NotSoWise Posted February 3, 2022 Posted February 3, 2022 Adding to AMZN for a long term hold (5+ years). A bit risky just before earnings and still not cheap...
throw123 Posted February 3, 2022 Posted February 3, 2022 5 minutes ago, NotSoWise said: Adding to AMZN for a long term hold (5+ years). A bit risky just before earnings and still not cheap... username checks out
NotSoWise Posted February 3, 2022 Posted February 3, 2022 Yes, user name is my ass cover for stupid posts.
tede02 Posted February 3, 2022 Posted February 3, 2022 Opened a small position in FB. Have been following the company increasingly over the last 18 months. Owning some always makes me dig deeper.
LC Posted February 3, 2022 Posted February 3, 2022 1 hour ago, boilermaker75 said: Wrote 230-strike, Feb 4 expiration FB puts. Same although I closed out the position 30 min later for a 50% gain. Bored trading I guess. Also bought FB stock though, I plan to hold that.
Agrippa07 Posted February 3, 2022 Posted February 3, 2022 added to FB/ Meta and opened two new small positions: Spotify and Shinoken
flesh Posted February 3, 2022 Posted February 3, 2022 1 hour ago, boilermaker75 said: Wrote 230-strike, Feb 4 expiration FB puts. Thanks.
fareastwarriors Posted February 3, 2022 Posted February 3, 2022 Joining my peers at the $FB party. (small add to existing holding)
GordonGekko69 Posted February 3, 2022 Posted February 3, 2022 4 hours ago, boilermaker75 said: Wrote 230-strike, Feb 4 expiration FB puts. as I did
backtothebeach Posted February 3, 2022 Posted February 3, 2022 17 minutes ago, formthirteen said: Added to FB. 26 minutes ago, Dave86ch said: Added to FB Quite the cheery consensus here.
Castanza Posted February 3, 2022 Posted February 3, 2022 (edited) Tracker in ZIM Has anyone looked at this? Basically a spot price dependent shipping company. Risk is they are subjected to spot prices but it seems they are well after securing longer term contracts. 15% dividend...CEO talking about buybacks, securing LNG ships, etc. https://en.wikipedia.org/wiki/ZIM_(shipping_company) Obviously a huge risk buying this, but with Supply Chain issues going on the next year could be worth a small speculative position. CEO in a recent podcast https://seekingalpha.com/article/4480682-zim-integrated-shipping-market-updates-for-2022-podcast-transcript Attached a doc with current financials ZIM Financials.docx Edited February 3, 2022 by Castanza
Castanza Posted February 3, 2022 Posted February 3, 2022 (edited) Some speculative CLF 2/11 Calls @ $0.10 Strike 22 Edited February 3, 2022 by Castanza
JRM Posted February 3, 2022 Posted February 3, 2022 1 hour ago, Castanza said: Has anyone looked at this? Basically a spot price dependent shipping company. Risk is they are subjected to spot prices but it seems they are well after securing longer term contracts. 15% dividend...CEO talking about buybacks, securing LNG ships, etc. I thought I created a topic for this one, but I guess not. I bought last quarter at $52. I don't have much to add to the shipping container discussion, but it's cheap as hell and the bet is that rates don't normalize as quickly as analysts are thinking. Lots of cash and printing money at these rates. Not a huge position for me.
Castanza Posted February 3, 2022 Posted February 3, 2022 3 minutes ago, JRM said: I thought I created a topic for this one, but I guess not. I bought last quarter at $52. I don't have much to add to the shipping container discussion, but it's cheap as hell and the bet is that rates don't normalize as quickly as analysts are thinking. Lots of cash and printing money at these rates. Not a huge position for me. I couldn't find it when searching "ZIM", but I also do not understand how the search function works on this site anymore..... Sitting on 1b cash right now and the CEO seems pretty motivated to secure long-term contracts which would really put a damper on the bear case. Guess we will find out soon enough.
Gregmal Posted February 3, 2022 Posted February 3, 2022 Now AMZN beats and the QQQs and related cos go up. A day after FB sent them all down. A day after GOOG sent them up. People have officially lost their minds. Or maybe it just happened slowly over a 10 year stretch. I find it amusing.
NotSoWise Posted February 3, 2022 Posted February 3, 2022 (edited) 6 hours ago, NotSoWise said: Adding to AMZN for a long term hold (5+ years). A bit risky just before earnings and still not cheap... 6 hours ago, throw123 said: username checks out throw123, do you think I should change my username? As people say: "Better lucky than smart" It may go up less tomorrow after people read in more details, we will see. Edited February 3, 2022 by NotSoWise
CorpRaider Posted February 3, 2022 Posted February 3, 2022 29 minutes ago, Gregmal said: Now AMZN beats and the QQQs and related cos go up. A day after FB sent them all down. A day after GOOG sent them up. People have officially lost their minds. Or maybe it just happened slowly over a 10 year stretch. I find it amusing. Smells like a stumbling bumbling drunk about to crash to me (not that I do anything based on that opinion).
linus_md Posted February 3, 2022 Posted February 3, 2022 (edited) Opened a position in Meta. Edited February 3, 2022 by linus_md
Gregmal Posted February 3, 2022 Posted February 3, 2022 (edited) 8 minutes ago, CorpRaider said: Smells like a stumbling bumbling drunk about to crash to me (not that I do anything based on that opinion). Ya I dont really think its wise to ever go in too heavy on a market timing call, but if I were to place some bear chips at the table..... tech is really kinda low reward/ high risk right now IMO. Housing, Land, Entertainment, and Energy for this old geezer. EDIT: Actually bought a starter in MCW today Edited February 3, 2022 by Gregmal
Recommended Posts
Create an account or sign in to comment
You need to be a member in order to leave a comment
Create an account
Sign up for a new account in our community. It's easy!
Register a new accountSign in
Already have an account? Sign in here.
Sign In Now