Paarslaars Posted November 6 Share Posted November 6 (edited) Traded a small part of my MSTR position (which is now dominating my portfolio) for some CPNG calls today. Edited November 6 by Paarslaars Link to comment Share on other sites More sharing options...
lnofeisone Posted November 6 Share Posted November 6 sold CPNG puts and bought CPNG calls. Link to comment Share on other sites More sharing options...
WFF Posted November 6 Share Posted November 6 11 minutes ago, lnofeisone said: sold CPNG puts and bought CPNG calls. Very bullish! Is there something particular that is making you so optimistic? Link to comment Share on other sites More sharing options...
cash_incinerator Posted November 6 Share Posted November 6 On 11/4/2024 at 9:59 AM, cash_incinerator said: A ton of FSLR common whoops, that didn't work Link to comment Share on other sites More sharing options...
Red Lion Posted November 6 Share Posted November 6 I trimmed some APO and OWL in my 401k. These are two of my favorite positions, and my two biggest positions even after being trimmed. Used the money to build JOE up to a 15% position in the 401k. Link to comment Share on other sites More sharing options...
Saluki Posted November 6 Share Posted November 6 I bought a couple of LEAPs on CPNG. Added a little PM, which is down on no news for some reason. Trimmed some GOOGL on the pop this morning to keep at it the weighting that I am comfortable with. Link to comment Share on other sites More sharing options...
lnofeisone Posted November 6 Share Posted November 6 1 hour ago, WFF said: Very bullish! Is there something particular that is making you so optimistic? The stock trades very stupidly. Sells off good on earnings and then takes time to recover in time for next earnings. For the past few months, I've been selling puts and buying calls monthly. I also have a core position here too and don't mind if I get shares put on me. 1 Link to comment Share on other sites More sharing options...
frommi Posted November 6 Share Posted November 6 bought more MDLZ Link to comment Share on other sites More sharing options...
Sweet Posted November 6 Share Posted November 6 Caved and took a position in Google. Been looking at it for months. Wish I found religion last year but whatever. Still have my doubts about it of course. Link to comment Share on other sites More sharing options...
dipod Posted November 6 Share Posted November 6 Some TSLA puts as a trading position. Link to comment Share on other sites More sharing options...
collegeinvestor Posted November 6 Share Posted November 6 @dipod What strike and date did you buy? Went up a lot today... Link to comment Share on other sites More sharing options...
dipod Posted November 7 Share Posted November 7 48 minutes ago, collegeinvestor said: @dipod What strike and date did you buy? Went up a lot today... 12/20 $285 strike. Link to comment Share on other sites More sharing options...
ourkid8 Posted November 7 Share Posted November 7 Sold Citi and BTI (Two smaller trading positions) and used the money + cash on hand to buy a core position in JOE. Link to comment Share on other sites More sharing options...
mananainvesting Posted November 7 Share Posted November 7 Bought more $T (ATT) today Link to comment Share on other sites More sharing options...
mistakenpoint Posted November 7 Share Posted November 7 Added to MELI Link to comment Share on other sites More sharing options...
Saluki Posted November 7 Share Posted November 7 I'm trying not to buy more until I sell off stuff, but I couldn't help myself and bought a couple more CPNG leaps since I didn't want to lay out cash for the common. Link to comment Share on other sites More sharing options...
Onefoothurdles Posted November 7 Share Posted November 7 On 11/5/2024 at 2:55 AM, Ross812 said: Adding a little DFIN at $57. Same here Link to comment Share on other sites More sharing options...
Castanza Posted November 8 Share Posted November 8 6 hours ago, mistakenpoint said: Added to MELI +1 Link to comment Share on other sites More sharing options...
Malmqky Posted November 8 Share Posted November 8 EVO, maybe Coupang later today.. Link to comment Share on other sites More sharing options...
Saluki Posted November 8 Share Posted November 8 Bought a share of MELI to remind me to study it more. Also added a couple of CPNG LEAPs and a little of the common in my retirement account. Link to comment Share on other sites More sharing options...
Paarslaars Posted November 8 Share Posted November 8 Added to my JD, PDD and BEKE leaps. Will probably add to Metaplanet in the morning, this sell off makes no sense. Shareholders want the company to mimic MSTR and when they announce they will do so by issuing shares, the stock sells off for 40%! Link to comment Share on other sites More sharing options...
cash_incinerator Posted November 8 Share Posted November 8 (edited) 17 hours ago, Castanza said: +1 +2 re more meli Edited November 8 by cash_incinerator Link to comment Share on other sites More sharing options...
rossef2 Posted November 8 Share Posted November 8 2 hours ago, Paarslaars said: Added to my JD, PDD and BEKE leaps. Will probably add to Metaplanet in the morning, this sell off makes no sense. Shareholders want the company to mimic MSTR and when they announce they will do so by issuing shares, the stock sells off for 40%! Any concerns about pdd and the potential tariffs? Link to comment Share on other sites More sharing options...
Paarslaars Posted November 9 Share Posted November 9 (edited) While that only impacts export to.US, we don't really know what Trump is going to do here. Let's not forget he is president because people want to see things cheaper again... Making all imports more expensive is not going to get him there. In any case I do believe the chinese goverment is not just going to roll over in that case. Edited November 9 by Paarslaars Link to comment Share on other sites More sharing options...
Spekulatius Posted November 9 Share Posted November 9 (edited) 7 hours ago, Paarslaars said: While that only impacts export to.US, we don't really know what Trump is going to do here. Let's not forget he is president because people want to see things cheaper again... Making all imports more expensive is not going to get him there. In any case I do believe the chinese goverment is not just going to roll over in that case. No, they are going to put tariffs on agricultural goods and a few other things. The problem the Chinese have is that they export so much more than they import that anything they do to counter tariffs can’t reciprocate. If you look Mr Market seems to anticipate this scenario already, because agricultural good related business have not participated in the Trump rally at all. FWIW, Farmers vote for Trump, but it’s likely that his policies are not good for them at all. This is nothing new, same was the case in 2016. Edited November 9 by Spekulatius Link to comment Share on other sites More sharing options...
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