What Did You Buy Today?

[ken-do-nim]

I remember asking why one of you was buying Ford stock. Now ... wow! I wish I'd bought it too back then.

[fenders53]

(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 

(05-27-2021, 11:12 AM)ken-do-nim Wrote: I remember asking why one of you was buying Ford stock.  Now ... wow!  I wish I'd bought it too back then.

It's a Robinhood favorite mostly because it was a low buck stock.  I got shaken out when Covid hit because their balance sheet was in real trouble and they killed their div.  It was always a Div stock.  I just rode the EV momentum lately.  It will likely be years before they make real money on EV but the trend is extremely clear.  F and GM are onboard with EV and that is where we are going WAY faster than I thought.  TSLA should be very afraid.

[ken-do-nim]

Indeed my thought exactly.

It's time that I face the music - my company stock is just not going anywhere anytime soon, and there are all these great investments to be made elsewhere. I will just have to sell a large chunk and start paying extra taxes on every paycheck to compensate.

[fenders53]

(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 

(05-27-2021, 11:40 AM)ken-do-nim Wrote: Indeed my thought exactly.  

It's time that I face the music - my company stock is just not going anywhere anytime soon, and there are all these great investments to be made elsewhere.  I will just have to sell a large chunk and start paying extra taxes on every paycheck to compensate.

Is your company down because they are underperforming the sector's business results? If not then move money gradually is the only advice I have because FOMO isn't a good strategy.  Selling your company stock, paying taxes then chase this week's hype?  You missed the chance to sell the top.  Selling the potential bottom doesn't fix that.  You are over-invested in company stock so just leave gradually.

[ken-do-nim]

That's an excellent point. Looking at the CRM and NOW charts for the last 6 months, they are pretty similar. CRM has clearly the best chart of the 3, but we are definitely moving with the industry.

[kblake]

Added CVX, MO, SAFM and TCF

Sold my calls AMC at $24
Sold my $235 puts in OKTA Made a nice 400% gain

I will be looking to add more puts in the coming days on tech.

[kblake]

(05-26-2021, 09:20 AM)kblake Wrote: Bought some copper names

SCCO, TECK, and FQVLF

Also added DG and OLLI

Sold some ETF's

nice moves for all these names today..

OLLI up $9 AH on a great report.  

[fenders53]

(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 

(05-27-2021, 12:09 PM)ken-do-nim Wrote: That's an excellent point.  Looking at the CRM and NOW charts for the last 6 months, they are pretty similar.  CRM has clearly the best chart of the 3, but we are definitely moving with the industry.

That's what really matters.  Tech companies are knocking earnings out of the park but they were/are overvalued.  I wouldn't panic and dump too many shares low if you are just going to buy different overvalued stuff and pay high taxes for the privilege.

[ken-do-nim]

> I wouldn't panic and dump too many shares low if you are just going to buy different overvalued stuff and pay high taxes for the privilege.

Of course "low" is relative; the highest I ever sold at was $130 back in December, and it's around $120 now, so selling now would still represent the second highest I've ever sold at. For comparison, I built my patio last year off of $97 a share. I just happened to have missed February's high of $146; there was one open stock trading window day to have done so. I don't think I even realized the window was already open that day.

[divmenow]

I decided Bought some DLTR at $99.80 in my sons account. Half position. Will add it should get under $95. I looked at the report. It was very good. Opening up 1000 new stores and the revamp of Family Dollar is really paying off. At 16x next earnings not that expensive.

[fenders53]

[quote pid='26449' dateline='1622205723']
> I wouldn't panic and dump too many shares low if you are just going to buy different overvalued stuff and pay high taxes for the privilege.

Of course "low" is relative; the highest I ever sold at was $130 back in December, and it's around $120 now, so selling now would still represent the second highest I've ever sold at.  For comparison, I built my patio last year off of $97 a share.  I just happened to have missed February's high of $146; there was one open stock trading window day to have done so.  I don't think I even realized the window was already open that day.
[/quote]
So 25% off the high.  I'd just average out on your open season dates.  You'll diversified out of your company stock before too long.

[fenders53]

(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 

(05-28-2021, 08:36 AM)divmenow Wrote: I decided Bought some DLTR at $99.80 in my sons account. Half position. Will add it should get under $95. I looked at the report. It was very good. Opening up 1000 new stores and the revamp of Family Dollar is really paying off.  At 16x next earnings not that expensive.

Good call if you'll hold it a few years.  Intend to invest more in these soon.  It will be hard for these two chains to screw this up if they watch their debt.  People know you can save $20 a week on a smallish cart just cherry picking some of your favorite items you have some "price awareness" of.  They have plenty of name brands that ar sometimes 20% off the big grocery chains.  There are two DGs in the upscale down I work in, but there is a small poor folks district and it is busy.  The store is raggedy and they do one heck of a business with people spending their government help cards, whatever they are called now.