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 - 01-25-2021

You are about as transparent as it gets Eric.  We occasionally identify core positions here which I find helpful.  The spec picks are helpful too as I am confident they aren't coming from a 10th grader lol.


RE: What Did You Buy Today? - divmenow - 01-25-2021

(01-25-2021, 01:28 AM)EricL Wrote: One thing I try to make clear when I post is what my intent is with my trades. When I say I'm making the move in my trading portfolio that is my more speculative portfolio which only represents about 6% of my net worth.

My public DGI portfolio is rarely traded and contains less speculative positions.

Correct Eric. Example I just sold 250 NNDM in the Pre market at $16.80 this morning. Not bad making $1480 in less then a week lol. Now I take those proceeds and stick them into LMT. And I still hold 100 NNDM in case it just keeps going up. That’s how you trade from your trade account to your long term portfolio. 

I only bought to make $3 but instead turned into more. Not bad for a company that only made 288,000 last quarter and that was down from 750,000 the quarter before. Thanks to the robin hooders lol. Keep bidding it up like GME lol


RE: What Did You Buy Today? - kblake - 01-25-2021

Lets here it for GEVO. Up another 19% today to new highs lol


RE: What Did You Buy Today? - EricL - 01-25-2021

(01-25-2021, 09:50 AM)kblake Wrote: Lets here it for GEVO. Up another 19% today to new highs lol

Why wouldn't a company with $10.5M in annual revenues be worth $2B? That's only 200X sales! =)


RE: What Did You Buy Today? - crimsonghost747 - 01-25-2021

(01-25-2021, 09:55 AM)EricL Wrote:
(01-25-2021, 09:50 AM)kblake Wrote: Lets here it for GEVO. Up another 19% today to new highs lol

Why wouldn't a company with $10.5M in annual revenues be worth $2B? That's only 200X sales! =)

sounds cheap to me!


RE: What Did You Buy Today? - kblake - 01-25-2021

(01-25-2021, 10:01 AM)crimsonghost747 Wrote:
(01-25-2021, 09:55 AM)EricL Wrote:
(01-25-2021, 09:50 AM)kblake Wrote: Lets here it for GEVO. Up another 19% today to new highs lol

Why wouldn't a company with $10.5M in annual revenues be worth $2B? That's only 200X sales! =)

sounds cheap to me!
 Like I said it's based on the future. Its cheap based on future sales.  They have cash flow no debt or loan. I don't question the traders who keep bidding it up lol... Same goes for NNDM who's lost over 1/2 there sales last quarter and only make less then 300,000. Eric has a nice winner here..

We all should be questioning GME at $100. This stock should be worth $5  Big Grin 

If it goes up any higher I will buy puts


RE: What Did You Buy Today? - Otter - 01-25-2021

(01-25-2021, 10:05 AM)kblake Wrote:
(01-25-2021, 10:01 AM)crimsonghost747 Wrote:
(01-25-2021, 09:55 AM)EricL Wrote:
(01-25-2021, 09:50 AM)kblake Wrote: Lets here it for GEVO. Up another 19% today to new highs lol

Why wouldn't a company with $10.5M in annual revenues be worth $2B? That's only 200X sales! =)

sounds cheap to me!
 Like I said it's based on the future. Its cheap based on future sales.  They have cash flow no debt or loan. I don't question the traders who keep bidding it up lol

We all should be questioning GME at $100. This stock should be worth $5  Big Grin 

If it goes up any higher I will buy puts

I've now sold 5 2/19/21 GME $20 Puts at an average of $0.80 per contract. Their balance sheet has been cleaned up substantially, an activist investor appointed to the board who is focused on continuing to grow online sales (2020 was a 300%+ growth rate for online sales), and they are undergoing the mother of all short squeezes right now. 

Worst case scenario, the stock drops more than 85% in three weeks, and I end up owning 500 shares at $20/share, plus the $400 I pocketed for selling the puts.


