Gregmal Posted August 18, 2020 Share Posted August 18, 2020 Added to MSGE & S, ILMN Link to comment Share on other sites More sharing options...
Saluki Posted August 19, 2020 Share Posted August 19, 2020 Added a little to STNG and KMI. Started small positions in MU and ATEX while I do more research. Link to comment Share on other sites More sharing options...
Castanza Posted August 20, 2020 Share Posted August 20, 2020 ATCO, PCYO Link to comment Share on other sites More sharing options...
LC Posted August 20, 2020 Share Posted August 20, 2020 Starter position in Raytheon (courtesy of Xerxes/Spek in the defense contractor thread - thank you guys for your thoughts, i hope to contribute likewise). Link to comment Share on other sites More sharing options...
SharperDingaan Posted August 20, 2020 Share Posted August 20, 2020 ESI, CPG and MEG SD Link to comment Share on other sites More sharing options...
Broeb22 Posted August 20, 2020 Share Posted August 20, 2020 ESI, CPG and MEG SD What's your thesis on ESI? Link to comment Share on other sites More sharing options...
SharperDingaan Posted August 20, 2020 Share Posted August 20, 2020 Just rolling in trim proceeds, and swing-trade gains from PD, where I have a long-standing position. It will be a while before drilling services return, but in the mean-time I can accumulate a meaningful quantity of shares. I'm fine with a 10x multiple, 7-years out, in a TFSA account. SD Link to comment Share on other sites More sharing options...
Spekulatius Posted August 20, 2020 Share Posted August 20, 2020 Adding to ABEV Link to comment Share on other sites More sharing options...
DooDiligence Posted August 20, 2020 Share Posted August 20, 2020 Adding to ABEV Saude! Link to comment Share on other sites More sharing options...
Castanza Posted August 21, 2020 Share Posted August 21, 2020 Adding more to RTX Link to comment Share on other sites More sharing options...
Lance Posted August 22, 2020 Share Posted August 22, 2020 This week I added to ESRT several times and wrote puts on HL and VNO. Thanks Lance Link to comment Share on other sites More sharing options...
Castanza Posted August 22, 2020 Share Posted August 22, 2020 Starter a position in PPL. Looks like they are trying to sell WPD (UK asset) and either pay down debt or acquire another US based utility. Some have speculated BRK could be interested in WPD assets. Link to comment Share on other sites More sharing options...
Gregmal Posted August 24, 2020 Share Posted August 24, 2020 GIXws Link to comment Share on other sites More sharing options...
henrysalt Posted August 24, 2020 Share Posted August 24, 2020 https://www.cnbc.com/2020/08/24/salesforce-amgen-and-honeywell-added-to-dow-in-major-shakeup-to-the-average.html RTX booted out of Dow. Link to comment Share on other sites More sharing options...
Jurgis Posted August 25, 2020 Share Posted August 25, 2020 https://www.cnbc.com/2020/08/24/salesforce-amgen-and-honeywell-added-to-dow-in-major-shakeup-to-the-average.html RTX booted out of Dow. Dow is just f&*ked up index. Link to comment Share on other sites More sharing options...
stahleyp Posted August 25, 2020 Share Posted August 25, 2020 https://www.cnbc.com/2020/08/24/salesforce-amgen-and-honeywell-added-to-dow-in-major-shakeup-to-the-average.html RTX booted out of Dow. Wow, exxon is gone?!?!? Link to comment Share on other sites More sharing options...
Saluki Posted August 25, 2020 Share Posted August 25, 2020 Added a little more ATEX. started new positions in PSX and MPC Link to comment Share on other sites More sharing options...
Spekulatius Posted August 27, 2020 Share Posted August 27, 2020 Bought a bit of BMRN this week. I have been following the company for a while and after the recent drop, the valuation seem Ok, even if the Hemophilia treatment won’t pan out. I like their focus on rare diseases and they are self funding and at this point, I think the Hemophilia drug is more like a free option. Link to comment Share on other sites More sharing options...
Every Banana Counts Posted August 28, 2020 Share Posted August 28, 2020 IRBT Link to comment Share on other sites More sharing options...
Castanza Posted August 28, 2020 Share Posted August 28, 2020 Have been adding to $INTC the past two weeks. Link to comment Share on other sites More sharing options...
Lance Posted August 31, 2020 Share Posted August 31, 2020 Last week I added to KMI and T and wrote puts on IRM. Thanks Lance Link to comment Share on other sites More sharing options...
deadspace Posted August 31, 2020 Share Posted August 31, 2020 Fastly Link to comment Share on other sites More sharing options...
Castanza Posted August 31, 2020 Share Posted August 31, 2020 Added to PCYO this morning. Link to comment Share on other sites More sharing options...
Ice77 Posted August 31, 2020 Share Posted August 31, 2020 CAT (ASX) https://www.catapultsports.com Link to comment Share on other sites More sharing options...
jasonchin Posted August 31, 2020 Share Posted August 31, 2020 Adding ALTG. Consolidating the equipment rental/sales small shops with a potential secular tailwind post-election/recovery. Signficant management ownership/2nd generation ownership. Link to comment Share on other sites More sharing options...
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