Dividend Growth Forum
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: 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 31 32 33 34 35 36 37 38 39 40 41 42 43 44 45 46 47 48 49 50 51 52 53 54 55 56 57 58 59 60 61 62 63 64 65 66 67 68 69 70 71 72 73 74 75 76 77 78 79 80 81 82 83 84 85 86 87 88 89 90 91 92 93 94 95 96 97 98 99 100 101 102 103 104 105 106 107 108 109 110 111 112 113 114 115 116 117 118 119 120 121 122 123 124 125 126 127 128 129 130 131 132 133 134 135 136 137 138 139 140 141 142 143 144 145 146 147 148 149 150 151 152 153 154 155 156 157 158 159 160 161 162 163 164 165 166 167 168 169 170 171 172 173 174 175 176 177 178 179 180 181 182 183 184 185 186 187 188 189 190 191 192 193 194 195 196 197 198 199 200 201 202 203 204 205 206 207 208 209 210 211 212 213 214 215 216 217 218 219 220 221 222 223 224 225 226 227 228 229 230 231 232 233 234 235 236 237 238 239 240 241 242 243 244 245 246 247 248 249 250 251 252 253 254 255 256 257 258 259 260 261 262 263 264 265 266 267 268 269 270 271 272 273 274 275 276 277 278 279 280 281 282 283 284 285 286 287 288 289 290 291 292 293 294 295 296 297 298 299 300 301 302 303 304 305 306 307 308 309 310 311 312 313 314 315 316 317 318 319 320 321 322 323 324 325 326 327 328 329 330 331 332 333 334 335 336 337 338 339 340 341 342 343 344 345 346 347 348 349 350 351 352 353 354 355 356 357 358 359 360 361 362 363 364 365 366 367 368 369 370 371 372 373 374 375 376 377 378 379 380 381 382 383 384 385 386 387 388 389 390 391 392 393 394 395 396 397 398 399 400 401 402 403 404 405 406 407 408 409 410 411 412 413 414 415 416 417 418 419 420 421 422 423 424 425 426 427 428 429 430 431 432 433 434 435 436 437 438 439 440 441 442 443 444 445 446 447 448 449 450 451 452 453 454 455 456 457 458 459 460 461 462 463 464 465 466 467 468 469 470 471 472 473 474 475 476 477 478 479 480 481 482 483 484 485 486 487 488 489 490 491 492 493 494 495 496 497 498 499 500 501 502 503 504 505 506 507 508 509 510 511 512 513 514 515 516 517 518 519 520 521 522 523 524 525 526 527 528 529 530 531 532 533 534 535 536 537 538 539 540 541 542 543 544 545 546 547 548 549 550 551 552 553 554 555 556 557 558 559 560 561 562 563 564 565 566 567 568 569 570 571 572 573 574 575 576 577 578 579 580 581 582 583 584 585 586 587 588 589 590 591 592 593 594 595 596 597 598 599 600 601 602 603 604 605 606 607 608 609 610 611 612 613 614 615 616 617 618 619 620 621 622 623 624 625 626 627 628 629 630 631 632 633 634 635 636 637 638 639 640 641 642 643 644 645 646 647 648 649 650 651 652 653 654 655 656 657 658 659 660 661 662 663 664 665 666 667 668 669 670 671 672 673 674 675 676 677 678 679 680 681 682 683 684 685 686 687 688 689 690 691 692 693 694 695 696 697 698 699 700 701 702 703 704 705 706 707 708 709 710 711 712 713 714 715 716 717 718 719 720 721 722 723 724 725 726 727 728 729 730 731 732 733 734 735 736 737 738 739 740 741 742 743 744 745 746 747 748 749 750 751 752 753 754 755 756 757 758 759 760 761 762 763 764 765 766 767

RE: What Did You Buy Today? - fenders53 - 05-11-2021

OK, I try to be transparent and I'll be disappointed if I don't get an I told ya so. Selling my ARKQ. I am OK enough with her picks for the future but the house is on fire and she is going to be forced to do whatever she has to do to deal with fund redemptions. This was a holding in my growthy port so I'll spread it around to the very few holdings that are beat up. Small position but a share of AVGO for sure. I'm down about 20% and that won't be hard to replace today.

RE: What Did You Buy Today? - kblake - 05-11-2021

added MO, LMT and MA

Sold out pf TDOC and took the quick 12 point swing today and 6 point swing in PLTR lol. Just another trick to sucker you into buying lol

RE: What Did You Buy Today? - divmenow - 05-11-2021

(05-11-2021, 11:49 AM)kblake Wrote: added MO, LMT and MA

Sold out pf TDOC and took the quick 12 point swing today and 6 point swing in PLTR lol. Just another trick to sucker you into buying lol

That’s the way you do it. Nice!! MO still way undervalued.  Stable stock in bad times.

