PSMT, PINS. Spek, out of curiosity checked your picks and VNT got me to read more about it. I did some limited reading. Are you looking at it as short term thing with multiple rebound from low PE? As a long term hold, there might be some concerns about their revenue lines plus some 3x debt, which will limit what they could do over the next 2-3 years? DBR acquisition was not cheap. Also Danaher spins-off below average businesses to what they keep, I guess Fortive did the same. Once the multiple is up, there would be less reasons to hold. Edited December 4, 2021 by NotSoWise
lnofeisone Posted December 6, 2021 Posted December 6, 2021 On 10/18/2021 at 6:31 PM, lnofeisone said: Started to buy more serious UNG put positions. Trash security in an overextended natural gas market. I'm also using the cover of the economist as my "do the opposite" proxy. Selling my puts. Accidental multi-bagger.
Red Lion Posted December 6, 2021 Posted December 6, 2021 Added to my APO, which is very close to a max position allocation for me.
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