Spekulatius Posted October 3, 2023 Share Posted October 3, 2023 Added to PM, RTX and OUT. Link to comment Share on other sites More sharing options...
thowed Posted October 3, 2023 Share Posted October 3, 2023 3 hours ago, Gregmal said: Closed this out which now makes the higher leverage MGK puts totally on the house and then some. Also funded more Nintendo This comment was in reply to a question I asked. I'm extremely grateful to you for the explanation - it helped me think about options differently, and consequently has made the last week a lot more comfortable for me than it otherwise would have. Thanks again! And congrats. Link to comment Share on other sites More sharing options...
Lance Posted October 4, 2023 Share Posted October 4, 2023 BTI Thanks Lance Link to comment Share on other sites More sharing options...
Malmqky Posted October 4, 2023 Share Posted October 4, 2023 sold MO and put proceeds into BTI, the tobacco basket is no longer much of a basket - 60 some percent BTI and 30ish percent PM. Link to comment Share on other sites More sharing options...
CorpRaider Posted October 4, 2023 Share Posted October 4, 2023 (edited) KLG, BOC Edited October 5, 2023 by CorpRaider Link to comment Share on other sites More sharing options...
Whensthepaintdry? Posted October 4, 2023 Share Posted October 4, 2023 I have also been adding to BOC since it got under 17. I also have been adding to IMKTA. Link to comment Share on other sites More sharing options...
Spooky Posted October 4, 2023 Share Posted October 4, 2023 Another little nibble of BRK B Link to comment Share on other sites More sharing options...
no_free_lunch Posted October 4, 2023 Share Posted October 4, 2023 (edited) Viemed (VMD.TO) - medical device company, good little compounder with huge runway, sales hit by COVID, I estimate it is trading around 20x current year earnings and growing 20% per year. Roughly 15x next year analyst ]estimates. Sold off recently with other medical companies. Edited October 4, 2023 by no_free_lunch Link to comment Share on other sites More sharing options...
Gregmal Posted October 5, 2023 Share Posted October 5, 2023 Bought some more HTL on the dip Link to comment Share on other sites More sharing options...
gfp Posted October 5, 2023 Share Posted October 5, 2023 16 minutes ago, Gregmal said: Bought some more HTL on the dip Is there any actual news for the company or this is just one of those things? Link to comment Share on other sites More sharing options...
longlake95 Posted October 5, 2023 Share Posted October 5, 2023 1 minute ago, gfp said: Is there any actual news for the company or this is just one of those things? Nope. Just a thin trader Link to comment Share on other sites More sharing options...
gfp Posted October 5, 2023 Share Posted October 5, 2023 1 minute ago, longlake95 said: Nope. Just a thin trader But the up-listing fixed everything!? Link to comment Share on other sites More sharing options...
longlake95 Posted October 5, 2023 Share Posted October 5, 2023 1 minute ago, gfp said: But the up-listing fixed everything!? Ha. I guess not. Someday it gets some attention and more liquidity. It’s fertile ground. Link to comment Share on other sites More sharing options...
Gregmal Posted October 5, 2023 Share Posted October 5, 2023 Didn’t see anything. Dropped Wolf a quick message but I’m out shopping for a solid slab of spare ribs to smoke this afternoon so pretty much just going off the tape in front of me. $1.07-1.12 got a handful. Link to comment Share on other sites More sharing options...
Ross812 Posted October 5, 2023 Share Posted October 5, 2023 I had a 21% cash position and just dropped about 4% in this morning between LHX, BTI, TOITF, and ASHTY. Link to comment Share on other sites More sharing options...
Gregmal Posted October 5, 2023 Share Posted October 5, 2023 42 minutes ago, Gregmal said: Didn’t see anything. Dropped Wolf a quick message but I’m out shopping for a solid slab of spare ribs to smoke this afternoon so pretty much just going off the tape in front of me. $1.07-1.12 got a handful. No news the company is aware of, per the Chief Executive. Link to comment Share on other sites More sharing options...
CorpRaider Posted October 5, 2023 Share Posted October 5, 2023 (edited) MGM, KHC, K Edited October 5, 2023 by CorpRaider Link to comment Share on other sites More sharing options...
LC Posted October 6, 2023 Share Posted October 6, 2023 8 hours ago, CorpRaider said: MGM, KHC, K MGM reported a data breach: https://www.mgmresorts.com/en/letter-from-ceo.html Link to comment Share on other sites More sharing options...
nwoodman Posted October 6, 2023 Share Posted October 6, 2023 FFH.TO Link to comment Share on other sites More sharing options...
CorpRaider Posted October 6, 2023 Share Posted October 6, 2023 8 hours ago, LC said: MGM reported a data breach: https://www.mgmresorts.com/en/letter-from-ceo.html Thank you. Yeah they are having a bumpy time to say the least. I read they were relegated to using paper to process everything on premises a week or two ago. Link to comment Share on other sites More sharing options...
Paarslaars Posted October 6, 2023 Share Posted October 6, 2023 (edited) Bought some more OSTK options this week when the stock dropped below 15$, nice timing. Also was able to snatch up a few shares of GXE at 0.83 but most of the order hasn't filled yet. Edited October 6, 2023 by Paarslaars Link to comment Share on other sites More sharing options...
TwoCitiesCapital Posted October 6, 2023 Share Posted October 6, 2023 (edited) Closed S&P puts for a gain Still holding long puts on Apple and RIVN as partial market hedges Sold OTM puts against my ITM puts on GLD to lock in recent profits. Used proceeds to add to my SBSW position which I want to accumulate long-term as I do expect gold/precious metals to outperform equities this decade - just hedging expected weakness from positive real rates/USD which GLD had been resilient to up until a week or two ago with the puts. Added to ZROZ and POAHY with proceeds of S&P puts. Edited October 6, 2023 by TwoCitiesCapital Link to comment Share on other sites More sharing options...
Spekulatius Posted October 6, 2023 Share Posted October 6, 2023 2 hours ago, TwoCitiesCapital said: Added to ZROZ and POAHY with proceeds of S&P puts. POAHY / Porsche Holding is a stock that has forgotten that it can go up. 1 Link to comment Share on other sites More sharing options...
TwoCitiesCapital Posted October 6, 2023 Share Posted October 6, 2023 2 minutes ago, Spekulatius said: POAHY / Porsche Holding is a stock that has forgotten that it can go up. Yup. No immediate catalyst to close NAV gap. Both VW and P911 have turned down recently which seems to be driving the sell off here too. It doesn't rally when it's assets rally, but sells off in sympathy when they drop Not a huge position for me - but I love Porsche cars and feel good owning the company at a sizable discount. Link to comment Share on other sites More sharing options...
Gregmal Posted October 6, 2023 Share Posted October 6, 2023 Started AMRK Link to comment Share on other sites More sharing options...
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