RE: What Did You Buy Today? - fenders53 - 05-11-2021

(05-11-2021, 09:12 AM)divmenow Wrote:
(05-11-2021, 09:08 AM)fenders53 Wrote:
(05-11-2021, 09:06 AM)divmenow Wrote:
(05-11-2021, 09:00 AM)fenders53 Wrote:
(05-11-2021, 08:47 AM)divmenow Wrote: Way to go...  Big Grin . Join the ENPH club lol

I also took a new position in PXD thanks to the secondary at $153

I needed to add another name in the sector to go along with CVX and EOG

now the only other sector I'm underweight in is leisure  Big Grin
Dude I am a charter member of ENPH.  I made a few hundred a month the past year selling short puts while it ran.  I have a few short puts that are WAY in the money after this bloodbath.  I can only roll forward so much before I own $140 shares.   Big Grin  I said here many times I was good with adding a real position starting at $125.  If I am honest I need ENPH to head back to $120ish to be back to even.  I wasn;t aggressive enough when it was truly cheap.  I'll add shares to my growthy port in the meantime.

Yeah yeah. What ever floats your boat  Big Grin lol
I am very good with owning ENPH long-term.  How happy I am in the end very much depends on the entry.  We'll see where the bottom is soon enough.

Well me too. Got in at $108.90  Big Grin

This will be a big winner for years to come.  You have to add at some point, so why not today. I don't worry about making a few $ here and there  Big Grin . I'm in to win it lol 

Are we having fun today  Big Grin

(05-11-2021, 11:59 AM)divmenow Wrote:
(05-11-2021, 11:49 AM)kblake Wrote: added MO, LMT and MA

Sold out pf TDOC and took the quick 12 point swing today and 6 point swing in PLTR lol. Just another trick to sucker you into buying lol

That’s the way you do it. Nice!! MO still way undervalued.  Stable stock in bad times.
Wake me up when it goes under 45 and I'll pickup some MO.  Kidding.... sorta.   Big Grin  Seriously though I still have plenty of MO shares but I sell covered calls.  I insist MO pay me every month for all the drama it puts us through.  I'd prefer to own PM instead but you now know that goes as they both run together.  I'll add more PM on a dip and I have no prediction what month that is.  I think tobacco is a swing trade forever but we can make money off swing trades.  

PLTR is one I got lucky on.  Well loved here but waited until it was about 20 to sell puts.  It's worked out but the traders totally own it since it hit the market.  Fundamentals are a side show for now.  If you believe, that will matter someday.

RE: What Did You Buy Today? - crimsonghost747 - 05-11-2021

I have super mixed feelings about PLTR.
The concept? Sounds good.
The history? Sounds great. (first they provided the service for governmental agencies, then figured it would benefit corporations too)
Revenue growth? It's definitely there.

But the company has been around for 12 years now, it got the government clients and then moved onto having corporate clients also. I just don't see how, in 12 years of providing services for the government, you can't manage to create a profitable company? From what I understand, this should be a very high margin business? I see the big number after the margin yes but it's a red number. Big Grin

I get that they are still in growth mode, but they do need to start seriously thinking about profitability. This has potential but like I said, super mixed feelings. I'll keep playing the put game when I can do so for crazy good premiums.

RE: What Did You Buy Today? - fenders53 - 05-11-2021

They made like 4 cents eps. If would have been ugly If they laid an egg. The put premiums are stupid good. EZ to walk down as long as it's choppy.

RE: What Did You Buy Today? - ken-do-nim - 05-11-2021

Just saying hi. I stuck to my guns and didn't even look at my portfolio today. I may actually not look until June 1st.

What Did You Buy Today? - vbin - 05-11-2021

Closed a few dash puts for some profits in the morning and reopened half of them before close.

Bought puts on RBLX, plug, fvrr.

RE: What Did You Buy Today? - ken-do-nim - 05-11-2021

(double post)

RE: What Did You Buy Today? - fenders53 - 05-11-2021

(05-11-2021, 05:14 PM)ken-do-nim Wrote: Just saying hi.  I stuck to my guns and didn't even look at my portfolio today.  I may actually not look until June 1st.
Seems to have calmed down for now.

RE: What Did You Buy Today? - rayray - 05-11-2021

added a little apple

RE: What Did You Buy Today? - crimsonghost747 - 05-12-2021

(05-11-2021, 03:07 PM)fenders53 Wrote: They made like 4 cents eps.  If would have been ugly If they laid an egg.  The put premiums are stupid good. EZ to walk down as long as it's choppy.

That is the adjusted EPS. And it's all adjustments, not real profit.