What Did You Buy 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 Did You Buy Today? (/showthread.php?tid=699) Pages:
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RE: What Did You Buy Today? - fenders53 - 04-29-2021 (04-29-2021, 05:25 PM)vbin Wrote: Chuck Carnival has recommended BMY a few times recently as well Things are different after CLGN merger, we can't compare to 5 years ago. Need to relook at the company.Chuck has done a very thorough analysis of BMY. I have a total 40-50 positions. There are always a few underperforming. If I swap them out every time one underperforms for a few months or even years I won't be better off if my DD was solid in the first place. But mostly BMY doesn't annoy me because it's easy to make 15%/yr messing with covered calls and puts with part of my position. If there is a highlight to my strategy this is it. I can make respectable monthly income on sleepy dogs like BMY and T stuck in a trading range. I haven't even looked at the market since the open. Probably have some troubled puts to roll tomorrow. it had to happen eventually. RE: What Did You Buy Today? - ken-do-nim - 04-30-2021 (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. (04-27-2021, 04:10 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. Moving my prophecy to today. The relentless good news coming from the earnings calls will kick in, Fridays are usually good anyway, and the last day of a month is usually good. RE: What Did You Buy Today? - fenders53 - 04-30-2021 Market is going to crash today. Well except for IBM which should close at 250. MO chart looks like it may breakout too. What Did You Buy Today? - 2R45 - 04-30-2021 (04-29-2021, 12:48 PM)fenders53 Wrote:(04-29-2021, 09:04 AM)stockguru Wrote: Who's adding to BMY on the dip. Not me I need another 10% correction at least to get in.I have strike 60 and 61 BMY puts so maybe me tomorrow. I could roll them of course. Who is ENPH competition? RE: What Did You Buy Today? - ken-do-nim - 04-30-2021 (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. (04-30-2021, 06:49 AM)fenders53 Wrote: Market is going to crash today. Well except for IBM which should close at 250. MO chart looks like it may breakout too. 2 out of 3 - you win good sir! RE: What Did You Buy Today? - divmenow - 04-30-2021 added MA, MSFT to my growth port and CVX, AWK and LMT Sold NUE, PPG and AFL RE: What Did You Buy Today? - fenders53 - 04-30-2021 (04-30-2021, 08:59 AM)divmenow Wrote: added MA, MSFT to my growth port and CVX, AWK and LMT You back to bullish? Quite a few buys this week. L RE: What Did You Buy Today? - divmenow - 04-30-2021 (04-30-2021, 09:17 AM)fenders53 Wrote:(04-30-2021, 08:59 AM)divmenow Wrote: added MA, MSFT to my growth port and CVX, AWK and LMT Wouldn't call it bullish. Just on a handful of names. Very limited RE: What Did You Buy Today? - fenders53 - 04-30-2021 (04-30-2021, 09:33 AM)divmenow Wrote:(04-30-2021, 09:17 AM)fenders53 Wrote:(04-30-2021, 08:59 AM)divmenow Wrote: added MA, MSFT to my growth port and CVX, AWK and LMT Like buying most everyday but not bullishy-bullish. Me too RE: What Did You Buy Today? - EricL - 04-30-2021 Made a bunch of moves in my trading account this morning. Liquidated positions in CRSP, NTLA, EDIT, NVTA, BNGO, NNDM, TDOC, PACB, and SHAK. Opened new positions in AMZN and GOOGL and added to my positions in SEDG, ENPH, and GBTC. Portfolio holdings by size is now: GBTC, NVDA, SQ, TTD, FB, DG, AMZN, GOOGL, SHOP, EGY, SEDG, ENPH Basically came down to getting rid of the speculative junk and moving more into companies with actual earnings and growth. RE: What Did You Buy Today? - ken-do-nim - 04-30-2021 Wow Eric! Grayscale Bitcoin, Square, Trade Desk ... all the high fliers! You are missing Five9 and Digital Turbine lol. **** I hate down days. April has been weird. First two weeks up up and away second two weeks down down and gloom. What Did You Buy Today? - vbin - 04-30-2021 Closed a tsla put. I thought will have to roll but tsla bulls came out this morning. Enph will need rolling. |