Jurgis Posted March 18, 2020 Share Posted March 18, 2020 Everything. Link to comment Share on other sites More sharing options...
Spekulatius Posted March 18, 2020 Share Posted March 18, 2020 Everything. That’s a solution. The problem with so many opportunities is decision paralysis. Link to comment Share on other sites More sharing options...
chrispy Posted March 18, 2020 Share Posted March 18, 2020 I have never experienced a market like this although this is slightly new for everyone. I have been holding onto my cash and every day I think it can go lower - Im fearful. When does one get the courage to deploy!? Link to comment Share on other sites More sharing options...
sleepydragon Posted March 18, 2020 Share Posted March 18, 2020 Got more Brkb at 171.14 Link to comment Share on other sites More sharing options...
nspo Posted March 18, 2020 Share Posted March 18, 2020 This is the sharpest decline I've seen. I just wonder how much of the flow is coming from algos selling for non-economic reasons? Anyone with quant background here? Spek has a great point, paralysis by analysis is a real thing. I'm just applying the 5 year test to everything I buy. That's the only way you can remain poised in this environment. Link to comment Share on other sites More sharing options...
alwaysdrawing Posted March 18, 2020 Share Posted March 18, 2020 Adding to puts on dental appliance makers, life insurers with large corp loan books that they can't mark to market without BK, and a few other companies trading at crazy multiples of past earnings. Worst is still to come. Link to comment Share on other sites More sharing options...
Orchard Posted March 18, 2020 Share Posted March 18, 2020 I have never experienced a market like this although this is slightly new for everyone. I have been holding onto my cash and every day I think it can go lower - Im fearful. When does one get the courage to deploy!? Once you get comfortable owning something at a price for the long-term. Link to comment Share on other sites More sharing options...
chrispy Posted March 18, 2020 Share Posted March 18, 2020 A few companies have to make headlines before this is over (banks, restaurants, malls, office buildings, etc), correct? Imagine if WeWork was public.... Link to comment Share on other sites More sharing options...
ERICOPOLY Posted March 18, 2020 Share Posted March 18, 2020 I have never experienced a market like this although this is slightly new for everyone. I have been holding onto my cash and every day I think it can go lower - Im fearful. When does one get the courage to deploy!? If you look at the pace of declines in recent days, USB doesn't look like it will be too scary. It was at $55 a month ago and it's at $32 today, but it has largely flattened out for the past week. It's off 50% from it's high. I'm not making a recommendation though. Link to comment Share on other sites More sharing options...
Guest cherzeca Posted March 18, 2020 Share Posted March 18, 2020 if your timeline is over say 1 year, then anything here works, seems to me Link to comment Share on other sites More sharing options...
Ross812 Posted March 18, 2020 Share Posted March 18, 2020 JPM, V, BRK-B, and KMI today. Link to comment Share on other sites More sharing options...
stahleyp Posted March 18, 2020 Share Posted March 18, 2020 If you're in you're 20s, 30s, or even 40s, you should be celebrating this downturn (obviously not the health effects). In fact, you should hope for further declines. I know I am. Link to comment Share on other sites More sharing options...
AzCactus Posted March 18, 2020 Share Posted March 18, 2020 If you're in you're 20s, 30s, or even 40s, you should be celebrating this downturn (obviously not the health effects). In fact, you should hope for further declines. I know I am. Unless you run out of cash to invest. Link to comment Share on other sites More sharing options...
no_free_lunch Posted March 18, 2020 Share Posted March 18, 2020 This is hardly worthwhile of this investment board but I bought VO. Mid-cap US ETF. Seems like a good compromise between survivability and upside. It would need to surge over 60% to get back to prior highs. Link to comment Share on other sites More sharing options...
LC Posted March 18, 2020 Share Posted March 18, 2020 If you're in you're 20s, 30s, or even 40s, you should be celebrating this downturn (obviously not the health effects). In fact, you should hope for further declines. I know I am. Unless you run out of cash to invest. :D :D :D :'( Link to comment Share on other sites More sharing options...
stahleyp Posted March 18, 2020 Share Posted March 18, 2020 If you're in you're 20s, 30s, or even 40s, you should be celebrating this downturn (obviously not the health effects). In fact, you should hope for further declines. I know I am. Unless you run out of cash to invest. Well, I should have qualified that as if you still have a job. :P Link to comment Share on other sites More sharing options...
Ross812 Posted March 18, 2020 Share Posted March 18, 2020 I also cycled out of some USMV to VOO. Link to comment Share on other sites More sharing options...
Artha158 Posted March 18, 2020 Share Posted March 18, 2020 FLMN Link to comment Share on other sites More sharing options...
Artha158 Posted March 18, 2020 Share Posted March 18, 2020 WFC Link to comment Share on other sites More sharing options...
Casey Posted March 18, 2020 Share Posted March 18, 2020 My thought for a while has been that SP 2000 will be the floor on all this, but having a hard time being patient. More FB today. Link to comment Share on other sites More sharing options...
kab60 Posted March 18, 2020 Share Posted March 18, 2020 WMB, KKR, SFL, ULTA, Link to comment Share on other sites More sharing options...
Sharad Posted March 18, 2020 Share Posted March 18, 2020 Purchased: Copart, Disney, Pizza Pizza Royalty Corp, and Texas Pacific Land Trust. Link to comment Share on other sites More sharing options...
Spekulatius Posted March 18, 2020 Share Posted March 18, 2020 Added a bit of RHM.DE. I liked it at ~70€, so it ought to be a good buy at 43€ and change. Also bought back some beloved TRV @$77 and change. Second bid did not hit unfortunately. Sold this yesterday into the surge at close for more than $96. I call this type of market “Nantucket Sleighrides”. Nothing makes sense any more until it does. Also got a bit more FOX. People still watch TV, I think. Link to comment Share on other sites More sharing options...
TwoCitiesCapital Posted March 18, 2020 Share Posted March 18, 2020 Been rolling a number of my long positions into two year, deep in-the-money LEAPS which has freed up 40-50% of the cash in the positions. Will be missing out on some sizable dividends, but have same notional exposure for capital gains and will hopefully make more than the dividends missed by putting the incremental capital to work as new names go down further. Link to comment Share on other sites More sharing options...
Gregmal Posted March 18, 2020 Share Posted March 18, 2020 A little HHC at the close. Link to comment Share on other sites More sharing options...
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