What are you buying today?

[dipod]

AIV. Now my largest position.

[UK]

GOOGL, META.

[Red Lion]

Rolled over maturing T-bills to November 15 22 maturity T-bills with a YTM over 3%, might extend my duration a bit once these mature depending on what the yield curve is looking like at that time. 

[Gregmal]

Nintendo 

[competitive-advantage]

Bull Google X2

Bear Dax X2

Bear STOXX 600 Oil & Gas X2

[james22]

US SV

[competitive-advantage]

Maersk A

[fareastwarriors]

MSGE

[DooDiligence]

Sold the remainder of T and put a bit of it in EW.

[ValueMaven]

Bought a very small trading position in AGNC ... blow-up risk is real here - but they are at a ~20% discount to book and havent cut the dividend yet.  If rates and swap-spreads come down a touch and MBS rally, this could go to $10 quickly 

[Gregmal]

Took a few bucks from the MSG dividend and rolled it into VAL warrants. 

[jbwent63]

30 day Bankers Acceptance note issued by TD Bank yielding 3.55%. Holding cash, waiting for the big down draft.....patience is difficult but might pay off big.

[Ross812]

Sold ITM covered calls on TMUS, AIV and CASH for the 18th. Traded around some OSTK puts sold last week, closed the $25 puts for a 30c gain when the shares are down $1.50. I know there was a lot of volatility priced in with earnings but damn. Sold more puts down a $1 at $22.50.    

 

I am trying to occupy myself and keep some powder dry. I sold out of a 20% TBF position that grew to a 30% position after holding onto it for 12 months. I'm still down 5.5% for the year thanks to my conviction in Meta and Google.  

[Red Lion]

On 10/28/2022 at 4:38 PM, ValueMaven said:

Bought a very small trading position in AGNC ... blow-up risk is real here - but they are at a ~20% discount to book and havent cut the dividend yet.  If rates and swap-spreads come down a touch and MBS rally, this could go to $10 quickly 

 

I started a small trading position last week in their P series fixed to floating preferred shares, I feel like the upside is probably similar and downside lower than the common, but I don't trust these mortgage REITs and even in a preferred I'm keeping this position size extra small. 

[Red Lion]

Bought back all of my BX and MPW puts today for a nice quick profit.

[Red Lion]

Bought a vertical put spread on QQQ $265/$260 expiring on Friday. This a very small position but could return 10X if QQQ drops 5% by Friday. 

[Spekulatius]

Adding a few more GOOGL shares here.

[aws]

I bought some Google too for the first time since the split into multiple share classes. I'm sure it doesn't make much of a difference which class, but is there a reason GOOG is about a dime more than GOOGL? I thought GOOG shares were identical but nonvoting, so I would have expected those ones to be modestly cheaper.

[Gregmal]

Joined you guys. Swapped a bit of Berkshire into Google at the close. 

[boilermaker75]

Wrote 43-strike, Dec 2 expiration, WFC puts for $0.54 per share.

[Red Lion]

Bought a big chunk of 912796YW3, T-bill maturing 5/4/2023 for $978 for 4.5% YTM. 

[DooDiligence]

More GOOGL if it hits my stinker bid of $85.

[LC]

Picked up some VRE $15 calls for a buck, and also some VRE around 14.XX

[Kupotea]

Bought a fairly large chunk of NE.

[no_free_lunch]

POOL.  There are some headwinds in the short term but excellent long term growth and good management.  As I understand it they are not as dependent on new construction as the stock price would imply.