Dividend Growth Forum

More BIP for me.

Added Lhx

DKS getting hammered.

Thinking of buying puts in the retail sector.

FIVE comes to mind

Added JNJ and UTES

Added more DFS

New position in MPW

Adding some DG as well at $158

Added DFS, VLO, AEP, DIS, NKW and GNRC

Also bought JAN $185 PEP calls.

New position in DKS. They will figure out the theft and lock Everything up like they do in the UK

(08-23-2023, 11:23 AM)stockguru Wrote: [ -> ]New position in DKS. They will figure out the theft and lock Everything up like they do in the UK

I read an interesting article the other day that said 
(a) retail stores don't want to admit it, but theft is up because they've reduced staff (theft is especially high with self check-out)
(b) locked items and reduced staff leads to greatly reduced sales, because if a shopper can't find someone quickly enough to unlock the item, they often give up on it

New positions in SOXL and AMD on the dips today

I think tech is the place to be. Retail sucks, Utes suck and safety stocks suck. No growth

Have to put the money somewhere lol

Added some TD

Bought 1 share each of META and NVDA for fun lol

Added to DG. Slowly building a nice position at these levels. I realize DLTR was bad, but DG is already down a lot from it's highs.

Added ORI, SRE, WEC and DG