Malmqky Posted November 6, 2023 Share Posted November 6, 2023 (edited) Starter in NRP as well Thanks @KJP Edited November 6, 2023 by Malmqky Link to comment Share on other sites More sharing options...
Spekulatius Posted November 7, 2023 Share Posted November 7, 2023 On 11/1/2023 at 2:23 PM, Spekulatius said: I have done one small add in CNHI at $11.5 but not buying more although the price seems tempting. I am going to check the Q3 report first. Ouch. Down another ~13% premarket. Earnings report does not look that bad to me though. I am going to add some shares here. Link to comment Share on other sites More sharing options...
Malmqky Posted November 7, 2023 Share Posted November 7, 2023 AMR, MSGE, UNTC, NRP Link to comment Share on other sites More sharing options...
sleepydragon Posted November 7, 2023 Share Posted November 7, 2023 Bought a bit CPRI Link to comment Share on other sites More sharing options...
sleepydragon Posted November 7, 2023 Share Posted November 7, 2023 4 hours ago, Spekulatius said: Ouch. Down another ~13% premarket. Earnings report does not look that bad to me though. I am going to add some shares here. interesting.. will it be added to US indices when it's delisted from Milan? Link to comment Share on other sites More sharing options...
Cod Liver Oil Posted November 7, 2023 Share Posted November 7, 2023 More MSGE at 28. Link to comment Share on other sites More sharing options...
Dinar Posted November 7, 2023 Share Posted November 7, 2023 CI at $297 and MSGE at $28.15 Link to comment Share on other sites More sharing options...
Spekulatius Posted November 7, 2023 Share Posted November 7, 2023 1 hour ago, sleepydragon said: interesting.. will it be added to US indices when it's delisted from Milan? It is possible. The rational is that they want to have all the liquidity in one exchange and the US seems better than Italy. The stock certainly looks cheap but that does not mean it can't get cheaper. I am pretty sure that Exor has a strong say in how they allocate capital. My thinking is that they want to do something about their subscale and less profitable Case construction business - either sell or merge it with another player. They spun out Iveco already which is also a somewhat subscale and much less profitable than the core AG business. Link to comment Share on other sites More sharing options...
sleepydragon Posted November 7, 2023 Share Posted November 7, 2023 53 minutes ago, Spekulatius said: It is possible. The rational is that they want to have all the liquidity in one exchange and the US seems better than Italy. The stock certainly looks cheap but that does not mean it can't get cheaper. I am pretty sure that Exor has a strong say in how they allocate capital. My thinking is that they want to do something about their subscale and less profitable Case construction business - either sell or merge it with another player. They spun out Iveco already which is also a somewhat subscale and much less profitable than the core AG business. I think they will be removed from MSCI Europe indices which to be announced on 11/14th. There will be some supply pressures. Then maybe after the delisting it will be added to US indices (SP400) Link to comment Share on other sites More sharing options...
Luca Posted November 8, 2023 Share Posted November 8, 2023 OXY and AMR! Link to comment Share on other sites More sharing options...
Seoshin Posted November 8, 2023 Share Posted November 8, 2023 Bought more NTDOY yesterday after reading the latest Q. Also bought more DHR and TXN today. Link to comment Share on other sites More sharing options...
dipod Posted November 8, 2023 Share Posted November 8, 2023 Large amount of CPNG. Link to comment Share on other sites More sharing options...
Ross812 Posted November 8, 2023 Share Posted November 8, 2023 I just keep buying LUV Link to comment Share on other sites More sharing options...
Ross812 Posted November 9, 2023 Share Posted November 9, 2023 Lots of HQI this morning. It blew through limit orders at 15.50, 14.50, 13.50. I got a partial fill at 13 and have another order sitting out there at 12.50. What a blood bath. Link to comment Share on other sites More sharing options...
shhughes1116 Posted November 9, 2023 Share Posted November 9, 2023 More NTODY and more CLMT. Link to comment Share on other sites More sharing options...
Spekulatius Posted November 10, 2023 Share Posted November 10, 2023 A swill of DEO this AM. Link to comment Share on other sites More sharing options...
Sweet Posted November 10, 2023 Share Posted November 10, 2023 On 11/8/2023 at 7:12 PM, Ross812 said: I just keep buying LUV This sounds so bad lol Link to comment Share on other sites More sharing options...
Gregmal Posted November 10, 2023 Share Posted November 10, 2023 Bought some DEO for the put it away for 5+ section of the portfolio Link to comment Share on other sites More sharing options...
Libs Posted November 10, 2023 Share Posted November 10, 2023 This week I topped off each member of my "Magnificent Seven." JOE HQI (oops!) FAIRFAX CNSWF LMGIF (Lumine) XPEL SCHW CASH Ok, so "Magnificent Eight." They are equal positions. If as a group, this pile of money doesn't double in 5 years, my confidence will be shattered because I'm in love with every one of these. (One will probably flame out, I have no idea which). Link to comment Share on other sites More sharing options...
Malmqky Posted November 10, 2023 Share Posted November 10, 2023 A smaller starter/tracker sized position in CPNG Maybe more AMR and UNTC if limit orders fill. Link to comment Share on other sites More sharing options...
Dinar Posted November 10, 2023 Share Posted November 10, 2023 @Gregmal, Greg, why do you like Diageo? Thank you. Link to comment Share on other sites More sharing options...
Gregmal Posted November 10, 2023 Share Posted November 10, 2023 26 minutes ago, Dinar said: @Gregmal, Greg, why do you like Diageo? Thank you. Nothing special. Just a good enough brand at an ok enough valuation that I’ll look at in 5 years and sleep well at night in between. Link to comment Share on other sites More sharing options...
KJP Posted November 10, 2023 Share Posted November 10, 2023 Net Lease Office Properties (NLOP) Link to comment Share on other sites More sharing options...
Value_Added Posted November 10, 2023 Share Posted November 10, 2023 (edited) 16 minutes ago, KJP said: Net Lease Office Properties (NLOP) +1 Also purchased DBI, HIBB, IMXI and METC throughout the week. Edited November 10, 2023 by Value_Added Link to comment Share on other sites More sharing options...
james22 Posted November 10, 2023 Share Posted November 10, 2023 4 hours ago, Sweet said: This sounds so bad lol Love you pay for is less expensive than love you don't. Link to comment Share on other sites More sharing options...
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