Lance Posted October 3, 2020 Share Posted October 3, 2020 This week. Adds: ENB, Fairfax India, KMI and WMB New: BSM Thanks Lance Link to comment Share on other sites More sharing options...
Every Banana Counts Posted October 3, 2020 Share Posted October 3, 2020 GOOG. Small addition to current position. Link to comment Share on other sites More sharing options...
Castanza Posted October 3, 2020 Share Posted October 3, 2020 GOOG. Small addition to current position. What makes you like GOOG at these prices? Link to comment Share on other sites More sharing options...
kab60 Posted October 3, 2020 Share Posted October 3, 2020 Some FPH and BSM during the week... Small bets, like the optionality Link to comment Share on other sites More sharing options...
Castanza Posted October 3, 2020 Share Posted October 3, 2020 Picked up some Feb 21 40 strike puts on DKNG. Pretty speculative and not exactly cheap but with all these Covid cases popping up in the NFL I can’t help but guess the season will be coming to an end sooner than we think. Link to comment Share on other sites More sharing options...
york Posted October 4, 2020 Share Posted October 4, 2020 Picked up Domino's Pizza shares ~$430 and $445 October 9th calls. First time taking a position in these guys. Link to comment Share on other sites More sharing options...
lnofeisone Posted October 5, 2020 Share Posted October 5, 2020 DNNGY and ORI starters. Link to comment Share on other sites More sharing options...
Every Banana Counts Posted October 6, 2020 Share Posted October 6, 2020 GOOG. Small addition to current position. What makes you like GOOG at these prices? I do not think the price unreasonable today in comparison to many other things. By 2030 the world wide online advertising spend, I expect, will be near $800B, and Google will make up a large chunk of this. Also, by 2030 I would be surprised if google has not found other very profitable revenue sources. Google is one of the best businesses in the world. Companies and Individuals are becoming more and more dependent on its services everyday. Unfortunately this is reflected in the stock price today. In March I bought the majority of my Google stake. At today's prices my bet is much less certain, but I thought a small addition was not a bad decision. Thanks for your questioning. Link to comment Share on other sites More sharing options...
Castanza Posted October 6, 2020 Share Posted October 6, 2020 CMCSA wish I got in sooner, but it's still cheap Link to comment Share on other sites More sharing options...
Viking Posted October 7, 2020 Share Posted October 7, 2020 Added to TRP and ENB. My guess is interest rates will be lower for longer. Dividends look safe with growth potential in coming years. Stocks are trading at prices seen in late March. I wonder where all the money in US government bonds is going to go in coming years... Link to comment Share on other sites More sharing options...
Gregmal Posted October 7, 2020 Share Posted October 7, 2020 Sold some short dated DDS puts and bought a few calls. Link to comment Share on other sites More sharing options...
Guest cherzeca Posted October 8, 2020 Share Posted October 8, 2020 "I wonder where all the money in US government bonds is going to go in coming years..." back on fed's balance sheet Link to comment Share on other sites More sharing options...
Gregmal Posted October 8, 2020 Share Posted October 8, 2020 bought back some DPZ I sold a few weeks ago. Link to comment Share on other sites More sharing options...
Viking Posted October 8, 2020 Share Posted October 8, 2020 "I wonder where all the money in US government bonds is going to go in coming years..." back on fed's balance sheet So when a pension fund or insurance company has a 5 or 10 year US government bond mature their proceeds are going to end up on the Fed’s balance sheet? My comment was aimed at private organization who currently own US government bonds. As these bonds mature and these organization re-deploy where will it go? Demand will increase for some asset classes. Link to comment Share on other sites More sharing options...
Castanza Posted October 8, 2020 Share Posted October 8, 2020 "I wonder where all the money in US government bonds is going to go in coming years..." back on fed's balance sheet So when a pension fund or insurance company has a 5 or 10 year US government bond mature their proceeds are going to end up on the Fed’s balance sheet? My comment was aimed at private organization who currently own US government bonds. As these bonds mature and these organization re-deploy where will it go? Demand will increase for some asset classes. I saw some Ohio pension funds allocating north of 5% to gold. I think historically these positions are 2% on average. Not necessarily meaningful I guess Link to comment Share on other sites More sharing options...
kab60 Posted October 8, 2020 Share Posted October 8, 2020 A lot of it is flowing into alternatives like PE. Institutional investors love private investments as it gives the illusion of smoother performance. It is insane but it's the reason why these alt managers have a long and profitable runway ahead of them. Link to comment Share on other sites More sharing options...
Broeb22 Posted October 8, 2020 Share Posted October 8, 2020 WFC and speculative long in FUBO Link to comment Share on other sites More sharing options...
kab60 Posted October 9, 2020 Share Posted October 9, 2020 More Cambria Automotive. Now 12 pct. of portfolio. Stocks only go up, but this one has mostly been going sideways. Link to comment Share on other sites More sharing options...
Castanza Posted October 12, 2020 Share Posted October 12, 2020 PLTR Link to comment Share on other sites More sharing options...
Spekulatius Posted October 12, 2020 Share Posted October 12, 2020 CBOE (add ) for me. Link to comment Share on other sites More sharing options...
Gregmal Posted October 13, 2020 Share Posted October 13, 2020 Little more GEOS edit: also added some MX Link to comment Share on other sites More sharing options...
fareastwarriors Posted October 14, 2020 Share Posted October 14, 2020 Added some PGRE yesterday and BAC today. Link to comment Share on other sites More sharing options...
boilermaker75 Posted October 14, 2020 Share Posted October 14, 2020 Wrote ACIA 65-strike, Nov 20 expiration puts for $1.06 per share. This is a risk arbitrage play. Link to comment Share on other sites More sharing options...
Castanza Posted October 14, 2020 Share Posted October 14, 2020 BAC Started in CINR....has anyone done work on this? There was a decent write up on VIC. Looks interesting at these prices as long as they stay liquid (which they seem to be doing). Soda Ash consumption seems to be increasing globally. A few catalysts would be EVs and increased Solar panels. CINR seems to be positioned very well long term. If I had to guess the and some other subsidies will all be brought under the umbrella of We Soda (which has discussed IPO). CINR has no baggage like GEL which is also tied to O&G. Divy also seems like it will come back at some point. Unfortunately there is a K-1. Sorry a bit of a ramble. Link to comment Share on other sites More sharing options...
sampr01 Posted October 15, 2020 Share Posted October 15, 2020 Why MX now Thanks Little more GEOS edit: also added some MX Link to comment Share on other sites More sharing options...
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