What Did You Buy Today?

[MikeWa]

(05-21-2020, 11:42 AM)fenders53 Wrote: Sold a BNS put at $35 today.  I'm a Canadian bank stock virgin.  MikeWA made me do it lol.  So there's another $110 cash rotting in my portfolio.

Hahaha, very funny.... :-) Still waiting for my order to be filled.

[fenders53]

(05-21-2020, 11:53 AM)MikeWa Wrote:

(05-21-2020, 11:42 AM)fenders53 Wrote: Sold a BNS put at $35 today.  I'm a Canadian bank stock virgin.  MikeWA made me do it lol.  So there's another $110 cash rotting in my portfolio.

Hahaha, very funny.... :-) Still waiting for my order to be filled.

Only 10 contracts traded today.  I was #9, hopefully you were #10.  If not don't chase it, even though I would have been pleased enough to get $100.

[ChadR]

Added to MMM today.

[fenders53]

Is PM the fastest way to get Kerim's attention? I met a someone on SA that would like to participate soon.

[divmenow]

Bought FDX. If I don’t buy at these levels in a year from now I will be regretting it lol

[fenders53]

(05-21-2020, 02:28 PM)divmenow Wrote: Bought FDX. If I don’t buy at these levels in a year from now I will be regretting it lol

It looks safe enough here short of an overall market correction we'll never predict accurately.  IMO no more downside risk here than any other established company.

[crimsonghost747]

Added small amounts to PGR and PEP.

Regarding the LOW buy, I like it. LOW is not cheap now but that quarterly report was pretty damn awesome. I find it hard to add at these levels but I may make a small purchase at some point in the near future. I guess what I'm saying is: short term: I don't know. Long term: you'll be happy with it.

[fenders53]

(05-21-2020, 05:18 PM)crimsonghost747 Wrote: Added small amounts to PGR and PEP.

Regarding the LOW buy, I like it. LOW is not cheap now but that quarterly report was pretty damn awesome. I find it hard to add at these levels but I may make a small purchase at some point in the near future. I guess what I'm saying is: short term: I don't know. Long term: you'll be happy with it.

Good to see you posting.  It's been quiet here this week.  I want to finish out my PEP position but I actually sold a bit at the top because the KO CEO started dropping not so subtle hints a month ago.   I've been accumulating some KO and this week the CEO all but said they are going to disappoint next quarter on soda volumes.  KO went up that day?  50% of KO volume is restaurants and bars.  I better step up my research game because that shouldn't have surprised me.  KO is probably the soda of choice in pubs but PEP probably owns at least half the US restaurant volume.  We are opening back up on this side of the big pond but it's too late to save this quarter.  I am hoping PEP gets scared back into the low 120s.  I'll be on it and it will bounce back soon enough.  This is all short-term stuff that doesn't matter in a few months.

[MikeWa]

(05-21-2020, 11:42 AM)fenders53 Wrote: Sold a BNS put at $35 today.  I'm a Canadian bank stock virgin.  MikeWA made me do it lol.  So there's another $110 cash rotting in my portfolio.

Sold BNS put @35 this morning

[fenders53]

Sold a few puts this morning. NEM and RDS.b and LHX

[ChadR]

Added to KO, CZNC, T, and UPS.

[kblake]

Added to TGT, WBA and TXN