(05-03-2021, 09:24 AM)divmenow Wrote: Bought DXCM and NOW. Always wanted to own and figure why now. Got a good dip lol

I will be looking to add other tech high flyers today that have come down.

Sold NOC and switched it into more LMT and ITA

(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.

(05-03-2021, 09:24 AM)divmenow Wrote: Bought DXCM and NOW. Always wanted to own and figure why now. Got a good dip lol

I will be looking to add other tech high flyers today that have come down.

Sold NOC and switched it into more LMT and ITA

(05-02-2021, 09:15 PM)ken-do-nim Wrote: Hi all,

I hope May is a great month for us, but I think the market will be choppy until:
1) The Pfizer or Moderna vaccines prove they are effective against the new India double-mutation strain.  I think a lot of people are worried it's only a matter of time before what's happening in India spreads worldwide.
2) The extent of the chip shortage becomes clear.

(05-03-2021, 11:17 AM)ken-do-nim Wrote: That's great news Otter, and enjoy your vacation!

(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.

(05-03-2021, 11:28 AM)Otter Wrote:

(05-03-2021, 11:17 AM)ken-do-nim Wrote: That's great news Otter, and enjoy your vacation!

Thanks! Once we figure out where to go, I'm sure we will 

Based off of where we are in terms of % of population vaccinated, infection rates should drop off a cliff in the U.S. by the third week of this month. Downtrend is already underway in states where vaccination rates have reached the threshold that Israel crossed when its infection rates began to crater. 

The U.S. was fortunate that it was able to mass-vaccinate just as the B117 U.K. variant became the dominant type in America. Instead of causing a massive spike, the two competing factors resulted in a plateau in infection rates. 

For age cohorts like 65+ where a substantial majority of the population has already been vaccinated, hospitalization rates and deaths have already fallen off a cliff, even with the new variants out there.

(05-02-2021, 09:15 PM)ken-do-nim Wrote: Hi all,

I hope May is a great month for us, but I think the market will be choppy until:
1) The Pfizer or Moderna vaccines prove they are effective against the new India double-mutation strain. I think a lot of people are worried it's only a matter of time before what's happening in India spreads worldwide.
2) The extent of the chip shortage becomes clear.

(05-03-2021, 06:10 PM)fenders53 Wrote: Speaking of vaccinations.  I got my second PFE shot late yesterday.  I talked sooo much trash on FB to my anti-vax because shot #1 was zero side effects.   Well last night I had a runny and stuffy nose.  A little nausea this AM and by noon felt like I was beaten with a ball bat.  It hurts to text now but I went to work like a dummy.