What are you buying today?

[fareastwarriors]

Some JOE and CLPR

[Gregmal]

1 hour ago, modiva said:

 

@Gregmal Thanks. EPSN looks like a good business in these times with a great balance sheet.  Started a small position.  

No problem. These Solas folks seem intent on selling so its providing a good entry point. Imagine having that size position and decided open market sales into a bad market are the way to go? Idiots.

 

Anyway, just sold some more APTS which I was gonna wait to next Monday on, but CLPR and VRE just said hello so I couldn't resist picking up some more. 

[Castanza]

On 6/10/2022 at 11:33 PM, Gregmal said:

See you guys and raise you topping off my home heating oil tank. 550 gallons filled 200 at 5.40 up from 2.68 in Q4…fun fun. Thank god for oil calls.

 

I'll call that 

 

Sold my remaining heating oil I had in left in the tank (120 gallons) to some guy on craigslist for $4.75/gal. Paid about half that for it last winter. 

 

Going to be a good market for wood stoves this coming winter. 

[E. Nashton]

JOE, BRK.B, BAM.A, SRU.UN and some smaller adds to GOOG and AMZN. 

[thepupil]

 

Twilio bonds @ 6.9% yield. $5B of cash, $1.3B of debt, market cap ~15x the debt value. Had previously bought at $86 and sold at $92 over 8 days. then < month later at $82. nice volatility in the bond market. there's tail risk with anything, but i think the company would be hard pressed to be worth <$1.3B. 

 

[maxthetrade]

On 6/9/2022 at 12:55 PM, boilermaker75 said:

I wrote June 10 expiration 302.5 and 305 puts yesterday.

 

I'm curious, what did you do with this position? 

[boilermaker75]

2 hours ago, maxthetrade said:

 

I'm curious, what did you do with this position? 

 

On Friday, June 10, I bought them back and I wrote July 8 expiration 305-strikes for the 305 strikes and June 24 expiration 300-strikes for the 302.5-strikes.

[WFF]

Bought JOE, BRKB, MU, DIS, PARA, BAC. 

[Viking]

Last 2 days: BAC, GIL, RECP, DIS, AMZN, META

 

Down to 60% cash. Will continue to sell down some positions on strength to keep bringing down my average cost as i do expect big volatility (with lower lows) until the Fed flips to dovish again.

[modiva]

Bought C, MU, EPSN.

Added BRK. 

Considering KLAC, ATCO. 

[Gregmal]

I’m personally waiting for single digits on the S&P to blow my load.

Just kidding.

[CassiusKing1]

Picked up some BRK yesterday $284.66.

 

Also added to INTC.

[maxthetrade]

12 hours ago, boilermaker75 said:

On Friday, June 10, I bought them back and I wrote July 8 expiration 305-strikes for the 305 strikes and June 24 expiration 300-strikes for the 302.5-strikes.

 

Thanks!

[aws]

More Berkshire in the 270s. Feels good to see prices like this again. Also shorting a couple of puts (270 for 7/1 and 265 for 7/15). 

[CafeB]

TROX, PPG (Akzo warned: AkzoNobel updates Q2 outlook based on impact of China lockdowns and slower start to the EMEA DIY season | AkzoNobel)

[gokou3]

BIR.to.  Montney NG producer.  Big drop today due to a LNG plant being out for longer than expected.

[Spekulatius]

ATVI (merger arb).

Sold part of my HENKY (crystallizing tax losses) and bought AKZA (AKZOY) from proceeds.

Edited June 14, 2022 by Spekulatius

[Agrippa07]

added to PYPL and MO

[no_free_lunch]

Small position in META.  Seems too cheap.  12 PE and 15% of the market cap in cash.   Not without risks of course but at these prices I'm willing to roll the dice.

[LearningMachine]

1 hour ago, no_free_lunch said:

Small position in META.  Seems too cheap.  12 PE and 15% of the market cap in cash.   Not without risks of course but at these prices I'm willing to roll the dice.

Did you mean about 10% not 15%?

[no_free_lunch]

I guess it is 10%.  I was including Cash + Receivables.

[formthirteen]

8 hours ago, Spekulatius said:

Sold part of my HENKY (crystallizing tax losses) and bought AKZA (AKZOY) from proceeds.

 

PPG offered 96.75€ in 2017 vs. today's price of 70.74€. PPG P/E 25 vs. AKZA P/E 16. Selling paint is a simple and good business?

[WFF]

Added to JOE. 

[WFF]

Added to JOE. 

[investor1]

AVLR