What are you buying today?

[Lance]

This week I added to ESRT several times and wrote puts on HL and VNO.

 

Thanks

Lance

[Castanza]

Starter a position in PPL. Looks like they are trying to sell WPD (UK asset) and either pay down debt or acquire another US based utility. Some have speculated BRK could be interested in WPD assets.

[Gregmal]

GIXws

[henrysalt]

https://www.cnbc.com/2020/08/24/salesforce-amgen-and-honeywell-added-to-dow-in-major-shakeup-to-the-average.html

 

RTX booted out of Dow.

[Jurgis]

https://www.cnbc.com/2020/08/24/salesforce-amgen-and-honeywell-added-to-dow-in-major-shakeup-to-the-average.html

 

RTX booted out of Dow.

 

Dow is just f&*ked up index.

[Guest]

https://www.cnbc.com/2020/08/24/salesforce-amgen-and-honeywell-added-to-dow-in-major-shakeup-to-the-average.html

 

RTX booted out of Dow.

 

 

Wow, exxon is gone?!?!?

[Saluki]

Added a little more ATEX.  started new positions in PSX and MPC

[Spekulatius]

Bought a bit of BMRN this week. I have been following the company for a while and after the recent drop, the valuation seem Ok, even if the Hemophilia treatment won’t pan out. I like their focus on rare diseases and they are self funding and at this point, I think the Hemophilia drug is more like a free option.

[Every Banana Counts]

IRBT

[Castanza]

Have been adding to $INTC the past two weeks.

[Lance]

Last week I added to KMI and T and wrote puts on IRM.

 

Thanks

Lance

[deadspace]

Fastly

[Castanza]

Added to PCYO this morning.

[Ice77]

CAT (ASX)

https://www.catapultsports.com

[jasonchin]

Adding ALTG. Consolidating the equipment rental/sales small shops with a potential secular tailwind post-election/recovery. Signficant management ownership/2nd generation ownership.

[Gregmal]

Small adds to TWTR and ARE

[fareastwarriors]

Tiny add to FB and BRK.B yesterday

[Saluki]

Added a little ATEX on the dip and bought a little more KMI and SRG preferreds in my IRA account (the price on SRG.PA is ~20% higher than my other fills, but since it's a tax free account, I think the dividend math works out about the same)

[KJP]

Huntington Ingalls

Hill International

[Gregmal]

Also swapped some RBACU into CFIIU. Big moves!

[Spekulatius]

Adding a bit of $CVS

[Viking]

SAP.TO, BCE.TO, SU.TO

[clutch]

Looks like a lot of people here are buying today albeit no significant drops across the market... are you guys having a change in your thoughts on the general market?

[Saluki]

Looks like a lot of people here are buying today albeit no significant drops across the market... are you guys having a change in your thoughts on the general market?

 

I think "the market" is overpriced but that doesn't mean everything is.  Everything oil related is dirt cheap right now and some stuff that I consider pretty safe (KMI, PSX, PBF) I have added to in recent days.  Oil and product tankers are super cheap too now but if I kept buying my position would take me past my "good night's sleep" point. I'm trying to walk out of the burning building with the most valuable stuff that I can carry before the whole thing comes down.

[thepupil]

I'm trying to walk out of the burning building with the most valuable stuff that I can carry before the whole thing comes down.

 

I, on the other hand, stay in the burning building and muse as to what the right value per foot is, while it gets hotter and hotter.