mananainvesting Posted August 2, 2024 Posted August 2, 2024 5 hours ago, no_free_lunch said: 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. have you looked at $CNH? might interest you.
UK Posted August 3, 2024 Posted August 3, 2024 (edited) So I bought ERF in the last month, which makes it a new fifth position in my well diversified portfolio:). I am not sure how I feel about this, but, together with FFH, this makes it is a second company I own now, which is under attack from MW. So far so good (bought it at ~46+ EUR price), but still watch it carefully every day. But despite of this, YTD I was a net seller, and currently am ~80+ invested (from ~110+ at the end of the last year) mainly by further reducing BRKB and META, trimming other big positions somewhat and completely selling other / smaller / more speculative things, which together accounted for a substantial amount of total sales. Edited August 3, 2024 by UK
jefke Posted August 3, 2024 Posted August 3, 2024 Bought more $AER on Friday near the close. Now below BV ($89.5) again.
nwoodman Posted August 5, 2024 Posted August 5, 2024 7974.T Nintendo, exited a gaggle of minor Japanese positions.
Paarslaars Posted August 5, 2024 Posted August 5, 2024 (edited) 2 hours ago, nwoodman said: 7974.T Nintendo, exited a gaggle of minor Japanese positions. Going to hold off and get a bit greedy here, my average buy 6400¥, let's see if I get to average down. First I need to see what I can sell to free up some cash... Edited August 5, 2024 by Paarslaars
nwoodman Posted August 5, 2024 Posted August 5, 2024 Just now, Paarslaars said: Going to hold off and get a bit greedy here, my average buy 6400¥, let's see if I get to average down. Going to see what I can sell to free up some cash... You stand a good chance, the circuit breakers have been popping on the TSE
gfp Posted August 5, 2024 Posted August 5, 2024 Question for the board - with Canadian stock markets being closed today, does anybody remember if US OTC ticker FRFHF trades today?
backtothebeach Posted August 5, 2024 Posted August 5, 2024 Sure does, current bid-ask 1045-1049, down 3%.
gfp Posted August 5, 2024 Posted August 5, 2024 Just now, backtothebeach said: Sure does, current bid-ask 1045-1049, down 3%. I know when I'm panicking on the stock market a newly cashed-up Berkshire and a leveraged government bond portfolio in Fairfax are the first sell buttons I smash!
Luke Posted August 5, 2024 Posted August 5, 2024 (edited) 9 minutes ago, gfp said: I know when I'm panicking on the stock market a newly cashed-up Berkshire and a leveraged government bond portfolio in Fairfax are the first sell buttons I smash! Thats why i loved being in Fairfax the last 2 years. Can enjoy sunshine and really can enjoy the storm (stock market storm, please no big hurricane xD) Edited August 5, 2024 by Luke
valueventures Posted August 5, 2024 Posted August 5, 2024 Can't buy anything with Schwab being down. Crazy stuff
Luke Posted August 5, 2024 Posted August 5, 2024 3 minutes ago, valueventures said: Can't buy anything with Schwab being down. Crazy stuff I have a second account at a neobroker and they also have huge problems...too many retail traders trading
Castanza Posted August 5, 2024 Posted August 5, 2024 (edited) 1 hour ago, valueventures said: Can't buy anything with Schwab being down. Crazy stuff I've been able to buy. Picked up some OXY and FRFHF edit: Seems I got in before the outage. Can't log in anymore. Lovely...This happens far too often on big trading days. Downright criminal imo. Edited August 5, 2024 by Castanza
Blugolds Posted August 5, 2024 Posted August 5, 2024 (edited) 14 minutes ago, valueventures said: Can't buy anything with Schwab being down. Crazy stuff I cant get into my Fidelity account Seems to be resolved Edited August 5, 2024 by Blugolds Resolved
Eldad Posted August 5, 2024 Posted August 5, 2024 Schwab outages are extremely frustrating. interactive brokers is working but cash is in schwab.
Lance Posted August 5, 2024 Posted August 5, 2024 EPD, PBT, SBR, OGN, RMT, RVT, SAND, ETHA and IBIT Thanks Lance
John Hjorth Posted August 5, 2024 Posted August 5, 2024 Crazy for me personally to read that some you posting above can't get to your funds on a day like this, if you find it time to act. Personally I've never really been there, left behind, as customer, this way. Simply not good enough by the financial institution that leaves you behind, hanging to dry. Be demanding, relentless, ruthless and mercyless. Life is too short for that kind of BS. Best of luck with these issues.
fareastwarriors Posted August 5, 2024 Posted August 5, 2024 (edited) 21 hours ago, fareastwarriors said: BTC and ETH BTC, ETH, FRPH, OXY, C, NTDOY, FRFHF Edited August 5, 2024 by fareastwarriors
Dalal.Holdings Posted August 5, 2024 Posted August 5, 2024 48 minutes ago, John Hjorth said: Crazy for me personally to read that some you posting above can't get to your funds on a day like this, if you find it time to act. Personally I've never really been there, left behind, as customer, this way. Simply not good enough by the financial institution that leaves you behind, hanging to dry. Be demanding, relentless, ruthless and mercyless. Life is too short for that kind of BS. Best of luck with these issues. Yeah that's crazy. If that happened, I'd take my money out of there
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