dipod Posted October 25, 2023 Share Posted October 25, 2023 JOE, CMA, CFG. Financials really getting clobbered the last few days. Link to comment Share on other sites More sharing options...
Spekulatius Posted October 25, 2023 Share Posted October 25, 2023 2 minutes ago, dipod said: JOE, CMA, CFG. Financials really getting clobbered the last few days. I looked at $CFG, which is a local bank to me and did not like their reports all that much. I agree its cheap though, but it does not look all that well run. Link to comment Share on other sites More sharing options...
dipod Posted October 25, 2023 Share Posted October 25, 2023 1 hour ago, Spekulatius said: I looked at $CFG, which is a local bank to me and did not like their reports all that much. I agree its cheap though, but it does not look all that well run. Cheap, nice dividend, well capitalized, buying back stock. One should do decently well here. Although not betting the farm on it. Link to comment Share on other sites More sharing options...
Luca Posted October 26, 2023 Share Posted October 26, 2023 Starter in AMR Link to comment Share on other sites More sharing options...
Lance Posted October 26, 2023 Share Posted October 26, 2023 WHR Thanks Lance Link to comment Share on other sites More sharing options...
Santayana Posted October 26, 2023 Share Posted October 26, 2023 Aug 24 Joe Calls Link to comment Share on other sites More sharing options...
jouni1 Posted October 26, 2023 Share Posted October 26, 2023 Finally bought some FFH Link to comment Share on other sites More sharing options...
Gregmal Posted October 27, 2023 Share Posted October 27, 2023 Doubled WHR. Link to comment Share on other sites More sharing options...
Masterofnone Posted October 27, 2023 Share Posted October 27, 2023 Repurchased a portion of BRKB sold above 370. "Trading around a core". Or just to keep me amused. Link to comment Share on other sites More sharing options...
Malmqky Posted October 27, 2023 Share Posted October 27, 2023 3 minutes ago, Masterofnone said: Repurchased a portion of BRKB sold above 370. "Trading around a core". Or just to keep me amused. Buying BRKB around 1.3x bv and selling around 1.5x bv has made me a lot of money over the years. Thanks for the reminder, I think it’s closing in on this lower bounds Link to comment Share on other sites More sharing options...
gfp Posted October 27, 2023 Share Posted October 27, 2023 Just now, Masterofnone said: Repurchased a portion of BRKB sold above 370. "Trading around a core". Or just to keep me amused. I wouldn't be surprised to see BRK.B trade down to the 315/sh range on this move. Everything is going A-OK for Berkshire the company, with 5.5% T-bill yields and a great super-cat outcome in Florida this year. Berkshire will probably show a lot more "cash" in t-bills at quarter end than people expect - since they have been trimming uninspiring equities and probably didn't repurchase much stock during Q3. Berkshire is doing great. But the share price will head where the indices and ETFs that dominate the daily trading of BRK go. Most Berkshire shares just don't trade. Link to comment Share on other sites More sharing options...
Masterofnone Posted October 27, 2023 Share Posted October 27, 2023 Yup. Since I don't know where the indices and ETFs will go I split purchases like this in thirds. (If I did, I'd be set trading the indices....) I'll be back in full if it overshoots to 303. Good time to play this game I think. Link to comment Share on other sites More sharing options...
lnofeisone Posted October 27, 2023 Share Posted October 27, 2023 I bought a starter in ENPH. Got a standing buy order for BRKB at 315. Let's see if we get there. Link to comment Share on other sites More sharing options...
E. Nashton Posted October 27, 2023 Share Posted October 27, 2023 It's ugly but buying some Bank of Nova Scotia... Link to comment Share on other sites More sharing options...
rosemontseneca Posted October 27, 2023 Share Posted October 27, 2023 Basket of multifamily REITS - CPT, MAA, EQR, ESS, AVB Link to comment Share on other sites More sharing options...
Saluki Posted October 27, 2023 Share Posted October 27, 2023 Picked up a few shares of JOE. It's starting to look interesting again, but I already am overweight in JOE. If it keeps getting cheaper (and they keep firing on all cylinders), I'll add more, but these are "great company at fair prices", not "motivated seller" prices right now. Link to comment Share on other sites More sharing options...
Castanza Posted October 27, 2023 Share Posted October 27, 2023 AIV, picked up a few BAC 2026 calls Link to comment Share on other sites More sharing options...
Lance Posted October 27, 2023 Share Posted October 27, 2023 BTI, JOE and PFE Thanks Lance Link to comment Share on other sites More sharing options...
keegomaster Posted October 27, 2023 Share Posted October 27, 2023 (edited) Added more GOOGL, and started a position on AMZN. The return to positive Free Cash Flow (and the relative and absolute magnitude!) is a very good sign of the increasing Operating Income (through increased revenues and reduced costs), together with a more mindful Cap Ex spending. In addition the growth in AWS with relation to AI/ML forebodes good things to come. Edited October 27, 2023 by keegomaster Link to comment Share on other sites More sharing options...
Sweet Posted October 27, 2023 Share Posted October 27, 2023 3 hours ago, Castanza said: AIV, picked up a few BAC 2026 calls Dam, some of those ITM calls have 1 dollar premiums. Link to comment Share on other sites More sharing options...
frommi Posted October 30, 2023 Share Posted October 30, 2023 Sold DAX Puts and bought MED, Evolution AB and DCC PLC. Link to comment Share on other sites More sharing options...
Luca Posted October 30, 2023 Share Posted October 30, 2023 3 hours ago, frommi said: Sold DAX Puts and bought MED, Evolution AB and DCC PLC. Nice, i also added recently, really good buy. Link to comment Share on other sites More sharing options...
Luca Posted October 30, 2023 Share Posted October 30, 2023 Added to AMR Link to comment Share on other sites More sharing options...
longlake95 Posted October 30, 2023 Share Posted October 30, 2023 Added back a little TFII last week. Link to comment Share on other sites More sharing options...
Lance Posted October 30, 2023 Share Posted October 30, 2023 VICI and WHR Thanks Lance Link to comment Share on other sites More sharing options...
Recommended Posts
Create an account or sign in to comment
You need to be a member in order to leave a comment
Create an account
Sign up for a new account in our community. It's easy!
Register a new accountSign in
Already have an account? Sign in here.
Sign In Now