Spekulatius Posted January 23, 2019 Share Posted January 23, 2019 I think the discount for LBDRA relative to CHTR is about 10%, which is fair, but not great considering additional overhead expense at LBDRA. I don’t like GLIBA’s operating business and I think they overpaid for the Alaskan telecom business, hence I avoid this stock. Link to comment Share on other sites More sharing options...
Lance Posted January 23, 2019 Share Posted January 23, 2019 MO and QCOM Thanks Lance Link to comment Share on other sites More sharing options...
LC Posted January 23, 2019 Share Posted January 23, 2019 I also joined the MO club slightly after the price drop yesterday. Will be happy to hold for years, but unless there’s future crazy price movement, i am not sure I will be adding more as it is about a 10% position. Link to comment Share on other sites More sharing options...
investor1 Posted January 23, 2019 Share Posted January 23, 2019 IBKR Link to comment Share on other sites More sharing options...
Broeb22 Posted January 23, 2019 Share Posted January 23, 2019 EVI Link to comment Share on other sites More sharing options...
frommi Posted January 24, 2019 Share Posted January 24, 2019 Bought back the TSLA call spread, i am out of the TSLA short for now because i think that Elon will once again pump up the stock price at the next earnings call. Link to comment Share on other sites More sharing options...
CONeal Posted January 24, 2019 Share Posted January 24, 2019 Filled up the IRA and cash account with as much MO as I could buy today. If it drops into the mid 30's, will sell half of my GE position to buy more. Link to comment Share on other sites More sharing options...
mttddd Posted January 24, 2019 Share Posted January 24, 2019 Filled up the IRA and cash account with as much MO as I could buy today. If it drops into the mid 30's, will sell half of my GE position to buy more. Same hard to pass up that kind of yield Link to comment Share on other sites More sharing options...
boilermaker75 Posted January 25, 2019 Share Posted January 25, 2019 Wrote BRKB 200-strike Friday (1/25) expiration for $1.30 per share. Link to comment Share on other sites More sharing options...
Gregmal Posted January 25, 2019 Share Posted January 25, 2019 1211.HK a few minutes ago Link to comment Share on other sites More sharing options...
Guest cherzeca Posted January 25, 2019 Share Posted January 25, 2019 fnma Link to comment Share on other sites More sharing options...
boilermaker75 Posted January 25, 2019 Share Posted January 25, 2019 Wrote 50-strike, Feb 1 expiration WFC puts, some for $0.65 and some for $0.70. Link to comment Share on other sites More sharing options...
SafetyinNumbers Posted January 25, 2019 Share Posted January 25, 2019 SGI.V and GCM.WT.B Both gold value stocks/warrants which probably sounds like an oxymoron to most value investors but both trade at less than 2x EBITDA. Too small for any ETF so not participating in this gold rally today. Link to comment Share on other sites More sharing options...
Lance Posted January 29, 2019 Share Posted January 29, 2019 QCOM Thanks Lance Link to comment Share on other sites More sharing options...
Castanza Posted January 30, 2019 Share Posted January 30, 2019 $MITK - Mitek Systems Will average in if it continues down. Sub $10 would be an extremely attractive price. Link to comment Share on other sites More sharing options...
sarganaga Posted January 30, 2019 Share Posted January 30, 2019 Imperial Brands (IMBBY) Gazprom (OGZPY) Link to comment Share on other sites More sharing options...
frommi Posted January 31, 2019 Share Posted January 31, 2019 Bought back the TSLA call spread, i am out of the TSLA short for now because i think that Elon will once again pump up the stock price at the next earnings call. And sold a call spread again, this time i shorted the AUG2019 305$ call and long 400$ call. Link to comment Share on other sites More sharing options...
tombgrt Posted February 1, 2019 Share Posted February 1, 2019 Added more GXE and ATU and bought small position in ATH. GXE at same price as mid november when WCS was around maybe $15. Now it is at $45 and fundamental picture doesn't look as doomy as before, especially with higher demand than ever for heavy oil following Saudi cuts and VZ issues. Somehow the entire Canadian small cap energy space has been forgotten about. Players like GXE and ATU should start to do well again at current prices, let alone higher. GXE's acquisition was poor timing but should ultimately results in a better diversified income stream, adding to stability, and good returns. Link to comment Share on other sites More sharing options...
LC Posted February 1, 2019 Share Posted February 1, 2019 IRM, VZ Link to comment Share on other sites More sharing options...
John Hjorth Posted February 1, 2019 Share Posted February 1, 2019 IRM, VZ It seems like the "Lethargy bordering on sloth" is over, activity conquering & expanding downwards, penetrating your upper signature line now, LC. [ ;- ) ] - New house project finished, wife happy? [ : - ) ] Link to comment Share on other sites More sharing options...
Broeb22 Posted February 1, 2019 Share Posted February 1, 2019 ESI and DAVA Link to comment Share on other sites More sharing options...
Spekulatius Posted February 1, 2019 Share Posted February 1, 2019 EUK3.F (Eurokai). Shipping berth/ port operator operating harbors in Germany, Italy and a few other countries. Very solid balance sheet, cheap and illiquid, the way I like it. IBKR - bought a few shares in today’s selloff. Might just be trade. I continue whittling down my pipeline holdings as they march towards fair value. Link to comment Share on other sites More sharing options...
LC Posted February 1, 2019 Share Posted February 1, 2019 New house project finished, wife happy? [ : - ) ] Haha! For now, yes (to both)...as for tomorrow... ;D ;D Link to comment Share on other sites More sharing options...
John Hjorth Posted February 1, 2019 Share Posted February 1, 2019 New house project finished, wife happy? [ : - ) ] Haha! For now, yes (to both)...as for tomorrow... ;D ;D Great to read, LC, thank you for sharing, From what I've read from your posts here on CoBF during the years, you started out early, and are still young. You have a hell of a runway in front of you, to do good. Best of luck going forward from me! [ : - ) ] Link to comment Share on other sites More sharing options...
Gregmal Posted February 4, 2019 Share Posted February 4, 2019 BHC calls. This one looks like it's ready for a breakout. small spec position.... Link to comment Share on other sites More sharing options...
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