Spekulatius Posted July 17 Share 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 Link to comment Share on other sites More sharing options...
dwy000 Posted July 17 Share 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. Link to comment Share on other sites More sharing options...
Saluki Posted July 17 Share 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. Link to comment Share on other sites More sharing options...
Luke Posted July 17 Share 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 Link to comment Share on other sites More sharing options...
Malmqky Posted July 19 Share Posted July 19 Sold some Valaris stock, bought some warrants. Sold some Tencent, bought some Prosus (gross). Link to comment Share on other sites More sharing options...
sleepydragon Posted July 19 Share Posted July 19 bought FNMA Link to comment Share on other sites More sharing options...
dpetrescu Posted July 20 Share 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? Link to comment Share on other sites More sharing options...
Spekulatius Posted July 20 Share 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 Link to comment Share on other sites More sharing options...
aesophawk Posted July 22 Share Posted July 22 Added to MSGE Started a position in UTMD Link to comment Share on other sites More sharing options...
lnofeisone Posted July 22 Share Posted July 22 CRM starter. Link to comment Share on other sites More sharing options...
n.r98 Posted July 23 Share 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 Link to comment Share on other sites More sharing options...
Spekulatius Posted July 23 Share Posted July 23 Bought some EVO /EVVTY today. Link to comment Share on other sites More sharing options...
mananainvesting Posted July 23 Share Posted July 23 Bought a tracker position in $DLTR. (Literally 1 share). Anyone else looking at this? Link to comment Share on other sites More sharing options...
Saluki Posted July 23 Share Posted July 23 Picked up a little AOS on the dip, and some OXY. Link to comment Share on other sites More sharing options...
fareastwarriors Posted July 23 Share Posted July 23 OXY at $60 Link to comment Share on other sites More sharing options...
CorpRaider Posted July 23 Share Posted July 23 Comcast Link to comment Share on other sites More sharing options...
boilermaker75 Posted July 23 Share Posted July 23 Wrote OXY 60-strike July 26 expiration puts. Link to comment Share on other sites More sharing options...
jfan Posted July 23 Share Posted July 23 STLA Link to comment Share on other sites More sharing options...
formthirteen Posted July 23 Share 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: Link to comment Share on other sites More sharing options...
Junior R Posted July 23 Share Posted July 23 43 minutes ago, boilermaker75 said: Wrote OXY 60-strike July 26 expiration puts. same at 50 cents Link to comment Share on other sites More sharing options...
Spekulatius Posted July 23 Share 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 Link to comment Share on other sites More sharing options...
Paarslaars Posted July 24 Share 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. Link to comment Share on other sites More sharing options...
KPO Posted July 24 Share Posted July 24 ULTA starter Link to comment Share on other sites More sharing options...
Saluki Posted July 24 Share Posted July 24 Trimmed a little ENPH on the pop, bought a little OXY. Link to comment Share on other sites More sharing options...
Kizion Posted July 24 Share 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 Link to comment Share on other sites More sharing options...
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