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02-27-2023, 01:55 AM
(This post was last modified: 02-27-2023, 01:57 AM by vbin.)
Just noticed the price action JNJ. Starting to get into a decent buy zone, what’s going on? Any news that I am missing?
Edit: NM, saw the court filling on splitting on their talc business. Anyone buying? Lawsuit scare seems real then it should be headed the 3m way.
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Added some BMY, cVS, AMT, Bac
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03-01-2023, 10:04 AM
(This post was last modified: 03-01-2023, 10:25 AM by Mr1share.)
Took a big position in MMM this morning on the positive news. Company is very undervalued here.
Lightened up on oil and added to BMY and JNJ
I'm about to go in hard on some UTES. Been waiting for a dip like this
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Added some more BMY. Added AMT after a long wait of 3 years. Back to 2019 levels while er and revenue has grown so much.
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(03-01-2023, 10:04 AM)Mr1share Wrote: Took a big position in MMM this morning on the positive news. Company is very undervalued here.
Lightened up on oil and added to BMY and JNJ
I'm about to go in hard on some UTES. Been waiting for a dip like this
What are some Ute names yiu are watching? Fenders is another Ute expert here. Fenders you started picking utes yet?
What’s up with dominion, why down so much?
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03-02-2023, 06:36 AM
(This post was last modified: 03-02-2023, 06:37 AM by ken-do-nim.)
(02-27-2023, 01:55 AM)vbin Wrote: Just noticed the price action JNJ. Starting to get into a decent buy zone, what’s going on? Any news that I am missing?
Edit: NM, saw the court filling on splitting on their talc business. Anyone buying? Lawsuit scare seems real then it should be headed the 3m way.
I'll be funding my ROTH probably next month. I will definitely be looking closely at JNJ and MMM.
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(03-01-2023, 11:54 AM)vbin Wrote: (03-01-2023, 10:04 AM)Mr1share Wrote: Took a big position in MMM this morning on the positive news. Company is very undervalued here.
Lightened up on oil and added to BMY and JNJ
I'm about to go in hard on some UTES. Been waiting for a dip like this
What are some Ute names yiu are watching? Fenders is another Ute expert here. Fenders you started picking utes yet?
What’s up with dominion, why down so much?
The data is a bit outdated, but here are some utility stocks to look at for your research.
The sector is starting to get interesting, I may have to put together a new article on it.
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Adddd a few TSLA down $17. Will add more on further dips.
Bought some SO. Agree Utes are getting very interesting now.
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Added MMM, DUK, GOOG, AAPL, JNJ and TROW
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03-02-2023, 12:22 PM
(This post was last modified: 03-02-2023, 12:24 PM by fenders53.)
(03-01-2023, 11:54 AM)vbin Wrote: (03-01-2023, 10:04 AM)Mr1share Wrote: Took a big position in MMM this morning on the positive news. Company is very undervalued here.
Lightened up on oil and added to BMY and JNJ
I'm about to go in hard on some UTES. Been waiting for a dip like this
What are some Ute names yiu are watching? Fenders is another Ute expert here. Fenders you started picking utes yet?
What’s up with dominion, why down so much?
Still a bit underweight so started selling puts. Getting close to my just add some shares price. Just waiting for the 10YR treasury yields to stop going up every day before I get real serious. I'll be overweight again if they truly get hammered WEC and XEL remain my favorites. Consistent business growth is much more important to me than starting yield. There are other good UTEs. I just decided to stop trying to collect the whole set.
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added to
amzn
tsla
aapl
bx
zts
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03-03-2023, 11:20 AM
(This post was last modified: 03-03-2023, 11:22 AM by ken-do-nim.)
I probably should have mentioned I liquidated BX a few days ago and put half the proceeds into AVGO and half into ZIM. I knew BroadCom would beat those earnings results! Feeling pretty good today I'm sure most of you have a lot more AVGO than I do, but it's my largest holding (25 shares) and my only holding with a total gain over 20%.
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