mananainvesting Posted August 2 Share Posted August 2 Added to my already overweight position in $FRFHF/$FFH.TO  , what a sale! Link to comment Share on other sites More sharing options...
nwoodman Posted August 2 Share Posted August 2 FFH for me too, to save a post rotation was from MKL 1 Link to comment Share on other sites More sharing options...
Lance Posted August 2 Share Posted August 2 Added to BSM, DMLP, PBT, SBR, STR, OR, SAND, TFPM and Hermes  New poistion in OGN  Thanks Lance Link to comment Share on other sites More sharing options...
Gregmal Posted August 2 Share Posted August 2 Rotating some HTL proceeds into more Nintendo and Fairfax Link to comment Share on other sites More sharing options...
Cod Liver Oil Posted August 2 Share Posted August 2 Starting Dior as it drifts sub 600. Link to comment Share on other sites More sharing options...
Paarslaars Posted August 2 Share Posted August 2 More fairfax here at 1485 CAD. Link to comment Share on other sites More sharing options...
thowed Posted August 2 Share Posted August 2 FFH and TVK top-ups. Link to comment Share on other sites More sharing options...
Spooky Posted August 2 Share Posted August 2 Also some more Fairfax. Link to comment Share on other sites More sharing options...
cwericb Posted August 2 Share Posted August 2 22 minutes ago, thowed said: FFH and TVK top-ups. Like your way of thinking. Too overweight in FFH but looking for a chance for more TVK. Link to comment Share on other sites More sharing options...
no_free_lunch Posted August 2 Share Posted August 2 (edited) Bought some $DE stock. This is the agriculture equipment company John Deer. It's a long term compounder selling at 11 PE.  There is a bit of debt, I think around 6x FCF, so some risk but this has historically been a niche sector and perhaps near oligopoly. Obviously some risks from competition but has historically performed well. Edited August 2 by no_free_lunch Link to comment Share on other sites More sharing options...
rkbabang Posted August 2 Share Posted August 2 Added to MSTR, GENGF, and a small bit to SMLR. Â Link to comment Share on other sites More sharing options...
thowed Posted August 2 Share Posted August 2 19 minutes ago, cwericb said: Like your way of thinking. Too overweight in FFH but looking for a chance for more TVK.  Thanks. Not as cheap as it was, but if they keep on firing as they have been, hopefully buying today will work out over time. Link to comment Share on other sites More sharing options...
fareastwarriors Posted August 2 Share Posted August 2 3 hours ago, fareastwarriors said: More OxY Fairfax  Nintendo, ETHW Link to comment Share on other sites More sharing options...
fareastwarriors Posted August 2 Share Posted August 2 Looking all these buying activities after a "small" correction.  Still plenty of cash to deploy. Link to comment Share on other sites More sharing options...
cwericb Posted August 2 Share Posted August 2 TVK Link to comment Share on other sites More sharing options...
villainx Posted August 2 Share Posted August 2 Fairfax too. Link to comment Share on other sites More sharing options...
Malmqky Posted August 2 Share Posted August 2 Nintendo - not sure why people are surprised YOY sales are trash when last Q2 had the Mario movie and Zelda. Not to mention the Switch has been selling far better than it should be for a couple years now. The company continues to protect it's IP, become less cyclical and more digital, and has obvious catalysts/levers to pull.  Fairfax - Already overweight but this seems too easy.  Also took profits on some commodity stuff/companies without a ton of upside that weren't hammered today. Cash ready to deploy... Link to comment Share on other sites More sharing options...
Paarslaars Posted August 2 Share Posted August 2 1 hour ago, Malmqky said: Also took profits on some commodity stuff/companies without a ton of upside that weren't hammered today.  Must be nice to have those  Link to comment Share on other sites More sharing options...
dipod Posted August 2 Share Posted August 2 (edited) Sold OXY puts $56 strike a week out. Edited August 2 by dipod Link to comment Share on other sites More sharing options...
Eldad Posted August 2 Share Posted August 2 It’s getting pretty bad out there. Maybe it’s about to get a little fun who knows. Link to comment Share on other sites More sharing options...
Spooky Posted August 2 Share Posted August 2 15 minutes ago, Eldad said: It’s getting pretty bad out there. Maybe it’s about to get a little fun who knows.  Let's see if this downward momentum has legs. I'm hoping we get some better opportunities from here. Link to comment Share on other sites More sharing options...
mananainvesting Posted August 2 Share Posted August 2 5 hours ago, no_free_lunch said: Bought some $DE stock. This is the agriculture equipment company John Deer. It's a long term compounder selling at 11 PE.  There is a bit of debt, I think around 6x FCF, so some risk but this has historically been a niche sector and perhaps near oligopoly. Obviously some risks from competition but has historically performed well. have you looked at $CNH? might interest you. Link to comment Share on other sites More sharing options...
UK Posted August 3 Share Posted August 3 (edited) So I bought ERF in the last month, which makes it a new fifth position in my well diversified portfolio:). I am not sure how I feel about this, but, together with FFH, this makes it is a second company I own now, which is under attack from MW. So far so good (bought it at ~46+ EUR price), but still watch it carefully every day. But despite of this, YTD I was a net seller, and currently am ~80+ invested (from ~110+ at the end of the last year) mainly by further reducing BRKB and META, trimming other big positions somewhat and completely selling other / smaller / more speculative things, which together accounted for a substantial amount of total sales. Â Edited August 3 by UK Link to comment Share on other sites More sharing options...
dipod Posted August 3 Share Posted August 3 FRFHF Link to comment Share on other sites More sharing options...
jefke Posted August 3 Share Posted August 3 Bought more $AER on Friday near the close. Now below BV ($89.5) again. Link to comment Share on other sites More sharing options...
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