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


What Did You Buy Today? - vbin - 05-16-2021

What are the view of this forum on att and discovery news?


RE: What Did You Buy Today? - fenders53 - 05-16-2021

Did I miss a story?

Tried to edit this last night. NOt sure what the goal is other than to maybe unlock the media valuation by separating it from T more utility like components? Market seems to like it anyway.


RE: What Did You Buy Today? - NilesMike - 05-17-2021

(05-13-2021, 03:49 PM)NilesMike Wrote: Long ES futures, for next 30 days, based on VIX spike peak formation.

Closed out Sunday night for 75 point winnner (23%), no need to look a gift horse in the mouth.


RE: What Did You Buy Today? - ken-do-nim - 05-17-2021

(02-25-2021, 10:25 AM)fenders53 Wrote:
(02-25-2021, 10:00 AM)divmenow Wrote: Bought some LDOS. Between the earnings miss and short report I haven’t seen it this low in a while. So I said why not lol. You in on this one too Fenders ?
I haven't researched it.  Hadn't heard of it until you and Otter were discussing it last week.  I am trying to not add too many more new names.  We'll see how long that lasts.  Smile

What I need is for tech to get hammered for real again, but this market is resilient.

Very small trades this morning.  Added a few shares to DG-ARKF  Sold a few SLV puts.

(05-16-2021, 04:24 PM)fenders53 Wrote: Did I miss a story?

Tried to edit this last night.  NOt sure what the goal is other than to maybe unlock the media valuation by separating it from T more utility like components?  Market seems to like it anyway.

https://www.hollywoodreporter.com/business/business-news/att-warnermedia-discovery-deal-official-1234954085/

So if I'm reading this right, HBOMAX, CNN, and other media properties will be split off from AT&T and merged into a new company, and we AT&T shareholders will receive shares of it.


RE: What Did You Buy Today? - fenders53 - 05-17-2021

(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...  Big Grin . 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  Big Grin
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.   Big Grin  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  Big Grin 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  Big Grin

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  Big Grin . I'm in to win it lol 

Are we having fun today  Big Grin

(05-17-2021, 05:37 AM)NilesMike Wrote:
(05-13-2021, 03:49 PM)NilesMike Wrote: Long ES futures, for next 30 days, based on VIX spike peak formation.

Closed out Sunday night for 75 point winnner (23%), no need to look a gift horse in the mouth.

(05-17-2021, 07:07 AM)ken-do-nim Wrote:
(02-25-2021, 10:25 AM)fenders53 Wrote:
(02-25-2021, 10:00 AM)divmenow Wrote: Bought some LDOS. Between the earnings miss and short report I haven’t seen it this low in a while. So I said why not lol. You in on this one too Fenders ?
I haven't researched it.  Hadn't heard of it until you and Otter were discussing it last week.  I am trying to not add too many more new names.  We'll see how long that lasts.  Smile

What I need is for tech to get hammered for real again, but this market is resilient.

Very small trades this morning.  Added a few shares to DG-ARKF  Sold a few SLV puts.

(05-16-2021, 04:24 PM)fenders53 Wrote: Did I miss a story?

Tried to edit this last night.  NOt sure what the goal is other than to maybe unlock the media valuation by separating it from T more utility like components?  Market seems to like it anyway.

https://www.hollywoodreporter.com/business/business-news/att-warnermedia-discovery-deal-official-1234954085/

So if I'm reading this right, HBOMAX, CNN, and other media properties will be split off from AT&T and merged into a new company, and we AT&T shareholders will receive shares of it.
Seems to be the gist of it.  They will move the debt and dividend around as well.  Discovery is good content IMO so maybe just this once T won't make a nightmare deal they live to regret.


RE: What Did You Buy Today? - ken-do-nim - 05-17-2021

Heh, I had built AT&T up into a "full position" in my portfolio, but not a "double" position, so once it splits into two companies, I'll have two undersized positions now.

Also, the last time I had one company split into two was Hewlett Packard, and only one of them remained good.


RE: What Did You Buy Today? - fenders53 - 05-17-2021

(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...  Big Grin . 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  Big Grin
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.   Big Grin  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  Big Grin 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  Big Grin

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  Big Grin . I'm in to win it lol 

Are we having fun today  Big Grin

(05-17-2021, 07:23 AM)ken-do-nim Wrote: Heh, I had built AT&T up into a "full position" in my portfolio, but not a "double" position, so once it splits into two companies, I'll have two undersized positions now.

