What Did You Buy Today?

[rayray]

added to

bam

[fenders53]

And just like that the Covid D is over. Other than oil and most other commodities everything has recovered in a day.

[crimsonghost747]

(07-20-2021, 11:00 AM)fenders53 Wrote: And just like that the Covid D is over.  Other than oil and most other commodities everything has recovered in a day.

Well, surely anyone didn't truly think that the drop yesterday was because of covid? The media just has to spin some story because "ohh stocks went down because sometimes they do that" doesn't sell.

Valuations are high but there is so much free money going around with the zero% interest rates and all the QE and stimulus that any dip just gets bought instantly.

[vbin]

Sold KMB. There are and will be better buys.

[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 

(07-20-2021, 11:06 AM)crimsonghost747 Wrote:

(07-20-2021, 11:00 AM)fenders53 Wrote: And just like that the Covid D is over.  Other than oil and most other commodities everything has recovered in a day.

Well, surely anyone didn't truly think that the drop yesterday was because of covid? The media just has to spin some story because "ohh stocks went down because sometimes they do that" doesn't sell.

Valuations are high but there is so much free money going around with the zero% interest rates and all the QE and stimulus that any dip just gets bought instantly.

It's an unending rotation game like I've never seen before.  Rotations are normal.  Every three days not so much.  It's truly become a game of buy whatever is down today and be prepared to sell it in a few days.  That's not my investment strategy but that's what we have.

[fenders53]

[quote pid='27406' dateline='1626797611']
Sold KMB. There are and will be better buys.
[/quote]
Having some cash is your friend.  We aren't flying to the moon from here with all this drama.  You can redeploy later.

[stockguru]

added PM, BTI and BIPC

At least some stocks RSI are below 25 lol

[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 

(07-20-2021, 01:08 PM)stockguru Wrote: added PM, BTI and BIPC

At least some stocks RSI are below 25 lol

It's a start right? I don't know if I missed the dip or not.  I'm invested enough for it not to matter but looked for deals.  I am going to buy some BTI shortly.

[NilesMike]

I may have missed it nut does anyone/everyone have a take on RIO?

Thanks in advance.

[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 

(07-20-2021, 03:45 PM)NilesMike Wrote: I may have missed it nut does anyone/everyone have a take on RIO?

Thanks in advance.

It's all about your opinion of future iron ore prices. That's where most of their income is derived.  They pay a very nice dividend when they can.

[fenders53]

Well the big crash was anti-climactic. I did very little except watch my port whipsaw down and up. I thought summer might be choppy but it was way late happening.

For those posting other forums now please post here now and then. We aren't trying to split the forum up into three separate groups. That is the opposite of our goal. The noobs have a place to participate now and that is a good thing.

[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 

(07-20-2021, 11:06 AM)crimsonghost747 Wrote:

(07-20-2021, 11:00 AM)fenders53 Wrote: And just like that the Covid D is over.  Other than oil and most other commodities everything has recovered in a day.

Well, surely anyone didn't truly think that the drop yesterday was because of covid? The media just has to spin some story because "ohh stocks went down because sometimes they do that" doesn't sell.

Valuations are high but there is so much free money going around with the zero% interest rates and all the QE and stimulus that any dip just gets bought instantly.

The narrative changes daily.  I'm not sure why I keep reading financial news headlines because it's a big joke.  All it accomplishes is almost daily sector or theme rotations.  If I was a day traders I'd appreciate it I guess.