What Did You Buy Today?

[vbin]

(06-23-2021, 09:10 AM)ken-do-nim Wrote: Why has no one mentioned CMI before? Looks like a great time to buy it. Wish I had some cash to do so

I use to own. Still overvalued, needs another 10% drop to be fairly valued.

[fenders53]

(05-11-2021, 09:12 AM)divmenow Wrote:

(05-11-2021, 09:08 AM)fenders53 Wrote:

(05-11-2021, 09:06 AM)divmenow Wrote:

(05-11-2021, 09:00 AM)fenders53 Wrote:

(05-11-2021, 08:47 AM)divmenow Wrote: Way to go...  . Join the ENPH club lol

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 

Dude 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.

Yeah yeah. What ever floats your boat   lol

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.

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 

(06-23-2021, 10:12 AM)divmenow Wrote:

(06-23-2021, 09:50 AM)fenders53 Wrote: He can't sell SOXL.  He is from Boston and somebody told him he was investing in the Red Sox.  Who want's to tell him what the "L" stands for?  

This is true haha!!

How about my Stros? 9 in a row now baby!! 

How the Sox are still in first is crazy. They have no pitching. Pivetta, Richards and Perez are like specs,and I’m not buying them at all 

Give it another six weeks and we'll know what is going on in MLB.  

The downside to most of my put sells going my way every Friday expiration is I have too much cash to deploy every Monday.  I'm going to buy a few shares of anything decent in a minute just to kill some cash.  It;s piling up again and I am just not diggn' my .015 interest rate lol.

[Otter]

(06-23-2021, 10:17 AM)vbin Wrote:

(06-23-2021, 09:10 AM)ken-do-nim Wrote: Why has no one mentioned CMI before?  Looks like a great time to buy it.  Wish I had some cash to do so

I use to own. Still overvalued, needs another 10% drop to be fairly valued.

Bought my last batch around $180 last Summer. P/E of 15 (TTM) would be roughly $190.00/share. However, FAST Graphs shows year-end 2021 P/E of 15 would equate to roughly $240/share, so they are forecasting earnings to rise to about $16/share by year's end.

[Otter]

(06-23-2021, 10:22 AM)fenders53 Wrote:

(05-11-2021, 09:12 AM)divmenow Wrote:

(05-11-2021, 09:08 AM)fenders53 Wrote:

(05-11-2021, 09:06 AM)divmenow Wrote:

(05-11-2021, 09:00 AM)fenders53 Wrote: Dude 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.

Yeah yeah. What ever floats your boat   lol

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.

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 

(06-23-2021, 10:12 AM)divmenow Wrote:

(06-23-2021, 09:50 AM)fenders53 Wrote: He can't sell SOXL.  He is from Boston and somebody told him he was investing in the Red Sox.  Who want's to tell him what the "L" stands for?  

This is true haha!!

How about my Stros? 9 in a row now baby!! 

How the Sox are still in first is crazy. They have no pitching. Pivetta, Richards and Perez are like specs,and I’m not buying them at all 

Give it another six weeks and we'll know what is going on in MLB.  

The downside to most of my put sells going my way every Friday expiration is I have too much cash to deploy every Monday.  I'm going to buy a few shares of anything decent in a minute just to kill some cash.  It;s piling up again and I am just not diggn' my .015 interest rate lol.

You know you want some BITW. 

[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.

(06-23-2021, 10:12 AM)divmenow Wrote:

(06-23-2021, 09:50 AM)fenders53 Wrote: He can't sell SOXL.  He is from Boston and somebody told him he was investing in the Red Sox.  Who want's to tell him what the "L" stands for?  

This is true haha!!

How about my Stros? 9 in a row now baby!! 

How the Sox are still in first is crazy. They have no pitching. Pivetta, Richards and Perez are like specs,and I’m not buying them at all 

I will reply in the baseball thread.

[Otter]

(06-23-2021, 10:35 AM)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.

(06-23-2021, 10:12 AM)divmenow Wrote:

(06-23-2021, 09:50 AM)fenders53 Wrote: He can't sell SOXL.  He is from Boston and somebody told him he was investing in the Red Sox.  Who want's to tell him what the "L" stands for?  

This is true haha!!

How about my Stros? 9 in a row now baby!! 

How the Sox are still in first is crazy. They have no pitching. Pivetta, Richards and Perez are like specs,and I’m not buying them at all 

I will reply in the baseball thread.

