What Did You Buy Today?

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Added to EIX

[fenders53]

[quote pid='26072' dateline='1620742372']
Are we having fun today 
[/quote]

(06-24-2021, 10:42 AM)ken-do-nim Wrote: I'm speechless.  TTD Trade Desk is up 17% today.  Even with my triple leveraged ETFs I've never seen anything like this before.

Seems like a good stock but never mind all that.  MOMO is more fun.

Boring day in my port so I've decided to short all of Kblake and Guru's Fave long picks this afternoon. 

[stockguru]

(06-24-2021, 11:30 AM)fenders53 Wrote: [quote pid='26072' dateline='1620742372']
Are we having fun today 

(06-24-2021, 10:42 AM)ken-do-nim Wrote: I'm speechless.  TTD Trade Desk is up 17% today.  Even with my triple leveraged ETFs I've never seen anything like this before.

Seems like a good stock but never mind all that.  MOMO is more fun.

Boring day in my port so I've decided to short all of Kblake and Guru's Fave long picks this afternoon. 
[/quote]

Nice guess that includes VSTO too 

What's that saying of late. If your not in tech 100% your losing money this week lol. I guess the rest of the market doesn't matter 

Took a new position in TRV this morning. Its dipped enough where I feel comfortable buying some.

[fenders53]

[quote pid='26973' dateline='1624552852']

(06-24-2021, 11:30 AM)fenders53 Wrote: [quote pid='26072' dateline='1620742372']
Are we having fun today 

(06-24-2021, 10:42 AM)ken-do-nim Wrote: I'm speechless.  TTD Trade Desk is up 17% today.  Even with my triple leveraged ETFs I've never seen anything like this before.

Seems like a good stock but never mind all that.  MOMO is more fun.

Boring day in my port so I've decided to short all of Kblake and Guru's Fave long picks this afternoon. 
[/quote]

Nice guess that includes VSTO too 

What's that saying of late. If your not in tech 100% your losing money this week lol. I guess the rest of the market doesn't matter 

Took a new position in TRV this morning. Its dipped enough where I feel comfortable buying some.
[/quote]
My day just got less boring.  It's like I burnt some incense and summoned you.  Hope you are having a good day LMAO.  

And VSTO PE is still like 10 so "talk to the hand" lol.

[fenders53]

BTW GNRC went nutty but finally cooling off today. Generac is a great company I put in my growthy port. Bought a few shares last fall that looked a little expensive and now up about 200pts. Not a huge position but added like 10 more 100 points ago. That seems like last month. I don't even know what to do with it because it is sure as hell overvalued now. It's hard to DCA a position when anything good goes Momo eventually.

[ken-do-nim]

You keep using this 'momo' phrase and I don't know what it means. I looked it up and it said something about a momentum play.

[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 

(06-24-2021, 12:13 PM)ken-do-nim Wrote: You keep using this 'momo' phrase and I don't know what it means.  I looked it up and it said something about a momentum play.

Exactly that.  Short -term movements that have nothing to do with company fundamentals.  TTD isn't worth 17% more than it was yesterday.  Neither are my favorite solar stocks etc. Wall street algos and internet kids pile in without regard to fundamentals and chase the flavor of the day or month. I'm very surprised this is a foreign concept to you.  It's been going on for decades.

Saw a video the other day and the guy doing to study claimed the company's actual fundamentals were responsible for about 10% of a share price move the first year you own it.  Over a decade it is closer to 90% fundamentals.  Fundamentals matter eventually and of course it doesn't always take 10 years.

[fenders53]

Didn't get around to shorting the Guru's entire port today. There is always tomorrow.

Sounds like we are going to conjure up another trillion and do the first half of the infrastructure package. I'll be interested to see the details. Supposedly light on the pork this time. Hope my Hormel shares don't crash.

[divmenow]

Who said NKE was expensive lol. It’s up $9 after hours ?

Sell all your low PE stocks and buy the expensive names. You will beat the market every time lol

Meanwhile they knock down FDX down $12 and they had a great quarter. Bet tomorrow it goes green ?

[divmenow]

Make that $16 now on NKE. I’m out now at $150 after hours. Crazy move!!


History of Nike's $NKE Fiscal Year Q4 revenue since 2006:

2006 $4B
2007 $4.4B
2008 $5.1B
2009 $4.7B
2010 $5.1B
2011 $5B
2012 $6B
2013 $6.7B
2014 $7.4B
2015 $7.8B
2016 $8.2B
2017 $8.7B
2018 $9.8B
2019 $10.2B
2020 $6.3B
2021 $12.34B

I don’t know how that can top 21 revenues again lol.

[fenders53]

Not bad at all. It will be tempting to sell my shares but I'll check out the earnings call first. It sure didn't hurt my UA options I grabbed on Friday.

[divmenow]

(06-24-2021, 05:44 PM)fenders53 Wrote: Not bad at all.  It will be tempting to sell my shares but I'll check out the earnings call first.  It sure didn't hurt my UA options I grabbed on Friday.

UA headed to $30 after earnings ?