fishwithwings Posted March 12, 2020 Share Posted March 12, 2020 Does UDFI report? Link to comment Share on other sites More sharing options...
CorpRaider Posted March 12, 2020 Share Posted March 12, 2020 Just a little: BRK.B, LAMR, VNQ Link to comment Share on other sites More sharing options...
DocSnowball Posted March 12, 2020 Share Posted March 12, 2020 VOO, FXI and INDA Dollar cost averaging over the next few weeks Link to comment Share on other sites More sharing options...
alwaysdrawing Posted March 12, 2020 Share Posted March 12, 2020 VOO, FXI and INDA Dollar cost averaging over the next few weeks FXI could lose 90+%. I have hundreds of puts on FXI Link to comment Share on other sites More sharing options...
Viking Posted March 12, 2020 Share Posted March 12, 2020 VZ, T.TO, GOOG, PFE, BRK, SAP.TO Link to comment Share on other sites More sharing options...
rmitz Posted March 12, 2020 Share Posted March 12, 2020 I bought some ATSG for the first time in many years. It was down ~50% from the high. Link to comment Share on other sites More sharing options...
no_free_lunch Posted March 12, 2020 Share Posted March 12, 2020 GD. People are still going to buy weapon systems on a go forward basis, corona virus or no corona virus, doesn't make a difference. Link to comment Share on other sites More sharing options...
Uccmal Posted March 12, 2020 Share Posted March 12, 2020 Al, glad to have your input. I agree on the quality component. Rather buy top shelf stuff when the liquor store is going out of business, rather than well liquor. However, I am slightly less pessimistic. I am not as confident we will see 50% corrections from here, so I am averaging my cowardice on the way down. I think now is the time for those who say, "I've always wanted to own XYZ, but it's always so expensive!" to at least nibble. At least, that is what I am doing. I hear you. For a few of the names I mentioned 50% lower is not that far back in time. I have “nibbled” on HD, V, and FB. The others need to be significantly cheaper for me to really load up. If I don’t get fills, I will sit it out. I have been fully invested since 1997 so it’s not as if I am missing out. Just riding the elevator back down and back up again (perhaps). Well, maybe I was totally off on this one ;D ;D ;D I put another nibble in for V this morning. I raised a few of my bids but dropped the number of shares. I have about 15 orders in. This is feeling too much like w*rk. Got one or two fills in Canada before the ridiculous circuit breakers hit. In general, this likely gets way better (or worse depending on your perspective, before things settle down. Without a government infusion of cash I can easily see every airline in the world, every hotel chain, cruise companies, and all the ancillary travel related businesses in bankruptcy, in short order. Virtually every person I know who has travel plans has been cancelling them. A friend of mine was at his rheumatologist this morning and was advised to cancel a trip to Vancouver next week. The Doctor was cancelling a trip to Boston for a conference that would have had 16000 attendees. My sons school runs an annual trip to Europe and they have cancelled (a week ago). I could pull another dozen examples from my own social circle. These kinds of hits to the economy don’t come without huge pain, and there is no easy reversal. It is totally irrelevant whether there is a real threat or not anymore. It’s all perception shaping reality. Link to comment Share on other sites More sharing options...
alwaysdrawing Posted March 12, 2020 Share Posted March 12, 2020 I raised a few of my bids but dropped the number of shares. I have about 15 orders in. This is feeling too much like w*rk. Got one or two fills in Canada before the ridiculous circuit breakers hit. In general, this likely gets way better (or worse depending on your perspective, before things settle down. Without a government infusion of cash I can easily see every airline in the world, every hotel chain, cruise companies, and all the ancillary travel related businesses in bankruptcy, in short order. Virtually every person I know who has travel plans has been cancelling them. A friend of mine was at his rheumatologist this morning and was advised to cancel a trip to Vancouver next week. The Doctor was cancelling a trip to Boston for a conference that would have had 16000 attendees. My sons school runs an annual trip to Europe and they have cancelled (a week ago). I could pull another dozen examples from my own social circle. These kinds of hits to the economy don’t come without huge pain, and there is no easy reversal. It is totally irrelevant whether there is a real threat or not anymore. It’s all perception shaping reality. You think Iran is digging burial pits that can be seen from space because of perception of risk? WASHINGTON POST Coronavirus burial pits so vast they’re visible from space Iranian authorities began digging a pair of trenches for victims just days after the government disclosed the initial outbreak. Together, their lengths are that of a football field. https://www.washingtonpost.com/graphics/2020/world/iran-coronavirus-outbreak-graves/ The government will not be bailing out common shareholders.....how can you people not see this? Link to comment Share on other sites More sharing options...
