(05-04-2020, 12:25 PM)fenders53 Wrote: Added some BMY shares and sold a put so I can be overweight if they blow earnings tomorrow.    

Seriously though, IMO it is probably the only big pharma stock that might be undervalued. We never know for sure until the drug trial results come in.  They have an important trial result coming in the next few weeks. It's rarely better than a 50/50 shot.  Their pipeline is as good as the competition.

(05-04-2020, 11:29 AM)fenders53 Wrote: Added ADM-IP-D-UPS

Just some 10-20 share pickups from my long list of limit orders.  I think most of them are going lower actually.

Also sold some puts, MO-KO-T-XEL so far.

(05-04-2020, 12:31 PM)Otter Wrote:

(05-04-2020, 12:25 PM)fenders53 Wrote: Added some BMY shares and sold a put so I can be overweight if they blow earnings tomorrow.    

Seriously though, IMO it is probably the only big pharma stock that might be undervalued. We never know for sure until the drug trial results come in.  They have an important trial result coming in the next few weeks. It's rarely better than a 50/50 shot.  Their pipeline is as good as the competition.

GILD, MRK, and PFE also appear fairly valued. Not screaming deals, but fair value.

(05-04-2020, 12:36 PM)divmenow Wrote:

(05-04-2020, 11:29 AM)fenders53 Wrote: Added ADM-IP-D-UPS

Just some 10-20 share pickups from my long list of limit orders.  I think most of them are going lower actually.

Also sold some puts, MO-KO-T-XEL so far.

I like UPS and D adds.... but ADM and IP.. Ewww 

No growth in either of those names. You mine as well have just put your money in PFE lol

(05-04-2020, 01:12 PM)fenders53 Wrote: Last week's CBRL short is working out nicely.  If it was a straight up share short I'd close it today but I need to wait for a few more days of option time decay.  I always use spreads to ensure my potential loss is very limited.  I do want to get long CBRL but I just can't do it way up here.  I think they will be just fine in the end.

Nibbled back some ALE-CAT-MRK shares.  I don't think CAT is that attractive above $100.

(05-04-2020, 01:43 PM)divmenow Wrote:

(05-04-2020, 01:12 PM)fenders53 Wrote: Last week's CBRL short is working out nicely.  If it was a straight up share short I'd close it today but I need to wait for a few more days of option time decay.  I always use spreads to ensure my potential loss is very limited.  I do want to get long CBRL but I just can't do it way up here.  I think they will be just fine in the end.

Nibbled back some ALE-CAT-MRK shares.  I don't think CAT is that attractive above $100.

Cat is a must add in that $90-93 range if the economy can remain stable. If things get really bad it can go to $60.  History says so. I don't own it. I have done very well over the years with DE. I prefer that name over CAT. Always have. I wouldn't buy DE here either 

And when XOM is leading this market you know something is wrong there lol

I'm not touching any names that have already run from the bottom. Most of those earnings look horrible going forward and its going to take years before you see them growing at 4-5% again. Restaurants have no business going higher. Airline's are dead for years and all those companies taking bailout money will suffer and add to debt. No thanks!

I want the names that have solid balance sheet and have paid the dividend consistently for years and big key for me is the CEO. Without a good CEO I wont touch the stock. I try and buy top 100 CEO's. I know that's not a big deal for most but for me it is 

Growth is where its at. Like AMZN, FB, MSFT, ADBE. Yes those fang names. Hate them but love them at the same time!!

(05-04-2020, 11:17 AM)Otter Wrote: New positions in AXP, BCE, and BMY

(05-04-2020, 01:56 PM)divmenow Wrote: Took a New position in BXP. I figured in this $88 range it was a good long term buy. I have been buying some reits of late. I don'y know where they will head from here but I feel pretty positive buying them at current levels.

Anyone own BXP?