What are you buying today?

[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 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 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.

[mananainvesting]

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]

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 by UK

[dipod]

FRFHF

[jefke]

Bought more $AER on Friday near the close. Now below BV ($89.5) again.