Saluki Posted February 18 Posted February 18 Bought a little NTDOY and I got a fill on a resting bid I had for a couple of weeks on ASHXF, a low-float nanocap.
John Hjorth Posted February 19 Posted February 19 On 2/18/2026 at 5:54 PM, John Hjorth said: ... For the breadcrumbs laying around several places, I tried to pick up in the afternoon my local time [before 17:00 my local time, before close in Copenhagen] : Danish regional banks : DJUR.CPH, DAB.CPH & FYNBK.CPH. - - - o 0 o - - - Only DJUR.CPH filled : Djurslands Bank A/S, at DKK 1,070.00 for a few shares. - - - o 0 o - - - I hope for better luck tomorrow with DAB.CPH and FYNBK.CPH - maybe tomorrow. Today, I succeded in getting in 'stingy John bids' small orders filled on the following tiny Danish regional banks, they are quite cumbersome to trade, low liquidity and a market maker and perhaps also the bank 'playing' you : DAB.CPH - Danske Andelskassers Bank A/S, at DKK 18.80, FYNBK.CPH - Fynske Bank A/S, at DKK 210.00.
Valuebo Posted February 19 Posted February 19 More CPNG 2028 leaps. Now 3%-ish of net worth. Sure, that's plenty. But I'd have lots that easily if I had 10% of my net worth in the common stock at $34 just a few months ago. Not saying it's the same thing. Just believe in 24 months I'll either sit on some nice profit or I'll have bigger fish to fry portfolio wise!
Libs Posted February 19 Posted February 19 TSLX. It's never been a mistake to buy this near NAV. ( Currently at 1.08X). 9.5% yield. The market is spooked by their 40% software weighting, but these guys are on top of the AI exposure. They've been handicapping it for 2-3 years. Loans generally mature in 4-5 years so they can run any bad ones off, if necessary (which I highly doubt). BDC's suck but this one is cream of the crop. BTW the credit side of software has barely nudged even as the equity side has been massacred. That tells you something - this space is safe in the short-medium term.
Eng12345 Posted February 20 Posted February 20 1 hour ago, Libs said: BTW the credit side of software has barely nudged even as the equity side has been massacred. That tells you something - this space is safe in the short-medium term. Wow deja vu - I just got smart enough to start looking at this a few hours ago and came to the same conclusion. Also in my amateur knowledge I didn't know you could look up individual bonds on fidelity. Its clunky but easy to find the cusip numbers and xref to finra. Not sure if others have a smoother way to find corp bonds/history.
pricingpower Posted February 20 Posted February 20 13 hours ago, Eng12345 said: Not sure if others have a smoother way to find corp bonds/history Bloomberg is a step function better than alternatives but Interactive Brokers has a bond screener which is decent and shows live bid ask quotes for a good amount of corporate cusips, if I recall there was some nominal data fee involved like $1/mo that gets waived with enough account activity
Eng12345 Posted February 20 Posted February 20 2 hours ago, pricingpower said: Bloomberg is a step function better than alternatives but Interactive Brokers has a bond screener which is decent and shows live bid ask quotes for a good amount of corporate cusips, if I recall there was some nominal data fee involved like $1/mo that gets waived with enough account activity Thank you - I'll check out IBKR. I have some funds hidden over there. Unfortunately I don't manage enough money to justify a bloomberg script and my previous attempts to get third party access have come up short(libraries/schools etc).
Marco Van Basten Posted February 20 Posted February 20 5 hours ago, Eng12345 said: Thank you - I'll check out IBKR. I have some funds hidden over there. Unfortunately I don't manage enough money to justify a bloomberg script and my previous attempts to get third party access have come up short(libraries/schools etc). If you are in NYC, there is a public library on 34th and Park Avenue that has free bloomberg.
ASTA Posted February 21 Posted February 21 On 2/9/2026 at 3:06 AM, sleepydragon said: What does this mean? How are u buying it? All European banks offer it. It’s like an option but the yield goes up with more stocks in the structured note. So I put up 100% of agreed strike price. And will buy one of them in 1 year at the strike price if one of them are at strike price level or below.
sleepydragon Posted February 21 Posted February 21 1 hour ago, ASTA said: All European banks offer it. It’s like an option but the yield goes up with more stocks in the structured note. So I put up 100% of agreed strike price. And will buy one of them in 1 year at the strike price if one of them are at strike price level or below. I see. So essentially you are shorting one year put + put up cash. The yield is basically interest rate + put premium.
Gregmal Posted February 21 Posted February 21 This sounds like the American product called a reverse convertible note. I used to dabble with them. Interesting, but easily replicable via options.
ASTA Posted February 21 Posted February 21 Yes its like an option. Would probably use options instead but I have a large % of cash at the moment so this way I can deploy capital and buy stocks in a while. Of course the trick is to only use it with stocks you want and to pair it with similar stocks otherwise does not make sense. And preferably only when volatility is high as per normal naked put option selling. But the matching stocks together and seeing the yield makes it easy for my small brain to say hm Msft or Spgi in one year 17% lower then today I can wait for cheaper groceries
Libs Posted February 23 Posted February 23 More TSLX. Now 1.05X NAV. Building a 10% position, 2% a day. 3 days to go. Today's buy is at a 10.12% yield.
Red Lion Posted February 23 Posted February 23 Back into one of my favorites, KKR at @91.90. Sold some diversifier ETFs I had in my retirement account to raise capital. This leaves me pretty heavily allocated to the alts, which is a familiar position for my portfolio. Queue the fierce selloff to $60.
Junior R Posted February 23 Posted February 23 4 minutes ago, Red Lion said: Back into one of my favorites, KKR at @91.90. Sold some diversifier ETFs I had in my retirement account to raise capital. This leaves me pretty heavily allocated to the alts, which is a familiar position for my portfolio. Queue the fierce selloff to $60. will also add KKR added PAX
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