Spekulatius Posted January 8, 2021 Share Posted January 8, 2021 First big purchase of 2021 has been C3.ai (NYSE: AI) Great company who is skating to where the puck is going. Interesting company. Thanks for sharing. It also has an interesting valuation - roughly 50x forward revenue ( give it take). The Motley Fool Industryfocus Podcast discusses AI in their 12/4 episode. Link to comment Share on other sites More sharing options...
thepupil Posted January 8, 2021 Share Posted January 8, 2021 the barbarous relic Link to comment Share on other sites More sharing options...
LC Posted January 8, 2021 Share Posted January 8, 2021 First big purchase of 2021 has been C3.ai (NYSE: AI) Great company who is skating to where the puck is going. Interesting company. Thanks for sharing. It also has an interesting valuation - roughly 50x forward revenue ( give it take). The Motley Fool Industryfocus Podcast discusses AI in their 12/4 episode. Valuation? What’s that? :D Link to comment Share on other sites More sharing options...
Gregmal Posted January 11, 2021 Share Posted January 11, 2021 Added a few more MX and BAM EDIT: also got allocated some IIIIU Sold some MX. Paid down some margin. Started GILT. Link to comment Share on other sites More sharing options...
willie2013 Posted January 12, 2021 Share Posted January 12, 2021 More cannabis MSOs with emphasis on NY and two cannabis SPACS . Sold all of KNOP. Link to comment Share on other sites More sharing options...
gfp Posted January 12, 2021 Share Posted January 12, 2021 Adding to BRK.B Feb and March 195 Calls this morning Link to comment Share on other sites More sharing options...
sarganaga Posted January 12, 2021 Share Posted January 12, 2021 Added to Dorchester Minerals (DMLP) Link to comment Share on other sites More sharing options...
fareastwarriors Posted January 12, 2021 Share Posted January 12, 2021 Added some BRK.B Link to comment Share on other sites More sharing options...
wabuffo Posted January 12, 2021 Share Posted January 12, 2021 Bought more GTXMQ this morning even though I already had a full position. At this point - its kind of an arb. The Ch.11 plan is providing a put option at $6.25 that will be good until plan is confirmed (likely in Q2, 2021). Haven't decided if I will take the cash or invest in the rights @ $3.50 and get the Series A 11% preferreds plus common shares. wabuffo Link to comment Share on other sites More sharing options...
Spekulatius Posted January 12, 2021 Share Posted January 12, 2021 Bought FB and SRE today. SRE is a well managed utility that I have bought a few times over the year. It trades a t the lower end of its historical valuation range and should be a good low risk trade for 10-15% upside with little risk to principle or longer term hold depending on how things develop. Link to comment Share on other sites More sharing options...
rosemontseneca Posted January 12, 2021 Share Posted January 12, 2021 Bought FB and SRE today. SRE is a well managed utility that I have bought a few times over the year. It trades a t the lower end of its historical valuation range and should be a good low risk trade for 10-15% upside with little risk to principle or longer term hold depending on how things develop. Always liked the idea of owning SRE given the TX utility and exposure to LNG / Mexico growth stories, but never did more than a superficial look due to the CA wildfire noise. Has that been addressed at this point in the wake of PG&E? How do you get comfortable? Link to comment Share on other sites More sharing options...
Every Banana Counts Posted January 12, 2021 Share Posted January 12, 2021 FB. Small add. Link to comment Share on other sites More sharing options...
Spekulatius Posted January 13, 2021 Share Posted January 13, 2021 Bought FB and SRE today. SRE is a well managed utility that I have bought a few times over the year. It trades a t the lower end of its historical valuation range and should be a good low risk trade for 10-15% upside with little risk to principle or longer term hold depending on how things develop. Always liked the idea of owning SRE given the TX utility and exposure to LNG / Mexico growth stories, but never did more than a superficial look due to the CA wildfire noise. Has that been addressed at this point in the wake of PG&E? How do you get comfortable? SRE never had an issue that caused a wildfire. EIX had some smaller issues but never to the scale of PCG. SRE is the best run of the three (by far) then EIX and last PCG. Link to comment Share on other sites More sharing options...
Junto Posted January 13, 2021 Share Posted January 13, 2021 $200 puts on LMND Link to comment Share on other sites More sharing options...
Gregmal Posted January 13, 2021 Share Posted January 13, 2021 BRKB, CLPR, FRG starter Link to comment Share on other sites More sharing options...
longlake95 Posted January 13, 2021 Share Posted January 13, 2021 BRKB, CLPR, FRG starter I figured it was you pushing up BRK today! ;) Link to comment Share on other sites More sharing options...
Gregmal Posted January 13, 2021 Share Posted January 13, 2021 Im just wondering where the rest of the market is? BRK is a no brainer here. Its basically a cash alternative at these levels, especially with the financials having gone ballistic. Nothing is priced in. Link to comment Share on other sites More sharing options...
LC Posted January 13, 2021 Share Posted January 13, 2021 Im just wondering where the rest of the market is? BRK is a no brainer here. Its basically a cash alternative at these levels, especially with the financials having gone ballistic. Nothing is priced in. Unless the wholly owneds are faltering and the investment portfolio is balancing it out? Also I bought Brk calls yesterday. Link to comment Share on other sites More sharing options...
willie2013 Posted January 13, 2021 Share Posted January 13, 2021 MSOS and selling covered calls 37 days out around the purchase price Link to comment Share on other sites More sharing options...
valueinvestor Posted January 14, 2021 Share Posted January 14, 2021 Put in a small tracker order for AFRM Link to comment Share on other sites More sharing options...
wisowis Posted January 14, 2021 Share Posted January 14, 2021 Bought some ATD.B Link to comment Share on other sites More sharing options...
Gregmal Posted January 14, 2021 Share Posted January 14, 2021 added more BRK. Link to comment Share on other sites More sharing options...
boilermaker75 Posted January 14, 2021 Share Posted January 14, 2021 added more BRK. Wrote some 232.5-strike 1/15 expiration puts. Effectively a limit order for tomorrow that I get paid for. Link to comment Share on other sites More sharing options...
Gregmal Posted January 14, 2021 Share Posted January 14, 2021 I bought a few shares but finally gave in and picked up some leaps as well. 2022 175s. Link to comment Share on other sites More sharing options...
Castanza Posted January 14, 2021 Share Posted January 14, 2021 ATCO, PCYO, PBCT, WFC Link to comment Share on other sites More sharing options...
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