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 March 13, 2019 by hegemony

[hegemony]

3/13

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

sold: nothing

[hegemony]

bought: nothing

sold: SBUX (had to take some $$ up >30% over such a short period)

[credit_help]

No ETFs?

[hegemony]

1 hour ago, credit_help said:

No ETFs?

a few but not bought or sold recently

[credit_help]

a few but not bought or sold recently

I am thinking of getting a few weed ETFs and stocks: MJ, EVVLF, ACB, APHA.

Any interesting ETFs in your portfolio?

[hegemony]

3 hours ago, credit_help said:

 

I am thinking of getting a few weed ETFs and stocks: MJ, EVVLF, ACB, APHA.

Any interesting ETFs in your portfolio?

 

strangest one I invest in is EIDO

[IndyPoolPlayer]

20 hours ago, credit_help said:

I am thinking of getting a few weed ETFs and stocks: MJ, EVVLF, ACB, APHA.

My concern over getting into the current marijuana producers is if it is ever reclassified off the schedule of narcotics is that Big Tobacco will use their Washington clout to get the lock on production as a replacement for tobacco.

[hegemony]

bought: nothing

sold: AMZN

[Kat58]

Warren Buffett recently invested in Amazon. It made him nearly $250 million before.

 

[hegemony]

bought: AGI

sold: AAPL

[hegemony]

yesterday

bought: BAC

sold: nothing

[IndyPoolPlayer]

Thoughts on the Uber IPO?

[hegemony]

32 minutes ago, IndyPoolPlayer said:

Thoughts on the Uber IPO?

only worth it if you're able to get in with a market maker before it is public.

 

ETA: also, I am generally biased against companies that don't make money and don't have a lot of cash or real estate on hand.

Edited May 10, 2019 by hegemony

[hegemony]

16 hours ago, IndyPoolPlayer said:

Thoughts on the Uber IPO?

looks like it might be a falling knife...

[credit_help]

looks like it might be a falling knife...

Lot of stocks look like that today. Are you trading or waiting for things to calm down?