Posts: 6,404
Threads: 47
Joined: Aug 2018
Reputation:
63
(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, 05:50 PM)divmenow Wrote: (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 ?
I don't even know. I've had a very good year I shouldn't complain about but I do know being conservative has cost me some easy money for a year. You didn't even have to pick the sector winner. Any decent brand goes out of favor with the market you buy it and hold for a year for a double, or a few months for 25%. Buying what everybody hates for any reason has been working as long as the brand is respected. I've been doing that but not investing enough. Under Armor isn't Nike, but the rising tide thing. The chances UA isn't have a pretty good quarter is about zero.
Posts: 1,002
Threads: 85
Joined: Apr 2015
Reputation:
16
Posts: 956
Threads: 10
Joined: Feb 2018
Reputation:
10
(06-24-2021, 07:45 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
(06-24-2021, 05:50 PM)divmenow Wrote: (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 ?
I don't even know. I've had a very good year I shouldn't complain about but I do know being conservative has cost me some easy money for a year. You didn't even have to pick the sector winner. Any decent brand goes out of favor with the market you buy it and hold for a year for a double, or a few months for 25%. Buying what everybody hates for any reason has been working as long as the brand is respected. I've been doing that but not investing enough. Under Armor isn't Nike, but the rising tide thing. The chances UA isn't have a pretty good quarter is about zero.
Lets not forget about Adidas. They are as popular as ever and the stores are packed.
UA may head to $25 but I don't trust them. The kids aren't wearing the brand anymore. And if the kids lose interest that doesn't bold well for the future.
Meanwhile SKX and CROX are still kicking butt
Posts: 6,404
Threads: 47
Joined: Aug 2018
Reputation:
63
[quote pid='26993' dateline='1624626396']
(06-24-2021, 07:45 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: 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, 05:50 PM)divmenow Wrote: (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 ?
I don't even know. I've had a very good year I shouldn't complain about but I do know being conservative has cost me some easy money for a year. You didn't even have to pick the sector winner. Any decent brand goes out of favor with the market you buy it and hold for a year for a double, or a few months for 25%. Buying what everybody hates for any reason has been working as long as the brand is respected. I've been doing that but not investing enough. Under Armor isn't Nike, but the rising tide thing. The chances UA isn't have a pretty good quarter is about zero.
Lets not forget about Adidas. They are as popular as ever and the stores are packed.
UA may head to $25 but I don't trust them. The kids aren't wearing the brand anymore. And if the kids lose interest that doesn't bold well for the future.
Meanwhile SKX and CROX are still kicking butt
[/quote]
My future for UA is probably this afternoon. This is the third time I flipped it since we started debating them. Just a bottom bounce for a known brand. I have no interest in the company. I just figured the whole sector would be OK with another round of stimulus checks to waste. I was starting to wonder about NKE in China but apparently no issue.
VSTO CEO was on Cramer again. He said to say hello to everyone on the forum, and that we are going to blow away this quarters earnings like fenders told you last year.
Posts: 1,873
Threads: 35
Joined: Jan 2016
Reputation:
6
Posts: 1,683
Threads: 55
Joined: Oct 2020
Reputation:
5
(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.
(06-25-2021, 09:23 AM)divmenow Wrote: Added more ABBV
It does seem to be "on sale" somewhat regularly
Posts: 6,404
Threads: 47
Joined: Aug 2018
Reputation:
63
06-25-2021, 10:32 AM
(This post was last modified: 06-25-2021, 10:33 AM by 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
(06-25-2021, 10:13 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.
(06-25-2021, 09:23 AM)divmenow Wrote: Added more ABBV
It does seem to be "on sale" somewhat regularly
I think it is the only major pharma I have never owned. I wouldn't have a problem buying some now but the flashing blue light special was a couple years ago. A double from a stock with a secure high dividend doesn't come along all that often. ABBV will have to get through the major patent expiration before the market feels completely comfortable. That might be a bumpy year but they have a decent pipeline and will be fine IMO. I definitely regret not grabbing some shares at 60 something.
Posts: 1,173
Threads: 2
Joined: Jul 2018
Reputation:
1
Started a position in naspers, anyone looked at them? They own 30% in tencent and trading at 30% discount of just that position.
Posts: 6,404
Threads: 47
Joined: Aug 2018
Reputation:
63
Posts: 1,173
Threads: 2
Joined: Jul 2018
Reputation:
1
Posts: 6,404
Threads: 47
Joined: Aug 2018
Reputation:
63
[quote pid='27014' dateline='1624812996']
[quote pid='27005' dateline='1624648233']
[quote pid='27004' dateline='1624645128']
Started a position in naspers, anyone looked at them? They own 30% in tencent and trading at 30% discount of just that position.
[/quote]
Never heard of them. Chinese stock?
[/quote]
They are the biggest tikr in south African market. they are a conglomerate. Roughly 20 years ago they invested a few millions in tencent which is worth ~$170B right now. They have a few other investments too but tencent stands out. Naspers itself is trading at $95B valuation. Market is discounting them for not being able to unlock value for shareholders.
[/quote]
Big CAP stock almost $100B and I haven't heard of them. I need to get out more.
Posts: 1,173
Threads: 2
Joined: Jul 2018
Reputation:
1
(06-27-2021, 12:10 PM)fenders53 Wrote: [quote pid='27014' dateline='1624812996']
[quote pid='27005' dateline='1624648233']
[quote pid='27004' dateline='1624645128']
Started a position in naspers, anyone looked at them? They own 30% in tencent and trading at 30% discount of just that position.
Never heard of them. Chinese stock?
[/quote]
They are the biggest tikr in south African market. they are a conglomerate. Roughly 20 years ago they invested a few millions in tencent which is worth ~$170B right now. They have a few other investments too but tencent stands out. Naspers itself is trading at $95B valuation. Market is discounting them for not being able to unlock value for shareholders.
[/quote]
Big CAP stock almost $100B and I haven't heard of them. I need to get out more.
[/quote]I started a 1/4tu position in it. Prubai been mentioning them. I would like to see him picking up some stocks in it before I buy anymore( may be he has, he declined to comment of he has a position in it).
|