nspo Posted March 12, 2020 Share Posted March 12, 2020 Buying some long-term compounders (an outlook of 5 years or so): FB, Tencent, Baidu, ANTM, Brkb Also, buying businesses that are acquisitive and will use the current climate to influence deal flow: Bery, (maybe MTY), and KKR for now. If anyone else has some defensive rollup ideas, I'd love to hear them. Link to comment Share on other sites More sharing options...
Sleepwell Posted March 12, 2020 Share Posted March 12, 2020 MTN and AMZN Link to comment Share on other sites More sharing options...
longlake95 Posted March 12, 2020 Share Posted March 12, 2020 OTEX, HTL ( Hamilton thorne ) CVET Link to comment Share on other sites More sharing options...
Xaston Posted March 12, 2020 Share Posted March 12, 2020 AZO, MTCH, ITRN, GOOS, XPEL, PAYS Link to comment Share on other sites More sharing options...
Viking Posted March 12, 2020 Share Posted March 12, 2020 OK, Bloomberg is reporting that perma bear David Rosenberg is starting to nibble on dividend paying stocks... Link to comment Share on other sites More sharing options...
shhughes1116 Posted March 12, 2020 Share Posted March 12, 2020 FISV Link to comment Share on other sites More sharing options...
Uccmal Posted March 12, 2020 Share Posted March 12, 2020 I raised a few of my bids but dropped the number of shares. I have about 15 orders in. This is feeling too much like w*rk. Got one or two fills in Canada before the ridiculous circuit breakers hit. In general, this likely gets way better (or worse depending on your perspective, before things settle down. Without a government infusion of cash I can easily see every airline in the world, every hotel chain, cruise companies, and all the ancillary travel related businesses in bankruptcy, in short order. Virtually every person I know who has travel plans has been cancelling them. A friend of mine was at his rheumatologist this morning and was advised to cancel a trip to Vancouver next week. The Doctor was cancelling a trip to Boston for a conference that would have had 16000 attendees. My sons school runs an annual trip to Europe and they have cancelled (a week ago). I could pull another dozen examples from my own social circle. These kinds of hits to the economy don’t come without huge pain, and there is no easy reversal. It is totally irrelevant whether there is a real threat or not anymore. It’s all perception shaping reality. You think Iran is digging burial pits that can be seen from space because of perception of risk? WASHINGTON POST Coronavirus burial pits so vast they’re visible from space Iranian authorities began digging a pair of trenches for victims just days after the government disclosed the initial outbreak. Together, their lengths are that of a football field. https://www.washingtonpost.com/graphics/2020/world/iran-coronavirus-outbreak-graves/ The government will not be bailing out common shareholders.....how can you people not see this? Uhm no, I guess didn’t communicate that clearly. I was deliberately staying out of the debate on whether a risk exists or not. It’s no longer relevant. The economy and stocks are going real low so pick your bets wisely. Link to comment Share on other sites More sharing options...
Artha158 Posted March 12, 2020 Share Posted March 12, 2020 GEO, CXW Link to comment Share on other sites More sharing options...
bskptkl Posted March 12, 2020 Share Posted March 12, 2020 BKNG starter position... GOOGL added to last weeks starter position AXP add Link to comment Share on other sites More sharing options...
Santayana Posted March 12, 2020 Share Posted March 12, 2020 Bought back some of the FRFHF that I sold a couple of weeks ago. Link to comment Share on other sites More sharing options...
