What are you buying today?

[fareastwarriors]

More OxY

Fairfax

Edited August 2, 2024 by fareastwarriors

[gfp]

Well now I am buying Fairfax again.  1500.50 CAD and 1086 USD

 

And again 1490 CAD and 1078 USD

 

again at 1069 USD - loving this.  That might be it for now, seems like someone stepped in to buy

Edited August 2, 2024 by gfp

[frommi]

Sold AVB because i think its fully priced now and bought even more SILA, 10% position now.

[Junior R]

added more fairfax

[mananainvesting]

Added to my already overweight position in $FRFHF/$FFH.TO  , what a sale! 

[nwoodman]

FFH for me too, to save a post rotation was from MKL

[Lance]

Added to BSM, DMLP, PBT, SBR, STR, OR, SAND, TFPM and Hermes

 

New poistion in OGN

 

Thanks

Lance

[Gregmal]

Rotating some HTL proceeds into more Nintendo and Fairfax 

[Cod Liver Oil]

Starting Dior as it drifts sub 600. 

[Paarslaars]

More fairfax here at 1485 CAD. 

[thowed]

FFH and TVK top-ups.

[Spooky]

Also some more Fairfax.

[cwericb]

22 minutes ago, thowed said:

FFH and TVK top-ups.

Like your way of thinking. Too overweight in FFH but looking for a chance for more TVK.

[no_free_lunch]

Bought some $DE stock.  This is the agriculture equipment company John Deer.  It's a long term compounder selling at 11 PE.   There is a bit of debt, I think around 6x FCF, so some risk but this has historically been a niche sector and perhaps near oligopoly.  Obviously some risks from competition but has historically performed well.

Edited August 2, 2024 by no_free_lunch

[rkbabang]

Added to MSTR, GENGF, and a small bit to SMLR.

 

[thowed]

19 minutes ago, cwericb said:

Like your way of thinking. Too overweight in FFH but looking for a chance for more TVK.

 

Thanks.  Not as cheap as it was, but if they keep on firing as they have been, hopefully buying today will work out over time.

[fareastwarriors]

3 hours ago, fareastwarriors said:

More OxY

Fairfax

 

Nintendo, ETHW

[fareastwarriors]

Looking all these buying activities after a "small" correction.

 

Still plenty of cash to deploy. 

[cwericb]

TVK

[villainx]

Fairfax too.

[Malmqky]

Nintendo - not sure why people are surprised YOY sales are trash when last Q2 had the Mario movie and Zelda. Not to mention the Switch has been selling far better than it should be for a couple years now. The company continues to protect it's IP, become less cyclical and more digital, and has obvious catalysts/levers to pull.

 

Fairfax - Already overweight but this seems too easy. 

 

Also took profits on some commodity stuff/companies without a ton of upside that weren't hammered today. Cash ready to deploy...

[Paarslaars]

1 hour ago, Malmqky said:

Also took profits on some commodity stuff/companies without a ton of upside that weren't hammered today.

 

Must be nice to have those  

[dipod]

Sold OXY puts $56 strike a week out. 

Edited August 2, 2024 by dipod

[Eldad]

It’s getting pretty bad out there. Maybe it’s about to get a little fun who knows. 

[Spooky]

15 minutes ago, Eldad said:

It’s getting pretty bad out there. Maybe it’s about to get a little fun who knows. 

 

Let's see if this downward momentum has legs. I'm hoping we get some better opportunities from here.