Viking Posted March 17, 2023 Posted March 17, 2023 (edited) Added to FFH. Added RJF and SF to my US bank/financials basket. Added TD to my Canadian dividend basket. Cash is down to 30% position. Edited March 17, 2023 by Viking
wescobrk Posted March 17, 2023 Posted March 17, 2023 Sky harbour warrants…the common is almost at 9 but the warrants are only 45 cents with 4years almost to ge to $11.90
dpetrescu Posted March 19, 2023 Posted March 19, 2023 (edited) A tiny bit more Autodesk and Simpson. Hoping to get some dels in these over the next year PS….if I ever buy anything other than these companies in the next 5 years (including also Tyler and maybe DJC) please hold an intervention ASAP Edited March 19, 2023 by dpetrescu
Saluki Posted March 20, 2023 Posted March 20, 2023 Sold the last of my ATCO shares (got the dividend, and less than 1 percent difference between todays price and the buyout price) and sprinkled it around to some of my favorites: TV, VTS, OXY, BRK, FFH, and FF India. (I also added some BABA, but plan on selling the same amount of much higher cost basis shares in 30 days to try to offset some capital gains).
Red Lion Posted March 20, 2023 Posted March 20, 2023 Sold my APO 401k position inside my 401k (at an unusable loss) and bought back in my taxable account. I put half of the proceeds to work on the Vornado M class preferred shares.
Intelligent_Investor Posted March 20, 2023 Posted March 20, 2023 Adding IDFB as long as this Risk Arb spread remains this wide
Cod Liver Oil Posted March 22, 2023 Posted March 22, 2023 (edited) How large are you making Nintendo? What factors are informing your timing? We have it at 10% now thinking the transition to higher margin subscription/app business, monetization of IP in parks and movies and near term console upgrade will all play out in the next 12 months. The fan base shows all the signs of healthy addiction. Edited March 22, 2023 by Cod Liver Oil
Whensthepaintdry? Posted March 22, 2023 Posted March 22, 2023 (edited) On a Apple TV show Shrinking, a kid wants a switch for his birthday. There is some more confirmation for your Nintendo investment. Sorry I just saw that the other day and it felt a little good as a shareholder. Edited March 22, 2023 by Whensthepaintdry?
Mick92 Posted March 22, 2023 Posted March 22, 2023 I'm about 15% Nintendo. Rock solid IP and I'm a believer in the higher margin digital/sub business. I think the parks and movies will be a slower burn but there's definitely value there over time. May has Zelda coming which will be big but there's pretty much nothing slated after Pikmin 4 in July so I'm looking for a Switch 2 announcement some time in the second half of this year.
Saluki Posted March 22, 2023 Posted March 22, 2023 Added a little TV, OXY and SWBI today. Put in a limit order for FF India, but it didn't get filled
Valuebo Posted March 23, 2023 Posted March 23, 2023 (edited) More BAC options as we got near the 52-week lows last night with special thanks to Yellen. Tonight nicely followed up by Ackman who again seems to think he is actually helping. What absolute buffoons. Are there any adults left? Taking the volatility here for what it is: nothing relevant. Edited March 23, 2023 by Valuebo
Intelligent_Investor Posted March 23, 2023 Posted March 23, 2023 Bought a 5% 17month CD from my Credit Union. Currently higher than any of the treasury rates
Luke Posted March 23, 2023 Posted March 23, 2023 On 3/22/2023 at 3:48 PM, Cod Liver Oil said: How large are you making Nintendo? What factors are informing your timing? We have it at 10% now thinking the transition to higher margin subscription/app business, monetization of IP in parks and movies and near term console upgrade will all play out in the next 12 months. The fan base shows all the signs of healthy addiction. i dont have positions bigger than 20% and only with very high conviction, Nintendo i want to make 5-10%
Saluki Posted March 23, 2023 Posted March 23, 2023 My Fairfax India limit order was filled I have almost a full position now but no more cash without selling something else, but if it comes down more or I sell something, I may add more. Air India last month announced that it is buying 470 new aircraft from Airbus and Boeing and wants to be a global aviation leader. One of the airports that they fly out of is Bangalore, which was recently enlarged and may be publicly traded soon. And FF India is still selling below the self-tender price.
Luke Posted March 23, 2023 Posted March 23, 2023 (edited) Added to prosus and tencent, the quarter was really decent, management is stellar and runway+tailwinds are huge. very bullish Edited March 23, 2023 by Luca
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