(06-10-2021, 05:38 PM)fenders53 Wrote:

(06-09-2021, 10:10 AM)ken-do-nim Wrote: I seem to be suffering from "flat port syndrome" lately.  Maybe I've built both the taxable and ROTH in such a way that every day, everything balances out.

Still suffering from FPS?  You may be entitled to compensation.  Why not sue JNJ like everyone else?   

Been awhile since my port moved 1/2% in a day.  I am quite fine with that as long as it creeps up.  How long since the SPY made a 5% move that lasted 72HRS?  The market is just immune to blowout earnings reports and horrible inflation numbers.  Reminds me of last May or so when the market would rocket up when another couple million people would lose their job every week.  Everybody here buying shares when it looked like the Great Depression II was coming.  I doubt we see anything remotely similar to that for decades if ever.

(06-11-2021, 09:36 AM)kblake Wrote: Added MO on ex div day and also added UNP, URI, LOW and ELY

Sold out of KO, TT and AAP

(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 

(06-11-2021, 09:53 AM)divmenow Wrote: Sold out of CARR, ABT and DLTR

And put proceeds into LMT, ABBV, and LIN

I'm slowly getting out of the low pay out or non dividend stocks and into higher payout ratio names.

I like the way this is building over the next 5 + years

CMI own and that fits the bill. $250 a good place to start. Nice support here.

(06-11-2021, 09:58 AM)fenders53 Wrote:

(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: 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 

(06-11-2021, 09:53 AM)divmenow Wrote: Sold out of CARR, ABT and DLTR

And put proceeds into LMT, ABBV, and LIN

I'm slowly getting out of the low pay out or non dividend stocks and into higher payout ratio names.

I like the way this is building over the next 5 + years

CMI own and that fits the bill. $250 a good place to start. Nice support here.

You accidentally typed 5 years.  We know you really meant 5 days.  

(05-11-2021, 09:08 AM)fenders53 Wrote:

(05-11-2021, 09:06 AM)divmenow Wrote: 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.

(06-11-2021, 09:53 AM)divmenow Wrote: Sold out of CARR, ABT and DLTR

And put proceeds into LMT, ABBV, and LIN

I'm slowly getting out of the low pay out or non dividend stocks and into higher payout ratio names.

I like the way this is building over the next 5 + years

CMI own and that fits the bill. $250 a good place to start. Nice support here.

(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 

(06-11-2021, 10:30 AM)vbin Wrote: Sold out KHC, had bought this after I saw burry buying it. Had a 12% run up, now started to get overvalued with no growth. not bad for a 2-3 month hold. used the proceed to buy kmb. The growth outlook is better on kmb + 1 less stock to worry in port + kmb looks undervalued on a 10 yr chart.  

Going slow on kmb, I think it has a little more room to fall.


Added more BABA, UNM, OXY, small position in clov.