LC Posted May 6, 2022 Share Posted May 6, 2022 Yep I put positions in BRK today and activision this week. Link to comment Share on other sites More sharing options...
lnofeisone Posted May 7, 2022 Share Posted May 7, 2022 Added to MEGEF and sold some MSGE 75 puts. Link to comment Share on other sites More sharing options...
Agrippa07 Posted May 9, 2022 Share Posted May 9, 2022 from Friday: added to NFLIX, opened a ew position: Starbux (SBUX) and opened a small speculative position in Qurate Preferred shares and some leaps (Jan 2024 $3.75), fully aware that $0 is possible. Link to comment Share on other sites More sharing options...
JGBRK Posted May 9, 2022 Share Posted May 9, 2022 I’m doing a Roth conversion while securities are depressed. Link to comment Share on other sites More sharing options...
backtothebeach Posted May 9, 2022 Share Posted May 9, 2022 (edited) On 1/26/2022 at 7:23 PM, backtothebeach said: SPY has a gap at $400 ($2.71 gap). Gap theory says it is very likely to close. The game plan is to roll the short put as many months as necessary to close out the long put when SPY is close to the strike price. Gap closed. Edited May 9, 2022 by backtothebeach Link to comment Share on other sites More sharing options...
Viking Posted May 9, 2022 Share Posted May 9, 2022 (edited) RECP, GIL, LNR, DXT, TECK.B added to BAC, ABNB, SHOP ——- third time i have bought Recipe. Plan to sell on strength ————- Gildan looks well positioned. Short term, reopening play (tourism, concerts, work from home). Medium term, de-globalization play (as more manufacturing exits Asia) Edited May 9, 2022 by Viking Link to comment Share on other sites More sharing options...
LC Posted May 9, 2022 Share Posted May 9, 2022 2 hours ago, backtothebeach said: Gap closed. I don't prescribe to the gap theory but, hey, nice call. Link to comment Share on other sites More sharing options...
Gregmal Posted May 9, 2022 Share Posted May 9, 2022 More PCYO Link to comment Share on other sites More sharing options...
lnofeisone Posted May 9, 2022 Share Posted May 9, 2022 Added to STNE, NU. Overweight in VET but adding more. Link to comment Share on other sites More sharing options...
fareastwarriors Posted May 9, 2022 Share Posted May 9, 2022 AIV and PCYO Link to comment Share on other sites More sharing options...
james22 Posted May 9, 2022 Share Posted May 9, 2022 7 hours ago, JGBRK said: I’m doing a Roth conversion while securities are depressed. Good thinking. Link to comment Share on other sites More sharing options...
CorpRaider Posted May 9, 2022 Share Posted May 9, 2022 (edited) I bot a googl. Just a teeny nibble. CAPE might be going to 8. Edited May 9, 2022 by CorpRaider Link to comment Share on other sites More sharing options...
KPO Posted May 10, 2022 Share Posted May 10, 2022 End of day starters in BA, MOS & AMZN. All of which I’ve never owned and all of which will likely go lower. Link to comment Share on other sites More sharing options...
lnofeisone Posted May 10, 2022 Share Posted May 10, 2022 On 4/8/2022 at 1:26 PM, lnofeisone said: Another binary trade. Vertex Energy - the company is doing 100% pivot from used motor oil refining to being a refinery producing renewable diesel. Shell is trying to become green and is selling an enormously profitable refinery in Mobile, Alabama. What does it mean for VTNR: -Revenue today is 120M or so and it will go to about (VTNR-guided) 2.5B (you are reading this correctly) and 200M in gross profit for FY22. They just closed the purchase of the refinery. -They are guiding to 3.5B in revenue and 400M gross profit for FY23 -They have offtake and supply agreements signed -EV is about 700M once accounted for all new debt -There is a 30% short interest in the stock Options are insanely priced but 10/17.5 2023 vertical spread will cost you 1.10. Some references: https://www.accesswire.com/671855/Vertex-Energy-Reports-Third-Quarter-2021-Results-and-Provides-Strategic-Update Vertex reported today. Crazy numbers. Stock is hitting 52 week high. Quote from their PR to signify what Shell basically gave away: "During our first 30 days of operation, the refinery generated strong EBITDA, all of which came from conventional fuels production," continued Cowart. "Putting the significance of this performance in perspective, we currently anticipate Vertex will generate enough net profit to have paid for the Mobile refinery and related logistics assets in less than one full quarter of operations." Link to comment Share on other sites More sharing options...
Spekulatius Posted May 10, 2022 Share Posted May 10, 2022 Bought some IAA (starter) yesterday. I also bought back some V. Link to comment Share on other sites More sharing options...
spartansaver Posted May 10, 2022 Share Posted May 10, 2022 Starter in MSGE. Thought the call was good, but what do I know. Link to comment Share on other sites More sharing options...
Castanza Posted May 10, 2022 Share Posted May 10, 2022 AIV, CLF, PCYO, MSGS smidge of KIND in the "hope it gets acquired portfolio" with PINS Link to comment Share on other sites More sharing options...
rkbabang Posted May 10, 2022 Share Posted May 10, 2022 Added to AIV 2024 $7.5 & $5 calls, BTC, CLPR, & JOE Link to comment Share on other sites More sharing options...
bizaro86 Posted May 10, 2022 Share Posted May 10, 2022 All of Liberty Sirius/Broadband/Formula1/Braves (in order of size), MSGS, IBKR, ROST, PCYO. The last 3 are existing positions where I sold (registered account) shares and bought deep ITM options for more shares to increase exposure and free up cash for the other positions. Link to comment Share on other sites More sharing options...
Ross812 Posted May 11, 2022 Share Posted May 11, 2022 Nabbed 20 of the 42 AIV 2024 $7.50 calls today (big spender). @rkbabang must have got the rest! Link to comment Share on other sites More sharing options...
GordonGekko69 Posted May 11, 2022 Share Posted May 11, 2022 (edited) Added to PCYO and NU Edited May 11, 2022 by GordonGekko69 Link to comment Share on other sites More sharing options...
aws Posted May 11, 2022 Share Posted May 11, 2022 Added to PSH closed end fund. ~33% discount to NAV and now another buyback. Link to comment Share on other sites More sharing options...
Red Lion Posted May 11, 2022 Share Posted May 11, 2022 Added to APO and BX. APO is much cheaper, but I promised myself I would add to my BX position if it got to a reasonable valuation. Link to comment Share on other sites More sharing options...
throw123 Posted May 11, 2022 Share Posted May 11, 2022 amzn Link to comment Share on other sites More sharing options...
Spekulatius Posted May 11, 2022 Share Posted May 11, 2022 $JXN tiny adds to $SONY, $RHUHF Link to comment Share on other sites More sharing options...
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