Spekulatius Posted July 31, 2019 Posted July 31, 2019 Bought some CWGL. Hoping for $8 quickly: https://www.sec.gov/Archives/edgar/data/1562151/000156215119000048/a10b5-1plan72319.htm
Gregmal Posted July 31, 2019 Posted July 31, 2019 Bought some MSGN and MSB with proceeds from NVTA. Broadly speaking, today is just another example of what happens when retards take control of the stock market. Opportunity for the rest of us. If you were "surprised" by the widely expected rate hike and decide to just start dumping everything, you might as well just give me your money now...
jschembs Posted July 31, 2019 Posted July 31, 2019 Bought some MSGN and MSB with proceeds from NVTA. Broadly speaking, today is just another example of what happens when retards take control of the stock market. Opportunity for the rest of us. If you were "surprised" by the widely expected rate hike and decide to just start dumping everything, you might as well just give me your money now... But the last seven months of buying after Powell's December commentary signaling future cuts was all rational?
Gregmal Posted July 31, 2019 Posted July 31, 2019 Buying OR selling based on a rate cut/hike is pretty stupid. Plenty of people here(well maybe not plenty, but a few) made a fortune when the idiots took over in November/December because of a meaningless rate hike... Same thing.
Spekulatius Posted July 31, 2019 Posted July 31, 2019 WMB (added in size) and a bit of Berry. WMB was funded from proceeds of ENB sales a while ago.
Castanza Posted July 31, 2019 Posted July 31, 2019 WMB (added in size) and a bit of Berry. WMB was funded from proceeds of ENB sales a while ago. + Berry Had this on my watch for a bit. Finally a good entry point.
Saluki Posted August 1, 2019 Posted August 1, 2019 PBF. down to the mid 20s again. I was kicking myself for only buying a small amount last time it came down to these levels.
John Hjorth Posted August 2, 2019 Posted August 2, 2019 Happy BRK.B <$200 Friday. Is that safe to do? - Wouldn't it be more safe buying some 30 years negative yielding German Bund? [<- J/K] - - - o 0 o - - - My addition to SCHO.CPH today was basically reinvestment of some dividends received in tax deferred accounts, where I'm maxed out on Berkshire [i can't in such accounts buy more than 20 percent in one stock ... -if just Berkshire B was liquid dual listed like BAM!]
orion Posted August 2, 2019 Posted August 2, 2019 Added to my Exor position. What am I missing? SOP-Value should be ~100 EUR vs. 62 EUR share price.
TwoCitiesCapital Posted August 2, 2019 Posted August 2, 2019 Added to my Exor position. What am I missing? SOP-Value should be ~100 EUR vs. 62 EUR share price. You're not missing anything. It's been trading at a 40ish% discount for the last 3 years or more. Great opportunity to accumulate - it's one of my largest holdings. Also was glad to see they executed very favorably on buybacks with dividends from Chrysler to take advantage of that discount to NAV.
orion Posted August 2, 2019 Posted August 2, 2019 Yes. Nice to see that they deploy the FCAU dividend proceeds into the buyback program. Considering the discount this is a great way to add value.
John Hjorth Posted August 2, 2019 Posted August 2, 2019 Added to my Exor position. What am I missing? SOP-Value should be ~100 EUR vs. 62 EUR share price. orion, To me personally, this is a great move, and you aren't really missing anything. Gísli [CoBF member Sportgamma] posted not so long ago in the EXOR topic here on CoBF a link to Gísli's website containing a spreadsheet containing a real time SOTP valuation of EXOR. [ Link ][Website post of December 8th 2018]. - - - o 0 o - - - It's just so great to have fellow CoBF members, who share wonderful stuff like this. - - - o 0 o - - - Edit: Somehow TwoCitiesCapital beat me to it.
Spekulatius Posted August 2, 2019 Posted August 2, 2019 Happy BRK.B <$200 Friday. Is that safe to do? - Wouldn't it be more safe buying some 30 years negative yielding German Bund? [<- J/K] Is it safe?
bizaro86 Posted August 2, 2019 Posted August 2, 2019 Sold some BRK.B puts - added to IBKR with the proceeds+
Castanza Posted August 2, 2019 Posted August 2, 2019 Wrote puts on NWL (Aug. 16, $14). Thanks, Lance Nice call on this!
Spekulatius Posted August 2, 2019 Posted August 2, 2019 Bought some LYB ( I felt the earnings report was way better than the stock response to it) and a little more WMB. $$$Dividends.
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