Gregmal Posted March 15, 2021 Posted March 15, 2021 Sold MAA. Had discussed this one with many folks in later half of Q4. Said it was a super conservative, no brainer Sun Belt play and you could get 10-15% 2021 return with your eyes closed. Got it in 2.5 months. You're welcome. From here I think there's less ripe risk adjusted fruit.
thepupil Posted March 15, 2021 Posted March 15, 2021 Sold MAA. Had discussed this one with many folks in later half of Q4. Said it was a super conservative, no brainer Sun Belt play and you could get 10-15% 2021 return with your eyes closed. Got it in 2.5 months. You're welcome. From here I think there's less ripe risk adjusted fruit. Agreed, I had added to MF REITs in an IRA in January, sold those additions today for 12-27% (basket approach with ESS/EQR/CPT/MAA
ValueArb Posted March 15, 2021 Posted March 15, 2021 RIDE got murdered by an incredibly persuasive Hindenburg report on Friday, and so of course it's up 7% today.
UNF2007 Posted March 15, 2021 Posted March 15, 2021 Sold some INTC and WFC, still like both, but I'm wanting to start raising some cash and both have run up quite a bit. Want to be about 50% cash going into Q3. Not a market timer, but has been harder to ignore that everyone and their brother (including my own) is speculating in the market right now. I don't see how the enthusiasm can get any higher, although maybe it can.
gfp Posted March 16, 2021 Posted March 16, 2021 MMAC and CRBBF (Corby). Any insight into what caused that momentary spike in MMAC share price today?
Spekulatius Posted March 16, 2021 Posted March 16, 2021 MMAC and CRBBF (Corby). Any insight into what caused that momentary spike in MMAC share price today? I have no idea. It is a thinly traded stock and there were some sellers just a few days ago when a leadership change was announced, but the stock since has bounced back. The 10-k is supposed to get filed soon. Perhaps someone knows something, perhaps not. Anyways, I cashed my few shekels from the short term trade and moved on.
Ice77 Posted March 17, 2021 Posted March 17, 2021 Exited a couple of trading sardines which seemed like eating sardines but were not anymore.
cubsfan Posted March 18, 2021 Posted March 18, 2021 TPL at the close. Jesus - the TPL chart looks like Bitcoin!
formthirteen Posted March 23, 2021 Posted March 23, 2021 Sold TPL yesterday. I still like the 70% FCF margins Horizon Kinetics wrote about...
Gregmal Posted March 23, 2021 Posted March 23, 2021 Trimmed some of the completely margined positions I have in WM and ARE.
lnofeisone Posted March 24, 2021 Posted March 24, 2021 Sold out of my CURLF yesterday CLMT (this one really came back to life and is higher than pre-COVID with likely more room), MPC, SWN. Cutting my energy holdings by 30% or so.
Castanza Posted March 24, 2021 Posted March 24, 2021 Sold TPL yesterday. I still like the 70% FCF margins Horizon Kinetics wrote about... Same, trimmed down to 25% my original size.
Gregmal Posted April 5, 2021 Posted April 5, 2021 On 3/30/2021 at 2:10 PM, Gregmal said: Trimmed some AIV Cleared remainder of AIV.
cubsfan Posted April 6, 2021 Posted April 6, 2021 On 4/5/2021 at 8:39 AM, Gregmal said: Cleared remainder of AIV. Greg - thanks for that quick 30% gain.
fareastwarriors Posted April 6, 2021 Posted April 6, 2021 On 4/5/2021 at 6:39 AM, Gregmal said: Cleared remainder of AIV. Still own AIRC?
cubsfan Posted April 6, 2021 Posted April 6, 2021 Sold all of MO after 30% run, Keeping IMBBY - cause it's next.
fareastwarriors Posted April 6, 2021 Posted April 6, 2021 14 minutes ago, cubsfan said: Sold all of MO after 30% run, Keeping IMBBY - cause it's next. Curious on why now? Rose too much too fast? Not a long term hold?
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