What I Am Buying Today. - Printable Version +- 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:
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RE: What I Am Buying Today. - fenders53 - 11-15-2021 (11-15-2021, 06:09 PM)ken-do-nim Wrote:You've had an exciting year for sure. I had one of my best years in a long time and I am well short of 40% overall port return. I just did it with 1/3rd the risk. I was more concerned what happens to you in a truly tough market because 3/4ths of your port would be on fire in a bad way at some point. It can even dangerous in an up market. Everybody here knows it and that's why you get so much grief.(11-15-2021, 04:10 PM)stockguru Wrote:(11-15-2021, 03:42 PM)ken-do-nim Wrote: We use OKTA at work. I can type lessons learned the hard way for hours but yes, you have to have conviction in high multiple stocks if you aren't planning to flip them in a week or two. It's overwhelming when a bunch of them are blowing up in a bad way. It's OK to take a shot on a couple if you can stomach it. You know what went wrong with MRNA. It may be a major player for 50 years but short of a new miracle drug soon or a MOMO run it's going to be a very long time before it sees anything near your entry price again. And add slow to the cyclical commodities if you really have to own them. You weren't early and it's too late to FOMO in if you aren't going to sell them a short time later before they crash. Steel, copper etc. could stay high for years, but the right entry was a year ago and you'll get burned if you stay a few months too long. I've been bitten many times by materials stocks. Nobody wants to wait 5 years to get back to even. RE: What I Am Buying Today. - fenders53 - 11-16-2021 If HD dares spike even a few dollars at the open I am shorting it with an option spread. I'll have to get in before the conference call. I have nothing speculative on the table now so we'll see how it goes. HD is fine long term but the beat is pure inflation and staff cost cutting. It will have to run hard the next few days to hurt me much and I don't see that happening. I don't gamble often but it is fun if I cap the max risk. RE: What I Am Buying Today. - stockguru - 11-16-2021 (11-16-2021, 08:09 AM)fenders53 Wrote: If HD dares spike even a few dollars at the open I am shorting it with an option spread. I'll have to get in before the conference call. I have nothing speculative on the table now so we'll see how it goes. HD is fine long term but the beat is pure inflation and staff cost cutting. It will have to run hard the next few days to hurt me much and I don't see that happening. I don't gamble often but it is fun if I cap the max risk. How's the short working for you HD up $16 lol RE: What I Am Buying Today. - fenders53 - 11-16-2021 Need it to stay below 389.50 for the spread to work at all. I will bail on a dip if I get one by Thursday. I'd like 385 a lot better. On the bright side earnings made my DOW index put sell an instant 80% win so I better stop being greedy and close it now. RE: What I Am Buying Today. - ken-do-nim - 11-16-2021 Home Depot has definitely been a star for me this year; pity I only funded it with 11 shares. Conversely, I see Capital One Financial once again at the bottom of the heap today ... RE: What I Am Buying Today. - divmenow - 11-16-2021 Took a new position in BURL. Call it women's intuition lol My wife loved the stores and its always crowded. Stock has come down where it could go up 50 points after earnings. I'm sure I'm the only one who owns this name Also added NOC, ATVI and new position in HII Bought some calls in TGT for fun play on earnings. Closed out my $22 Puts in CCL for a 203% gain There's a million Puts I would buy right now but not going to play that game until we get closer to Dec in case the market keeps running lol RE: What I Am Buying Today. - fenders53 - 11-16-2021 (11-09-2021, 03:42 PM)Mr1share Wrote:Well those worked out very well. Closed ABNB a day or two ago. FB strike is about $30 in the money for me as a put seller. I'd close it now but letting it bleed out a little longer is probably better. I did buy FB shares close to the bottom as well but not enough of course.(11-09-2021, 02:47 PM)fenders53 Wrote: Sold a FB and ABNB put. If I get the shares we'll all probably be sad. Strikes considerably out of the money. RE: What I Am Buying Today. - fenders53 - 11-16-2021 (11-16-2021, 10:37 AM)ken-do-nim Wrote: Home Depot has definitely been a star for me this year; pity I only funded it with 11 shares.Don't chase it. Just trust me. You'll get a chance but they are doing magic tricks to keep hitting earnings. If that sounds like I am bashing HD it's not my intent. They are logistics magicians and they are pinching pennies. You'll get a hard dip in the next year if not sooner. Wait for it and add shares then. All the good news is priced in months ago, like most blue chips. LOW is probably the better buy in the sector right now IMO. RE: What I Am Buying Today. - fenders53 - 11-16-2021 (11-16-2021, 10:40 AM)divmenow Wrote: Took a new position in BURL. Call it women's intuition lolYup, I could be out of cash in an hour. I keep some open but dry powder always. Selling most any put right now has more risk than we should take. What I Am Buying Today. - vbin - 11-16-2021 Sold a GPN put RE: What I Am Buying Today. - fenders53 - 11-16-2021 (11-16-2021, 12:29 PM)vbin Wrote: Sold a GPN put That's a Chuck pick. Looks way undervalued vs more famous competitors. Trying to follow you in on this one. I need some income this week so probably going to sell an ENPH and GNRC put that expire this week. Way out of the money so I can roll them if necessary. No interest in more shares up here but I could live with it longer term. RE: What I Am Buying Today. - divmenow - 11-16-2021 Bought some $160 DIS calls for Jan. We will see how that plays out. |