RE: What Did You Buy Today? - kblake - 01-25-2021

(01-25-2021, 10:22 AM)Otter Wrote:
(01-25-2021, 10:05 AM)kblake Wrote:
(01-25-2021, 10:01 AM)crimsonghost747 Wrote:
(01-25-2021, 09:55 AM)EricL Wrote:
(01-25-2021, 09:50 AM)kblake Wrote: Lets here it for GEVO. Up another 19% today to new highs lol

Why wouldn't a company with $10.5M in annual revenues be worth $2B? That's only 200X sales! =)

sounds cheap to me!
 Like I said it's based on the future. Its cheap based on future sales.  They have cash flow no debt or loan. I don't question the traders who keep bidding it up lol

We all should be questioning GME at $100. This stock should be worth $5  Big Grin 

If it goes up any higher I will buy puts

I've now sold 5 2/19/21 GME $20 Puts at an average of $0.80 per contract. Their balance sheet has been cleaned up substantially, an activist investor appointed to the board who is focused on continuing to grow online sales (2020 was a 300%+ growth rate for online sales), and they are undergoing the mother of all short squeezes right now. 

Worst case scenario, the stock drops more than 85% in three weeks, and I end up owning 500 shares at $20/share, plus the $400 I pocketed for selling the puts.
GME is not even worth $20 a share. They nearly went bankrupt last year. The stores have been dead for years. The only reason why the stock is up this high is because it was being hyped on every stock board known to man  Big Grin  and it was the 2nd most shorted stock. The news of the activist is not the reason its up $125 from its lows.

Same thing is happing to TR right now. Yes that boring stock Tootsie Roll. This market is bonkers. Just buy the top 5 shorted stocks and make millions  Big Grin


RE: What Did You Buy Today? - Otter - 01-25-2021

(01-25-2021, 10:42 AM)kblake Wrote:
(01-25-2021, 10:22 AM)Otter Wrote:
(01-25-2021, 10:05 AM)kblake Wrote:
(01-25-2021, 10:01 AM)crimsonghost747 Wrote:
(01-25-2021, 09:55 AM)EricL Wrote: Why wouldn't a company with $10.5M in annual revenues be worth $2B? That's only 200X sales! =)

sounds cheap to me!
 Like I said it's based on the future. Its cheap based on future sales.  They have cash flow no debt or loan. I don't question the traders who keep bidding it up lol

We all should be questioning GME at $100. This stock should be worth $5  Big Grin 

If it goes up any higher I will buy puts

I've now sold 5 2/19/21 GME $20 Puts at an average of $0.80 per contract. Their balance sheet has been cleaned up substantially, an activist investor appointed to the board who is focused on continuing to grow online sales (2020 was a 300%+ growth rate for online sales), and they are undergoing the mother of all short squeezes right now. 

Worst case scenario, the stock drops more than 85% in three weeks, and I end up owning 500 shares at $20/share, plus the $400 I pocketed for selling the puts.
GME is not even worth $20 a share. They nearly went bankrupt last year. The stores have been dead for years. The only reason why the stock is up this high is because it was being hyped on every stock board known to man  Big Grin  and it was the 2nd most shorted stock. The news of the activist is not the reason its up $125 from its lows.

Same thing is happing to TR right now. Yes that boring stock Tootsie Roll. This market is bonkers. Just buy the top 5 shorted stocks and make millions  Big Grin

A lot of the same was said about CHWY when it was $35/share. Cohen knows what he is doing.

The company had over $100 million cash on hand at the end of October, more than $300 million operating income at the end of FY2018, and it would be trivial for them to do a small issuance at current prices to eliminate their debt (pulling a TSLA). 

I think the odds of them being under $20 in three weeks time is low. Pretty sure I will get to keep the $400 and not own any shares in mid-February.


RE: What Did You Buy Today? - vbin - 01-25-2021

(01-25-2021, 10:55 AM)Otter Wrote:
(01-25-2021, 10:42 AM)kblake Wrote:
(01-25-2021, 10:22 AM)Otter Wrote:
(01-25-2021, 10:05 AM)kblake Wrote:
(01-25-2021, 10:01 AM)crimsonghost747 Wrote: sounds cheap to me!
 Like I said it's based on the future. Its cheap based on future sales.  They have cash flow no debt or loan. I don't question the traders who keep bidding it up lol

We all should be questioning GME at $100. This stock should be worth $5  Big Grin 

If it goes up any higher I will buy puts

I've now sold 5 2/19/21 GME $20 Puts at an average of $0.80 per contract. Their balance sheet has been cleaned up substantially, an activist investor appointed to the board who is focused on continuing to grow online sales (2020 was a 300%+ growth rate for online sales), and they are undergoing the mother of all short squeezes right now. 

