+- 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:
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
RE: What I Am Buying Today. - ken-do-nim - 11-23-2021
(11-23-2021, 03:35 PM)stockguru Wrote: Tis the season to be thankful for all those tax selling elves
I picked up UPST, BABA, DKS, TGT, FISV, GPN, AMGN, TMUS, KOF, SWKS, V and ATVI
Sold a lot of names I have doubled or tripled. Also closed my $38.50 puts in M
I love this time of year. Just sit back and cherry pick
Hi Guru, I'd really love to understand what you mean about "tax selling elves" and "love this time of year". What's special about Thanksgiving week?
RE: What I Am Buying Today. - stockguru - 11-23-2021
(11-23-2021, 04:10 PM)ken-do-nim Wrote:(11-23-2021, 03:35 PM)stockguru Wrote: Tis the season to be thankful for all those tax selling elves
I picked up UPST, BABA, DKS, TGT, FISV, GPN, AMGN, TMUS, KOF, SWKS, V and ATVI
Sold a lot of names I have doubled or tripled. Also closed my $38.50 puts in M
I love this time of year. Just sit back and cherry pick
Hi Guru, I'd really love to understand what you mean about "tax selling elves" and "love this time of year". What's special about Thanksgiving week?
Just "Christmas Lingo" lol
And I just mean a lot were selling the last 2 days for tax reasons and taking the losses to offset the gains. It happens every year during this holiday shortened Thanksgiving week.
This has always been my favorite week to buy on weakness in the market. And we are getting some great buying opportunities in the tech sector.
This is not company specific but sector wide through the tech sector.
RE: What I Am Buying Today. - stockguru - 11-23-2021
I knew I should have shorted GPS and JWN. Damn why didn't I pull the trigger
I have to look for the retailers to see what will be next to fall
At least BURL was up big. Nice trade there Divmenow
RE: What I Am Buying Today. - NilesMike - 11-23-2021
(11-23-2021, 09:24 AM)fenders53 Wrote: I was referring to an entry point for HD or any other solid DGI stock. I do remember when HD yield was about 3%, CAT 4%, INS companies much higher. It was hard to miss as long as yoo weren't chasing a known yield trap that pays those yields most all the time.
Too many people, too many times focus only on entry of a position. A strategy, in this case dividend yield range, must have reasons for entry, for holding and lastly for liquidating the position.
Buy at the high end of the yield range, i.e 2.9% for HD, hold through the meat of the move and lighten up or liquidate at the low end of the range (1.0%).
Takes the emotion and angst out of the investment.
Good luck to all.
RE: What I Am Buying Today. - fenders53 - 11-23-2021
That sounds good until you sell all the great DGI stocks like AAPL, MSFT and HD out of your portfolio years ago and maybe pay taxes. That said it wouldn't be a bad way to manage overvalued slow growth Aristocrats. I just use covered calls to trim but I have to wait until they really are frothy or I get the same bad result. I don't worry too much if I lose at least half the stocks in my port because I can get them back soon enough. I do worry more about an entry at a reasonable or cheap price. I'll trim in a rational manner if I am so fortunate for them to get overvalued.
RE: What I Am Buying Today. - fenders53 - 11-23-2021
(11-23-2021, 05:57 PM)stockguru Wrote:Happens at year end as well. You have to be out 30 days to book the loss. If you do it now you could get back in during 2021 if you wish. If it works out you could qualify for long term cap gains in 2022.(11-23-2021, 04:10 PM)ken-do-nim Wrote:(11-23-2021, 03:35 PM)stockguru Wrote: Tis the season to be thankful for all those tax selling elves
I picked up UPST, BABA, DKS, TGT, FISV, GPN, AMGN, TMUS, KOF, SWKS, V and ATVI
Sold a lot of names I have doubled or tripled. Also closed my $38.50 puts in M
I love this time of year. Just sit back and cherry pick
Hi Guru, I'd really love to understand what you mean about "tax selling elves" and "love this time of year". What's special about Thanksgiving week?
Just "Christmas Lingo" lol
And I just mean a lot were selling the last 2 days for tax reasons and taking the losses to offset the gains. It happens every year during this holiday shortened Thanksgiving week.
This has always been my favorite week to buy on weakness in the market. And we are getting some great buying opportunities in the tech sector.
This is not company specific but sector wide through the tech sector.
If I am scared my stock will run I buy something similar for the 30 days since sectors mostly run together. V and MA for instance. Or maybe two chip stocks dependent on AAPL. Nothing is foolproof but I hate taxes.
RE: What I Am Buying Today. - vbin - 11-23-2021
(11-23-2021, 10:51 PM)fenders53 Wrote:That's hy you should buy div growth stocks, never sell them and not worry about taxes.(11-23-2021, 05:57 PM)stockguru Wrote:Happens at year end as well. You have to be out 30 days to book the loss. If you do it now you could get back in during 2021 if you wish. If it works out you could qualify for long term cap gains in 2022.(11-23-2021, 04:10 PM)ken-do-nim Wrote:(11-23-2021, 03:35 PM)stockguru Wrote: Tis the season to be thankful for all those tax selling elves
I picked up UPST, BABA, DKS, TGT, FISV, GPN, AMGN, TMUS, KOF, SWKS, V and ATVI
Sold a lot of names I have doubled or tripled. Also closed my $38.50 puts in M
I love this time of year. Just sit back and cherry pick
Hi Guru, I'd really love to understand what you mean about "tax selling elves" and "love this time of year". What's special about Thanksgiving week?
Just "Christmas Lingo" lol
And I just mean a lot were selling the last 2 days for tax reasons and taking the losses to offset the gains. It happens every year during this holiday shortened Thanksgiving week.
This has always been my favorite week to buy on weakness in the market. And we are getting some great buying opportunities in the tech sector.
This is not company specific but sector wide through the tech sector.
If I am scared my stock will run I buy something similar for the 30 days since sectors mostly run together. V and MA for instance. Or maybe two chip stocks dependent on AAPL. Nothing is foolproof but I hate taxes.
RE: What I Am Buying Today. - stockguru - 11-24-2021
Bought GPS. I have been out of this name since $32. Supply chain hitting all retail. But temporary. At $18 I feel comfortable owling it.
RE: What I Am Buying Today. - ChadR - 11-24-2021
Added to COF and CAH.
RE: What I Am Buying Today. - NilesMike - 11-24-2021
Not buying it (yet) but a friend brought this ticker to my attention. SBLK, Star Bulk Carriers. Has anyone done any homework on it?
RE: What I Am Buying Today. - fenders53 - 11-24-2021
(11-24-2021, 06:34 PM)NilesMike Wrote: Not buying it (yet) but a friend brought this ticker to my attention. SBLK, Star Bulk Carriers. Has anyone done any homework on it?Up 10% today and a 25% dividend yield and an extremely low PE. What could possibly go wrong?
I'm just kidding. Never heard of it but I will research it before Friday. Looks like it moves around a bit.
Happy Thanksgiving to all!
RE: What I Am Buying Today. - ken-do-nim - 11-25-2021
Happy Thanksgiving everyone!
I met up with a friend last night who works at VCRA Vocera Communications. They are a medical device company. They are doing extremely well, and the stock is up 42% year to date. They do not offer a dividend, but I thought I'd mention it.