what is hegemony buying (and selling)?

[hegemony]

36 minutes ago, credit_help said:

 

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

picked up some more BAC and waiting to see how low aapl goes

[credit_help]

picked up some more BAC and waiting to see how low aapl goes

 

Both seem like good to own long term even if you don’t buy when they are lowest.

 

Do you not believe in sell in may and go away?

 

[hegemony]

it is still May

[credit_help]

it is still May

Can you sell all of your stocks by the end of the month? :-)

[hegemony]

I might ignore my normal investing rules and buy some LK. It has a different type of product and I enjoyed trying it out on a trip a few months ago. Even though it has no profits yet, the growth story may be worth a bet.

 

https://markets.businessinsider.com/news/stocks/initial-public-offering-luckin-coffee-chinas-starbucks-competitor-debuts-2019-5-1028210977

Edited May 18, 2019 by hegemony

[hegemony]

bought: JWN

sold: nothing

[hegemony]

it has been a slow summer; finally decided to do something with excess cash.

 

bought: BAC

sold: nothing

 

thinking about SBUX

[hegemony]

last few months buying more BAC and thinking about selling some apple now that it is over $300

Edited January 10, 2020 by hegemony

[hegemony]

picked up some more BAC last week and looking at more tomorrow. Also thinking about DAL but that whole sector is a cluster but DAL seems to be the best of the lot.

[IndyPoolPlayer]

Did you sell that AAPL stock?

 

I wouldn't go near the stock of any airline with significant presence in the far east such as DAL or UAL for that matter.

[hegemony]

37 minutes ago, IndyPoolPlayer said:

Did you sell that AAPL stock?

 

I wouldn't go near the stock of any airline with significant presence in the far east such as DAL or UAL for that matter.

no I'm still holding AAPL. My initial tranche was at $75 and I have other buys in the $150 range. If I pick up some DAL it won't be much because of the risk to the entire industry.

[IndyPoolPlayer]

17 hours ago, hegemony said:

If I pick up some DAL it won't be much because of the risk to the entire industry.

DAL so far is "best of the worst" - AAL, UAL, JBU all down over 40% and AAL down over 50%. DAL "only" down 31%. I didn't notice if that was off YTD highs or 52 week, Its not today's trading though that was less than 10%

[hegemony]

moving new money. just bought more BAC and my first tranche of MGP. The funds used I'm treating as a 60 month window and will DCA into more of each as the market goes down or recovers (5% each direction)

[hegemony]

On 5/18/2019 at 9:12 AM, hegemony said:

I might ignore my normal investing rules and buy some LK. It has a different type of product and I enjoyed trying it out on a trip a few months ago. Even though it has no profits yet, the growth story may be worth a bet.

 

https://markets.businessinsider.com/news/stocks/initial-public-offering-luckin-coffee-chinas-starbucks-competitor-debuts-2019-5-1028210977

good thing I forgot to convince myself to buy any LK LK plummets COO faked sales numbers

[IndyPoolPlayer]

On 3/8/2020 at 1:19 PM, hegemony said:

DAL but that whole sector is a cluster but DAL seems to be the best of the lot.

Well Hege if you want to get into the airlines I think now, or give it around mid-May if these quarantines expire around that time.

[hegemony]

2 hours ago, IndyPoolPlayer said:

Well Hege if you want to get into the airlines I think now, or give it around mid-May if these quarantines expire around that time.

I picked up 350 shares yesterday. It'll be a fun ride

[centex]

On 4/2/2020 at 11:12 AM, hegemony said:

good thing I forgot to convince myself to buy any LK LK plummets COO faked sales numbers

"Jian couldn’t be located for comment."

 

Loosely translated...he already has a bullet to the back of the head. 

[IndyPoolPlayer]

@hegemony Get ready to go really long on those airline stocks ...

 

JPMorgan is now on TV saying a recovery to 2019 travel levels will take "many years"

 

Alaska (Target: $43) and Delta (Target: $46) are overweight

American (no target) is underweight

JetBlue (Target: $10) and Southwest (Target: $36) are neutral

[hegemony]

On 4/2/2020 at 9:12 AM, hegemony said:

good thing I forgot to convince myself to buy any LK LK plummets COO faked sales numbers

worse gets worser for LK: Luckin Coffee: Scandal-hit chain raided

[IndyPoolPlayer]

8 hours ago, hegemony said:

worse gets worser for LK: Luckin Coffee: Scandal-hit chain raided

READY!!!!! AIM!!!!!

[Big Bear]

On 4/2/2020 at 5:12 PM, hegemony said:

I picked up 350 shares yesterday. It'll be a fun ride

All in on AVH?

[hegemony]

3 minutes ago, Big Bear said:

All in on AVH?

[IndyPoolPlayer]

So were you holding any GRUB prior to today?

[hegemony]

21 minutes ago, IndyPoolPlayer said:

So were you holding any GRUB prior to today?

nope.

[hegemony]

On 4/2/2020 at 2:12 PM, hegemony said:

I picked up 350 shares yesterday. It'll be a fun ride

ouch, although a smaller Delta might be better able to weather the storm of the next few years. Delta to have 7,000 more pilots than needed in the fall

 

ETA: picked up another 200 for fun.

Edited May 14, 2020 by hegemony