Worst case scenario, the stock drops more than 85% in three weeks, and I end up owning 500 shares at $20/share, plus the $400 I pocketed for selling the puts.
GME is not even worth $20 a share. They nearly went bankrupt last year. The stores have been dead for years. The only reason why the stock is up this high is because it was being hyped on every stock board known to man  Big Grin  and it was the 2nd most shorted stock. The news of the activist is not the reason its up $125 from its lows.

Same thing is happing to TR right now. Yes that boring stock Tootsie Roll. This market is bonkers. Just buy the top 5 shorted stocks and make millions  Big Grin

A lot of the same was said about CHWY when it was $35/share. Cohen knows what he is doing.

The company had over $100 million cash on hand at the end of October, more than $300 million operating income at the end of FY2018, and it would be trivial for them to do a small issuance at current prices to eliminate their debt (pulling a TSLA). 

I think the odds of them being under $20 in three weeks time is low. Pretty sure I will get to keep the $400 and not own any shares in mid-February.
WSB folks still buying it blindly. I hope that $10Million guy took some profits. Good luck to you.


RE: What Did You Buy Today? - Otter - 01-25-2021

(01-25-2021, 11:38 AM)vbin Wrote:
(01-25-2021, 10:55 AM)Otter Wrote:
(01-25-2021, 10:42 AM)kblake Wrote:
(01-25-2021, 10:22 AM)Otter Wrote:
(01-25-2021, 10:05 AM)kblake Wrote:  Like I said it's based on the future. Its cheap based on future sales.  They have cash flow no debt or loan. I don't question the traders who keep bidding it up lol

We all should be questioning GME at $100. This stock should be worth $5  Big Grin 

If it goes up any higher I will buy puts

I've now sold 5 2/19/21 GME $20 Puts at an average of $0.80 per contract. Their balance sheet has been cleaned up substantially, an activist investor appointed to the board who is focused on continuing to grow online sales (2020 was a 300%+ growth rate for online sales), and they are undergoing the mother of all short squeezes right now. 

Worst case scenario, the stock drops more than 85% in three weeks, and I end up owning 500 shares at $20/share, plus the $400 I pocketed for selling the puts.
GME is not even worth $20 a share. They nearly went bankrupt last year. The stores have been dead for years. The only reason why the stock is up this high is because it was being hyped on every stock board known to man  Big Grin  and it was the 2nd most shorted stock. The news of the activist is not the reason its up $125 from its lows.

Same thing is happing to TR right now. Yes that boring stock Tootsie Roll. This market is bonkers. Just buy the top 5 shorted stocks and make millions  Big Grin

A lot of the same was said about CHWY when it was $35/share. Cohen knows what he is doing.

The company had over $100 million cash on hand at the end of October, more than $300 million operating income at the end of FY2018, and it would be trivial for them to do a small issuance at current prices to eliminate their debt (pulling a TSLA). 

I think the odds of them being under $20 in three weeks time is low. Pretty sure I will get to keep the $400 and not own any shares in mid-February.
WSB folks still buying it blindly. I hope that $10Million guy took some profits. Good luck to you.

Buying weeklies is well beyond the amount of risk I'm willing to take on. Don't mind selling them, though (covered calls or cash-secured puts only).

The only options I buy these days are LEAP calls, minimum 1yr duration. Still a small portion of my overall portfolio. At least with LEAPs, the statistical odds are on your side, especially so in a situation like 2020-2021, where Fed monetary policy looks to be accommodative, additional stimulus funding is likely to be passed (via reconciliation process if nothing else), and the value of the dollar continues to erode. The real economy can do absolutely nothing in 2021, but if the value of the dollar erodes significantly, the S&P 500 should reflect substantial gains (in excess of the usual 10% annual gains). There is a phenomenal author on SA who writes very clearly and intelligently about macro economic/monetary issues:

https://seekingalpha.com/author/lyn-alden-schwartzer#regular_articles

Highly recommend her stuff. She rarely writes about any specific equity, but focuses more on economic/monetary trends and what central banks are doing. I find a lot of her articles very useful for thinking about what the market is likely to look like 1, 3, 5 years out, based on what is happening now, and what central banks are telegraphing for the future. A black swan like COVID can always cause sudden, unexpected changes, but there's no planning for that aside from the usual steps of diversification and limiting portfolio risk to what you are comfortable with.


RE: What Did You Buy Today? - ChadR - 01-25-2021

Added to BAM and PBCT.