boilermaker75 Posted January 31, 2020 Posted January 31, 2020 Been writing GILD puts, would like to acquire some with a basis < $63. Wrote some more 63-strike, Jan 31 expiration puts for $0.60 per share. Wrote GILD 62-strike, Feb 7 expiration puts.
Spekulatius Posted February 1, 2020 Posted February 1, 2020 Bought some odds and ends and a starter in FRA.DE (Frankfurt Airport)
boilermaker75 Posted February 3, 2020 Posted February 3, 2020 Been writing GILD puts, would like to acquire some with a basis < $63. Wrote some more 63-strike, Jan 31 expiration puts for $0.60 per share. Wrote GILD 62-strike, Feb 7 expiration puts. Wrote some 62.5-strike Feb 7 expiration puts. (Edit: $0.40 per share earlier this morning)
LC Posted February 6, 2020 Posted February 6, 2020 Added a little more BRK Ditto. 1.3x book is not a bad price for Berk esp. as it's a partially "defensive" stock with the cash and traditional businesses, and also exposed to market upside thru Apple
Gregmal Posted February 6, 2020 Posted February 6, 2020 Added a little more BRK Ditto. 1.3x book is not a bad price for Berk esp. as it's a partially "defensive" stock with the cash and traditional businesses, and also exposed to market upside thru Apple Indeed, on a relative basis its a lot more exciting to me here at 228 than it was at 21x.xx prior to the market going apeshit. You've probably got some favorable news flow heading into the AGM as well.
Dynamic Posted February 6, 2020 Posted February 6, 2020 I agree. I've increased my exposure recently and written and rolled some puts too. The 1.3 x Book Value is obviously an estimate until the results come out but I think these prices around $228-$229 are almost certainly going to come in pretty close, and Berkshire's portfolio is now above year end prices and has beaten the S&P since the end of September
cubsfan Posted February 6, 2020 Posted February 6, 2020 MSGN a hair under 15 and DD at 52.7 Gregmal - thanks for MSGN idea - out at $17.05 Shrinking share count very compelling. Nice idea. Hope to get another shot.
Gregmal Posted February 6, 2020 Posted February 6, 2020 MSGN a hair under 15 and DD at 52.7 Gregmal - thanks for MSGN idea - out at $17.05 Shrinking share count very compelling. Nice idea. Hope to get another shot. Cheers. Good when people make money. Took some off around there yesterday as well. Its a boring company but should grind out some value, especially if ones trades it. $14-$15 is just too cheap.
Charlie Posted February 7, 2020 Posted February 7, 2020 I bought some Berkshire b shares over the week. Results should be very good and the Apple shares did perform quite well. P/B is 1,41.
james22 Posted February 7, 2020 Posted February 7, 2020 Added a little more BRK Ditto. 1.3x book is not a bad price for Berk esp. as it's a partially "defensive" stock with the cash and traditional businesses, and also exposed to market upside thru Apple Indeed, on a relative basis its a lot more exciting to me here at 228 than it was at 21x.xx prior to the market going apeshit. I've held cash to buy the P/B dips myself, but would have done better buying as soon as I could. 21X.XX < 228
boilermaker75 Posted February 7, 2020 Posted February 7, 2020 Wrote some BRKB 225-strike, Feb 21 expiration puts.
rkbabang Posted February 7, 2020 Posted February 7, 2020 Added a little more UI. Market overreacting today to revenue miss. Numbers are still very good and they are continuing to buy back a lot of stock.
ValuePadawan Posted February 7, 2020 Posted February 7, 2020 Finally dipped my toe in on Allied Irish Banks. Long term hold.
Lance Posted February 8, 2020 Posted February 8, 2020 Sold Litecoin and bought a small position in SKT. Thanks Lance
kab60 Posted February 8, 2020 Posted February 8, 2020 Bought more Linamar, new position in AMA Group.
Spekulatius Posted February 8, 2020 Posted February 8, 2020 Bought more Linamar, new position in AMA Group. AMA Group looks interesting. Auto repair rollup in Australia with maybe a long growth runway? https://amagroupltd.com/wp-content/uploads/2019/08/FY19-Results-Presentation.pdf I always enjoy learning about your ideas. Linamars results are very weak in their acquired industrial business, but their balance sheet is improving. It is interesting to learn about their efforts on electric vehicles in their latest investor presentations. *corrected for spelling
Casey Posted February 8, 2020 Posted February 8, 2020 added to DFS, ALLY, BRK.B this week On Berkshire: I feel they should be buying back shares instead of trying to operate Buffet's elephant gun for 50 billion dollar acquisitions. Buffett & Munger have always emphasized looking for 1 foot high hurdles to step over instead of doing the more difficult thing. At their size, buybacks seem like the 1 foot hurdle. I think they will eventually come around to that.
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