01-22-2021, 03:26 PM
(01-22-2021, 02:42 PM)EricL Wrote: In my trading account I sold FRO, NAT, and AMT and trimmed SHAK to open new positions in SEDG and ENPH.I was selling ENPH puts in the 115-130 range a few months ago. Some deal wth Canadian Solar. ENPH and SEDG are two of the better renewables picks IMO. I'll join you if we get a bit of a dip. If not I'll be cheering for you.
I am being boring again today. Trying to get invested as fast as my put options need to be repurchased. I'm losing the battle and need a dip as deals are getting hard to find if I want to stay diversified. Sold a new CVS and KO put, bought some more WEC and BTI was the first time.