Gregmal Posted January 21, 2022 Share Posted January 21, 2022 Cleared my FRFHF. Figured I’d take my $50 in two months and run on a turd most have not gotten a penny out of longer term. Rather play the inflation game on my own than hold the bag on Prems crapfolio should things go south. Link to comment Share on other sites More sharing options...
shspyc Posted January 21, 2022 Share Posted January 21, 2022 same here. Cleared FRFHF in the afternoon. Link to comment Share on other sites More sharing options...
boilermaker75 Posted January 22, 2022 Share Posted January 22, 2022 On 1/4/2022 at 3:26 PM, boilermaker75 said: Wrote some 310-strike Jan 7 expiration covered calls on the BRKB in my IRA. I figure even if I get called out it is hard to imaging BRKB not visiting 310 again. Plus overall I am > 80% BRKB so I can always justify being called out as deworsification! Bought my BRKB shares back, which were called out at 310 on Jan 7. Link to comment Share on other sites More sharing options...
ValueArb Posted January 24, 2022 Share Posted January 24, 2022 On 1/22/2022 at 9:14 AM, boilermaker75 said: Bought my BRKB shares back, which were called out at 310 on Jan 7. Nice! Link to comment Share on other sites More sharing options...
Monsieur_dee Posted January 25, 2022 Share Posted January 25, 2022 MoneyGram. Link to comment Share on other sites More sharing options...
ERICOPOLY Posted January 25, 2022 Share Posted January 25, 2022 shorted BROS common at $49.59 to hedge the naked puts I wrote on Friday. Stock dove down 6% yesterday, but then turned around and gained 10% for the day, AND was up another 9% today. Link to comment Share on other sites More sharing options...
ValueArb Posted January 26, 2022 Share Posted January 26, 2022 On 1/22/2022 at 9:14 AM, boilermaker75 said: Bought my BRKB shares back, which were called out at 310 on Jan 7. For the people here who sell covered calls on BRKB, what duration do you usually target and how far above trading price? Link to comment Share on other sites More sharing options...
boilermaker75 Posted January 26, 2022 Share Posted January 26, 2022 11 hours ago, ValueArb said: For the people here who sell covered calls on BRKB, what duration do you usually target and how far above trading price? I have a large BRKB position that I would not write covered calls on because I would end up with a big tax bill because of the long-term capital gains. I ofter write puts on BRKB, and if I get put to I turn around and write covered calls on those shares because that usually got me on margin. I did those recent covered calls in my IRA because there would be no tax implications. Since BRKB was making new highs every day I felt there was a good chance I could get those shares back if I was put to because BRKB would revisit those prices. Link to comment Share on other sites More sharing options...
formthirteen Posted January 28, 2022 Share Posted January 28, 2022 (edited) Selling a bit of BATS.L Buying the "fastest growing company ever" later today with the proceeds I'm NOT selling COST with how the future looks for the company: Edited January 28, 2022 by formthirteen Link to comment Share on other sites More sharing options...
changegonnacome Posted January 29, 2022 Share Posted January 29, 2022 Sold MSGE Dec 22 $50 Strike Puts for $4.20 a contract......selling CAT insurance on the worlds greatest arena feels like good insurance underwriting to me.....I'll need to text Prem or Ajit later to double check Link to comment Share on other sites More sharing options...
boilermaker75 Posted January 29, 2022 Share Posted January 29, 2022 16 hours ago, changegonnacome said: Sold MSGE Dec 22 $50 Strike Puts for $4.20 a contract......selling CAT insurance on the worlds greatest arena feels like good insurance underwriting to me.....I'll need to text Prem or Ajit later to double check Link to comment Share on other sites More sharing options...
Spekulatius Posted January 31, 2022 Share Posted January 31, 2022 Sold my BAYN.DE / BAYRY here. Made a little money on this but it has underperformed and I have no confidence in this management. No recent news here really but I have been reviewing my holdings and this one felt like it should go. Link to comment Share on other sites More sharing options...
investor1 Posted February 1, 2022 Share Posted February 1, 2022 Sold WMB. Above $30 is a full price for an irreplaceable asset with low growth. The market provides an opportunity on WMB every few years when it gets grouped in with a commodity panic (e.g. 2016, 2020). Looking forward to the next time this occurs to reload. Link to comment Share on other sites More sharing options...
