Lance Posted July 6, 2023 Share Posted July 6, 2023 Added to STR and wrote puts on it. Thanks Lance Link to comment Share on other sites More sharing options...
Saluki Posted July 6, 2023 Share Posted July 6, 2023 Added a few shares of OXY and PXD (both are a wager on oil prices and the Permian basin). Nothing to write home about, just had a couple of dividend payments come through. Link to comment Share on other sites More sharing options...
thowed Posted July 6, 2023 Share Posted July 6, 2023 (edited) On 7/5/2023 at 2:14 PM, Gregmal said: Most important part of the hedge, and it’s really just that, is the strike though. Thanks for this - really interesting & useful stuff to think about, and completely confirms my experience when I've tried to be smart going OTM & getting caught out. Looks like nice timing on yours. Edited July 6, 2023 by thowed Link to comment Share on other sites More sharing options...
Spooky Posted July 6, 2023 Share Posted July 6, 2023 Bought a small starter in Fairfax to start looking into it further. Link to comment Share on other sites More sharing options...
Gregmal Posted July 6, 2023 Share Posted July 6, 2023 33 minutes ago, thowed said: Thanks for this - really interesting & useful stuff to think about, and completely confirms my experience when I've tried to be smart going OTM & getting caught out. Looks like nice timing on yours. Yea I don’t really have many rules but instead framework. But if I did have a rule it would be the one shot rule on OTM options. One shot, no adding. By starting slightly in the money you’re saving your shot and giving yourself some room to be off on the timing and multiple ways to make money. Link to comment Share on other sites More sharing options...
Luca Posted July 6, 2023 Share Posted July 6, 2023 Sold half of my remaining TSMC position, added proceeds to FFH. Now 30% of the portfolio. Link to comment Share on other sites More sharing options...
Intelligent_Investor Posted July 6, 2023 Share Posted July 6, 2023 Buying more SIG, probably gonna start stretching maturities on bonds sooner. Link to comment Share on other sites More sharing options...
Gregmal Posted July 7, 2023 Share Posted July 7, 2023 (edited) On 7/4/2023 at 1:08 PM, Luca said: Noam Chomsky recently stated a nice comment in an interview on this whole war with Russia: "The hypocrisy of the west is astonishing" “Janet Yellen concerned about Chinas new export controls”….. Think Janet is equally “concerned” about any of the US policy directed towards China or Russia? Even Canadian tariffs? Nah bro. https://www.cnbc.com/2023/07/07/yellen-says-shes-concerned-about-chinas-new-export-controls.html Edited July 7, 2023 by Gregmal 1 Link to comment Share on other sites More sharing options...
zippy1 Posted July 7, 2023 Share Posted July 7, 2023 1 hour ago, Gregmal said: “Janet Yellen concerned about Chinas new export controls”….. Think Janet is equally “concerned” about any of the US policy directed towards China or Russia? Even Canadian tariffs? Nah bro. https://www.cnbc.com/2023/07/07/yellen-says-shes-concerned-about-chinas-new-export-controls.html I don't think the Chinese will take it well, if she said that she is unconcerned.... Link to comment Share on other sites More sharing options...
Luca Posted July 7, 2023 Share Posted July 7, 2023 (edited) 43 minutes ago, zippy1 said: I don't think the Chinese will take it well, if she said that she is unconcerned.... You know its funny, so many people talk doom and gloom about China, what a shitshow their system is, everybody leaving etc whatever, but on the same time we have massive propaganda against Chinas industrial power, military power etc, concerning this, concerning that. I thought china is so weak? Its obvious that china is not weak at all and are on their way to gain as much and more control than the US had the last 100 years. Edited July 7, 2023 by Luca Link to comment Share on other sites More sharing options...
