LC Posted February 17, 2017 Share Posted February 17, 2017 From yesterday: Well after many years, finally sold out of AIG, Fiat, and BAC. Bought Nike, Reed-Elseview (RELX), and Kraft-Heinz. Link to comment Share on other sites More sharing options...
drzola Posted February 17, 2017 Share Posted February 17, 2017 Rapidly raising cash, sold more than half my remaining BAC options yesterday. I'm moving into the to hard pile camp for now. Link to comment Share on other sites More sharing options...
boilermaker75 Posted February 17, 2017 Share Posted February 17, 2017 Rapidly raising cash, sold more than half my remaining BAC options yesterday. I'm moving into the to hard pile camp for now. I'm thinking of at least selling covered calls on my BAC position. What type of dog? I have a Treeing Walker Hound. Link to comment Share on other sites More sharing options...
TwoCitiesCapital Posted February 17, 2017 Share Posted February 17, 2017 Rapidly raising cash, sold more than half my remaining BAC options yesterday. I'm moving into the to hard pile camp for now. Me too. Liquidated 10% last week to hold ~25% cash. Used about 2% of that buy more FNMAJ after Mnuchin's confirmation. Getting antsy to begin liquidating more. Link to comment Share on other sites More sharing options...
mttddd Posted February 19, 2017 Share Posted February 19, 2017 Rapidly raising cash, sold more than half my remaining BAC options yesterday. I'm moving into the to hard pile camp for now. Me too. Liquidated 10% last week to hold ~25% cash. Used about 2% of that buy more FNMAJ after Mnuchin's confirmation. Getting antsy to begin liquidating more. closed out all of my BAC position this week. My next biggest US based position is MKL, I really like their management and its been one of my top performers over the years but damned if its not priced high right now. At 20% cash at the moment but also down to 30% US exposure with most of that being MKL. That said i am considering jumping into Fannie Link to comment Share on other sites More sharing options...
John Hjorth Posted February 20, 2017 Share Posted February 20, 2017 You guys should actually be posting in the "What are you selling today" topic in stead ... -Just saying! : - ) Link to comment Share on other sites More sharing options...
Paarslaars Posted February 21, 2017 Share Posted February 21, 2017 Started a small position in FNMA. Link to comment Share on other sites More sharing options...
TwoCitiesCapital Posted February 21, 2017 Share Posted February 21, 2017 You guys should actually be posting in the "What are you selling today" topic in stead ... -Just saying! : - ) I never understood why there was a second thread. Always made more sense to me to have all transactions consolidated into a single thread as opposed to having multiple places for people to express their overall investment views and transactions. Isn't a sale just a "buying" cash? This thread was first. It makes sense to consolidate. I'll keep posting here ;) Link to comment Share on other sites More sharing options...
drzola Posted February 21, 2017 Share Posted February 21, 2017 You guys should actually be posting in the "What are you selling today" topic in stead ... -Just saying! : - ) I never understood why there was a second thread. Always made more sense to me to have all transactions consolidated into a single thread as opposed to having multiple places for people to express their overall investment views and transactions. Isn't a sale just a "buying" cash? This thread was first. It makes sense to consolidate. I'll keep posting here ;) +1 ; Especially when one is talking about options contracts Just saying ;) Link to comment Share on other sites More sharing options...
Paarslaars Posted February 21, 2017 Share Posted February 21, 2017 Started a small position in FNMA. Sigh, great timing... guess I can average down now. Link to comment Share on other sites More sharing options...
TwoCitiesCapital Posted February 21, 2017 Share Posted February 21, 2017 Started a small position in FNMA. Sigh, great timing... guess I can average down now. Sold all of my common (~30% of my position) and replaced it with a bit more preferred - overall position reduction of around 20% though. Link to comment Share on other sites More sharing options...
TwoCitiesCapital Posted February 22, 2017 Share Posted February 22, 2017 Started a small position in FNMA. Sigh, great timing... guess I can average down now. Sold all of my common (~30% of my position) and replaced it with a bit more preferred - overall position reduction of around 20% though. Purchased more of the preferred today after the 10-15% drop. Have replaced about 2/3 of the common position that was sold with preferred. Link to comment Share on other sites More sharing options...
flesh Posted February 22, 2017 Share Posted February 22, 2017 Made final purchase in AT-atlantic power today. Link to comment Share on other sites More sharing options...
ASTA Posted March 3, 2017 Share Posted March 3, 2017 STO:HM-B anyone has any thoughts on this :D insiders and David Herro have been buying been dead water for 10 years in dollar terms Link to comment Share on other sites More sharing options...
John Hjorth Posted March 6, 2017 Share Posted March 6, 2017 Added a bit to BRK.B today. Link to comment Share on other sites More sharing options...
james22 Posted March 8, 2017 Share Posted March 8, 2017 BAC-L and WFC-L Link to comment Share on other sites More sharing options...
Hawks Posted March 8, 2017 Share Posted March 8, 2017 No buying. Did a little selling to continue raising my cash positions. Link to comment Share on other sites More sharing options...
Guest Schwab711 Posted March 8, 2017 Share Posted March 8, 2017 Sold ~20% of AUXO. Sold 45% of WFC warrants and 50% of ORI options. Sold ~25% of BRK. Current holdings still > original amount invested for all of above. Bought small position in GTN for managed account. Might expand position and will probably buy for PA soon. Link to comment Share on other sites More sharing options...
valueventures Posted March 9, 2017 Share Posted March 9, 2017 Started a position in AOBC last week Link to comment Share on other sites More sharing options...
sleepydragon Posted March 9, 2017 Share Posted March 9, 2017 Sold SAM, RYCEY Bought MON, TWX, NKE Link to comment Share on other sites More sharing options...
John Hjorth Posted March 10, 2017 Share Posted March 10, 2017 Added to SCHO.CPH this morning. Link to comment Share on other sites More sharing options...
boilermaker75 Posted March 14, 2017 Share Posted March 14, 2017 Wrote AMZN March 17, 170 strike puts. EDIT: AMGN not AMZN! So sorry. Link to comment Share on other sites More sharing options...
benchmark Posted March 14, 2017 Share Posted March 14, 2017 Wrote AMZN March 17, 170 strike puts. How? I looked at put options, the lowest is 842.5 strike for march 17. Link to comment Share on other sites More sharing options...
boilermaker75 Posted March 14, 2017 Share Posted March 14, 2017 Wrote AMZN March 17, 170 strike puts. How? I looked at put options, the lowest is 842.5 strike for march 17. So sorry, a typo. I meant AMGN. Sold for an average price of $1. Link to comment Share on other sites More sharing options...
Mephistopheles Posted March 14, 2017 Share Posted March 14, 2017 Wrote AMZN March 17, 170 strike puts. How? I looked at put options, the lowest is 842.5 strike for march 17. So sorry, a typo. I meant AMGN. Sold for an average price of $1. Lol Link to comment Share on other sites More sharing options...
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