What are you buying today?

[Viking]

GOOG, AMZN, added to BAC, CRM, DIS, NFLX

[Spekulatius]

Flipped most of my FB into GOOGL. Added to CMCSA and a bit of DOCN.

[ourkid8]

Citi, 0.6x TBV is very interesting

[Parsad]

3 hours ago, Viking said:

GOOG, AMZN, added to BAC, CRM, DIS, NFLX

 

Same.  I finally initiated my first positions ever in GOOGL, AMZN and DIS today.  Hope they continue to fall...I was jacked up on cash and still have about 35% of my portfolio in cash after starting those positions...since we all know that cash is what stupid people hold!  Cheers! 

[JRH]

On 4/26/2022 at 2:53 PM, Williams406 said:

PTHRF

I watched the webinar and am wondering what I'm missing. Probable answer: I don't know how to handicap late-stage O&G exploration. Their current valuation seems to imply a much lower chance of production success than I suspect they are actually facing.

[Gregmal]

Closed my $300 June QQQ puts and then shorted a bunch more for ~$12. This seems overdone.

[bizaro86]

ABNB calls. I have a couple of geographically distributed airbnbs, and Q1 was as crazy as I've ever seen it. Other hosts said the same. I got 3x more than same dates in 2019 for some listings. 

 

I think they're going to blow out earnings, but I'm a wuss, so I bought the calls for later in the year so if I'm wrong I'll still have time value to limit my losses. The market is expecting huge volatility - short term options are very, very expensive.

[Castanza]

 VET, CLF, DAC, MATX 

 

Edit: AIV

Edited May 3, 2022 by Castanza

[Paarslaars]

Switched some BRK.B from my personal account to my family account.

Doubled my PCYO position at 10.45.

 

[throw123]

brk.b and Prosus 

[WFF]

Added to PYCO, AIV, FRPH

[cubsfan]

JOE $52.10 & AIV $6.18 & MSGE $72.21 & PCYO $10.33

 

That's enough for today..

 

Edited May 3, 2022 by cubsfan

[Buckeye]

7 hours ago, cubsfan said:

JOE $52.10 & AIV $6.18 & MSGE $72.21 & PCYO $10.33

 

That's enough for today..

 

Is this the GMAL ETF?

[Gregmal]

44 minutes ago, Buckeye said:

Is this the GMAL ETF?

Haha add in some ALCO and recently raised FRPH allocation and that’s pretty much it!

[Spekulatius]

Bought some MSGS today. I also purchased a starter in SMP (aftermarket parts) and added to LBRDA today and SWK earlier this week.

[cubsfan]

20 hours ago, Buckeye said:

Is this the GMAL ETF?

 

Hell yes! ....Great name BTW.

 

Why change what's working?   We're lucky to have this dude so generous with great ideas.

 

[rkbabang]

Wrote some $65 MSGE Jun 17th puts for $3.30/contract.  Hopefully I'll be put to.  I love being paid to place limit orders.

[boilermaker75]

3 hours ago, rkbabang said:

Wrote some $65 MSGE Jun 17th puts for $3.30/contract.  Hopefully I'll be put to.  I love being paid to place limit orders.

 

 @rkbabang I wrote some May 20th $60-strike puts for $0.90 per share. I had orders in for some June puts but they didn't execute.

[benchmark]

5 hours ago, boilermaker75 said:

 

 @rkbabang I wrote some May 20th $60-strike puts for $0.90 per share. I had orders in for some June puts but they didn't execute.

Did the same, but was a bit more aggressive -- May 20th $65 for $1.85. 

[Pelagic]

10 hours ago, benchmark said:

Did the same, but was a bit more aggressive -- May 20th $65 for $1.85. 

 

The CoBF theta gang has discovered MSGE I see. It really has been the gift that keeps on giving for option premium. Bought back my May $85s yesterday that I sold for a little over $3 each.

[thepupil]

Adult diapers

[Spekulatius]

4 minutes ago, thepupil said:

Adult diapers

Man up. This isn't a limit down day like March 2020 and you don't own $CVNA either.

[Gregmal]

11 minutes ago, Spekulatius said:

Man up. This isn't a limit down day like March 2020 and you don't own $CVNA either.

I think before we do anything we need a “this is what happens when…” explanation for these events. 
 

Added a hair to eBay 

[n.r98]

On 4/29/2022 at 6:11 AM, aws said:

I was involved with the stock and its bonds before the bankruptcy and have followed the process. The shares were listed last January but the warrants kept getting delayed. The warrants would have been nearly worthless if they came public at the same time as the shares because the strike price so high. The shares traded around $7 when they went public, about 90% haircut for the bondholders, and the warrants were structured that they wouldn't be in the money until the bondholders were made whole.

 

But a lot has changed for energy stocks in the past 15 months, and now the stock was trading at nearly the same strike price as the warrants. I was quite interested to see what the warrants would trade at under the circumstances, thinking they might trade a few dollars under fair value. And to my surprise they came public at 1 penny per warrant. So it didn't matter what fair value was, I just stuck bids out there and some people sold to me at pennies on the dollar. It took a couple of days before price discovery took place, and I was able to vacuum up a big chunk of the warrants.

Amazing!! congrats aws

[james22]

VGPMX

 

25% PM/PME, 75% infrastructure (utilities, telecommunications, etc.).

 

50/50 US/International

 

Should hedge inflation (even stagflation) pretty well.