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Posted
On 9/2/2021 at 3:19 PM, Gregmal said:

Also shorted some BRG Jan $10 puts for 65c. Not really an endorsement of the company AT ALL, but just a logic trade backed by what seems like a fat compensation check for taking stock at a price the may warrant another activist takeout offer or two....

 

Looks like the turd may be in play.

 

https://www.bloomberg.com/news/articles/2021-09-16/bluerock-residential-is-said-to-explore-strategic-options-sale

 

Undoubtedly several very positive read throughs for APTS as well. Folks, we've found the money trees! theres a whole forest of them. 

 

Posted

$NPCE -(med tech). Brain implants to treat drug resistant epilepsy. May suffer from COVID impacting elective procedures near term. I roundtripped this one with some success, trying again.

 

$LMT - just a small add. I really like it below $350.

Posted

Added to GRFS. Blood plasma collection business. Trading even lower than the March 2020 price. Oligopoly. Will continue to grow for many years to come. High barrier to entry.

Posted
52 minutes ago, irnovo said:

Added to GRFS. Blood plasma collection business. Trading even lower than the March 2020 price. Oligopoly. Will continue to grow for many years to come. High barrier to entry.

@irnovo I agree GRFS looks interesting after spending about 10 min of exhaustive research on the stock. I have never heard about this one before. Thanks for posting.

Posted

Bought the open and added to some old existing positions. STOR, AX-UN and shares in GOOG and AMZN. While nice to see a down day can't say things are cheap across the board but I'm comfortable adding shares here and there to existing positions while keeping some dry powder. 

Posted
On 9/16/2021 at 8:09 AM, WFF said:

Added to BRK and new starting position in FRPH to learn more

More BRK, and FRPH and starting position in CLPR under 8. 

Posted

Had to interrupt my golf outing to do some trades! Took about a 7% position in GLD. Looks like a good hedge position with multiple ways to win over the next 2 months between China and the US government shutdown issues. 

 

Added a few VWTR, FRPH, JOE, VICI. Shorted some CLF Jan $17 puts, waiting for mid week to hit up some weeklies. Closed some BRG swing position from last week. 

Posted

Little adds in LMT, FISV, ATVI, BTI and VTRS.

 

New position in MXCT (MoatslikeKodak introduced this biotech / platform company on Twitter).

 

(I bought some shares when he first posted about MXCT a few weeks ago, but sold them when they run up)

Posted (edited)

First timer here 🙂

 

Been following the forum for the last two months, am enjoying and learning much. so this is a lot of fun!!

Hopefully I could contribute as well to this great community .

 

Added some BABA yesterday, making it a 5% position.

Edited by etai
Posted

Welcome to the CoBF, @etai.

 

I took delivery of some BRK.B that was put to me after the close on Friday. I'm expecting more this Friday unless it closes over $280 - the strike price of the puts I wrote. I estimate about $272.05 effective price with all the puts I've written in the last 2 months (ignoring capital gains tax on the puts that expired worthless where I kept the premium).

 

Posted
51 minutes ago, cubsfan said:

Sold all BOMN @ 36 on Barron's bump

Man BOMN is your bitch huh? What'd you do 20 to 45 and now rebuy the bottom at 24 and pluck $10 in a few months? Too bad theres no options. 

Posted

^ Ha - yeah, so far so good.  I do like these guys. It is thinly traded, so the Barons bump was timely.

And being an early stage growth company, it's a little tough to value. But they do have some nice

initiatives with DFH IPO, perhaps Skyharbor, and the fiber biz.   

 

I'm in DFH too - and it's a little painful. They dumped a good % of holdings - but hey, they're smarter

than me!

 

I hope I get another shot at BOMN! Will let you know.

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