What are you buying today?

[longlake95]

Added a little TFII a couple days ago. 

[frommi]

More Evolution AB, MTY Food Group and Rubis SCA. Sold some PM to fund these.

[Rainier]

12 hours ago, no_free_lunch said:

I like the UI and simplicity and general thought process but the politics.... omg.  I am very right wing and the politics are far left of me.  Dont be offended i cant help it.  Nevertheless this IS interchangable with meta and that says a lot.

I liked the simplicity of the old site before the redesign they did in the last couple of years. I hate the fact that you can’t just CTRL-F when you first open a page because all of the comments don’t automatically load like they used to.

 

The silver lining is that you can still access the old format by typing “old” in place of “www” in the address bar. It just sucks to have to do that every time you open a reddit page from a search engine.

[hardcorevalue]

Been adding DND.to all week.

 

This is probably at 20% fcf yield with Canadian real estate transactions normalizing a bit and there's the upside with actually running the company properly under new management 

 

Stock under pressure as the ousted CEO is likely selling. 

[Rainier]

I’ve seen several people mention that they are heavier than usual in bonds right now. I don’t have a lot of experience in evaluating bonds, I’ve mostly just stuck to bond funds in the past.

 

For you guys who like bonds right now, are you buying individual issuances or bond funds? Any particular names/funds?

[Castanza]

11 hours ago, This2ShallPass said:

Exactly. They have massive tailwinds. Their ad load is only 3% currently, they can always push on that as needed. Meta has shown once you reach a certain point, seems like ad load doesn't impact user counts. YT is so annoying with their ad load but no alternative (I quickly got premium)..

 

Interesting. Reddit is one of the least moderated spaces if I understand correctly. Maybe their user base skews younger / left??

 

How did they describe "moderated" because in my experience it's very heavily moderated by the users that create the subreddits. They may have been talking at a company level. 

 

There isn't anyone I know both left and right that does not describe Reddit as a very left leaning echo chamber as a general rule. Depending what subs you follow it's definitely useful. I use it a lot for general feedback or questions. 

[WayWardCloud]

I'm back into LVMH today at Euro 555 with 2.6% of my net worth. It's down ~20% since I sold it a couple months ago so I decided to start reloading the position. Plus I figured it was a cool number for an entry point.

Edited April 3, 2025 by WayWardCloud

[Milu]

1 hour ago, WayWardCloud said:

I'm back into LVMH today at Euro 555 with 2.6% of my net worth. It's down ~20% since I sold it a couple months ago so I decided to start reloading the position. Plus I figured it was a cool number for an entry point.

Funny I just added to my existing LVMH position today at a similar price. About the same percentage of my net worth too. Would like to get it up about the 5% level should prices continue to drop.

[John Hjorth]

Started positions in these three tiny Danish banks, after some orders filled this morning :

 

NRDF.CPH [Nordfyns Bank A/S], trades at P/E 6.3 and P/B 0.7,

LOLB.CPH [Lollands Bank A/S], trades at P/E 7.0 and P/B 0.8, and

MNBA.CPH [Møns Bank A/S], trades at P/E 5.4 and P/B 0.7.

 

Especially NRDF is also to be considered a meal ticket, because the bank is headquartered in the city Odense in Denmark, where I live, perhaps the return on the stock may even include some new friends, as I intend to participate in shareholder meetings going forward.

 

- - - o 0 o - - -

 

-And Lolland isen't even a joke

[Jaygo]

Aritzia and Nike

[Ghost]

Yall buying anything today?  I figure all the earnings forecast will need to redone.  

[Paarslaars]

I am thinking of buying/selling leaps based on the VIX during this presidency... Buy above 25, sell below 20.

[E. Nashton]

28 minutes ago, Jaygo said:

Aritzia and Nike

Bold.

[Whensthepaintdry?]

I sold some brk in a tax free account and bought googl, ssd, and amzn. 

[Cod Liver Oil]

If AMZN gets TikTok, that would be cool.

[Jaygo]

9 minutes ago, E. Nashton said:

Bold.

 

Nike is a trade and will likely sell with a 5% bounce  I have a open order to sell for 58

 

Aritzia imo is a gift and it something I am constantly accumulating. Today was just a little extra sweet. 

I have bought monthly as low as 20 and as high as 60 in the past couple of years. 

[villainx]

8 minutes ago, Whensthepaintdry? said:

I sold some brk in a tax free account and bought googl, ssd, and amzn. 

Interesting. 

[Ghost]

I posted this in another thread...but...

 

An oldie from Mr. Munger. "The big money is not in the buying or selling, but in the waiting."

 

Looking at FFH, NKE, M, BRK.B, NVO,  OXY (below 40), LULU...and more. 

Edited April 3, 2025 by Ghost

[John Hjorth]

Also a bit more JOE today, after some of my orders filled.

[KPO]

ABNB

[frommi]

Sold put options on GOOGL again and most of my hedges. Put most of the money into my NCAV system, that has been decimated the past few weeks.

[Jaygo]

1 hour ago, Jaygo said:

 

Nike is a trade and will likely sell with a 5% bounce  I have a open order to sell for 58

 

Aritzia imo is a gift and it something I am constantly accumulating. Today was just a little extra sweet. 

I have bought monthly as low as 20 and as high as 60 in the past couple of years. 

 

Nike Filled. Probably could have held on for longer as I fully expect the textiles tariffs to be worked around or cooler heads to prevail. Happy to grab the 3.5% gain on a day like today

[dipod]

NVO, SCHD

[Lance]

Sold calls on BTI and MO.  May buy Macy’s calls and/ or write puts on it.  Considering writing puts on SWBI.

 

ADM, ATUSF, AXP, ARE, KRC and STR in taxable.

 

BUI, CTA, DBMF, JBB, PFFA and a Pimco unhedged international bond fund, which I’m forgetting the ticker for, in an IRA. 
 

Thanks

Lance

 

Edited April 3, 2025 by Lance
Spelling

[Ross812]

asml, ssd, e.l financial,  and a tracker in rddt.