What Did You Buy Today?

[ken-do-nim]

Do let us know how it goes.

I'm researching two digital advertising stocks myself:
TDD - Trade Desk
APPS - Digital Turbine

[rayray]

(04-02-2021, 10:58 AM)ken-do-nim Wrote: Do let us know how it goes.

I'm researching two digital advertising stocks myself:
TDD - Trade Desk
APPS - Digital Turbine

will do...i've become such a sofi cheerleader i might have to get a #sofi tee shirt

i plan on buying up this one till i don't--we'll see how it turns out

[rayray]

(04-01-2021, 04:40 AM)fenders53 Wrote: For sure.  As it turned there was very little you couldn't buy after the Covid dip settled out.  Most of us find selling a lot more difficult than buying.  Leveraged makes it even tougher.

i sold nothing thru the pandemic, re-invested all dividends, new typical money in retirement contributions, moved some cash holdings into mutual funds and individual stocks on a weekly basis--didn't try to time anything

i got hit hard but it bounced back really really good 

of course the same friends that begged me to sell during the great recession were the same ones begging me to sell during the pandemic, the reasoning was it's different this time....idk...it's always different this time...that's their answer to every downturn

basically, i make excuses to buy and they make excuses to sell

[rayray]

okay...i forgot..this week i did sell vtr/ohi/irm/well/

i know...i usually don't sell but some of the proceeds went to you guess it.....sofi spac ipoe


i love sofi...and that's it lol

[fenders53]

(04-02-2021, 06:37 PM)rayray Wrote: okay...i forgot..this week i did sell vtr/ohi/irm/well/

i know...i usually don't sell but some of the proceeds went to you guess it.....sofi spac ipoe


i love sofi...and that's it lol

Well write this historic event down lol.  I do hear your preachings Ray and I am selling less often the past year.  I lose a few shares now and then selling covered calls, but I make a ton of income and that buys quality shares so it will work out or it won't.  Mostly I try to just review the portfolio every quarter and not be in denial about a stock that has been a dog for years because they deserve it.  I try to put those shares in a stock that is truly undervalued.  2020 brought some of the dogs too high so I will lose a few.  Most of my portfolio gives me confidence with just a little work now and then.

[fenders53]

Getting tougher by the day to find anything at all to buy. Starting to think a normal mid-summer dip may be the next chance for many deals. Has anyone read up in any detail on the proposed infrastructure legislation? Doesn't really sound like your typical roads and bridges CAT and DE sort of thing. Could be some of that as a compromise though because it appears it's going to be a big bucks bill. I'm fairly confident something will be jammed through.

[ken-do-nim]

The way countries work is weird. You would think that performing routine maintenance on the infrastructure is just something that happens, not something that has to go through the law-making process.

[fenders53]

(04-05-2021, 12:16 PM)ken-do-nim Wrote: The way countries work is weird.  You would think that performing routine maintenance on the infrastructure is just something that happens, not something that has to go through the law-making process.

Routine maintenance is budgeted.  Infrastructure is new major projects. You pay FED and State road taxes when you buy a gallon  of gas and it's not a tiny amount.  Put some new tires on the SUV and a couple extra bucks per tire collected in FED excise taxes (F.E.T.)  It's not a small amount of money.  Neither is a new bridge. Just an anecdotal tale.  I live right by the Mississippi River.  We needed a new interstate bridge for 20+ years.  They started planning it in earnest about 2012.  Construction started in 2017.  One span just opened for traffic.  The other maybe late this year so almost 5 years of construction.  Budgeted at $850 million.  Oops they got halfway through it, ran into engineering problems and couldn't finish it for that price.  So tough, honor your bid right?  Nope, they would have just filed BK and a half done bridge.  Final cost will be $1.2B.  That's a pretty big miss.  That's just one bridge and only three lanes wide in each direction.  

Politics are unavoidable but you can sell bridges and highways to the voters, REP and DEM.  Congressmen that win a new bridge for their district get re-elected.  There is going to be a fair amount of green energy stuff in this legislation.  Expect a war because there are plenty of states that are not going to be onboard.  This is why I piled into my UTEs that benefit with the migration to green.

On a side note you buy a brand new Telsa.  You aren't buying gas but you use and wear out the roads and bridges just the same.  You are skipping maybe 50 cents/gallon in fuel tax used to maintain the roads.  That's a LOT of money over a year.  When EVs go even 25% mainstream this is a big issue.  It's gotta be collected somehow.  I don't know how much money it is but it's not a small number. Probably a new excise tax is gong to show up on our utility bills for high usage charging an EV. Or pay a tax at the charging station. Roads aren't going to be free for long.

[vbin]

CA already doing that. In some zips in bay if you charge your EV at home, you will be charged a little extra.


Sold CC on PLTR, sold a put on ENPH expiring EOW.

[crimsonghost747]

I initiated a small position in NSH.
Super small, super risky. But I like space stuff. And these guys do have potential.

It's a SPAC (yes, dodgy!) that will merge with Spire Global. Basically it goes like this. They build small satellites (cubesats) and create a satellite constellation out of those to gather data. Currently data like ship/flight tracking, weather related stuff etc. They then analyze, package and sell this data.

What I like?
First of all, this is more of a software play than a true aerospace play.
The main idea is indeed selling data that they gather and analyze to long-term customers. If this does take off properly, I see a lot of recurring revenue from long-term contracts. There is a lot of potential here, and while it is a SPAC it's not a zero revenue concept company, they actually have around 100 satellites up there already and there is already some revenue coming in. It's not much revenue, but it's something.

[fenders53]

(04-05-2021, 12:57 PM)vbin Wrote: CA already doing that. In some zips in bay if you charge your EV at home, you will be charged a little extra.


Sold CC on PLTR, sold a put on ENPH expiring EOW.

It has to happen.  You are leaning on the grid hard.  The UTE needs paid and so does the road maintenance fund. 

Did you mean APR 16 on the ENPH option?  I wish they traded weeklies.  Premiums are nice but they keep my heart rate up if the expiration is very far out.  I am going to have to sell a few puts this week to employ some cash.  Got exercised on my MET position and I'm good with that at current price.

[ken-do-nim]

(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.

(04-05-2021, 01:01 PM)crimsonghost747 Wrote: I initiated a small position in NSH.
Super small, super risky. But I like space stuff. And these guys do have potential.

It's a SPAC (yes, dodgy!) that will merge with Spire Global. Basically it goes like this. They build small satellites (cubesats) and create a satellite constellation out of those to gather data. Currently data like ship/flight tracking, weather related stuff etc. They then analyze, package and sell this data.

What I like?
First of all, this is more of a software play than a true aerospace play.
The main idea is indeed selling data that they gather and analyze to long-term customers. If this does take off properly, I see a lot of recurring revenue from long-term contracts. There is a lot of potential here, and while it is a SPAC it's not a zero revenue concept company, they actually have around 100 satellites up there already and there is already some revenue coming in. It's not much revenue, but it's something.

That does sound really neat and I'm looking at its 3 month chart and it looks like the PERFECT time to get in on it.