What Did You Buy Today?

[fenders53]

(04-22-2020, 12:21 PM)kblake Wrote: New position in AJG. I have always wanted to own this name.

Bought O as well because of its tenants. Home Depot, Sams Club, Walmart, Dollar Stores. You cant go wrong with this company at these levels. I would add more under $45

I may buy T today but am hoping for $27-28

Good to have you back kblake.

I flipped O for a very quick 20% on the panic sell last month and hoping for a longer-term position closer to $40 once again.  I might nibble under $45 with a little more visibility.  We'll have our answer soon on how many are not paying the rent, then I can make a more informed decision.  O is a good long-term hold either way.  REITs go way overvalued.  It's nice they are finally at near fair value. 

I sold a few covered puts today trying to get forced back into T and ADM.  I had some covered calls exercised 10% higher when they ran.  Just trying to get my positions back up to size on my terms if possible.    

Sold a little more JNJ again today on the run.