Gregmal Posted September 7, 2023 Share Posted September 7, 2023 small adds to CLPR and KVUE Link to comment Share on other sites More sharing options...
Spekulatius Posted September 7, 2023 Share Posted September 7, 2023 (edited) PRNDY and KVUE (starters). Adds to OUT, C, LHX Edited September 7, 2023 by Spekulatius Link to comment Share on other sites More sharing options...
dipod Posted September 7, 2023 Share Posted September 7, 2023 C, CLPR. May take a long time to realize value here but with the good dividends patience is being well rewarded. Link to comment Share on other sites More sharing options...
fareastwarriors Posted September 7, 2023 Share Posted September 7, 2023 CLPR @ $5.75 Link to comment Share on other sites More sharing options...
Seoshin Posted September 8, 2023 Share Posted September 8, 2023 Added some DEO. Slowly making it into a full position. Link to comment Share on other sites More sharing options...
Castanza Posted September 8, 2023 Share Posted September 8, 2023 CLPR, AIV, FRPH Link to comment Share on other sites More sharing options...
Cod Liver Oil Posted September 8, 2023 Share Posted September 8, 2023 (edited) Adding to msgs and frph. Also got an apple watch to see the tentacles into health. Edited September 8, 2023 by Cod Liver Oil Link to comment Share on other sites More sharing options...
Paarslaars Posted September 8, 2023 Share Posted September 8, 2023 Added some Nintendo today Link to comment Share on other sites More sharing options...
formthirteen Posted September 8, 2023 Share Posted September 8, 2023 (edited) Sold KWEB and BABA LEAPS. No more f***n around, I found out already. Bought some other LEAPS, TLT, etc. Edited September 8, 2023 by formthirteen Link to comment Share on other sites More sharing options...
thowed Posted September 8, 2023 Share Posted September 8, 2023 TMO. I know it's not cheap, but I think it's overearning, and the post-Covid hangover is overdone. Link to comment Share on other sites More sharing options...
wondering Posted September 8, 2023 Share Posted September 8, 2023 small purchases of FIH Fairfax India. Thesis - US dollar can't be strong forever, good companies in the portfolio, and it's selling for something like 60% of book. Link to comment Share on other sites More sharing options...
dipod Posted September 8, 2023 Share Posted September 8, 2023 Shorted some KVUE 1 week $21 puts. Decent premiums, discount to current price if assigned. Link to comment Share on other sites More sharing options...
Dinar Posted September 8, 2023 Share Posted September 8, 2023 1 hour ago, dipod said: Shorted some KVUE 1 week $21 puts. Decent premiums, discount to current price if assigned. So you are the one who sold 5K contracts, eh? Link to comment Share on other sites More sharing options...
dipod Posted September 8, 2023 Share Posted September 8, 2023 53 minutes ago, Dinar said: So you are the one who sold 5K contracts, eh? No lol. Wish my account were that size. But a decent amount. Premiums were too good to ignore. And it's a stock I want to buy. Link to comment Share on other sites More sharing options...
Dinar Posted September 9, 2023 Share Posted September 9, 2023 25 minutes ago, dipod said: No lol. Wish my account were that size. But a decent amount. Premiums were too good to ignore. And it's a stock I want to buy. Oh, I agree, I sold a few today as well it was either 50 or 70 implied vol, I forget what it was, but it seemed way too high. Link to comment Share on other sites More sharing options...
LearningMachine Posted September 9, 2023 Share Posted September 9, 2023 (edited) VSCO: took a big position today. My biggest position in any stock, ever! Edited September 9, 2023 by LearningMachine Link to comment Share on other sites More sharing options...
UK Posted September 9, 2023 Share Posted September 9, 2023 35 minutes ago, LearningMachine said: VSCO: took a big position today. My biggest position in any stock, ever! May I ask if big is like 5 per cent or 10 or 20 per cent big:)? Link to comment Share on other sites More sharing options...
nwoodman Posted September 11, 2023 Share Posted September 11, 2023 Small (<1%) positions in each of Buffett’s 5 Sogo Shosha 8001.T, 8002.T, 8031.T 8053.T, 8058.T Link to comment Share on other sites More sharing options...
sleepydragon Posted September 11, 2023 Share Posted September 11, 2023 Bought EWBC Link to comment Share on other sites More sharing options...
bathtime Posted September 11, 2023 Share Posted September 11, 2023 VIG - Vanguard Dividend Appreciation ETF Intention is to preserve this year’s trading gains, reduce risk and lower trading velocity of my account by shifting some allocation to VIG as a core largest holding. Also to have a liquid, more stable source for funds for tax loss selling trade opportunities from October to December. Link to comment Share on other sites More sharing options...
throw123 Posted September 11, 2023 Share Posted September 11, 2023 41 minutes ago, bathtime said: VIG - Vanguard Dividend Appreciation ETF Intention is to preserve this year’s trading gains, reduce risk and lower trading velocity of my account by shifting some allocation to VIG as a core largest holding. Also to have a liquid, more stable source for funds for tax loss selling trade opportunities from October to December. i tend to do something similar. Stick some of my trading gains into RSP Link to comment Share on other sites More sharing options...
Malmqky Posted September 11, 2023 Share Posted September 11, 2023 Finished building my CKX position Link to comment Share on other sites More sharing options...
bathtime Posted September 11, 2023 Share Posted September 11, 2023 2 hours ago, throw123 said: i tend to do something similar. Stick some of my trading gains into RSP Ah thanks, I like that equal weighted SPX idea. Up even less than VIG year to date. Will consider that. Link to comment Share on other sites More sharing options...
Castanza Posted September 12, 2023 Share Posted September 12, 2023 VSCO Adding it to the retailer basket......I like the setup here. It's optically cheap, they have some catalysts on the horizon, holidays is around the corner, and retail spend remains generally strong. @LearningMachine Thanks for the DD and insights on this. Link to comment Share on other sites More sharing options...
Dinar Posted September 12, 2023 Share Posted September 12, 2023 SUI - Sun Communities at $121.33 Link to comment Share on other sites More sharing options...
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