TwoCitiesCapital Posted March 12, 2020 Share Posted March 12, 2020 Bought back some of the FRFHF that I sold a couple of weeks ago. God it's tempting.... Link to comment Share on other sites More sharing options...
jeffsreng Posted March 12, 2020 Share Posted March 12, 2020 Bought back some of the FRFHF that I sold a couple of weeks ago. God it's tempting.... Are you willing to sell all your holdings and wait for the bottom to put all your net worth into FRFHF? Link to comment Share on other sites More sharing options...
DooDiligence Posted March 12, 2020 Share Posted March 12, 2020 I raised a few of my bids but dropped the number of shares. I have about 15 orders in. This is feeling too much like w*rk. Got one or two fills in Canada before the ridiculous circuit breakers hit. In general, this likely gets way better (or worse depending on your perspective, before things settle down. Without a government infusion of cash I can easily see every airline in the world, every hotel chain, cruise companies, and all the ancillary travel related businesses in bankruptcy, in short order. Virtually every person I know who has travel plans has been cancelling them. A friend of mine was at his rheumatologist this morning and was advised to cancel a trip to Vancouver next week. The Doctor was cancelling a trip to Boston for a conference that would have had 16000 attendees. My sons school runs an annual trip to Europe and they have cancelled (a week ago). I could pull another dozen examples from my own social circle. These kinds of hits to the economy don’t come without huge pain, and there is no easy reversal. It is totally irrelevant whether there is a real threat or not anymore. It’s all perception shaping reality. You think Iran is digging burial pits that can be seen from space because of perception of risk? WASHINGTON POST Coronavirus burial pits so vast they’re visible from space Iranian authorities began digging a pair of trenches for victims just days after the government disclosed the initial outbreak. Together, their lengths are that of a football field. https://www.washingtonpost.com/graphics/2020/world/iran-coronavirus-outbreak-graves/ The government will not be bailing out common shareholders.....how can you people not see this? "Visible from space" used to be a pretty spectacular thing when it meant "visible with the naked eye from space". Now it means we've used a high powered satellite camera to spot x2 100 yard long trenches which were dug in a cemetery in a densely packed city that reported the 1st cases in a country with poor infrastructure which didn't have much chance to defend against the spread of the virus. Keep stoking the fear though. Link to comment Share on other sites More sharing options...
alwaysdrawing Posted March 12, 2020 Share Posted March 12, 2020 "Visible from space" used to be a pretty spectacular thing when it meant "visible with the naked eye from space". Now it means we've used a high powered satellite camera to spot x2 100 yard long trenches which were dug in a cemetery in a densely packed city that reported the 1st cases in a country with poor infrastructure which didn't have much chance to defend against the spread of the virus. Keep stoking the fear though. When mass graves for people being killed from this virus doesn't impact you, that's pretty wild. Burying a mass of bodies in 100 yard trenches is not like the seasonal flu... I am afraid, and not of financial markets falling. I am afraid too many people are not taking this seriously. Link to comment Share on other sites More sharing options...
DooDiligence Posted March 12, 2020 Share Posted March 12, 2020 "Visible from space" used to be a pretty spectacular thing when it meant "visible with the naked eye from space". Now it means we've used a high powered satellite camera to spot x2 100 yard long trenches which were dug in a cemetery in a densely packed city that reported the 1st cases in a country with poor infrastructure which didn't have much chance to defend against the spread of the virus. Keep stoking the fear though. When mass graves for people being killed from this virus doesn't impact you, that's pretty wild. Burying a mass of bodies in 100 yard trenches is not like the seasonal flu... I am afraid, and not of financial markets falling. I am afraid too many people are not taking this seriously. You miss the point entirely. I won't bother to explain. Link to comment Share on other sites More sharing options...
Lance Posted March 13, 2020 Share Posted March 13, 2020 Adds - BTI, IRM, KMI, MO, PBCT, PH, PRU, RDSb, SBX, SPG, UTG, VIAC, VIACA, WFC and WPC. New - FAST Options - wrote puts on CXW and GEO. Added to Vanguard small and midcap value and EM funds in an IRA. Thanks Lance Link to comment Share on other sites More sharing options...
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