cancel
Showing results for 
Search instead for 
Did you mean: 
     
Highlighted
Explorer ○○○

BUY/SELL WHY November 2019

Same rules as before.

Sold OPP on downward drifting NAV and on today's rights offering announcement.

Flute

0 Kudos
32 Replies
Highlighted
Participant ○○○

Re: BUY/SELL WHY November 2019

Put what cash I had into VTINX (Target Retirement Income) because I didn't know what else to do with it, and want to be fully invested through the end of the year.

0 Kudos
Highlighted
Frequent Contributor

Re: BUY/SELL/WHY November 2019

Bought $50k VWIUX just before the close. Plan to hold loooong term.
0 Kudos
Highlighted
Contributor ○○

Re: BUY/SELL/WHY November 2019

 

I searched twice and don't see any other B/S/W thread for November.

Anyway, added to SZC as it appears to be coming off an apparently well established level of support. Traditional energy producers and services are wildly unpopular, making some of them good prospects for distribution flows, IMO. Meanwhile,  RIV and ACP have both been slammed for their rights offerings.    Perhaps getting close to buy-time.   Haven't yet, though.

Wife & I are up in the Poconos for autumn fly fishing, but I still check the market twice a day.  An obsession, I guess.

 

 

0 Kudos
Highlighted
Frequent Contributor

Re: BUY/SELL/WHY November 2019

Possibly @RyanM can merges the 2 threads by @richardsok and @flutemcgill  [with 1 response already].

YBB
0 Kudos
Highlighted
Community Manager Community Manager
Community Manager

Re: BUY/SELL/WHY November 2019


@yogibearbull wrote:

Possibly @RyanM can merges the 2 threads by @richardsok and @flutemcgill  [with 1 response already].


There is now but one Buy/Sell/Why thread for November. richard's thread was merged into flute's because flute posted first.

Highlighted
Contributor ○○

Re: BUY/SELL/WHY November 2019

GSBD momentum may be tiring.   Took gains on 1/3 my position in the IRA.   In its place bought a small and tentative position in NHF which has been savaged for months.   Bears watching though, as support might not be in yet.    I do believe it might be a candidate for an oversold CEF due for strong year end rally.

0 Kudos
Highlighted
Participant ○○○

Re: BUY/SELL/WHY November 2019

Added LDUR, a thinly traded PIMCO ETF. Price is down, IVV is up, so selling at a rare discount.

0 Kudos
Highlighted
Participant ○○

Re: BUY/SELL/WHY November 2019

Added to OXY and will add more on the way down.

0 Kudos
Highlighted
Contributor ○○

Re: BUY/SELL/WHY November 2019

 

GSBD technical signs continue to weaken.     Took more gains on a second third of my position.

 

0 Kudos
Highlighted
Frequent Contributor

Re: BUY/SELL/WHY November 2019

Dribbling a little more into PRIJX on two down days in EMs. New money is going here.
0 Kudos
Highlighted
Explorer ○○

Re: BUY/SELL/WHY November 2019

Sold out of a speculative, small toe hold position in MJ. It's going in the wrong direction and, though pot stocks may rebound, I'll take the tax lose opportunity for now.

0 Kudos
Highlighted
Frequent Contributor

Re: BUY/SELL/WHY November 2019

Another dribbling into PRIJX. I expected it to be down more based on the price action of PXH during the day, but it only dropped a penny. It’s always risky to use an ETF as a proxy for what a mutual fund will do. Doesn’t matter though ..: this is a long term investment.

0 Kudos
Highlighted
Follower ○○○

Re: BUY/SELL/WHY November 2019

Recently started a position in SIVLX.  Thanks for the reco, Chang, from our earlier discussion.

Highlighted
Participant ○○○

Re: BUY/SELL/WHY November 2019

Order to sell a portion of GISYX, it's reached the outer limits of my rebalancing band. Proceeds to be split between ACWV, VTINX, and GLDM.

0 Kudos
Highlighted
Explorer ○○○

Re: BUY/SELL/WHY November 2019

Started a position in NRGX which had IPO early this year at 20.00

It is now 16.00 with a 5.8% discount and paying 10%

Gene

0 Kudos
Highlighted
Contributor ○○

Re: BUY/SELL WHY November 2019

Sold entire position in VOD for small TR, maybe 6%. It's low conviction hold. I'm hoping PDI, PCI, etc will continue to drop and I'll re-allocate some there. Also cash isn't a bad thing now, I think. OT - I leave for Beijing next week. Any suggestions how to best guess purchases given the time difference? I think I'll put in some limit orders for ETFs, CEFs that I'd like. Chang, do you want to weigh in? Be well. -rm

0 Kudos
Highlighted
Participant ○○

Re: BUY/SELL WHY November 2019

Sold XOM in taxable, after it crossed back to what I paid for it six or seven years ago. Holding for dividends, I can do better with PCI, which I bought to replace it.

Got another $250 cash back reward from my Fidelity Via card. Spent it on FXAIX, their S&P 500 index. We put everything on the card, and have been rebated $1030 so far this year. Pocket change, but might as well put it away.

 

 

0 Kudos
Highlighted
Explorer ○○○

Re: BUY/SELL WHY November 2019

Finally harvested a rich tax loss by selling the last of CEN and EMO. I probably could have gotten a bigger tax loss by waiting even longer - but why be greedy?

I now own no MLPs. I feel strangely calm and peaceful.

Flute

0 Kudos
Highlighted
Participant ○○○

Re: BUY/SELL WHY November 2019

Big move for me. Exchanging my global min. volatility positions (VMNVX, ACWV) for traditional value funds, VEIRX, VTRIX. 

0 Kudos
Announcements

Morningstar is here to help you respond to the Coronavirus crisis.