06-29-2021, 04:05 PM
(06-29-2021, 02:50 PM)ken-do-nim Wrote:(02-25-2021, 10:25 AM)fenders53 Wrote:(02-25-2021, 10:00 AM)divmenow Wrote: Bought some LDOS. Between the earnings miss and short report I haven’t seen it this low in a while. So I said why not lol. You in on this one too Fenders ?I haven't researched it. Hadn't heard of it until you and Otter were discussing it last week. I am trying to not add too many more new names. We'll see how long that lasts.
What I need is for tech to get hammered for real again, but this market is resilient.
Very small trades this morning. Added a few shares to DG-ARKF Sold a few SLV puts.
(06-29-2021, 02:23 PM)Dividendwayfarer Wrote: Sold out TSM & TDOC. Moved most money into QCOM (new position) and add on CVX.
I would really appreciate it if my fellow posters put their rationales here. For instance, why sell out of TSM? TDOC has been steadily rising since mid-May, why leave it? Of course QCOM is great too.
Mainly due to valuation. I want exposure to chips and comparing the P/E & peg ratio of these 2 companies, QCOM is my pick. I have a very small position in TDOC and I have been looking for a way out. It is finally back to the price when I initiated. Moving $$ from speculative stocks into DG stocks is more aligned with my investment strategy. Of course I dabble and sidetrack every now and then.