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Made some moves today and did some re-shuffling lol
Added BAH and LMT and took new position in PAG and TDOC
PAG looks very undervalued. PE 10 and growth rate over 20. I bought a SUV 2 weeks ago at Carshop and here Penske bought the company Carsense and I have been waiting for a dip 
Sold BAC, PPG, DDS, SAGE and some MCD
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Added MO, SBSI, CP and GD
Sold TS
Anyone watch Cramer tonight? Boy did he give it to Cathie Wood. So glad I listed to divmenow and others about staying away. Her ETF is now down 18% lol
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(05-19-2021, 05:39 PM)stockguru Wrote: Added MO, SBSI, CP and GD
Sold TS
Anyone watch Cramer tonight? Boy did he give it to Cathie Wood. So glad I listed to divmenow and others about staying away. Her ETF is now down 18% lol
I will definitely catch that clip. She's completely lost her cool catching falling knives. Over and over. It's OK to try to average down after some patience but she is acting like a kid experiencing her first draw down. It's hard to watch her sell quality and buy spec in freefall. It's a near daily event. Some of what she is buying likely rebounds but she'll be deeper in the hole than she should have been. She will need one helluva good rally to get close to even for 2021.
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05-19-2021, 08:50 PM
(This post was last modified: 05-19-2021, 08:50 PM by vbin.)
(05-19-2021, 02:39 PM)divmenow Wrote: Made some moves today and did some re-shuffling lol
Added BAH and LMT and took new position in PAG and TDOC
PAG looks very undervalued. PE 10 and growth rate over 20. I bought a SUV 2 weeks ago at Carshop and here Penske bought the company Carsense and I have been waiting for a dip
Sold BAC, PPG, DDS, SAGE and some MCD
PAG looks interesting. Why din't you find it just a few months back @divmenow
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I think a bunch of stuff including arkk is over sold. Won't be surprised if we see a run soon and then go back to correction.
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Planning on buying some SKM , any thoughts?
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I leave town for a couple weeks, mostly manage to put my phone away and ignore my portfolio, then come back to find that T's executives have been getting into the hallucinogens again, and have cooked up a crazy merger/spinoff for the brand new TimeWarner assets, which will result in a massive dividend cut. Argh.
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(05-11-2021, 09:12 AM)divmenow Wrote: (05-11-2021, 09:08 AM)fenders53 Wrote: (05-11-2021, 09:06 AM)divmenow Wrote: (05-11-2021, 09:00 AM)fenders53 Wrote: (05-11-2021, 08:47 AM)divmenow Wrote: Way to go...  . Join the ENPH club lol
I also took a new position in PXD thanks to the secondary at $153
I needed to add another name in the sector to go along with CVX and EOG
now the only other sector I'm underweight in is leisure
Dude I am a charter member of ENPH. I made a few hundred a month the past year selling short puts while it ran. I have a few short puts that are WAY in the money after this bloodbath. I can only roll forward so much before I own $140 shares. I said here many times I was good with adding a real position starting at $125. If I am honest I need ENPH to head back to $120ish to be back to even. I wasn;t aggressive enough when it was truly cheap. I'll add shares to my growthy port in the meantime.
Yeah yeah. What ever floats your boat lol
I am very good with owning ENPH long-term. How happy I am in the end very much depends on the entry. We'll see where the bottom is soon enough.
Well me too. Got in at $108.90
This will be a big winner for years to come. You have to add at some point, so why not today. I don't worry about making a few $ here and there . I'm in to win it lol
Are we having fun today
(05-20-2021, 09:46 AM)Otter Wrote: I leave town for a couple weeks, mostly manage to put my phone away and ignore my portfolio, then come back to find that T's executives have been getting into the hallucinogens again, and have cooked up a crazy merger/spinoff for the brand new TimeWarner assets, which will result in a massive dividend cut. Argh.
Management starting to get annoying years ago. By some miracle most of my shares left on a covered call sell the week before. Don't despair though, the share price will drop and the yield will get good again soon if you want to buy another 500 new shares for that juicy Div. I don't even feel sorry for myself anymore when I bite on these yield traps.
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Added to BTI, VIAC, and GOOGL today
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Mostly rolling sold puts and calls forward today. 6-8 per week has been a trend lately with all the volatility. Working out but it doesn't look like it will sometimes. Solar was scaring me for weeks and now taking the port very close to a new high this week. I am really hoping for another chance to plus up my tech though. I've been adding, but as usual not enough. This market timing thing is tough. 
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