LC Posted February 1, 2022 Share Posted February 1, 2022 1 hour ago, investor1 said: Sold WMB. Above $30 is a full price for an irreplaceable asset with low growth. The market provides an opportunity on WMB every few years when it gets grouped in with a commodity panic (e.g. 2016, 2020). Looking forward to the next time this occurs to reload. Same Link to comment Share on other sites More sharing options...
lnofeisone Posted February 1, 2022 Share Posted February 1, 2022 1 hour ago, LC said: Same I sold WMB close enough to 30 a while back. WMB and KNOP are my two panic-buys that seem to always work out. Link to comment Share on other sites More sharing options...
JRM Posted February 2, 2022 Share Posted February 2, 2022 14 hours ago, lnofeisone said: I sold WMB close enough to 30 a while back. WMB and KNOP are my two panic-buys that seem to always work out. I trimmed some WMB at $28, but its still yielding over 5% at $30. Isn't there still a chance pensions funds figure out how dividend investing works? Link to comment Share on other sites More sharing options...
GordonGekko69 Posted February 2, 2022 Share Posted February 2, 2022 trimmed some BAYN.DE/BAYZF at a small profit. Sold puts on PYPL with Expiry 02/04 @ $125 Link to comment Share on other sites More sharing options...
Ross812 Posted February 4, 2022 Share Posted February 4, 2022 On 1/27/2022 at 4:18 PM, Ross812 said: Started a position in SONO. Brand recognition, great balance sheet, margins are good, '22 PE of 15 and growing at 15%+. Audi deal and they successfully defended their patent against google. Every Sonos household buys on average 2.75 speakers and their music subscription service is getting traction. I see this becoming the Apple of home audio. Sold $28 Feb 11 calls for a $1. Turning into a (hopefully) quick swing trade around earnings. Link to comment Share on other sites More sharing options...
CafeB Posted February 7, 2022 Share Posted February 7, 2022 (edited) Majority of AMBP. Selling what was bought late Dec. / early Jan. at slightly lower prices in a market that now seems far less sanguine. Admittedly an attempt at market timing. Can only speculate that its last week's high related to BLL earnings 1/27. Edited February 7, 2022 by CafeB BLL Link to comment Share on other sites More sharing options...
formthirteen Posted February 7, 2022 Share Posted February 7, 2022 Sold some MO and BTI to buy more FB, and TME. Link to comment Share on other sites More sharing options...
LearningMachine Posted February 7, 2022 Share Posted February 7, 2022 31 minutes ago, formthirteen said: Sold some MO and BTI to buy more FB, and TME. @formthirteen, I can't find any 10K or 10Q for TME. They talk about how much cash they have in their earnings releases and transcripts. Do you know how much debt they have, and supporting documentation for that? Link to comment Share on other sites More sharing options...
gfp Posted February 7, 2022 Share Posted February 7, 2022 It would be in a 6-K for a company like this. Look at the balance sheet here, balance sheet at the end: https://app.quotemedia.com/data/downloadFiling?webmasterId=101533&ref=116238675&type=HTML&symbol=TME&companyName=Tencent+Music+Entertainment+Group+American+Depositary+Shares+each+representing+two+Class+A&formType=6-K&dateFiled=2021-11-08&CK=1744676 Link to comment Share on other sites More sharing options...
LearningMachine Posted February 7, 2022 Share Posted February 7, 2022 1 hour ago, gfp said: It would be in a 6-K for a company like this. Look at the balance sheet here, balance sheet at the end: https://app.quotemedia.com/data/downloadFiling?webmasterId=101533&ref=116238675&type=HTML&symbol=TME&companyName=Tencent+Music+Entertainment+Group+American+Depositary+Shares+each+representing+two+Class+A&formType=6-K&dateFiled=2021-11-08&CK=1744676 Thanks @gfp. I found it later in the earnings releases as well. Link to comment Share on other sites More sharing options...
formthirteen Posted February 8, 2022 Share Posted February 8, 2022 (edited) 11 hours ago, LearningMachine said: @formthirteen, I can't find any 10K or 10Q for TME. They talk about how much cash they have in their earnings releases and transcripts. Do you know how much debt they have, and supporting documentation for that? @LearningMachine, you can find the data in the latest 20-F: https://www.sec.gov/Archives/edgar/data/1744676/000119312521111096/d31001d20f.htm#fin31001_103 Edited February 8, 2022 by formthirteen Didn't notice gfp already answered... Link to comment Share on other sites More sharing options...
LearningMachine Posted February 8, 2022 Share Posted February 8, 2022 7 minutes ago, formthirteen said: @LearningMachine, you can find the data in the latest 20-F: https://www.sec.gov/Archives/edgar/data/1744676/000119312521111096/d31001d20f.htm#fin31001_103 Thanks @formthirteen. My bad for asking too quickly before looking further. I was a little stretched for time. Link to comment Share on other sites More sharing options...
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