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That's great news Fenders.
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05-27-2021, 08:44 AM
(This post was last modified: 05-27-2021, 08:45 AM by fenders53.)
VSTO has gone a little Momo for me this week. Launching again today. I knew the analyst upgrades would come eventually. Closing my options for a nickel today but I'll keep the shares. Still needs to run 25% to hit fair value fundamentals. Averaging up a few months ago worked this time.
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Sold VSTO. Made a nice $1500 in a short period of time.
Put the proceeds in VPU
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Sold my trading position in DG this morning and bought ETHE with the proceeds. Will now let GBTC and ETHE ride and see where they go from here. The two combine for roughly ~1% of my net worth, so I have some exposure if crypto keeps growing.
Still keeping DG in my dividend growth portfolio as I like the company long-term. Earnings were good this morning and they raised guidance. I'd think the expanded child tax credit kicking in this July should help sales as well.
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05-27-2021, 09:25 AM
(This post was last modified: 05-27-2021, 09:39 AM by fenders53.)
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05-27-2021, 09:40 AM
(This post was last modified: 05-27-2021, 09:40 AM by divmenow.)
Added ABBV and CVX
I continue to add to these names. Fits the theme I want. Great dividend, and great valuations.
ABBV is now my #2 holding 
I trimmed CNI after getting in at $101 last week. Still hold some
TECH not buying yet. I still think the valuations are way too high. Eventually the market will get in right. Only names I have been adding to on weakness are BABA and AVGO. Anytime I see AVGO go below $425 I add. Baba under $208.
That's about the way I have been playing of late. And of course will add when I get a big dip in companies I like. Such as DG added at $198 this week. And not. I like Eric I'm not selling the name for some spec like ETHE lol. I thought you were done buying spec stocks with your track record jk
Nice on VSTO. Great time to sell on that jump. From $9 to $44 lol. But most likely will continue to run with a low PE of only $9 and earnings of $4.44. Sound like what a FANG stock should look like
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[quote pid='26422' dateline='1622127078']
[quote pid='26421' dateline='1622126533']
[quote pid='26072' dateline='1620742372']
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
[/quote]
(05-27-2021, 09:20 AM)EricL Wrote: Sold my trading position in DG this morning and bought ETHE with the proceeds. Will now let GBTC and ETHE ride and see where they go from here. The two combine for roughly ~1% of my net worth, so I have some exposure if crypto keeps growing.
Still keeping DG in my dividend growth portfolio as I like the company long-term. Earnings were good this morning and they raised guidance. I'd think the expanded child tax credit kicking in this July should help sales as well.
I love DG longterm. DLTR will be tempting if it pulls back a little more. I intended to add to DG today if they blew earnings but they did OK.
[/quote]
DLTR getting interesting as well if it pulls back to that $90 level. Love the stores. I actually never been in DG store. Drove past many lol
[/quote]
DG has their act together considerably better at the moment. My wife shops both stores and makes me stop by DG weekly to pick up certain things. (Cheap quality brand dog food is a staple purchase). DLTR has other things she believes she needs to have. (Crafting supplies for one). IMO there is a market in the US for both of them to add hundreds of stores a year. They just have to execute and not get stupid with debt. Long way of saying I think both of them are solid if you buy dips and don't panic buy the runs. I may sell a DLTR put and try to nab some $95 shares. I'll add at $90 if your wish comes true but I think the whole market would have to get whacked. Anything decent drops and this market can't lay off it for more than a couple days. Over and over and over it happens.
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Closed my Ford options. That was a nice week. Selling some covered puts and calls on boring stuff like PFE and BTI because I have to feed my income addiction a few times a week. Safe put sells are getting hard to find.
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