08-04-2021, 03:28 PM
(05-11-2021, 09:12 AM)divmenow Wrote:(05-11-2021, 09:08 AM)fenders53 Wrote:(05-11-2021, 09:06 AM)divmenow Wrote:I am very good with owning ENPH long-term. How happy I am in the end very much depends on the entry. We'll see where the bottom is soon enough.(05-11-2021, 09:00 AM)fenders53 Wrote:(05-11-2021, 08:47 AM)divmenow Wrote: Way to go... . Join the ENPH club lolDude I am a charter member of ENPH. I made a few hundred a month the past year selling short puts while it ran. I have a few short puts that are WAY in the money after this bloodbath. I can only roll forward so much before I own $140 shares. I said here many times I was good with adding a real position starting at $125. If I am honest I need ENPH to head back to $120ish to be back to even. I wasn;t aggressive enough when it was truly cheap. I'll add shares to my growthy port in the meantime.
I also took a new position in PXD thanks to the secondary at $153
I needed to add another name in the sector to go along with CVX and EOG
now the only other sector I'm underweight in is leisure
Yeah yeah. What ever floats your boat lol
Well me too. Got in at $108.90
This will be a big winner for years to come. You have to add at some point, so why not today. I don't worry about making a few $ here and there . I'm in to win it lol
Are we having fun today
(08-04-2021, 01:16 PM)stockguru Wrote: I'm not as confident in LMT. There's just no rush to buy right now, when you can get at $330 in a few months. Ever since Hewson retired its been a mess. And now you have CFO who left and has only been there since 2019. Not good. Sure they make a ton on money but LHX and NOC has out performed them for good reasons.I'll buy two shares of LMT every time it drops $10 until we get to 50. You see Under Armor crushed earnings? I know you did.
Great company and great dividend, just not at a price I'm willing to buy yet. Especially when its now below the 200 MA.
Anyway added to BTI, FB, V, UAA and SAP
Sold out of WM and LB
I need about 30 more shares of LMT for a full position.