matthew2129 Posted October 7, 2022 Share Posted October 7, 2022 UMG starter position Link to comment Share on other sites More sharing options...
fareastwarriors Posted October 7, 2022 Share Posted October 7, 2022 PCYO and BAM Link to comment Share on other sites More sharing options...
formthirteen Posted October 7, 2022 Share Posted October 7, 2022 Bought ATCO earlier this and last week below 14. Seemed like a good deal at the time. Also bought some BAM and ONEX. Not sure BAM is a good buy, it might start trading like a REIT. Have pretty much avoided the meltdown in REITs so far by selling early but should probably start getting back in. REITs in Europe are not looking good... Link to comment Share on other sites More sharing options...
sleepydragon Posted October 7, 2022 Share Posted October 7, 2022 Bought intc and added to uber Link to comment Share on other sites More sharing options...
Dinar Posted October 7, 2022 Share Posted October 7, 2022 Bought more VRE - 8% cap rate here unless I screwed up my math. Link to comment Share on other sites More sharing options...
Gregmal Posted October 7, 2022 Share Posted October 7, 2022 7 minutes ago, Dinar said: Bought more VRE - 8% cap rate here unless I screwed up my math. Yea you’d think they own toxic mold or something. But trading action not totally unexpected given the optics. 25 bps up on the 10 year is the new 200 more COVID cases for REITs. Link to comment Share on other sites More sharing options...
Dinar Posted October 7, 2022 Share Posted October 7, 2022 30 minutes ago, Gregmal said: Yea you’d think they own toxic mold or something. But trading action not totally unexpected given the optics. 25 bps up on the 10 year is the new 200 more COVID cases for REITs. The company needs an activist. I do not understand why corporate overhead is $40MM per annum, take a look at their website - a bunch of people who in my opinion should not be there. Also, they need to start buying back stock hand over fist, no way you can buy these assets at 5.5% cap rate in the private market, at 5.5% cap rate this is a $24 stock Link to comment Share on other sites More sharing options...
Gregmal Posted October 7, 2022 Share Posted October 7, 2022 3 minutes ago, Dinar said: The company needs an activist. I do not understand why corporate overhead is $40MM per annum, take a look at their website - a bunch of people who in my opinion should not be there. Also, they need to start buying back stock hand over fist, no way you can buy these assets at 5.5% cap rate in the private market, at 5.5% cap rate this is a $24 stock The company is basically run by an activist hedge fund. It’s gonna happen. Something. Balance sheet needs work but it’s small enough to be swallowed easily. Link to comment Share on other sites More sharing options...
CorpRaider Posted October 7, 2022 Share Posted October 7, 2022 I was looking at EQR and CLPR today. Actual cash in my pocket of 4% and 5.6% Link to comment Share on other sites More sharing options...
fareastwarriors Posted October 10, 2022 Share Posted October 10, 2022 On 10/7/2022 at 2:44 PM, CorpRaider said: I was looking at EQR and CLPR today. Actual cash in my pocket of 4% and 5.6% I picked up more CLPR this morning. nyc apartments are worth something right? Link to comment Share on other sites More sharing options...
Castanza Posted October 10, 2022 Share Posted October 10, 2022 Added to PCYO, BRKB, MSGE, MSGS, JOE, ALCO, GOOG in the Roth Link to comment Share on other sites More sharing options...
DooDiligence Posted October 10, 2022 Share Posted October 10, 2022 More BRK.B, DPZ and GOOGL Link to comment Share on other sites More sharing options...
changegonnacome Posted October 10, 2022 Share Posted October 10, 2022 HSW Link to comment Share on other sites More sharing options...
RedLion Posted October 10, 2022 Share Posted October 10, 2022 Opened a starter position in ALCO with fills from $28.06-$28.20 (I started buying this in the after hours on Friday with a partial fill). Thanks @Gregmal for putting me on to this one. Link to comment Share on other sites More sharing options...
RedLion Posted October 10, 2022 Share Posted October 10, 2022 New starter position in CLPR at $6.66. Link to comment Share on other sites More sharing options...
Gregmal Posted October 10, 2022 Share Posted October 10, 2022 Took a loss on META and bought Nintendo along with some VIX 40s Link to comment Share on other sites More sharing options...
CorpRaider Posted October 10, 2022 Share Posted October 10, 2022 (edited) 5 hours ago, fareastwarriors said: I picked up more CLPR this morning. nyc apartments are worth something right? I mean, they have residual value as conversion to office space plays if nothing else. haha! SLG Edited October 10, 2022 by CorpRaider Link to comment Share on other sites More sharing options...
Dalal.Holdings Posted October 10, 2022 Share Posted October 10, 2022 USB under 40 Link to comment Share on other sites More sharing options...
DooDiligence Posted October 11, 2022 Share Posted October 11, 2022 More SMH because damn, semi designers, fabs and semicaps look cheap, and more importantly, necessary. There will be lumpiness. FWIW, I'm all in now and have set aside a generous pile of untouchable / un-investable cash to cover expenses until early to mid-2025. Those who've been hoarding investable funds can now fully expect to be accommodated with a huge overall market drop. Link to comment Share on other sites More sharing options...
dipod Posted October 11, 2022 Share Posted October 11, 2022 (edited) Sold 10/14 $39 USB puts for $0.85. Nice premium and also lowers cost basis. Net cost basis with assignment places one at a 5%+ dividend yield for a stock offering strong capital appreciation prospects. Also adds to ALCO. Edited October 11, 2022 by dipod Link to comment Share on other sites More sharing options...
UK Posted October 11, 2022 Share Posted October 11, 2022 UMG, GOOGL, some META and some TSLA puts, to offset possible premature accumulation:) Link to comment Share on other sites More sharing options...
Spekulatius Posted October 11, 2022 Share Posted October 11, 2022 (edited) PAOHY, USB, LEVI, TSM are my latest adds. Edited October 11, 2022 by Spekulatius Link to comment Share on other sites More sharing options...
ourkid8 Posted October 11, 2022 Share Posted October 11, 2022 More BAM. Link to comment Share on other sites More sharing options...
gokou3 Posted October 11, 2022 Share Posted October 11, 2022 More BAM, <US$40 Link to comment Share on other sites More sharing options...
RedLion Posted October 11, 2022 Share Posted October 11, 2022 Big slug of T- bills maturing 10/31. Link to comment Share on other sites More sharing options...
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