Spekulatius Posted May 15 Posted May 15 Added a bit of BAX today and yesterday. I also added back PYPL recently. Bought a tracker in JACK in one account, which is a stock @gfp pointed out.
DooDiligence Posted May 16 Posted May 16 Bought a 1% position in JACK yesterday. Watched it pop this morning and regretted not buying more. Checked back in this afternoon and doubled up.
Saluki Posted May 16 Posted May 16 The past couple of days I was adding to MSCI (2% position now), NTDOY and CPNG (about 3.5% each). Unless the price comes down again, I'm done buying for now. Bought some ATEX after the price came down to keep it at 1%.
John Hjorth Posted May 17 Posted May 17 On 4/8/2024 at 5:18 PM, John Hjorth said: After exiting a small position in DANSKE.CPH [Danske Bank A/S, Denmark] in January 2015, I started a small position in the bank again today. I added a tiny bit to DANSKE.CPH today.
rkbabang Posted May 19 Posted May 19 I converted more of my Ethereum to Bitcoin yesterday. Not a straight conversion. I bought Bitcoin with about 65% of it. I’m holding back 20% for taxes and 15% which I plan to buy MSTR with tomorrow.
LC Posted May 21 Posted May 21 6 hours ago, Dinar said: COKE - the bottler Tender offer for a huge chunk of the outstanding - and the shares already trade above the tender price. Interesting situation. Do you have a long term thesis or is this a trade?
Dinar Posted May 21 Posted May 21 7 minutes ago, LC said: Tender offer for a huge chunk of the outstanding - and the shares already trade above the tender price. Interesting situation. Do you have a long term thesis or is this a trade? It is a long-term investment. I have followed the company for a couple of years, but I was not 100% sure that the operating margin improvement was sustainable. Given the size of the tender offer and the fact that the management that owns 12% is not tendering, I figure that not only profitability is sustainable, but that there is either a massive profitability improvement coming down the pike or there is another ace up management's sleeve. Had they bought out all of the shares at $925 per share that they wanted, the stock would have been trading at 9x my 2025 EPS.
ValueArb Posted May 23 Posted May 23 I don’t know RFK Jr has Pelosi’s touch, but he’s buying GME. RFK Jr buys GameStop.
Luke Posted May 23 Posted May 23 1 minute ago, ValueArb said: I don’t know RFK Jr has Pelosi’s touch, but he’s buying GME. RFK Jr buys GameStop. I saw that too...crazy times
ValueArb Posted May 23 Posted May 23 3 minutes ago, Luca said: I saw that too...crazy times He’s great at the social media game, just bought himself millions in publicity and a whole new group of supporters for only $24K in stock.
DooDiligence Posted May 23 Posted May 23 (edited) Dude must have worms in his brain or something. Edited May 23 by DooDiligence
lnofeisone Posted May 23 Posted May 23 Reloading on BYON, starters in SBUX, KDP, and BAX. Tactically shorting UNG. Gas got wild and I have a big energy position to counteract if it gets too wild.
Castanza Posted May 23 Posted May 23 36 minutes ago, Santayana said: Added to JOE and NTDOY. Same two
Saluki Posted May 23 Posted May 23 Also added to JOE and NTDOY on the dip today. I probably have enough of both already, but "it was on sale", as my better half would say. Such a weird day in the market where everything in my portfolio was flashing red except for one stock. Been adding slowly to ATEX, FRPH and KRKNF to get them to 1% weight and then I'll stop and check back on them in a year. No particular news on them yet. Sold off some of my higher basis STNG shares that hit the one year mark and bought a few shares or Tsakos (also in tankers but cheaper/with more debt) so that I see it when I log in and do more reading up on it.
keegomaster Posted May 23 Posted May 23 Have been selling some Ebay and reallocating to Disney. Also set up some buy orders for FFH, and TVK should they drop ~5% from current levels.
frommi Posted May 24 Posted May 24 MDLZ, i am addicted to the chocolade and the stock is not as expensive as it used to be.
Eng12345 Posted May 24 Posted May 24 Sold more TPC - all I have left is taxable. Bought a small amount of CVS Looking to buy MSCI and CASH as trackers but have just been hovering around the buy button
nwoodman Posted May 25 Posted May 25 Tinkerered with some ALS.TO. I think there is some asymmetry but ultimately it’s a a bit of a lottery ticket. Breaks all my rules but the CEO seems to have a good handle on the cyclical nature of the business. Intriguing.
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