Also, the last time I had one company split into two was Hewlett Packard, and only one of them remained good.
Just me speculating but if it goes down like I suspect it will be two very different companies.  A utility-like telecom and a ticker to compete with Netflix and DIS.  Much of the Div staying with the boring part.  We shall see.  I really am just guessing. I have dumped a lot of spin-offs over the years, and quite a few of them turned out to be very decent investments, but not immediately. If this turns out to be a spinoff, but they are still owned by the parent somebody will have to explain the point of this to me. This will be highly scrutinized so we'll know the details soon enough. I think they are trying to acquire quality content without borrowing more money they shouldn't be borrowing.


RE: What Did You Buy Today? - fenders53 - 05-17-2021

Here's a prediction. HD and LOW will announce a good quarter this week, perhaps peak for this cycle. Spring = Christmas compared to other big box retailers. Absolutely brutal comps going forward and 5% growth for a year looks a little light for the current PE. We shall see but I say down for the week, and probably sideways at best six months from today.. Today's Price mark HD 323 LOW 199 today. I'll try to remember to drag this up at the end of the year whether I am right or wrong.


RE: What Did You Buy Today? - divmenow - 05-17-2021

Took an initial position in ABNB

As I have always said. I wont chase but am happy to buy stocks when they are heavily discounted from the highs. I like ABNB . I think its the way of the future. No one wants to stay in hotel rooms anymore. And with the economy open to full capacity and 80% vaccinated this name should do well.


RE: What Did You Buy Today? - fenders53 - 05-17-2021

(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...  Big Grin . 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  Big Grin
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.   Big Grin  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  Big Grin 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  Big Grin

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  Big Grin . I'm in to win it lol 

Are we having fun today  Big Grin

(05-17-2021, 08:46 AM)divmenow Wrote: Took an initial position in ABNB

As I have always said. I wont chase but am happy to buy stocks when they are heavily discounted from the highs. I like ABNB . I think its the way of the future. No one wants to stay in hotel rooms anymore. And with the economy open to full capacity and 80% vaccinated this name should do well.
80% vaccinated?  What year?  Serious question.  I'll call it a win if we are much over 50% later this year.


RE: What Did You Buy Today? - divmenow - 05-17-2021

(05-17-2021, 08:53 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.   Big Grin  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  Big Grin 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  Big Grin

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  Big Grin . I'm in to win it lol 

Are we having fun today  Big Grin

(05-17-2021, 08:46 AM)divmenow Wrote: Took an initial position in ABNB

As I have always said. I wont chase but am happy to buy stocks when they are heavily discounted from the highs. I like ABNB . I think its the way of the future. No one wants to stay in hotel rooms anymore. And with the economy open to full capacity and 80% vaccinated this name should do well.
80% vaccinated?  What year?  Serious question.  I'll call it a win if we are much over 50% later this year.

This year bro. Stop being so negative all the time  Big Grin No one is going to be wearing a mask come June. Its over. You can craw out from under your rock now and join us all in the sunlight lol.


RE: What Did You Buy Today? - stockguru - 05-17-2021

(05-17-2021, 09:02 AM)divmenow Wrote:
(05-17-2021, 08:53 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: Yeah yeah. What ever floats your boat  Big Grin 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  Big Grin

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  Big Grin . I'm in to win it lol 

Are we having fun today  Big Grin

(05-17-2021, 08:46 AM)divmenow Wrote: Took an initial position in ABNB

As I have always said. I wont chase but am happy to buy stocks when they are heavily discounted from the highs. I like ABNB . I think its the way of the future. No one wants to stay in hotel rooms anymore. And with the economy open to full capacity and 80% vaccinated this name should do well.
80% vaccinated?  What year?  Serious question.  I'll call it a win if we are much over 50% later this year.

This year bro. Stop being so negative all the time  Big Grin No one is going to be wearing a mask come June. Its over. You can craw out from under your rock now and join us all in the sunlight lol.

Hahaha.. Who cares anymore. Everyone is mask less in my state. Time to party and buy stocks. I already booked my vacation and concerts. I'm so ready to party.

I just bought some ABNB myself. Had it on my watch list since $200. My hubby and I use their service all the time. One day it will be the AMZN of travel  Big Grin

Also added some CNI, MO, and PG

Sold rest of DE and trimmed HD into earnings