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 

(08-04-2021, 01:16 PM)stockguru Wrote: I'm not as confident in LMT. There's just no rush to buy right now, when you can get at $330 in a few months. Ever since Hewson retired its been a mess. And now you have CFO who left and has only been there since 2019. Not good. Sure they make a ton on money but LHX and NOC has out performed them for good reasons.

Great company and great dividend, just not at a price I'm willing to buy yet. Especially when its now below the 200 MA.

Anyway added to BTI, FB, V, UAA and SAP

Sold out of WM and LB

I'll buy two shares of LMT every time it drops $10 until we get to 50.  You see  Under Armor crushed earnings?  I know you did. 

I need about 30 more shares of LMT for a full position.

[vbin]

Fenders cant keep his fingers away from buy button. Agree with stockguru here, yiu might get an opportunity to pick up LMT a but cheaper. If not, you dint really miss the sale.

Gary Spier added Baba to his port, 5.05%. ~$226

[ken-do-nim]

(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. 

What I need is for tech to get hammered for real again, but this market is resilient.

Very small trades this morning.  Added a few shares to DG-ARKF  Sold a few SLV puts.

(08-04-2021, 03:28 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:

(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.

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 

(08-04-2021, 01:16 PM)stockguru Wrote: I'm not as confident in LMT. There's just no rush to buy right now, when you can get at $330 in a few months. Ever since Hewson retired its been a mess. And now you have CFO who left and has only been there since 2019. Not good. Sure they make a ton on money but LHX and NOC has out performed them for good reasons.

Great company and great dividend, just not at a price I'm willing to buy yet. Especially when its now below the 200 MA.

Anyway added to BTI, FB, V, UAA and SAP

Sold out of WM and LB

I'll buy two shares of LMT every time it drops $10 until we get to 50.  You see  Under Armor crushed earnings?  I know you did. 

I need about 30 more shares of LMT for a full position.

I forgot all about Under Armor!  I think I owned it for about a month back in 2016.  

[fenders53]

(08-04-2021, 03:32 PM)vbin Wrote: Fenders cant keep his fingers away from buy button. Agree with stockguru here, yiu might get an opportunity to pick up LMT a but cheaper. If not, you dint really miss the sale.

Gary Spier added Baba to his port, 5.05%. ~$226

I have too much cash after the last two option expirations.  Still do.  I am mostly just adding to positions slowly.  Buying a couple shares of LMT not at the perfect bottom is no big deal to me.  I own $325 LMT shares.  I am OK with some more soon if it happens.

[Kerim]

(08-04-2021, 03:24 PM)fenders53 Wrote:

(08-04-2021, 02:54 PM)crimsonghost747 Wrote: What is this deal with everyone buying massive amounts of BTI all of a sudden?
Didn't you guys and gals get the memo about cigarettes being a dying industry? I think I sent it around 2013 or 2014.

Yield chasing.  Everyone's eyes are lighting up over that 8% figure.  It's been on the downhill slope since mid-June.  

Lol. I'll chase what feels like a relatively safe and well-covered 7.5% divvy all day long!

[fenders53]

In fairness Ken they were true yield traps 30% higher when you put out the memo lol. Theses stocks have good balance sheets and unlikely to drop much over 10%. About as good as if gets for an equity. There are very few of them anywhere near the yield. You have to go to oil and they have more downside eventually.

[fenders53]

I trade it occasionally.  We had lots of their undergarments when I was deployed 2005-2006.  Actually pretty good for what I believe was it's original purpose.  We wore cotton before then and you smelled and felt like a wet goat after two hours in body armor. IPO around that time and I have traded it occasionally ever since.  A wannabe Nike at this point but they seem to bounce in between their marketing mistakes.  

Just playing.  I've sold UA puts several times lately which is a bullish play and the Guru broke out the broken crystal ball on me again.   I'm out of UA now.  My spec put plays are all working out lately, and I am getting beat up bad on some of my adult plays lol.  CMI-Oil etc.

[stockguru]

Anyone buying CAH at $51 today?

[Dario33]

^ Yes. I started my position at $51 a couple years ago. Will be adding today.

[Genester]

(08-05-2021, 09:56 AM)stockguru Wrote: Anyone buying CAH at $51 today?

Yes

[ken-do-nim]

Started dribbling in proceeds from my recent company stock sale. Some XLE, some DFEN, some SHW, etc.

[divmenow]

Added MED this morning and bought ETSY last night at $170 AH's