Spekulatius Posted July 17 Posted July 17 On 7/5/2024 at 2:11 PM, Spekulatius said: Added to PLX.PA (Pluxee) and a starter in FIVE. FIVE went bad quickly. CEO left earnings warning and very lousy SSS. https://finance.yahoo.com/news/five-belows-ceo-president-steps-221245209.html
dwy000 Posted July 17 Posted July 17 15 minutes ago, Spekulatius said: FIVE went bad quickly. CEO left earnings warning and very lousy SSS. https://finance.yahoo.com/news/five-belows-ceo-president-steps-221245209.html Are you out? These things rarely recover quickly.
Saluki Posted July 17 Posted July 17 So much stuff on sale today ! I bought some META, CPNG, Kraken Robotics. I also added 20% to my Grupo Televisa position, but I intend to sell my higher cost basis shares 31 days from now for the tax loss and repeat again before the year end to offset some gains on winners.
Luke Posted July 17 Posted July 17 12 minutes ago, Saluki said: So much stuff on sale today ! I bought some META, CPNG, Kraken Robotics. I also added 20% to my Grupo Televisa position, but I intend to sell my higher cost basis shares 31 days from now for the tax loss and repeat again before the year end to offset some gains on winners. Uff, stuff on sale with -4% :D? I like semiconductors going down and ASML deserves way more than -10% but hey. Still sitting on the sidelines in regards to semiconductors and US tech. Happy with Fairfax, Tencent, PDD, Oil/Coal, etc
Malmqky Posted July 19 Posted July 19 Sold some Valaris stock, bought some warrants. Sold some Tencent, bought some Prosus (gross).
dpetrescu Posted July 20 Posted July 20 On 7/12/2024 at 6:04 AM, Ross812 said: I bought a basket of durables/construction related companies JCI, GGG, AOS, CARR, TT, DE, OTIS, CRH, and SSD with proceeds from a sale of JCI. My position in JCI which has appreciated in the past few months and had similar valuation to the others so I practiced a little diversification. wow this is the first time I’ve seen someone here invest in SSD. That’s my life long investment punchcard. Welcome to the club! any highlights from the other names you mentioned?
Spekulatius Posted July 20 Posted July 20 (edited) 7 hours ago, dpetrescu said: wow this is the first time I’ve seen someone here invest in SSD. That’s my life long investment punchcard. Welcome to the club! any highlights from the other names you mentioned? The problem with most of those names is that they are more expensive than JCI. I also bought the stock when it was at low 50’s and think I just keep it. The business has huge LT tailwinds and it could become a LT compounder after shedding so many lousy business (batteries, auto components etc). Edited July 20 by Spekulatius
n.r98 Posted July 23 Posted July 23 (edited) Made a few weird trades lasst night with my itchy fingers... bought more SE and IGIC, initated ULTA and TSM Edited July 23 by n.r98
mananainvesting Posted July 23 Posted July 23 Bought a tracker position in $DLTR. (Literally 1 share). Anyone else looking at this?
formthirteen Posted July 23 Posted July 23 CME 15 hours ago, Spekulatius said: Bought some EVO /EVVTY today. Is there a thread for EVO? I couldn't find one. You could think something with this growth and margins would trade at higher multiples:
Junior R Posted July 23 Posted July 23 43 minutes ago, boilermaker75 said: Wrote OXY 60-strike July 26 expiration puts. same at 50 cents
Spekulatius Posted July 23 Posted July 23 (edited) 3 hours ago, formthirteen said: CME Is there a thread for EVO? I couldn't find one. You could think something with this growth and margins would trade at higher multiples: Yes, there is: EVO looks cheap, but there is some concern that the high margins may not be sustainable. They also saw some margin deterioration this quartet. Edited July 23 by Spekulatius
Paarslaars Posted July 24 Posted July 24 Bought some Metaplanet 2 days ago at 183¥, kicking myself for not buying it at 27¥... Still good timing it seems. Also took Greg's short term advice and sold some JOE, hoping to pick it back up in the low 50's when Bruce sells again. Used the proceeds to buy some GOOG.
Kizion Posted July 24 Posted July 24 1 hour ago, Paarslaars said: Bought some Metaplanet 2 days ago at 183¥, kicking myself for not buying it at 27¥... Still good timing it seems. Also took Greg's short term advice and sold some JOE, hoping to pick it back up in the low 50's when Bruce sells again. Used the proceeds to buy some GOOG. What do I miss on Metaplanet? They bought BTC for 40% of their previous market cap and suddenly they are worth 10x more? Please enlight me
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