(03-22-2021, 10:30 AM)crimsonghost747 Wrote:

(03-22-2021, 09:42 AM)fenders53 Wrote:

(03-22-2021, 08:44 AM)divmenow Wrote: Bought some CP. Always wanted to own it.  KSU purchase I see as a positive and they also announced a 5-1 stock split.  This will become 10 year hold at least for me.

Also added some V

KSU is a good rail that was very expensive.  The railroad deck just got reshuffled.  I only own UNP at the moment.  Time for more research. I'll probably add something to the sector soon.   

I have a ton of cash after Friday's option expiration.  Gonna be tough not to force trades but cash really is trash in excess with inflation almost a certainty.

Curious to see what ideas your research comes up with.
I do love the idea of owning a railroad company but damn those valuations have been through the roof for a while now!

(03-22-2021, 11:24 AM)fenders53 Wrote: Sold 110 shares of NEE.  That is a fairly big move for me.  I just got assigned some additional shares selling options before the hard dip.  NEE will remain a top 5 core position but I like the risk reward on WEC MUCH better over the next year or two.  NEE is the green UTE market darling for sure , and I am confident WEC is executing a similar business plan more efficiently.  NEE PE gives me no comfort based on their performance lately that the market ignores for now.  Not trying to scare anybody out of their NEE position for sure.  But I am up huge but was in a little too deep and I know there is better risk/reward today.

(03-22-2021, 11:30 AM)kblake Wrote:

(03-22-2021, 11:24 AM)fenders53 Wrote: Sold 110 shares of NEE.  That is a fairly big move for me.  I just got assigned some additional shares selling options before the hard dip.  NEE will remain a top 5 core position but I like the risk reward on WEC MUCH better over the next year or two.  NEE is the green UTE market darling for sure , and I am confident WEC is executing a similar business plan more efficiently.  NEE PE gives me no comfort based on their performance lately that the market ignores for now.  Not trying to scare anybody out of their NEE position for sure.  But I am up huge but was in a little too deep and I know there is better risk/reward today.

That's a shocker to me. NEE is one the best companies you can buy and hold. I actually added more under $71. It's now my 3rd largest holding. I have WEC as well but only 25 shares. I like that company very much and will add back around $80 if we get there again. 

I made a few moves today. Added a few UNP, CP, XOM, BP, NEE, JPM and BTI

(02-25-2021, 10:25 AM)fenders53 Wrote:

(02-25-2021, 10:00 AM)divmenow Wrote: Bought some LDOS. Between the earnings miss and short report I haven’t seen it this low in a while. So I said why not lol. You in on this one too Fenders ?

I haven't researched it.  Hadn't heard of it until you and Otter were discussing it last week.  I am trying to not add too many more new names.  We'll see how long that lasts. 

What I need is for tech to get hammered for real again, but this market is resilient.

Very small trades this morning.  Added a few shares to DG-ARKF  Sold a few SLV puts.

(03-22-2021, 02:03 PM)stockguru Wrote: I put 80 new names in a hat and drew 4 names and bought them RIO, GWW, CNI and MMP

I couldn't decide what to buy, so left it to chance lol

Just a way to have fun and see what happens

(03-22-2021, 02:03 PM)stockguru Wrote: I put 80 new names in a hat and drew 4 names and bought them RIO, GWW, CNI and MMP

I couldn't decide what to buy, so left it to chance lol

Just a way to have fun and see what happens

(03-22-2021, 02:17 PM)ken-do-nim Wrote:

(02-25-2021, 10:25 AM)fenders53 Wrote:

(02-25-2021, 10:00 AM)divmenow Wrote: Bought some LDOS. Between the earnings miss and short report I haven’t seen it this low in a while. So I said why not lol. You in on this one too Fenders ?

I haven't researched it.  Hadn't heard of it until you and Otter were discussing it last week.  I am trying to not add too many more new names.  We'll see how long that lasts. 

What I need is for tech to get hammered for real again, but this market is resilient.

Very small trades this morning.  Added a few shares to DG-ARKF  Sold a few SLV puts.

(03-22-2021, 02:03 PM)stockguru Wrote: I put 80 new names in a hat and drew 4 names and bought them RIO, GWW, CNI and MMP

I couldn't decide what to buy, so left it to chance lol

Just a way to have fun and see what happens

Ha!  Neat idea.  I took a look at all 4, and I'm very impressed by RIO and I think you are catching it "on the dip".

(03-22-2021, 03:27 PM)jalanlong Wrote:

(03-22-2021, 02:03 PM)stockguru Wrote: I put 80 new names in a hat and drew 4 names and bought them RIO, GWW, CNI and MMP

I couldn't decide what to buy, so left it to chance lol

Just a way to have fun and see what happens

https://www.forbes.com/sites/rickferri/2012/12/20/any-monkey-can-beat-the-market/

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