zippy1 Posted July 7, 2023 Share Posted July 7, 2023 (edited) 25 minutes ago, Luca said: You know its funny, so many people talk doom and gloom about China, what a shitshow their system is, everybody leaving etc whatever, but on the same time we have massive propaganda against Chinas industrial power, military power etc, concerning this, concerning that. I thought china is so weak? Its obvious that china is not weak at all and are on their way to gain as much and more control than the US had the last 100 years. I think CCP does present a great challenge. Having a realistic perspective about CCP is the first step in dealing with the challenge. Those who said China is weak is essentially saying “business as usual” and nothing needs to done. I think that would not be the right attitude. however, with that said, it does not mean that I would like live under CCP rule. this is a bit off topic now, so I will just stop here. Edited July 7, 2023 by zippy1 Link to comment Share on other sites More sharing options...
DM1 Posted July 7, 2023 Share Posted July 7, 2023 Bought 100 shares of FFH at $954 CDN this morning , might be a good arbitrage trade after Q2 earnings come out Link to comment Share on other sites More sharing options...
Spekulatius Posted July 7, 2023 Share Posted July 7, 2023 (edited) On 9/26/2022 at 9:21 AM, Dinar said: Spirax Sarco PLC - OT -Interesting discussion here - you can get even a book about their history for free (I ordered one): Stock looks too expensive for me though. Edited July 7, 2023 by Spekulatius Link to comment Share on other sites More sharing options...
Dinar Posted July 7, 2023 Share Posted July 7, 2023 @Spekulatius, thank you. Link to comment Share on other sites More sharing options...
CorpRaider Posted July 10, 2023 Share Posted July 10, 2023 DIS Link to comment Share on other sites More sharing options...
nwoodman Posted July 11, 2023 Share Posted July 11, 2023 FRFHF Link to comment Share on other sites More sharing options...
Saluki Posted July 11, 2023 Share Posted July 11, 2023 Finally pulled the trigger on a starter position in BTI. It should drop at least 20% because of the curse, so get your checkbooks out if you want a bargain in the next couple of weeks. Link to comment Share on other sites More sharing options...
lnofeisone Posted July 11, 2023 Share Posted July 11, 2023 42 minutes ago, Saluki said: Finally pulled the trigger on a starter position in BTI. It should drop at least 20% because of the curse, so get your checkbooks out if you want a bargain in the next couple of weeks. Same. Bought BTI, ELV, CNC. Link to comment Share on other sites More sharing options...
SleepyCapital Posted July 11, 2023 Share Posted July 11, 2023 Have been adding to ALLY over the past few weeks Link to comment Share on other sites More sharing options...
Gregmal Posted July 12, 2023 Share Posted July 12, 2023 Swapped some SPHR into CPNG leaps last few days. Link to comment Share on other sites More sharing options...
Paarslaars Posted July 12, 2023 Share Posted July 12, 2023 Added to FFH Link to comment Share on other sites More sharing options...
Luca Posted July 13, 2023 Share Posted July 13, 2023 Added to FFH Link to comment Share on other sites More sharing options...
Gregmal Posted July 13, 2023 Share Posted July 13, 2023 On 1/19/2021 at 12:54 PM, Gregmal said: Bought a tiny, 100% speculative XRP position before the trading suspension. Dont give 2 hoots about XRP but I think I am comfortable with my understanding of how SEC related issues get resolved and and while there is always the risk its wiped out or never trades again on a mainstream basis(hence small position), if things go the way I expect them to this should open 3-4x higher than where it is now. Exactly. as. expected. Link to comment Share on other sites More sharing options...
DM1 Posted July 14, 2023 Share Posted July 14, 2023 bought some more FFH this morning at $947 Link to comment Share on other sites More sharing options...
Malmqky Posted July 14, 2023 Share Posted July 14, 2023 Might exit Berkshire and Micron and use proceeds to buy FFH. I don’t want to sell the aforementioned but they’re not exactly cheap and the setup for FFH is sooo nice atm… Maybe I should use some margin instead … Bought some more BTI using MO and PM dividends while I contemplate. Link to comment Share on other sites More sharing options...
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