What Did You Buy Today?

[vbin]

Added baba

[ken-do-nim]

Not looking today.

[DividendGarden]

Added to GOOGL, BRK.b, VIAC, IMBBY, BTI. Lots of non-DGI'ers there.

[fenders53]

Sold all my BABA yesterday. I have virtually no SPEC and maybe nibble some tomorrow.

[divmenow]

Added TROW, IBM, SHW, DVN, CSX, ADM, CMI and APD

New position in AMAT .... (Finally a tech name lol)

I just continue to chug along and add to my dgi holdings and not really looking for new names unless they come down dramatically

Fenders can roast me all he wants on IBM. But I like the future with AI and the cloud business. Plus they just announced plans to acquire BoxBoat Technologies. This is a big move and name I know very much in the cloud space and have been past there office many times in MD.

[fenders53]

What is it with the IBM attacks? Buy all you want. You don't need my approval. Hope it does well for you.

Too busy at work today. I better not be missing all the big sales.

[Otter]

Supposedly the market is down today because yields are dropping and there may not be enough inflation.

I’m old enough to remember two months ago, when the market supposedly went down because yields were too high and there was too much inflation.

Maybe the market is just a chaotic system that goes up and down (but mostly up). It’s okay for the market to take a breather after a solid month of gains. I think I may go enjoy a beer on my deck. Maybe the SA headline writers should do the same.

[ken-do-nim]

(07-08-2021, 12:47 PM)Otter Wrote: Supposedly the market is down today because yields are dropping and there may not be enough inflation.

I’m old enough to remember two months ago, when the market supposedly went down because yields were too high and there was too much inflation.

Maybe the market is just a chaotic system that goes up and down (but mostly up). It’s okay for the market to take a breather after a solid month of gains. I think I may go enjoy a beer on my deck. Maybe the SA headline writers should do the same.

Yeah, I've noticed a definite pattern this year.

2 weeks of up
4 weeks of chaos, where I end up mostly flat 
2 weeks of up

rinse ... repeat.

I don't mind making my money in this every-other-month fashion.

After a huge amount of moves in Q2, I don't anticipate doing anything with my portfolio other than take the dividends out monthly for the budget, possibly until next year.  So I'll just sit and chat with you all.

[Otter]

(07-08-2021, 01:00 PM)ken-do-nim Wrote:

(07-08-2021, 12:47 PM)Otter Wrote: Supposedly the market is down today because yields are dropping and there may not be enough inflation.

I’m old enough to remember two months ago, when the market supposedly went down because yields were too high and there was too much inflation.

Maybe the market is just a chaotic system that goes up and down (but mostly up). It’s okay for the market to take a breather after a solid month of gains. I think I may go enjoy a beer on my deck. Maybe the SA headline writers should do the same.

Yeah, I've noticed a definite pattern this year.

2 weeks of up
4 weeks of chaos, where I end up mostly flat 
2 weeks of up

rinse ... repeat.

I don't mind making my money in this every-other-month fashion.

After a huge amount of moves in Q2, I don't anticipate doing anything with my portfolio other than take the dividends out monthly for the budget, possibly until next year.  So I'll just sit and chat with you all.

That’s the nice part about not trading. I can enjoy this nice, 65 degree day outside. I’m pretty sure all the dividend payers in my portfolio are continuing to earn $ for me while I drink this Märzen and enjoy the view.

[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 

(07-08-2021, 01:00 PM)ken-do-nim Wrote:

(07-08-2021, 12:47 PM)Otter Wrote: Supposedly the market is down today because yields are dropping and there may not be enough inflation.

I’m old enough to remember two months ago, when the market supposedly went down because yields were too high and there was too much inflation.

Maybe the market is just a chaotic system that goes up and down (but mostly up). It’s okay for the market to take a breather after a solid month of gains. I think I may go enjoy a beer on my deck. Maybe the SA headline writers should do the same.

Yeah, I've noticed a definite pattern this year.

2 weeks of up
4 weeks of chaos, where I end up mostly flat 
2 weeks of up

rinse ... repeat.

I don't mind making my money in this every-other-month fashion.

After a huge amount of moves in Q2, I don't anticipate doing anything with my portfolio other than take the dividends out monthly for the budget, possibly until next year.  So I'll just sit and chat with you all.

Their explanations for sector rotations are beyond hysterical to me.  They affect the markets less than they think.  It's amazing how much effort I put into 10% of my port but I enjoy it, and the chatter here.  You have to pay attention to the media if you swing trade as they will cause the stocks to move up or down an extra 3-5% for a day or two.  It doesn't last but I just try to take advantage of it trading spec stuff.  Same with Trump's tweets.  I learned to profit off of those random outbursts.

[stockguru]

added a few names today. UNP, MO, PLTR, CMI and DUK

By the way do we have an updated spreadsheet of the Dividend Increases? The last spreadsheet I have is from 2018 lol

It use to be updated every day with companies dividend increases. What happened to that?

And also not sure if anyone noticed but the last new member post was in Jan. I have some friends who signed up but cant even post because the creator of this site wont verify them and approve them. This site has to have another person as a co owner who can run this site to approve new users. Otherwise this boards will lose interest. Its always the same 7 people lol.

[EricL]

Looks like Kerim hasn't been on the site since May.

We might need to see if he can transfer or delegate moderator powers to another poster or two so we can keep things moving.