+- Dividend Growth Forum (http://DividendGrowthForum.com)
+-- Forum: Dividend Growth Investing (http://DividendGrowthForum.com/forumdisplay.php?fid=15)
+--- Forum: Dividend Growth Investing (http://DividendGrowthForum.com/forumdisplay.php?fid=33)
+--- Thread: What I Am Buying Today. (/showthread.php?tid=2014)
Pages:
1
2
3
4
5
6
7
8
9
10
11
12
13
14
15
16
17
18
19
20
21
22
23
24
25
26
27
28
29
30
31
32
33
34
35
36
37
38
39
40
41
42
43
44
45
46
47
48
49
50
51
52
53
54
55
56
57
58
59
60
61
62
63
64
65
66
67
68
69
70
71
72
73
74
75
76
77
78
79
80
81
82
83
84
85
86
87
88
89
90
91
92
93
94
95
96
97
98
99
100
101
102
103
104
105
106
107
108
109
110
111
112
113
114
115
116
117
118
119
120
121
122
123
124
125
126
127
128
129
130
131
132
133
134
135
136
137
138
139
140
141
142
143
144
145
146
147
148
149
150
151
152
153
154
155
156
157
158
159
160
161
162
163
164
165
166
167
168
169
170
171
172
173
174
175
176
177
178
179
180
181
182
183
184
185
186
187
188
189
190
191
192
193
194
195
196
197
198
199
200
201
202
203
204
205
206
207
208
209
210
211
212
213
214
215
216
217
218
219
220
221
222
223
224
225
226
227
228
229
230
231
232
233
234
235
236
237
238
239
240
241
242
243
244
245
246
247
248
249
250
251
252
253
254
255
256
257
258
259
260
261
262
263
264
265
266
267
268
269
270
271
272
273
274
275
276
277
278
279
280
281
282
283
284
285
286
287
288
289
290
291
292
293
294
295
296
297
298
299
300
301
302
303
304
305
306
307
308
309
310
311
312
313
314
315
316
317
318
319
320
321
322
323
324
325
326
327
328
329
330
331
332
333
334
335
336
337
338
339
340
341
342
343
344
345
346
347
348
349
RE: What I Am Buying Today. - poneyboy - 05-18-2022
(05-18-2022, 11:35 AM)fenders53 Wrote:(05-18-2022, 11:09 AM)cemanuel Wrote: Instead of TGT I bought WSM at $110. TGT down 25% on soft earnings sure seems like an overreaction but WSM down 15%?
As usual, my "wait for S&P 3500" went out the window. Either of those look like market gifts to me.
I have been tracking WSM for awhile now. I want some shares long-term but I think they are going to get smoked soon to be honest. I have sold some way out of the money puts and almost got sucked in a few times.
If we are in a recession WSM wont do well at all. No one can afford high end stuff
Last recession WSM was a $30 stock
I think when its all said and done all these retailers will be at a 10-12 PE. Back to historic PE levels
RE: What I Am Buying Today. - divmenow - 05-18-2022
CSCO down $8 after hours on earnings.
CSCO supply chains heavily impacted. They can't bill until product is shipped.
Mine as well just buy some short etfs and play the downside in the market. Nothing good is happening. I mean no positives.
So many stocks, I mean good names just lost 5 years of profits. And I thought covid was bad. Geeze!
Turn off the tv, the computer and don’t look for 3 years. Or at least too the republicans take office again
Stockguru must be laughing right now on her on private island. She got out at the right time. Genius I tell ya lol
RE: What I Am Buying Today. - fenders53 - 05-18-2022
(05-18-2022, 03:20 PM)divmenow Wrote: CSCO down $8 after hours on earnings.My oil is kicking butt. Today was rough though.
CSCO supply chains heavily impacted. They can't bill until product is shipped.
Mine as well just buy some short etfs and play the downside in the market. Nothing good is happening. I mean no positives.
So many stocks, I mean good names just lost 5 years of profits. And I thought covid was bad. Geeze!
