What Did You Buy Today?

[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, 11:39 AM)stockguru Wrote:

(05-28-2021, 10:41 AM)fenders53 Wrote: Added BTI.  Still plan to trim MO if it runs into ex-div.  Covered calls for now.

Don't like that play.. Mo better positioned and they will raise the dividend and hit new highs. Not worth it having to pay the extra tax on the dividend on BTI. Plus its like the T of Tabaco 

I don't see a big tax in my IRA.  Tiny fees on ADRs.  Way up on MO.  It is like T with all the drama.  I will trim my US tobacco drama next time it runs a bit and it likely will heading into dividend.  Covered calls keep expiring.  That is decent income and I'll keep taking it until it goes away.  I will keep writing them.  No plans to hold large position in US tobacco ever again.  I'll play with MO a bit when they get their next annual beatdown.

[fenders53]

Busy day. Sold a new put in CMI and ALSN to replace the ones expiring worthless today. Trying to get a little industrials (non-defense stocks) exposure. Closed two more VSTO options for 90%+ gains. That's ten closed in a week and back to sanity on VSTO now. Only have a few hundred long shares now. It's still good, but the 50% off sale is over.

[ken-do-nim]

Sold some company stock, picked up more HPQ and started a position in BA.

[kered]

Been picking up some ABBV past couple of days. 


LOW raised their dividend 33%!

[ken-do-nim]

Welcome kered!

[fenders53]

Welcome to the forum Kered. The place is slow on weekends but hope to see you here next week. Awesome raise from LOW.

[kered]

(05-28-2021, 07:46 PM)fenders53 Wrote: Welcome to the forum Kered.  The place is slow on weekends but hope to see you here next week.  Awesome raise from LOW.

thanks! ive actually been lurking in this thread just about everyday for the past 6 months finally decided to post haha!

[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 

(05-29-2021, 11:02 AM)kered Wrote:

(05-28-2021, 07:46 PM)fenders53 Wrote: Welcome to the forum Kered.  The place is slow on weekends but hope to see you here next week.  Awesome raise from LOW.

thanks! ive actually been lurking in this thread just about everyday for the past 6 months finally decided to post haha!

It's the least DGI thread on the forum but we enjoy harassing each other. 

[vbin]

Bought MRK and rds.b in long term account.

[crimsonghost747]

Any thoughts on CLX?
Starting to look cheap relative to the rest of the market.

[ken-do-nim]

Yeah, Clorox is a puzzle. It's been going down for a while now, and I really have no idea why.

[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 

(05-31-2021, 10:48 AM)ken-do-nim Wrote: Yeah, Clorox is a puzzle.  It's been going down for a while now, and I really have no idea why.

Did you guys miss the 'ronavirus thingie?  I'll likely be dead before they grow sales like that again.  It's a good company.  I'll swoop in if/when it's way undervalued.  The hoarders still have five gallons of left over bleach, and a lot of new bleach brands popped up to meet the moment.