Gregmal Posted June 3, 2019 Share Posted June 3, 2019 GOOG, GOOG, GOOG Link to comment Share on other sites More sharing options...
Spekulatius Posted June 3, 2019 Share Posted June 3, 2019 GOOG, GOOG, GOOG Same here. I also bought CTVA. Link to comment Share on other sites More sharing options...
longlake95 Posted June 3, 2019 Share Posted June 3, 2019 LNR Link to comment Share on other sites More sharing options...
Lance Posted June 3, 2019 Share Posted June 3, 2019 ABBV Thanks Lance Link to comment Share on other sites More sharing options...
porcupine Posted June 3, 2019 Share Posted June 3, 2019 KTB Link to comment Share on other sites More sharing options...
Ahab Posted June 3, 2019 Share Posted June 3, 2019 Sold more Tesla call spreads. Link to comment Share on other sites More sharing options...
Pauly Posted June 3, 2019 Share Posted June 3, 2019 Bought GOOG for the first time. I now expect it'll get broken up and sold for scrap. Link to comment Share on other sites More sharing options...
Agrippa07 Posted June 3, 2019 Share Posted June 3, 2019 Bought some GOOG as well, and added a bit to Exor and Baidu Link to comment Share on other sites More sharing options...
WayWardCloud Posted June 3, 2019 Share Posted June 3, 2019 Bought more GOOG... on Friday before close. ::) Link to comment Share on other sites More sharing options...
Guest Schwab711 Posted June 3, 2019 Share Posted June 3, 2019 MO LEAPS and common I have the core business trading at ~9x FCF and I expect JUUL to be the primary catalyst as more data on the company comes out. The cost of the leverage is cheap. I think it's the kind of company that could see inflows due to increased risk aversion and from 'compounder' types looking for something non-tech. Link to comment Share on other sites More sharing options...
CorpRaider Posted June 3, 2019 Share Posted June 3, 2019 KTB "Cowboy hat from Gucci, Wrangler on my booty." I need to read that S-1, but I am lazy AF. Link to comment Share on other sites More sharing options...
John Hjorth Posted June 4, 2019 Share Posted June 4, 2019 Added to LVMH [MC.PA] today. Link to comment Share on other sites More sharing options...
Guest cherzeca Posted June 4, 2019 Share Posted June 4, 2019 bought some SPY leaps expiring after 2020 election. Link to comment Share on other sites More sharing options...
porcupine Posted June 4, 2019 Share Posted June 4, 2019 KTB "Cowboy hat from Gucci, Wrangler on my booty." I need to read that S-1, but I am lazy AF. Totally a short-term tailwind. Link to comment Share on other sites More sharing options...
finetrader Posted June 4, 2019 Share Posted June 4, 2019 Initiated position in GOOG this morning. ~5% portfolio Link to comment Share on other sites More sharing options...
Viking Posted June 4, 2019 Share Posted June 4, 2019 Sold my BAC that i just bought (big position and up over 4% in less than a week). Happy to lock in the gain. Also sold most of the smaller positions i just bought on the big pop today. I have been very defensive this year. Capital preservation is my focus. I am happy if i can hit a couple of singles this year :-) The economic news is getting worse. Happy to get back in cash and wait for the next down draft. Link to comment Share on other sites More sharing options...
Ahab Posted June 4, 2019 Share Posted June 4, 2019 I bought some (now in the money) GM 2021 calls yesterday. Link to comment Share on other sites More sharing options...
Gregmal Posted June 4, 2019 Share Posted June 4, 2019 AAL, CTO and more GOOG Link to comment Share on other sites More sharing options...
WayWardCloud Posted June 4, 2019 Share Posted June 4, 2019 TIGO :) Link to comment Share on other sites More sharing options...
gjangal Posted June 5, 2019 Share Posted June 5, 2019 Making cvs + wba a 8-9% position . They both own > 40% of a consolidated market. Valuations look dirt cheap. Downside seems limited. If amazon’s pillpack and haven ventures don’t work out to the scale expected, these stocks will be rerated Amzn if serious about insurance and pharmacy may need store fronts similar to groceries. WBA could be a buyout candidate in that scenario as it not not playing the vertically integration game Link to comment Share on other sites More sharing options...
Mephistopheles Posted June 6, 2019 Share Posted June 6, 2019 Macy's Link to comment Share on other sites More sharing options...
writser Posted June 6, 2019 Share Posted June 6, 2019 SMTA. Looks like an interesting situation. Link to comment Share on other sites More sharing options...
Castanza Posted June 6, 2019 Share Posted June 6, 2019 SMTA. Looks like an interesting situation. http://clarkstreetvalue.blogspot.com/2019/06/spirit-mta-sells-mta-assets-to-hpt.html Link to comment Share on other sites More sharing options...
Saluki Posted June 7, 2019 Share Posted June 7, 2019 Sold some junk and reinvested it in a little BRK-B, JOE, SSW and Fairfax India. My weighting on these is about 20% 10%, 10% and 1% Link to comment Share on other sites More sharing options...
Spekulatius Posted June 7, 2019 Share Posted June 7, 2019 KTB Looks sort of cheap ( ~ $4/ share in earnings ) but top line has been shrinking ( I prefer waist line shrinking ;D) and there is ~$1B or3x EBITDA in debt. Looks a bit toxic to me. Link to comment Share on other sites More sharing options...
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