What are your winners & losers today?

[fenders53]

(01-08-2022, 12:07 AM)MrFortune Wrote:

(01-07-2022, 05:04 PM)fenders53 Wrote: Good attitude.  My account is level.  I am buying tech daily but missed most of the dip.  We'll see how it goes.  Still about 1 % off ath and going nowhere for now.

Not buying much tech. Don't need that volatility or headaches going forward lol. But lets define tech. When I say tech I mean the ones who don't pay a dividend and are way down the totem pole. I'm only going to be in top tier and the ones who have barely any competition. Less then a 30 PE and low debt a biggie for me as well

Names like CSCO, MSFT, APPL (but way too expensive now) AMAT, AVGO, TXN (almost at buy point) , ORCL (buy zone) HPQ (nice breakout), STX (Nice breakout but near my sell target), 

If it's not on that list I'm not owning. No fangs required 

Wait to inflation hits. Tech stocks will suffer and value will double.  Watch and learn   

You talking to me young man?    Yes and no.  If they are in debt higher rates and inflation are poison to stock prices.  Solid tech companies are also capable of growing MUCH faster than most of my value stocks and that matters eventually.  Soooo my official conclusion is I don't know in the short term and I own them both.  That has always worked well enough in the past.    IMO not being diversified is what will get you hurt when most everything quality is too expensive.