What are you buying today?

[Fundmanagerthrwawy]

Added to my JPM position. Has anyone else? 
Is there a topic on JPM on this forum?

[meiroy]

Commodities.

 

https://theovershoot.co/p/the-implications-of-unrestricted?s=r

[meiroy]

3 hours ago, Fundmanagerthrwawy said:

Added to my JPM position. Has anyone else? 
Is there a topic on JPM on this forum?

 

I'm keeping an eye on it but there's so much uncertainty, who knows what they're exposed to. What's the hurry?

 

GS is the king of commodities, at least while Blankfein was around and they indeed reduced their exposure but Lloyd is probably still around in spirit... 

 

 

[Gregmal]

Shorted some OTM puts on OXY and XOM

 

[Dinar]

51 minutes ago, Gregmal said:

Shorted some OTM puts on OXY and XOM

 

If you do not mind my asking, why and what maturity?  Thank you.

[Gregmal]

~10% OTM and a month or less til expiration. With VIX over 30 you're getting paid extremely well and if you get put the shares the valuations are still favorable. 

[boilermaker75]

On 3/4/2022 at 2:25 PM, boilermaker75 said:

Wrote a couple of MSGE 65-strike March 18 puts for $0.90 per share. I have limit orders in for more at higher prices.

 

I echo GFP with thanks to Gregmal for calling our attention to EBAY. One I also haven't thought about for a while.

 

Wrote some MSGE 70-strike March 18 puts for $0.90 per share.

[boilermaker75]

wrote OXY 53-strike, March 11 expiration puts.

[lnofeisone]

Bought some KWEB calls. Seems like everyone is taking a beating on all things China so I may as well join the club. 

[hillfronter83]

21 minutes ago, lnofeisone said:

Bought some KWEB calls. Seems like everyone is taking a beating on all things China so I may as well join the club. 

Chinese stonks are new Russia stocks. 

[Gregmal]

EBAY and PCYO adds

[Spekulatius]

1 hour ago, hillfronter83 said:

Chinese stonks are new Russia stocks. 

I am going to explain to my grandkids why investing my money in communist and totalitarian countries is a great idea one day.

Edited March 10, 2022 by Spekulatius

[fareastwarriors]

more $CLPR .

 

confirmation bias?

 

Manhattan Apartment Rents Soar to Record High With Demand Fierce

February’s median of $3,630 is 7.1% above pre-pandemic level

Concessions become rare as tight inventory fuels competition

https://www.bloomberg.com/news/articles/2022-03-10/manhattan-apartment-rents-soar-to-record-high-with-demand-fierce

 

 

Edited March 10, 2022 by fareastwarriors

[formthirteen]

Added to ALCO yesterday.

[fareastwarriors]

2 hours ago, formthirteen said:

Added to ALCO yesterday.

 

Any new development here lately or just adding to add?

[dealraker]

Given I both despised Jack Welch and have spent years making comedy over GE's financial statements...the shocking truth is that I did this:

 

03/07/2022

Buy

1000  GEPopup GENERAL ELEC CO NEW @ $87.7007

[WhiteFalcon]

Here is an idea (EPAM US): https://valuepunks.substack.com/p/deep-dive-epam-systems-epam-us?s=r

 

[ourkid8]

A little bit more of BABA 

[Gregmal]

3 hours ago, fareastwarriors said:

 

Any new development here lately or just adding to add?

Florida freeze being a nothing burger is the only recent development. Oh yea, and you’re gonna see some land sales soon. 

[formthirteen]

7 hours ago, fareastwarriors said:

Any new development here lately or just adding to add?

 

Had some cash and conviction in the stock, so decided to add. It feels safer to own shares backed by land in Florida compared to VIE contracts in the Cayman Islands. Chinese stocks will be fine and will likely outperform, just a personal preference right now to own stocks backed by real assets.

[kab60]

More IPCO the other day...

[hasilp89]

4 hours ago, kab60 said:

More IPCO the other day...

same have been buying this.

[lnofeisone]

Added a little to VET.

[Value_Added]

Added to BKEP below the $3.32 offer to reduce my basis a bit.

[LC]

Sold adobe puts - Oct'22 - 260 strike.