(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 

(08-06-2021, 12:14 PM)divmenow Wrote: New positions in HUM and CI - First time owing these names. Like I have been saying. Not really looking to add new names to my portfolio unless the market crushes a good name for no reason lol. I'm just trolling the biggest losers and scoping up some if there on my buy list. That's been my strategy or late

Also added to MED

(08-06-2021, 02:48 PM)ken-do-nim Wrote: Sold some more company stock; next week's targets:
- new position in PFE
- new position in one of the 4%ers: PRU, LYB or CM
- increase other existing holdings.

(08-07-2021, 06:33 AM)fenders53 Wrote: I would be cautious chasing PFE with much money here.  Sure their revenues will be amazing for 2021/22 but it's a hard act to follow.  Maybe these vaccine makers do have room to go higher but some quarter soon the phase 3 stable will be what matters to the market.  PFE is not a biotech startup that runs higher on phase one hopes.

(08-07-2021, 07:03 AM)ken-do-nim Wrote:

(08-07-2021, 06:33 AM)fenders53 Wrote: I would be cautious chasing PFE with much money here.  Sure their revenues will be amazing for 2021/22 but it's a hard act to follow.  Maybe these vaccine makers do have room to go higher but some quarter soon the phase 3 stable will be what matters to the market.  PFE is not a biotech startup that runs higher on phase one hopes.

This article agrees with you.

While I believe the messenger RNA vaccines will change biotech forever, the article did note that in some people it causes heart inflammation.

I will probably lead with a starter position on it (which has moved up to $3k).

(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 

(08-07-2021, 08:03 AM)ken-do-nim Wrote: All great points.  Interestingly, when I plugged Pfizer into the Total Stock Return website, it made less money if you bought $10k worth 20 years ago than if you bought $10k worth 10 years ago.

Another mRNA company I'm looking at is Novavax.  They went down 19.61% yesterday.