Lance Posted August 22, 2020 Share Posted August 22, 2020 This week I added to ESRT several times and wrote puts on HL and VNO. Thanks Lance Link to comment Share on other sites More sharing options...
Castanza Posted August 22, 2020 Share Posted August 22, 2020 Starter a position in PPL. Looks like they are trying to sell WPD (UK asset) and either pay down debt or acquire another US based utility. Some have speculated BRK could be interested in WPD assets. Link to comment Share on other sites More sharing options...
Gregmal Posted August 24, 2020 Share Posted August 24, 2020 GIXws Link to comment Share on other sites More sharing options...
henrysalt Posted August 24, 2020 Share Posted August 24, 2020 https://www.cnbc.com/2020/08/24/salesforce-amgen-and-honeywell-added-to-dow-in-major-shakeup-to-the-average.html RTX booted out of Dow. Link to comment Share on other sites More sharing options...
Jurgis Posted August 25, 2020 Share Posted August 25, 2020 https://www.cnbc.com/2020/08/24/salesforce-amgen-and-honeywell-added-to-dow-in-major-shakeup-to-the-average.html RTX booted out of Dow. Dow is just f&*ked up index. Link to comment Share on other sites More sharing options...
Guest Posted August 25, 2020 Share Posted August 25, 2020 https://www.cnbc.com/2020/08/24/salesforce-amgen-and-honeywell-added-to-dow-in-major-shakeup-to-the-average.html RTX booted out of Dow. Wow, exxon is gone?!?!? Link to comment Share on other sites More sharing options...
Saluki Posted August 25, 2020 Share Posted August 25, 2020 Added a little more ATEX. started new positions in PSX and MPC Link to comment Share on other sites More sharing options...
Spekulatius Posted August 27, 2020 Share Posted August 27, 2020 Bought a bit of BMRN this week. I have been following the company for a while and after the recent drop, the valuation seem Ok, even if the Hemophilia treatment won’t pan out. I like their focus on rare diseases and they are self funding and at this point, I think the Hemophilia drug is more like a free option. Link to comment Share on other sites More sharing options...
Every Banana Counts Posted August 28, 2020 Share Posted August 28, 2020 IRBT Link to comment Share on other sites More sharing options...
Castanza Posted August 28, 2020 Share Posted August 28, 2020 Have been adding to $INTC the past two weeks. Link to comment Share on other sites More sharing options...
Lance Posted August 31, 2020 Share Posted August 31, 2020 Last week I added to KMI and T and wrote puts on IRM. Thanks Lance Link to comment Share on other sites More sharing options...
deadspace Posted August 31, 2020 Share Posted August 31, 2020 Fastly Link to comment Share on other sites More sharing options...
Castanza Posted August 31, 2020 Share Posted August 31, 2020 Added to PCYO this morning. Link to comment Share on other sites More sharing options...
Ice77 Posted August 31, 2020 Share Posted August 31, 2020 CAT (ASX) https://www.catapultsports.com Link to comment Share on other sites More sharing options...
jasonchin Posted August 31, 2020 Share Posted August 31, 2020 Adding ALTG. Consolidating the equipment rental/sales small shops with a potential secular tailwind post-election/recovery. Signficant management ownership/2nd generation ownership. Link to comment Share on other sites More sharing options...
Gregmal Posted September 1, 2020 Share Posted September 1, 2020 Small adds to TWTR and ARE Link to comment Share on other sites More sharing options...
fareastwarriors Posted September 1, 2020 Share Posted September 1, 2020 Tiny add to FB and BRK.B yesterday Link to comment Share on other sites More sharing options...
Saluki Posted September 1, 2020 Share Posted September 1, 2020 Added a little ATEX on the dip and bought a little more KMI and SRG preferreds in my IRA account (the price on SRG.PA is ~20% higher than my other fills, but since it's a tax free account, I think the dividend math works out about the same) Link to comment Share on other sites More sharing options...
KJP Posted September 1, 2020 Share Posted September 1, 2020 Huntington Ingalls Hill International Link to comment Share on other sites More sharing options...
Gregmal Posted September 1, 2020 Share Posted September 1, 2020 Also swapped some RBACU into CFIIU. Big moves! Link to comment Share on other sites More sharing options...
Spekulatius Posted September 1, 2020 Share Posted September 1, 2020 Adding a bit of $CVS Link to comment Share on other sites More sharing options...
Viking Posted September 1, 2020 Share Posted September 1, 2020 SAP.TO, BCE.TO, SU.TO Link to comment Share on other sites More sharing options...
clutch Posted September 1, 2020 Share Posted September 1, 2020 Looks like a lot of people here are buying today albeit no significant drops across the market... are you guys having a change in your thoughts on the general market? Link to comment Share on other sites More sharing options...
Saluki Posted September 1, 2020 Share Posted September 1, 2020 Looks like a lot of people here are buying today albeit no significant drops across the market... are you guys having a change in your thoughts on the general market? I think "the market" is overpriced but that doesn't mean everything is. Everything oil related is dirt cheap right now and some stuff that I consider pretty safe (KMI, PSX, PBF) I have added to in recent days. Oil and product tankers are super cheap too now but if I kept buying my position would take me past my "good night's sleep" point. I'm trying to walk out of the burning building with the most valuable stuff that I can carry before the whole thing comes down. Link to comment Share on other sites More sharing options...
thepupil Posted September 1, 2020 Share Posted September 1, 2020 I'm trying to walk out of the burning building with the most valuable stuff that I can carry before the whole thing comes down. I, on the other hand, stay in the burning building and muse as to what the right value per foot is, while it gets hotter and hotter. Link to comment Share on other sites More sharing options...
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