ERICOPOLY Posted August 26, 2022 Share Posted August 26, 2022 3 minutes ago, Gregmal said: Yea I think it varies. All I own is some October and November IWM puts. The Oct $180 strike for instance went from $2.6-2.8 to now $5. I’ll probably hold it for a few more weeks. Obviously we need to start getting worked up for the September rate hike. I’ve heard the world ends with a 3.5-4% Fed funds rate. So you wanna sell just before everything goes to black. A lot of what we have to thank is the 'mother of all fears' from the 1982 P/E. Link to comment Share on other sites More sharing options...
Gregmal Posted August 26, 2022 Share Posted August 26, 2022 I’m just so grateful for all the folks who still haven’t gotten over the GFC. They’ve been creating wonderful opportunities for over a decade now thinking that everything is 2.0 Powell has outright stated numerous times the goal is to raise til inflation subsides and then bring rates down. You’ve already seen that the rhetoric works. The majority of the supply chain stuff will be fixed in the next few months. Energy is the only thing they don’t have a say in. But regardless you’re looking at what is yet another classic short term “issue” that’s creating long term opportunity. In a few years people won’t remember this anymore than they remember the China crisis in August 2016. Link to comment Share on other sites More sharing options...
CorpRaider Posted August 27, 2022 Share Posted August 27, 2022 (edited) 18 hours ago, Spekulatius said: Early happy hours drinks or are you talking about stonks? Haha! I partnered with Thomas Petterffy on $SLG. He can be capricious, so let's just say I hope it works out as well for me as it did for Rick Guerin. Edited August 27, 2022 by CorpRaider Link to comment Share on other sites More sharing options...
oscarazocar Posted August 27, 2022 Share Posted August 27, 2022 23 hours ago, CorpRaider said: Oh I was just joking, it's an old talk on youtube to DU students and he talks about levering up $T stock on margin. He doesn't really talk about anything substantive w/r/t $T. I think this is it: Edit: Whelp, I got filled. I think I'm going to puke. There is a good book form 2005 called The End of the Line on AT&T's big move into cable with the purchase of TCI and MediaOne in 1998. There is lots on John Malone in it. https://www.amazon.com/End-Line-Leslie-Cauley/dp/1439123098 Link to comment Share on other sites More sharing options...
RetroRanger Posted August 29, 2022 Share Posted August 29, 2022 More Haier - Shares (690D.DE), STILL 200% upside alone from the Spread to the H-Shares $6690.HK and today they again had in this weak HK environment double digit growth (15-20%) on EPS and Net income. An absolute insane beast and yet all share classes have the EXACT same rights. Did i mention that last weak, the D-Shares got a 6% dividend yield. Its insane... (if anyone interested, its still the same special situation from Jeremy Raper a year ago https://seekingalpha.com/article/4399099-haier-smart-home-german-listed-shares-50minus-80-percent-near-term-upside-massive-discount-to) Link to comment Share on other sites More sharing options...
nwoodman Posted August 30, 2022 Share Posted August 30, 2022 KMX add on open Link to comment Share on other sites More sharing options...
RetroRanger Posted August 30, 2022 Share Posted August 30, 2022 (edited) Probably some A2M.ASX shares , turnaround seems to be there, and buyback is good Edited August 30, 2022 by RetroRanger Link to comment Share on other sites More sharing options...
CorpRaider Posted August 30, 2022 Share Posted August 30, 2022 CMCSA Link to comment Share on other sites More sharing options...
lnofeisone Posted August 30, 2022 Share Posted August 30, 2022 Reloaded on some VET calls. Love how it trades with oil news but it's a nat gas company. Link to comment Share on other sites More sharing options...
Viking Posted August 30, 2022 Share Posted August 30, 2022 Fairfax India at US$10.15; small anount. My hope is they do another dutch auction later this year ($200 million in cash plus proceeds from IIFL Wealth sale when it closes). The rub is if interest in IDBI Bank is real… perhaps that is where the cash goes. - https://www.thehindubusinessline.com/money-and-banking/prem-watsas-fairfax-shows-interest-in-idbi-bank/article65496966.ece Link to comment Share on other sites More sharing options...
LC Posted August 30, 2022 Share Posted August 30, 2022 50 minutes ago, lnofeisone said: Reloaded on some VET calls. Love how it trades with oil news but it's a nat gas company. Same. How far out with the calls are you going? I usually stick with about 6 mo and slightly OOM. Link to comment Share on other sites More sharing options...
lnofeisone Posted August 30, 2022 Share Posted August 30, 2022 48 minutes ago, LC said: Same. How far out with the calls are you going? I usually stick with about 6 mo and slightly OOM. I got Dec 25s@$5.70 and currently in process of getting Mar 25s. I got few Mar 25s @$6.90 but lowered the price a bit. Link to comment Share on other sites More sharing options...
throw123 Posted August 31, 2022 Share Posted August 31, 2022 brkb Link to comment Share on other sites More sharing options...
fareastwarriors Posted August 31, 2022 Share Posted August 31, 2022 $CLPR in the $7.50s Link to comment Share on other sites More sharing options...
Gregmal Posted August 31, 2022 Share Posted August 31, 2022 17 minutes ago, fareastwarriors said: $CLPR in the $7.50s Is that a typo? Been out with the kids today but how TF did that happen? Link to comment Share on other sites More sharing options...
Mephistopheles Posted August 31, 2022 Share Posted August 31, 2022 1 hour ago, fareastwarriors said: $CLPR in the $7.50s lucky! I wonder why it dropped so much so briefly Link to comment Share on other sites More sharing options...
Mephistopheles Posted August 31, 2022 Share Posted August 31, 2022 1 hour ago, Gregmal said: Is that a typo? Been out with the kids today but how TF did that happen? I thought the same but it was down there for a few min right at the open Link to comment Share on other sites More sharing options...
fareastwarriors Posted September 1, 2022 Share Posted September 1, 2022 (edited) 7 hours ago, Mephistopheles said: lucky! I wonder why it dropped so much so briefly No idea what happened but not complaining! I had a bunch of limit orders in the 7s. Small orders though Edited September 1, 2022 by fareastwarriors Link to comment Share on other sites More sharing options...
Gregmal Posted September 1, 2022 Share Posted September 1, 2022 Added some Fairfax Link to comment Share on other sites More sharing options...
lessthaniv Posted September 1, 2022 Share Posted September 1, 2022 Me too Link to comment Share on other sites More sharing options...
Viking Posted September 1, 2022 Share Posted September 1, 2022 Me three (FFH) Link to comment Share on other sites More sharing options...
Spekulatius Posted September 1, 2022 Share Posted September 1, 2022 Starter in EXOR today. Also started / added to $COF. Link to comment Share on other sites More sharing options...
RedLion Posted September 1, 2022 Share Posted September 1, 2022 Added a SPY put debit spread expiring September 14 for 375/370 at a cost of $0.75. Just closed out my $420/$410 debit spread for $9.95 which I put on for $1.80. Link to comment Share on other sites More sharing options...
Cod Liver Oil Posted September 1, 2022 Share Posted September 1, 2022 Bought back some UMG. Link to comment Share on other sites More sharing options...
maxthetrade Posted September 1, 2022 Share Posted September 1, 2022 Added to FFH, bought KMX and wrote some BRK puts. Link to comment Share on other sites More sharing options...
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