Agrippa07 Posted May 9, 2022 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.
JGBRK Posted May 9, 2022 Posted May 9, 2022 I’m doing a Roth conversion while securities are depressed.
backtothebeach Posted May 9, 2022 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
Viking Posted May 9, 2022 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
LC Posted May 9, 2022 Posted May 9, 2022 2 hours ago, backtothebeach said: Gap closed. I don't prescribe to the gap theory but, hey, nice call.
lnofeisone Posted May 9, 2022 Posted May 9, 2022 Added to STNE, NU. Overweight in VET but adding more.
james22 Posted May 9, 2022 Posted May 9, 2022 7 hours ago, JGBRK said: I’m doing a Roth conversion while securities are depressed. Good thinking.
CorpRaider Posted May 9, 2022 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
KPO Posted May 10, 2022 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.
lnofeisone Posted May 10, 2022 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."
Spekulatius Posted May 10, 2022 Posted May 10, 2022 Bought some IAA (starter) yesterday. I also bought back some V.
spartansaver Posted May 10, 2022 Posted May 10, 2022 Starter in MSGE. Thought the call was good, but what do I know.
Castanza Posted May 10, 2022 Posted May 10, 2022 AIV, CLF, PCYO, MSGS smidge of KIND in the "hope it gets acquired portfolio" with PINS
bizaro86 Posted May 10, 2022 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.
Ross812 Posted May 11, 2022 Posted May 11, 2022 Nabbed 20 of the 42 AIV 2024 $7.50 calls today (big spender). @rkbabang must have got the rest!
GordonGekko69 Posted May 11, 2022 Posted May 11, 2022 (edited) Added to PCYO and NU Edited May 11, 2022 by GordonGekko69
aws Posted May 11, 2022 Posted May 11, 2022 Added to PSH closed end fund. ~33% discount to NAV and now another buyback.
Red Lion Posted May 11, 2022 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.
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