Turn off the tv, the computer and don’t look for 3 years. Or at least too the republicans take office again
Stockguru must be laughing right now on her on private island. She got out at the right time. Genius I tell ya lol
RE: What I Am Buying Today. - cemanuel - 05-18-2022
"Last recession WSM was a $30 stock"
I know. I bought some on 3/17/20 for $32.57.
RE: What I Am Buying Today. - fenders53 - 05-18-2022
(05-18-2022, 06:49 PM)cemanuel Wrote: "Last recession WSM was a $30 stock"That was a nice pickup, especially considering we had no clue if the market would be halved again.
I know. I bought some on 3/17/20 for $32.57.
RE: What I Am Buying Today. - rayray - 05-19-2022
yesterday i added to aapl
and most likely add to appl again today
RE: What I Am Buying Today. - cemanuel - 05-19-2022
(05-18-2022, 07:12 PM)fenders53 Wrote:(05-18-2022, 06:49 PM)cemanuel Wrote: "Last recession WSM was a $30 stock"That was a nice pickup, especially considering we had no clue if the market would be halved again.
I know. I bought some on 3/17/20 for $32.57.
I never have a clue about that sort of thing. There are people who do - or at least say they do.
For me, I just try to buy good companies at sound price points. It is tempting to just sit but then I'll need to figure out when the bottom is being set. I'm not smart enough to do that either.
There's the next quarterly GDP report to tell us if we're really in a recession or not but do I really want to wait 2 months?
RE: What I Am Buying Today. - poneyboy - 05-19-2022
Added PEP, LOW, SCHD, UL and LMT
Bought a few puts in retail names with earnings tomorrow.
RE: What I Am Buying Today. - Marknew - 05-19-2022
Added CBRL, CVX, DVN, and UL
RE: What I Am Buying Today. - fenders53 - 05-19-2022
(05-19-2022, 06:52 AM)cemanuel Wrote:I made my first WSM comment because TGT specifically stated hard good sales are depressed. That would include the home furnishings product they buy from WSM. We will see how it goes on WSM next call. I'm not optimistic but we will know in a month or two. Definitely on my watch list but no hurry.(05-18-2022, 07:12 PM)fenders53 Wrote:(05-18-2022, 06:49 PM)cemanuel Wrote: "Last recession WSM was a $30 stock"That was a nice pickup, especially considering we had no clue if the market would be halved again.
I know. I bought some on 3/17/20 for $32.57.
I never have a clue about that sort of thing. There are people who do - or at least say they do.
For me, I just try to buy good companies at sound price points. It is tempting to just sit but then I'll need to figure out when the bottom is being set. I'm not smart enough to do that either.
There's the next quarterly GDP report to tell us if we're really in a recession or not but do I really want to wait 2 months?
RE: What I Am Buying Today. - Marknew - 05-19-2022
BJ's got it right and had a great report and conference call
Maybe COST will do well on earnings. Worth it to buy 2 shares here
RE: What I Am Buying Today. - crimsonghost747 - 05-19-2022
(05-19-2022, 06:52 AM)cemanuel Wrote:(05-18-2022, 07:12 PM)fenders53 Wrote:(05-18-2022, 06:49 PM)cemanuel Wrote: "Last recession WSM was a $30 stock"That was a nice pickup, especially considering we had no clue if the market would be halved again.
I know. I bought some on 3/17/20 for $32.57.
For me, I just try to buy good companies at sound price points. It is tempting to just sit but then I'll need to figure out when the bottom is being set. I'm not smart enough to do that either.
I imagine it's the same for most of us here.
I personally have a very simple strategy. I buy with X amount each month. That amount stays the same, regardless if we are hitting all time highs or in a correction like now. I usually split that between 3-4 different companies so I'm always adding to something here and there.
Then, when the prices start to be good enough, I start adding more cash (on top of the regular X) at different levels of the sp500. We haven't reached that level yet in this correction, but I'm hoping we keep going down and I can pick up some quality stuff for cheap.