What Did You Buy Today?

[fenders53]

(01-20-2021, 10:03 AM)EricL Wrote:

(01-20-2021, 09:59 AM)Otter Wrote:

(01-20-2021, 09:50 AM)EricL Wrote: In my trading account I trimmed 25% of my DG position and used the proceeds to start a new position in NNDM.

DG is one of those stocks that I really want to own, and never can find what I consider to be a good entry price, as it always seemed overvalued . . . then it keeps going up. 

I guess I have made PLTR my own personal overvalued stock purchase. 

I watched DG for a couple years waiting to buy because it was always expensive. Finally bought in August of 2016 and it's gone up 150% since then.

I think the estimates for 2021 are way too low considering the stimulus that just passed and the expected $1400 round to come yet again.

They are building new stores like crazy in every small town in rural America, where there is little competition and population that shops at these types of stores. I think the long-term growth story remains compelling.

I strongly agree.  Currently one of the best risk rewards for a large retailer IMO.  I like the expansion model that I see locally.  Some new buildings, but they aren't afraid to open a store in an old building in the lower income part of town.  

I have been keeping 1-2 puts sold at all time and a little nervous it will run away from me.  That would take it straight to a core position if exercised.  I think I will add a couple shares in the growthy port today.