What are you buying today?

[Gregmal]

small adds to CLPR and KVUE

[Spekulatius]

PRNDY and KVUE (starters). Adds to OUT, C, LHX

Edited September 7, 2023 by Spekulatius

[dipod]

C, CLPR. May take a long time to realize value here but with the good dividends patience is being well rewarded. 

[fareastwarriors]

CLPR @ $5.75

[Seoshin]

Added some DEO. Slowly making it into a full position.

[Castanza]

CLPR, AIV, FRPH 

[Cod Liver Oil]

Adding to msgs and frph. Also got an apple watch to see the tentacles into health.

Edited September 8, 2023 by Cod Liver Oil

[Paarslaars]

Added some Nintendo today

[formthirteen]

Sold KWEB and BABA LEAPS. No more f***n around, I found out already. Bought some other LEAPS, TLT, etc.

Edited September 8, 2023 by formthirteen

[thowed]

TMO.  I know it's not cheap, but I think it's overearning, and the post-Covid hangover is overdone.

[wondering]

small purchases of FIH Fairfax India.  Thesis - US dollar can't be strong forever, good companies in the portfolio, and it's selling for something like 60% of book.

[dipod]

Shorted some KVUE 1 week $21 puts. Decent premiums, discount to current price if assigned.

[Dinar]

1 hour ago, dipod said:

Shorted some KVUE 1 week $21 puts. Decent premiums, discount to current price if assigned.

So you are the one who sold 5K contracts, eh?

[dipod]

53 minutes ago, Dinar said:

So you are the one who sold 5K contracts, eh?

No lol. Wish my account were that size. But a decent amount. Premiums were too good to ignore. And it's a stock I want to buy.

[Dinar]

25 minutes ago, dipod said:

No lol. Wish my account were that size. But a decent amount. Premiums were too good to ignore. And it's a stock I want to buy.

Oh, I agree, I sold a few today as well it was either 50 or 70 implied vol, I forget what it was, but it seemed way too high.

[LearningMachine]

VSCO: took a big position today.  My biggest position in any stock, ever!

 

 

Edited September 9, 2023 by LearningMachine

[UK]

35 minutes ago, LearningMachine said:

VSCO: took a big position today.  My biggest position in any stock, ever!

 

 

 

May I ask if big is like 5 per cent or 10 or 20 per cent big:)?

[nwoodman]

Small (<1%) positions in each of Buffett’s 5 Sogo Shosha

 

8001.T, 8002.T, 8031.T 8053.T, 8058.T

[sleepydragon]

Bought EWBC

[bathtime]

VIG - Vanguard Dividend Appreciation ETF

 

Intention is to preserve this year’s trading gains, reduce risk and lower trading velocity of my account by shifting some allocation to VIG as a core largest holding. 
 

Also to have a liquid, more stable source for funds for tax loss selling trade opportunities from October to December. 
 

 

 

[throw123]

41 minutes ago, bathtime said:

VIG - Vanguard Dividend Appreciation ETF

 

Intention is to preserve this year’s trading gains, reduce risk and lower trading velocity of my account by shifting some allocation to VIG as a core largest holding. 
 

Also to have a liquid, more stable source for funds for tax loss selling trade opportunities from October to December. 
 

 

 

i tend to do something similar. Stick some of my trading gains into RSP

[Malmqky]

Finished building my CKX position

[bathtime]

2 hours ago, throw123 said:

i tend to do something similar. Stick some of my trading gains into RSP

Ah thanks, I like that equal weighted SPX idea. Up even less than VIG year to date. Will consider that.

[Castanza]

VSCO

 

Adding it to the retailer basket......I like the setup here. It's optically cheap, they have some catalysts on the horizon, holidays is around the corner, and retail spend remains generally strong. 

 

@LearningMachine Thanks for the DD and insights on this. 

[Dinar]

SUI - Sun Communities at $121.33