what is hegemony buying (and selling)?

[hegemony]

last month and February 2019

 

bought: AAPL, AMZN, SBUX, HP (HELMERICH & PAYNE), and AGI (Alamos Gold).

 

sold: FICDX

[hegemony]

bought: HP, SBUX

sold: nothing

[hegemony]

bought: GE

sold: nothing

[IndyPoolPlayer]

10 hours ago, hegemony said:

bought: GE

sold: nothing

So you think the fire has gone out on that flaming turd of a stock?

[hegemony]

6 hours ago, IndyPoolPlayer said:

So you think the fire has gone out on that flaming turd of a stock?

I have a 15-20 year time frame for GE, HP, and AMZN (and a few others). The parts sum to a value higher than the current market cap. I can ride out a few years of constipation.

 

FWIW, the buy/sell in this thread is with $$ outside of retirement accounts and $$ that I can live without if black swans start flying into the economy.

[hegemony]

bought: FZILX

sold: nothing

[IndyPoolPlayer]

On 2/26/2019 at 1:03 PM, hegemony said:

I have a 15-20 year time frame for GE, HP, and AMZN (and a few others). The parts sum to a value higher than the current market cap. I can ride out a few years of constipation.

 

FWIW, the buy/sell in this thread is with $$ outside of retirement accounts and $$ that I can live without if black swans start flying into the economy.

Last week the haterade was being sprayed for GE after yet another disappointing result. Only to be outdone this week by Boeing. Ouch.

[hegemony]

Boeing is still too high P/E for me.

[IndyPoolPlayer]

16 hours ago, hegemony said:

Boeing is still too high P/E for me.

Give it a couple months. Or if the FAA/NTSB do figure out there is a fatal flaw in the 737 MAX 8's stall recovery system.

[hegemony]

6 hours ago, IndyPoolPlayer said:

Give it a couple months. Or if the FAA/NTSB do figure out there is a fatal flaw in the 737 MAX 8's stall recovery system.

too bad getting a grandstanding opportunity came before pax safety. should have been grounded sooner. I'm trying to figure today's rebound out to see when the dead cat will bounce.

Edited Wednesday at 08:29 PM by hegemony

[hegemony]

3/13

bought: AAPL (nice timing with BOA's revised guidance)

sold: nothing