What Did You Buy Today?

[fenders53]

(08-18-2021, 07:21 AM)stockguru Wrote:

(08-18-2021, 07:05 AM)Hi fenders53 Wrote: Shots fired lol.............................

And LOW earnings are reasonable.  This is why they don't have the same PE as HD.  They were closing the gap on HD some the past few years, but not so much right now.

Well lookey lookey.LOW up $8 ore-market. They blew away estimates. Can HD say that ?

HD didn't miss.  Are LOW same store sales even positive?  It's cute how they compared to 2019 instead of the monster 2020s in much of their press release.  Conference call should be good.

[divmenow]

Congrats to all those who bought LOW yesterday on that foolish drop. Up $16 today... Woo Hoo

[fenders53]

Yay! All the way back up to last weeks price lol. It was a bit harsh considering they hadn't reported yet.

Now back to our Grandpa ETF yield traps.

[kblake]

(08-18-2021, 09:16 AM)fenders53 Wrote: Yay! All the way back up to last weeks price lol.  It was a bit harsh considering they hadn't reported yet.  

Now back to our Grandpa ETF yield traps.  

It was an easy trade on LOW.  It was about a safe a trade as calling heads on a coin 

I did add some CVX this morning on ex-dividend day.

Anyone have any small cap stocks that pay a nice dividend they like. And no ETF's or those 3 X thingies 


I am in the money on DIS puts. Almost back to where it was before earnings were released. 


And look at TGT. It's now green. The market is a weird little man!!

[fenders53]

(08-18-2021, 09:27 AM)kblake Wrote:

(08-18-2021, 09:16 AM)fenders53 Wrote: Yay! All the way back up to last weeks price lol.  It was a bit harsh considering they hadn't reported yet.  

Now back to our Grandpa ETF yield traps.  

It was an easy trade on LOW.  It was about a safe a trade as calling heads on a coin 

I did add some CVX this morning on ex-dividend day.

Anyone have any small cap stocks that pay a nice dividend they like. And no ETF's or those 3 X thingies 


I am in the money on DIS puts. Almost back to where it was before earnings were released. 


And look at TGT. It's now green. The market is a weird little man!!

I  believe you are on the right track with small cap value.  I'll work on that.  Russell 2000 index PE is about 15.  There have to be some gems in there.  Unfortunately when SPY and QQQ take a breather soon they'll likely get cheaper too for no good reason.

[fenders53]

Divemenow, Sometime when the market is closed kill this thread and start a new one please. I'm tired of spending five minutes of my life everyday deleting the BS quotes that self attach to everything I touch on this thread. Nobody will care if we start over.

[Dividends from Scratch]

Sold APAM for a small loss.
Bought CTRE.

[kblake]

APD down over $7 on new news. Still expensive at a PE of 30 and they have missed estimates 6 out of last 7 quarters. They have a big market share in China so maybe that's why it's getting hit. I have enough shares so if it gets in the $250 zone I will add.

LIN doing very well and is clearly the better investment right now.

[fenders53]

(08-18-2021, 11:21 AM)kblake Wrote: APD down over $7 on new news. Still expensive at a PE of 30 and they have missed estimates 6 out of last 7 quarters. They have a big market share in China so maybe that's why it's getting hit. I have enough shares so if it gets in the $250 zone I will add.

LIN doing very well and is clearly the better investment right now.

Took me 8 months to squeeze 6% out of APD.  It's dead money for a good while IMO.  I'm sure it will be fine long-term but I need a much better entry for a long hold that is actually safe in a downturn.  I love aristocrats but see no point in holding one that has no margin of safety.  I'd likely have a different opinion if I had paid $175 for it.

Sold TSM on the morning bump for about a 5 point loss. I'll regroup on chips. They aren't going anywhere for awhile. Just cleaning out the port a couple tickers a week until I get it where I'd like it.

[stockguru]

Added one of Fenders favs in VSTO. Got a $5 dip and its sitting right on the 20 MDA right now.

I bought most my shares under $24 so I'm ok. PE still under 8 so a reasonable PE of 15 puts this at $60-$65

Also added ABBV, LEG and NOC

Sold out of NKE and ULTA

[fenders53]

[quote pid='28140' dateline='1629313300']
Added one of Fenders favs in VSTO. Got a $5 dip and its sitting right on the 20 MDA right now.

I bought most my shares under $24 so I'm ok. PE still under 8 so a reasonable PE of 15 puts this at $60-$65

Also added ABBV, LEG and NOC

Sold out of NKE and ULTA
[/quote]
I don't know if we are ever going to see a 15 PE for VSTO because they sell gun stuff but 40ish SP seems pretty safe so nice add.  I have 5 more options expiring Friday and then I am going to chill out a little after a full year.  I still have a lot of long shares, but have begun selling covered calls at 45 and 50 when it runs.  I'll keep some shares for a long time until the financials say not to.  

I will probably sell my NKE if it pops a little soon.  Don't own much.

Just saw the rumour the taper will start soon. Good to just get that out of the way. Powell will sugar coat it but the bond and stock markets can get used to the idea.

[fenders53]

Just put my red filtering sunglasses on. My port looks much better now. I should probably go sell something while I still can.