What Did You Buy Today?

[fenders53]

(05-07-2020, 11:15 AM)kblake Wrote: bought WFC, GD, FRT, MO, PM and BRK.B

I'm still holding 48% cash for other opportunities

(02-10-2021, 10:08 AM)ken-do-nim Wrote:

(02-10-2021, 09:30 AM)stockguru Wrote: Sold TLRY and APHA in the pre-market

Kept 25 TLRY in case they run it up to $200

I just bought TLRY at $24 last week and sold it at $68 and APHA from $17.89 to $30 lol

Market is nuts. I feel one day it will be down 2000 points

I will put those proceeds in LMT and LHX

I just looked at TLRY and APHA and I'm stunned.  Out of nowhere, they are shooting into orbit.  Combine this with the madness I'm seeing on SHOP (Shopify) and a few others, and I have to say I agree the market is out of control.

Should we all get into cash for a bit (damn the tax implications)?

No.  Pockets of the market have been bubbly for a long time.  It could go on a long time.  It isn't a bad time to look at your overall port.  I go a little easy on anything depending on leverage.  The last of my high yield funds left today.  Awesome 9 months and that rubberband snaps both ways.    

Tax implications are important.  Don't over-react to our chatter.