(05-18-2021, 10:58 AM)vbin Wrote: Sold out of wfc in my kids account and replaced with VZ

(05-18-2021, 11:30 AM)ken-do-nim Wrote:

(05-18-2021, 10:58 AM)vbin Wrote: Sold out of wfc in my kids account and replaced with VZ

May I ask why?  Just looked at WFC 6 month chart, very impressive.

(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...  . 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 

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.     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   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 

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  . I'm in to win it lol 

Are we having fun today 

(05-18-2021, 12:11 PM)divmenow Wrote: Sold half of the ENPH I bought at $108 and put the proceeds between AVGO and DXCM

Hoping LOW falls after earrings tomorrow so I can add

Bought some ELY calls today as well

(05-18-2021, 12:23 PM)vbin Wrote:

(05-18-2021, 11:30 AM)ken-do-nim Wrote:

(05-18-2021, 10:58 AM)vbin Wrote: Sold out of wfc in my kids account and replaced with VZ

May I ask why?  Just looked at WFC 6 month chart, very impressive.

If the biggest share holder and the best investor of our time is selling, I don't want to hold. I made money on wfc. He is been buying vz and that's becouse vz has a head start in 5g and positioned better than anyone else. + Better divvy. T gonna go and say the same thing about 5g that they are saying about steaming, ( if we head a head start things will be different).


Bought abnb, sold pltr CC.

(05-18-2021, 05:25 PM)rayray Wrote:

(05-18-2021, 12:23 PM)vbin Wrote:

(05-18-2021, 11:30 AM)ken-do-nim Wrote:

(05-18-2021, 10:58 AM)vbin Wrote: Sold out of wfc in my kids account and replaced with VZ

May I ask why?  Just looked at WFC 6 month chart, very impressive.

If the biggest share holder and the best investor of our time is selling, I don't want to hold. I made money on wfc. He is been buying vz and that's becouse vz has a head start in 5g and positioned better than anyone else. + Better divvy. T gonna go and say the same thing about 5g that they are saying about steaming, ( if we head a head start things will be different).


Bought abnb, sold pltr CC.

let's not forget that VZ owns  A LOT of the 5G C-Band, this frequency is not shared with the government--HUGE DIFFERENCE

vz is one of my largest holdings

and getting aol/yahoo off their books was a really good thing

(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...  . 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 

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.     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   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 

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  . I'm in to win it lol 

Are we having fun today 

(05-19-2021, 01:17 PM)vbin Wrote: Added BTI, sold vz puts on major portion on my cash in main portfolio.