06-23-2021, 10:17 AM
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What Did You Buy Today?
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06-23-2021, 10:22 AM
(05-11-2021, 09:12 AM)divmenow Wrote:(05-11-2021, 09:08 AM)fenders53 Wrote:(05-11-2021, 09:06 AM)divmenow Wrote: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.(05-11-2021, 09:00 AM)fenders53 Wrote:(05-11-2021, 08:47 AM)divmenow Wrote: Way to go... . Join the ENPH club lolDude 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. (06-23-2021, 10:12 AM)divmenow Wrote:(06-23-2021, 09:50 AM)fenders53 Wrote: He can't sell SOXL. He is from Boston and somebody told him he was investing in the Red Sox. Who want's to tell him what the "L" stands for? Give it another six weeks and we'll know what is going on in MLB. The downside to most of my put sells going my way every Friday expiration is I have too much cash to deploy every Monday. I'm going to buy a few shares of anything decent in a minute just to kill some cash. It;s piling up again and I am just not diggn' my .015 interest rate lol.
06-23-2021, 10:25 AM
(06-23-2021, 10:17 AM)vbin Wrote:(06-23-2021, 09:10 AM)ken-do-nim Wrote: Why has no one mentioned CMI before? Looks like a great time to buy it. Wish I had some cash to do soI use to own. Still overvalued, needs another 10% drop to be fairly valued. Bought my last batch around $180 last Summer. P/E of 15 (TTM) would be roughly $190.00/share. However, FAST Graphs shows year-end 2021 P/E of 15 would equate to roughly $240/share, so they are forecasting earnings to rise to about $16/share by year's end.
06-23-2021, 10:29 AM
(06-23-2021, 10:22 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: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.(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. 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. You know you want some BITW.
06-23-2021, 10:35 AM
(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. (06-23-2021, 10:12 AM)divmenow Wrote:(06-23-2021, 09:50 AM)fenders53 Wrote: He can't sell SOXL. He is from Boston and somebody told him he was investing in the Red Sox. Who want's to tell him what the "L" stands for? I will reply in the baseball thread.
06-23-2021, 10:48 AM
(06-23-2021, 10:35 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. I was today years old when I discovered there was a baseball thread.
06-23-2021, 01:16 PM
Bought 2 shares of BRK.B. Yes I said 2 shares. I will add but just wanted to test the waters so I could follow it lol
Closed some $650 calls calls in TSLA. Made a nice gain in it. Put the gains in NVDA calls. (05-11-2021, 09:12 AM)divmenow Wrote:(05-11-2021, 09:08 AM)fenders53 Wrote:(05-11-2021, 09:06 AM)divmenow Wrote: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.(05-11-2021, 09:00 AM)fenders53 Wrote:(05-11-2021, 08:47 AM)divmenow Wrote: Way to go... . Join the ENPH club lolDude 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. (06-23-2021, 10:25 AM)Otter Wrote:They are dominant at what they do. Second place product is waay in the rearview mirror. They have to stay up to date as the industry swings cleaner and they will. Nobody else threatens them yet in reliable med-heavy truck power. They do fine in a light truck game too. This industry is where I made my living. Cummins is not going away. Nobody is buying a magic Asian EV truck in quantity for real work until it is proven to perform.(06-23-2021, 10:17 AM)vbin Wrote:(06-23-2021, 09:10 AM)ken-do-nim Wrote: Why has no one mentioned CMI before? Looks like a great time to buy it. Wish I had some cash to do soI use to own. Still overvalued, needs another 10% drop to be fairly valued.
06-23-2021, 02:22 PM
(06-23-2021, 01:32 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: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.(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. 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. I wish Yanmar were a publicly traded company. I would buy the heck out of their shares, too.
06-23-2021, 07:54 PM
added to
STOR BMY had to look at my CMI, last time i bought it was 109.68---it's been a while
06-24-2021, 08:34 AM
(05-11-2021, 09:12 AM)divmenow Wrote:(05-11-2021, 09:08 AM)fenders53 Wrote:(05-11-2021, 09:06 AM)divmenow Wrote: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.(05-11-2021, 09:00 AM)fenders53 Wrote:(05-11-2021, 08:47 AM)divmenow Wrote: Way to go... . Join the ENPH club lolDude 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. (06-23-2021, 07:54 PM)rayray Wrote: added toCMI is one of those stocks on my watchlist for many years that I never bought until recently. They are investing in the next GEN of engines so they should be good for a long time. Diesel power isn't going away soon but they need to stay up on cleaner fuel tech before long. It will have to be part of their game.
06-24-2021, 10:42 AM
(This post was last modified: 06-24-2021, 10:42 AM by ken-do-nim.)
I'm speechless. TTD Trade Desk is up 17% today. Even with my triple leveraged ETFs I've never seen anything like this before.
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