(07-09-2021, 04:34 PM)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. 

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.

(07-09-2021, 03:51 PM)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   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 

(07-09-2021, 03:32 PM)ken-do-nim Wrote: My overall E*Trade portfolio is only about 1/4 DGI, and I'm not shy about discussing my 3x ETFs, so please go ahead and discuss any speculatives you'd like.  I think TTD is my biggest stock holding for instance.

***

Back to Hasbro, much more than just a toy company.
- Yes, Magic the Gathering & Pokemon are big money makers and will always be
- The board game hobby is growing, and they have some star titles like Betrayal at House on the Hill and the whole Axis & Allies line
- D&D 5th edition is selling like hot cakes.
- Nerf as mentioned has been very big for them

I don't own any right now, but next year when new money arrives I hope to.

Wait for a dip and start nibbling.  After Christmas is when the toy stocks pullback so don't enter on the annual peak.    It will go flat a few times per year in a good year, like early summertime.  It doesn't have to be the perfect stock ever, but I can't think of a better stock for YOU.  A CNBC headline headline isn't gong to make you nervous about their mid-long-term plans.  Kind of like my VSTO.  I target shoot and I love my Davy Crockett black powder toys.  I know reality and some dude in a suit on TV won't scare me out when I know their books and they can't keep the shelves half full for over a year now.  It really is the same thing.  Invest some of your money in what you truly know.  Hold and worry about your other holdings.

Totally agreed.  So I've decided my next crop of acquisitions are all companies I use every day.

• Apple - my computer, my phone, my tablet, iTunes, etc.
  
• Disney - Marvel, Star Wars, and maybe I'll even return to the theme park, plus the cruise lines are great.  Been really enjoying Disney Plus streaming service
  
• Microsoft - Powers my work laptop
  
• Amazon - where I shop the most; covers Whole Foods as well, and I've been using the streaming service
  
• Facebook - browse it often
  
• Exxon-Mobil - where I get my gas.  I really do think they locate their stations in the most ideal spots compared to others
  
• Hasbro - D&D, Axis & Allies, board games, etc.
  
• Verizon - both my cable and my phone
  
• CVS - I shop there almost every day.  I prefer it to Walgreens
  
• Capital One Financial - my bank
  
• Mastercard - one of my 2 cards.  Discover isn't public.  I dropped my Visa card when they couldn't handle fraud properly
  
• Morgan Stanley - home of my company stock, and they bought E*Trade.  Supposedly my accounts will merge next year.
  
• Cisco - all the VPN and meeting software we use at work
  
• General Mills - Cheerios!
  
• Proctor & Gamble - Head & Shoulders, probably lots of other things I take for granted.
  
• Netflix - still the best streaming service
  

Panera is no longer public.  I have Starbucks.  I can't think of any other restaurants I regularly go to that are public.  Target & Home Depot are already in the fold too.  I'm sure other companies that I use often are out there but this is all that comes to mind for now.

Once I've got all these up at $5000+, I can explore other stocks like CP, possibly the controversial LYB, CMI, MGA, etc.

(07-10-2021, 04:08 AM)fenders53 Wrote: Mickey D's three times a week?  I was a neglected child lol.

BTW Chuck has a good YouTube vid on LYB.  He likes it.

(07-10-2021, 05:37 AM)ken-do-nim Wrote:

(07-10-2021, 04:08 AM)fenders53 Wrote: Mickey D's three times a week?  I was a neglected child lol.

BTW Chuck has a good YouTube vid on LYB.  He likes it.

Looking at their chart, I think being patient and waiting for them to dip into the low 80s, maybe even 70s, would be ideal.

(07-10-2021, 07:25 AM)fenders53 Wrote:

(07-10-2021, 05:37 AM)ken-do-nim Wrote:

(07-10-2021, 04:08 AM)fenders53 Wrote: Mickey D's three times a week?  I was a neglected child lol.

BTW Chuck has a good YouTube vid on LYB.  He likes it.

Looking at their chart, I think being patient and waiting for them to dip into the low 80s, maybe even 70s, would be ideal.

I'm not buying them at this end of the biz cycle but we already had that conversation.  Just mentioned Chuck because he is good and I am fair and balanced like that lol.

(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 

(07-10-2021, 08:17 AM)stockguru Wrote:

(07-10-2021, 07:25 AM)fenders53 Wrote:

(07-10-2021, 05:37 AM)ken-do-nim Wrote:

(07-10-2021, 04:08 AM)fenders53 Wrote: Mickey D's three times a week?  I was a neglected child lol.

BTW Chuck has a good YouTube vid on LYB.  He likes it.

Looking at their chart, I think being patient and waiting for them to dip into the low 80s, maybe even 70s, would be ideal.

I'm not buying them at this end of the biz cycle but we already had that conversation.  Just mentioned Chuck because he is good and I am fair and balanced like that lol.

Nothing is a buy right now. Nearly every stocks RSI is above 70 and higher. This market will give you buying opportunities soon. Just have to be patient and not get in that what ever I buy will go up lol 

Gold has come down lots even though its above 1800 now. That may be a place to add some trades. I wouldn't be long that side but you can make some money if you time it right. 

This month you have Transportation down 3.9%
Materials down 3.32%
Consumer down 1.59%

I would look into those names within those sectors. Everything else is over valued by 15-20% lol

(07-10-2021, 08:24 AM)EricL Wrote: Here are stocks that I currently show as near or below fair value from my portfolio.
ABBV, AMP, BDX, BMY, D, EOG, FLO, KMI, LMT, MO, PM, SRE, T, WBA

• MO - 19.82
  
• ORCL - 18.71
  
• LMT - 15.21
  
• RIO - 13.75
  
• HII - 12.28
  

(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 

(07-10-2021, 09:41 AM)ken-do-nim Wrote:

(07-10-2021, 08:24 AM)EricL Wrote: Here are stocks that I currently show as near or below fair value from my portfolio.
ABBV, AMP, BDX, BMY, D, EOG, FLO, KMI, LMT, MO, PM, SRE, T, WBA

ABBV's P/E ratio is at 41.09; still high I think.

Here are my portfolio's under 20 P/E ratios:

• MO - 19.82
  
• ORCL - 18.71
  
• LMT - 15.21
  
• RIO - 13.75
  
• HII - 12.28
  

Plus, HPQ, which I will bring back soon, is at 10.66.  

And all the income stocks have lower PEs but we discussed that's not the same.

Conversely, TTD is at 156 and Starbucks is at 138.

(07-10-2021, 09:41 AM)ken-do-nim Wrote:

(07-10-2021, 08:24 AM)EricL Wrote: Here are stocks that I currently show as near or below fair value from my portfolio.
ABBV, AMP, BDX, BMY, D, EOG, FLO, KMI, LMT, MO, PM, SRE, T, WBA

ABBV's P/E ratio is at 41.09; still high I think.