what are you selling today?

[Castanza]

Trimming APH and CCJ both doubles since April 

[thowed]

On 9/12/2025 at 6:03 PM, Saluki said:

Sold a few shares of GOOGL in my retirement account. It's still my largest position but my retirement account is valuable real estate and I decided to take the tax free gains and buy a little more that has been beaten down too much. 

 

Congrats.  I know it's easier in retrospect, & I do like my illiquid small-caps, but I definitely should have had some GOOGL and 0700.HK as well, instead I completely missed out on 2 of the highest-quality large-cap conglomerates that have been on offer at very reasonable prices in the past few years.

[EgonKuhn]

Finally sold my INTC position losing one third of my money after I bought it in October 2020 and have "enjoyed" the rollercoaster ride ever since.

[Spekulatius]

Sold CCL (Cuscal) in my tax deferred account. Small position that did very well for me.

[Spekulatius]

Sold my starter in SES.MI. One of those dip buys that worked out.

[fareastwarriors]

Trimmed some $TSLA at 420s 

Surprised how it bounced back...

[formthirteen]

ENX.PA. Keeping 1 share as a reminder.

[formthirteen]

BTI, fully out now. Thank you for the dividend and returns.

[Saluki]

Trimmed a little Kraken which ran up a lot recently. Might buy it back on a pullback. 

 

Sold a small starter position in POWW again after it popped 9% today on very minor good news. It's now back at the opening price, so I may start buying it back tomorrow.

[KPO]

Exited Grupo Mexico with a 90% gain in ~10 months. I’m sure it will truck higher, but I’m satisfied given it was in my Roth. Also sold 2/3 of my remaining Aecon. 

[LC]

16 hours ago, KPO said:

Also sold 2/3 of my remaining Aecon

 

Curious why now? I have not been posting the recent news in the Aecon thread, but it looks like all 3 LSTKs are actually nearing completion. (The discord channel is more active here)

 

Finch is I believe ~halfway thru the 30 day revenue service demonstration period, Eglinton just began its revenue service demonstration period, and news reports confirmed GH bridge to open within 90 days. 

Edited October 1, 2025 by LC

[KPO]

39 minutes ago, LC said:

 

Curious why now? I have not been posting the recent news in the Aecon thread, but it looks like all 3 LSTKs are actually nearing completion. (The discord channel is more active here)

 

Finch is I believe ~halfway thru the 30 day revenue service demonstration period, Eglinton just began its revenue service demonstration period, and news reports confirmed GH bridge to open within 90 days. 

I lightened up a few things recently that were in IRA accounts and had decent run-ups. I was up ~40% on Aecon in a relatively short amount of time, so I was okay lightening up even if it keeps going higher. I still have a small position. 

[Saluki]

Sold most of my VG today. Still think it will go higher over time, but I wanted to take down my leverage and VG is volatile so I may get a chance to buy it back again. 

[LC]

1 hour ago, KPO said:

I lightened up a few things recently that were in IRA accounts and had decent run-ups. I was up ~40% on Aecon in a relatively short amount of time, so I was okay lightening up even if it keeps going higher. I still have a small position. 

Fair enough - appreciate the context. And congrats on the 40%!

[EgonKuhn]

More trimming of FTK.DE

[longlake95]

Finally sold the last of the HPS.a 

[Saluki]

Trimmed a few shares of KRKNF. It's at 80x earnings and there seem to be a lot of people talking it up. 

 

[Saluki]

I trimmed more KRKNF. I think it will still do well in the future, but I'd like to keep it at about a 5% position. I've already gotten back my initial investment and the rest is just "house money" now. 

 

Sold the shares of CROX that I got assigned. I wouldn't mind adding more exposure with calls, but I don't want to borrow to own it. 

[Trophicdynamics]

I'm selling out of Baytex BTE.TO has been terrible for me. It has turned me off from investing in low quality business. I was hoping oil would go up which would have made this a great trade due to price volatility of stock (cash flows are highly sensitive to price of oil). It has turned into a dog so I am cutting my losses and redeploying my capital elsewhere.

[Spekulatius]

Sold LSEG- that one actually did OK short term. I am just not sure about management here, as others have noted.

[Castanza]

Trimmed $APH to bring it back down to preferred position sizing. 

[formthirteen]

IT puts

[winjitsu]

Exited Keihin (9312.T) and Synchro Foods (3963.T). Small positions and bigger fish to fry in this market. 

[EgonKuhn]

Finally sold my 0548.hk position after five years of pain.

[John Hjorth]

36 minutes ago, EgonKuhn said:

Finally sold my 0548.hk position after five years of pain.

 

We can't win them all, Egon [ @EgonKuhn ]. Please remember, it could be worse, it could be raining. [Like here today!]