abwillingham Posted April 10, 2021 Posted April 10, 2021 Finally got over my utter distaste of the CCP and loaded up on BABA.
Gregmal Posted April 13, 2021 Posted April 13, 2021 Small starters in BOMN and Z. The latter of which I finally decided to make the shift from psychologically being a bear and disliking many of the traditional metrics...and realizing that 1) its been a great investment over the years, and 2) if my housing thesis plays out this will be a gloriously good investment. Will see how it goes.
John Hjorth Posted April 13, 2021 Posted April 13, 2021 (edited) Within the last couple of days, I've : 1. Added to BRK.B, 2. Added to BAM, 3. Added to MC.PA, & 4. Added to SCHO.CPH, [all, small additions], Furthermore, 5. Added to NORTHM.CPH, [North Media A/S] 6. Started a new position in SPG.CPH [SP Group A/S], & 7. Started a new position in RTX.CPH [RTX A/S]. - - - o 0 o - - All small portfolio movements. Edited April 15, 2021 by John Hjorth
fareastwarriors Posted April 13, 2021 Posted April 13, 2021 Added to INDT and APTS No high conviction ideas so I just keep adding to my small positions.
Castanza Posted April 13, 2021 Posted April 13, 2021 Re-established a position in PLTR the last few days. Will average in if prices stay in current range.
Castanza Posted April 14, 2021 Posted April 14, 2021 (edited) Trimmed RTX in my non-taxable account and shifted proceeds into LMT and GD Edited April 14, 2021 by Castanza
Castanza Posted April 20, 2021 Posted April 20, 2021 (edited) MO, APTS, GRBK, ETSY Edited April 20, 2021 by Castanza
changegonnacome Posted April 20, 2021 Posted April 20, 2021 On 4/16/2021 at 12:30 PM, Gregmal said: Added a bit more of MSGS. Why S over E.....seeing as Dolan & E are effectively stealing S ......you anticipating alternative bidders coming in?
Gregmal Posted April 20, 2021 Posted April 20, 2021 (edited) 35 minutes ago, changegonnacome said: Why S over E.....seeing as Dolan & E are effectively stealing S ......you anticipating alternative bidders coming in? I have both. S just seems relatively cheaper with much less risk. Just less of a catalyst/reopening play. Dolans done mighty fine in regards to creating shareholder value over the years, so Id expect that to continue. EDIT: also added a few JOE today Edited April 20, 2021 by Gregmal
Agrippa07 Posted April 20, 2021 Posted April 20, 2021 added to MO and smaller additions to BABA, VIAC and DISCK
SleepyCapital Posted April 20, 2021 Posted April 20, 2021 Starter position in Gores Holdings (GHVI), which is down 50% from February high and being slammed along with all the other SPAC's and technology stocks despite already locking in a very interesting business (Matterport). I (think) could be a multi-bagger.
wabuffo Posted April 20, 2021 Posted April 20, 2021 (edited) IDN - Intellicheck. Very speculative micro-cap. Could be a mistake. Edited April 20, 2021 by wabuffo
MattR Posted April 20, 2021 Posted April 20, 2021 Increased my positions in Mo and BTI. Was cheap before even cheaper now.
changegonnacome Posted April 21, 2021 Posted April 21, 2021 9 hours ago, Gregmal said: I have both. S just seems relatively cheaper with much less risk. Just less of a catalyst/reopening play. Dolans done mighty fine in regards to creating shareholder value over the years, so Id expect that to continue. EDIT: also added a few JOE today Got ya makes sense - I've read a couple of articles, one recently with Pete Townsend from the Who and he was talking about touring artists fighting over venue availability.......bodes well for MSG, Radio City, Beacon, Chicago Theatre etc.
Ilyich Posted April 21, 2021 Posted April 21, 2021 FLOW Traders - a forward PE of 6x and a dividend yield of "a lot". Its normally a hedge position but its performing more like a deep value stock that one would long.
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