what are you selling today?

[fareastwarriors]

6 hours ago, fareastwarriors said:

Off loading my SWMAY at $10.55 and above. 

 

Sold out of SWMAY at 10.65

[Red Lion]

Sold $80 DIS puts expiring January 20 2023. 

[formthirteen]

$SWMAY

[Red Lion]

Sold $145 strike AVB puts for January 20.  

 

$115 CCI puts January 20 

 

 

Still got a few limit orders for puts hanging out there on some of the bigger REITs

Edited November 9, 2022 by RedLion

[Cod Liver Oil]

Selling some energy and buying DIS and MSGE.  Taking Narcan and stepping into the pain.

[Ross812]

Sold a bunch of daily calls on META ($111) and GOOG ($95). I have a bunch of $25 OSTK puts expiring today, sometimes its better to be lucky than good.  

[Luke]

Sold my position in iShares Semiconductors and shifted that into TSMC and a small Intel Position

[Red Lion]

$80 Jan 20 BX puts

[Castanza]

4 hours ago, Luca said:

Sold my position in iShares Semiconductors and shifted that into TSMC and a small Intel Position

 

Did the same exact thing except I sold SMH. Was able to pick up some TSM after hours when WB news came out. Haven't added to INTC since my initial buy last year. Looks like a good amount of insider buying at these levels. 

[Luke]

1 hour ago, Castanza said:

 

Did the same exact thing except I sold SMH. Was able to pick up some TSM after hours when WB news came out. Haven't added to INTC since my initial buy last year. Looks like a good amount of insider buying at these levels. 

Yeah, i own Micron,TSMC,ASML and INTEL (ordered by position size) now. I think each of them has a good chance to be worth a lot more in the future. I am least certain about intel but also think at this price its not too bad. Pat looks like a decent CEO, proved himself before. They are really behind but i think there is a chance they will find their place and produce cashflows far into the future. 

[CorpRaider]

$COTY  

[Spekulatius]

GLDM. PCYO

[CorpRaider]

Berk

[fareastwarriors]

did not expect sudden pop at VRE. sold some at around $16

 

 

 

EDIT: Ohhhh

 

Investment Giant Fortress to Help Fund Kushner Takeover Bid of Rival Property Owner Veris

 

Fortress is ‘prepared to finance the debt and equity’ in unsolicited $4.3 billion bid

 

https://www.wsj.com/articles/investment-giant-fortress-to-help-fund-kushner-takeover-bid-of-rival-property-owner-veris-11669146450

Edited November 22, 2022 by fareastwarriors

[changegonnacome]

SPY OTM Calls (4400) June 2023 Expiry

[Spekulatius]

Sold FRFHF in my IRA. WDAY position AH.

[UK]

On 11/30/2022 at 6:04 AM, Spekulatius said:

Sold FRFHF in my IRA. WDAY position AH.

 

May I ask why are you selling Fairfax? 

[Spekulatius]

2 hours ago, UK said:

 

May I ask why are you selling Fairfax? 

It was a small trading position for me and the stock chart looks parabolic.

 

FWIW, WDAY was a tax loss swap from CRM into WDAY a few weeks ago. Growth looks good, but their SBC and income statement looks disgusting.

 

Sold my remainder CRM position at a loss as well.

[UK]

18 minutes ago, Spekulatius said:

It was a small trading position for me and the stock chart looks parabolic.

 

FWIW, WDAY was a tax loss swap from CRM into WDAY a few weeks ago. Growth looks good, but their SBC and income statement looks disgusting.

 

Sold my remainder CRM position at a loss as well.

 

Thanks for the answer! 

[Red Lion]

Sold some more BX $85 PUTS expiring 12/9 for $1.90. 

[Spekulatius]

Sold remainder of my META (overall loss).

[UK]

39 minutes ago, Spekulatius said:

Sold remainder of my META (overall loss).

 

Hmm...a second stock you are selling recently which is almost still if not a a buy then a hold for me:)

[Spekulatius]

2 minutes ago, UK said:

 

Hmm...a second stock you are selling recently which is almost still if not a a buy then a hold for me:)

I lost confidence in META. I did buy more at $90 or thereabouts but considered it a trade at that point.

 

But then again I usually buy and sell too early.

Edited December 5, 2022 by Spekulatius

[UK]

8 minutes ago, Spekulatius said:

I lost confidence in META. I did buy more at $90 or thereabouts but considered it a trade at that point.

 

But then again I usually buy and sell too early.

 

I understand and also generally suffer from some reverse Midas touch with timing:)

[rkbabang]

Sold all my Jan 23 TSLA puts.  Large loss on the $86.67 puts and large gain on the $180 puts.  Made a few percent combined.