what are you selling today?

[Saluki]

Sold half of my BRK in my retirement account and moved it to FFH, Fairfax India, and a little BTI and TAYD.  Still have all my BRK shares in my taxable account and they will probably have to pry them from my cold dead hands one day (far in the future, hopefully).  

[Paarslaars]

Completely sold out of SIMO.

Also reduced some of my BRK, still >20% position.

 

Now at 10% cash.

[Eng12345]

SU - cut my position by ~75% for a small breakeven accounting for dividends. I have lost confidence in the overall thesis from last year into early this year. I can't shake the feeling I'm just trying to catch the top part of a very dangerous geopolitical curve.

[Gregmal]

Freed up about 10% of SPHR and 50% of CARR

[jks327]

Thor Industries is getting close to my valuation, up over 40% since 5/31.

[Spekulatius]

Selling most of my USB - I don't like owning bank stocks with this more and more inverted yield  curve.

I am also reducing ORI a bit more - seems fully valued to me.

[dipod]

Sold CSPs on PYPL expiring tomorrow before the close of market today.

[brobro777]

Sold some put options in Citigroup

 

[nwoodman]

Trimmed some more AAPL AND BRK.B and reduced USD margin

[Eng12345]

Joby - how I made 60% on that dumb stock is beyond me, but I guess it pays to be lucky occasionally.

[jfan]

BAM

[Red Lion]

EPD, PM, GNL preferreds. 
 

Still bullish particularly on PM, but I’m continuing to raise more liquidity for a couple real estate projects, and these were sitting at under a 10% short term gain. 

[Spekulatius]

Sold my $FNF in tax deferred accounts.

[fareastwarriors]

Trimmed some CKX 

 

forgot I had a GTC sell order 

[Red Lion]

Sold some NTDOY to continue to raise capital for some private real estate deals I’m shifting into. Still have a big position in my 401k. 

[Saluki]

Sold the few shares of VTS that I have in my IRA (still holding all my shares in my taxable account for at least a full year).  Up 50% in 8 months.  Nice work if you can get it    It had a nice little pop today , people probably noticed that a director bought more shares http://openinsider.com/search?q=vts and it's not a big company, so it doesn't take much to move the price.  The dividend is great and it may still have more upside, but my IRA is tax free, so why not take some chips off the table. A lot of their production is hedged so they weren't hurt too much when oil prices dropped, and probably won't knock the cover off the ball if oil prices go up.  

[nwoodman]

0669.HK Techtronic Industries. Love Milwaukee tools but the shorts may be more right than wrong on this one.  Proceeds go to JPY margin.

[lnofeisone]

Sold enough JXN shares on the pop to cover cost basis and then some. Holding on to house shares. 

[Luke]

Selling some EXOR to add to my CHINA Basket. 

 

[Spekulatius]

2 hours ago, Luca said:

Selling some EXOR to add to my CHINA Basket. 

 

wrong GIF:

 

[brobro777]

7 minutes ago, Spekulatius said:

wrong GIF:

 

 

Oh man I watched this video so many times. I mean it never gets old baby

 

Never gets old

 

[keegomaster]

Closed my ATVI positions. Exited at $91.92 (19.8% return in 15 months, or about 15.8% annualized).

I think there are better options than the residual 3% upon transaction close, and some risks still remain (albeit minor) with the UK's green-light.

[Luke]

1 hour ago, Spekulatius said:

wrong GIF:

 

Hahahaha spek! 

[Spekulatius]

1 hour ago, brobro777 said:

 

Oh man I watched this video so many times. I mean it never gets old baby

 

Never gets old

 

This is value investing in a nutshell, in China or elsewhere. The feeling when the pain subsides is unsurpassed.

[brobro777]

1 hour ago, Spekulatius said:

This is value investing in a nutshell, in China or elsewhere. The feeling when the pain subsides is unsurpassed.

 

Yea that's why I don't like value investing, sometimes there is too much pain involved. It's not as bad as trying to make money shorting but still.  

 

I prefer to make money copying other people's good ideas. That's the good stuff, and you can even pretend like it was your idea all along!