I was today years old when I discovered there was a baseball thread.

[divmenow]

Bought 2 shares of BRK.B. Yes I said 2 shares. I will add but just wanted to test the waters so I could follow it lol

Closed some $650 calls calls in TSLA. Made a nice gain in it. Put the gains in NVDA calls.

[fenders53]

(05-11-2021, 09:12 AM)divmenow Wrote:

(05-11-2021, 09:08 AM)fenders53 Wrote:

(05-11-2021, 09:06 AM)divmenow Wrote:

(05-11-2021, 09:00 AM)fenders53 Wrote:

(05-11-2021, 08:47 AM)divmenow Wrote: Way to go...  . Join the ENPH club lol

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 

Dude 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.

Yeah yeah. What ever floats your boat   lol

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.

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 

(06-23-2021, 10:25 AM)Otter Wrote:

(06-23-2021, 10:17 AM)vbin Wrote:

(06-23-2021, 09:10 AM)ken-do-nim Wrote: Why has no one mentioned CMI before?  Looks like a great time to buy it.  Wish I had some cash to do so

I use to own. Still overvalued, needs another 10% drop to be fairly valued.

Bought my last batch around $180 last Summer. P/E of 15 (TTM) would be roughly $190.00/share. However, FAST Graphs shows year-end 2021 P/E of 15 would equate to roughly $240/share, so they are forecasting earnings to rise to about $16/share by year's end.

They are dominant at what they do.  Second place product is waay in the rearview mirror.  They have to stay up to date as the industry swings cleaner and they will. Nobody else threatens them yet in reliable med-heavy truck power. They do fine in a light truck game too.  This industry is where I made my living.  Cummins is not going away. Nobody is buying a magic Asian EV truck in quantity for real work until it is proven to perform.

[Otter]

(06-23-2021, 01:32 PM)fenders53 Wrote:

(05-11-2021, 09:12 AM)divmenow Wrote:

(05-11-2021, 09:08 AM)fenders53 Wrote:

(05-11-2021, 09:06 AM)divmenow Wrote:

(05-11-2021, 09:00 AM)fenders53 Wrote: Dude 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.

Yeah yeah. What ever floats your boat   lol

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.

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 

(06-23-2021, 10:25 AM)Otter Wrote:

(06-23-2021, 10:17 AM)vbin Wrote:

(06-23-2021, 09:10 AM)ken-do-nim Wrote: Why has no one mentioned CMI before?  Looks like a great time to buy it.  Wish I had some cash to do so

I use to own. Still overvalued, needs another 10% drop to be fairly valued.

Bought my last batch around $180 last Summer. P/E of 15 (TTM) would be roughly $190.00/share. However, FAST Graphs shows year-end 2021 P/E of 15 would equate to roughly $240/share, so they are forecasting earnings to rise to about $16/share by year's end.

They are dominant at what they do.  Second place product is waay in the rearview mirror.  They have to stay up to date as the industry swings cleaner and they will.  Nobody else threatens them yet in reliable med-heavy truck power. They do fine in a light truck game too.  This industry is where I made my living.  Cummins is not going away.  Nobody is buying a magic Asian EV truck in quantity for real work until it is proven to perform.

I wish Yanmar were a publicly traded company. I would buy the heck out of their shares, too.

[rayray]

added to

STOR

BMY

had to look at my CMI, last time i bought it was 109.68---it's been a while

[fenders53]

(05-11-2021, 09:12 AM)divmenow Wrote:

(05-11-2021, 09:08 AM)fenders53 Wrote:

(05-11-2021, 09:06 AM)divmenow Wrote:

(05-11-2021, 09:00 AM)fenders53 Wrote:

(05-11-2021, 08:47 AM)divmenow Wrote: Way to go...  . Join the ENPH club lol

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 

Dude 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.

Yeah yeah. What ever floats your boat   lol

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.

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 

(06-23-2021, 07:54 PM)rayray Wrote: added to

STOR

BMY

had to look at my CMI, last time i bought it was 109.68---it's been a while

CMI is one of those stocks on my watchlist for many years that I never bought until recently.  They are investing in the next GEN of engines so they should be good for a long time.  Diesel power isn't going away soon but they need to stay up on cleaner fuel tech before long.  It will have to be part of their game.

[ken-do-nim]

I'm speechless. TTD Trade Desk is up 17% today. Even with my triple leveraged ETFs I've never seen anything like this before.