What are you buying today?

[Gregmal]

4% position is XLE

[Luke]

I bought some more BN for both my portfolios

[Luke]

I also added heavily to TSMC the last few weeks

[Whensthepaintdry?]

Over the past week I have added to oxy, Ntdoy, brk, mkl, and Rmax for the first time. 

[CorpRaider]

CLPR

Edited March 17, 2023 by CorpRaider

[Viking]

Added to FFH. Added RJF and SF to my US bank/financials basket. Added TD to my Canadian dividend basket. Cash is down to 30% position.

Edited March 17, 2023 by Viking

[wescobrk]

Sky harbour warrants…the common is almost at 9 but the warrants are only 45 cents with 4years almost to ge to $11.90

[Luke]

Bought more BN, now 4% of my portfolio

[dpetrescu]

A tiny bit more Autodesk and Simpson. Hoping to get some dels in these over the next year
 

PS….if I ever buy anything other than these companies in the next 5 years  (including also Tyler and maybe DJC) please hold an intervention ASAP

Edited March 19, 2023 by dpetrescu

[Dave86ch]

Bitcoin

[Libs]

Some PBR

[Saluki]

Sold the last of my ATCO shares (got the dividend, and less than 1 percent difference between todays price and the buyout price) and sprinkled it around to some of my favorites:  TV, VTS, OXY, BRK, FFH, and FF India.

 

(I also added some BABA, but plan on selling the same amount of much higher cost basis shares in 30 days to try to offset some capital gains). 

[Red Lion]

Sold my APO 401k position inside my 401k (at an unusable loss) and bought back in my taxable account. 
 

I put half of the proceeds to work on the Vornado M class preferred shares. 
 

[james22]

BRK @ $296

[Spooky]

5 minutes ago, james22 said:

BRK @ $296

 

Me too

[Intelligent_Investor]

Adding IDFB as long as this Risk Arb spread remains this wide

[jfan]

ntdoy

[Luke]

Added to Nintendo

[Cod Liver Oil]

How large are you making Nintendo? What factors are informing your timing?

We have it at 10% now thinking the transition to higher margin subscription/app business, monetization of IP in parks and movies and near term console upgrade will all play out in the next 12 months. The fan base shows all the signs of healthy addiction.

Edited March 22, 2023 by Cod Liver Oil

[Whensthepaintdry?]

On a Apple TV show Shrinking, a kid wants a switch for his birthday. There is some more confirmation for your Nintendo investment. Sorry I just saw that the other day and it felt a little good as a shareholder.

Edited March 22, 2023 by Whensthepaintdry?

[Mick92]

I'm about 15% Nintendo.

 

Rock solid IP and I'm a believer in the higher margin digital/sub business. I think the parks and movies will be a slower burn but there's definitely value there over time. May has Zelda coming which will be big but there's pretty much nothing slated after Pikmin 4 in July so I'm looking for a Switch 2 announcement some time in the second half of this year.

[Spekulatius]

Added some $CASH and $CPT today.

[Saluki]

Added a little TV, OXY and SWBI today.  Put in a limit order for FF India, but it didn't get filled  

[KPO]

TRC starter at the close. 

[Valuebo]

More BAC options as we got near the 52-week lows last night with special thanks to Yellen. Tonight nicely followed up by Ackman who again seems to think he is actually helping. What absolute buffoons. Are there any adults left?

 

Taking the volatility here for what it is: nothing relevant.

Edited March 23, 2023 by Valuebo