What I Am Buying Today.
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What I Am Buying Today.
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02-04-2022, 06:16 AM
(02-03-2022, 04:49 PM)fenders53 Wrote:(02-03-2022, 04:11 PM)kblake Wrote: AMZN saved the day... Buy buy buyWeird report. I am going to hope it mostly holds but that looked like a miss to me at first glance. I own it. I agree. Based on what I usually look for - revenues and cash flows - it seems pretty weak. But I haven't owned it long. Maybe AWS is all that matters. 
02-04-2022, 07:30 AM
(02-04-2022, 06:16 AM)cemanuel Wrote:AWS is certainly their growth driver. They just need to keep the retail biz growing as they spend big bucks expanding distribution centers, transportation etc. The stock has consolidated a few years growing into their valuation. I have little doubt the stock is higher in a few years but it's not undervalued today IMO.(02-03-2022, 04:49 PM)fenders53 Wrote:(02-03-2022, 04:11 PM)kblake Wrote: AMZN saved the day... Buy buy buyWeird report. I am going to hope it mostly holds but that looked like a miss to me at first glance. I own it. 
CLX new low
APD down big
02-04-2022, 11:01 AM
(02-04-2022, 10:51 AM)divmenow Wrote: CLX new lowKicking myself for not shorting CLX six months ago. Pallets of bleach at every kind of retailer collecting dust. Not like there isn't a use for it eventually but folks hoarded it up long ago. Maybe a nice buy six months from now when the yield is higher? I better check out APD's issues. Sold AMZN. I'll have to meditate on my re-entry. Resold the VSTO puts I bought back yesterday. Until this trick stops working............ 
02-04-2022, 01:44 PM
Added some MMM as well. Aristocrat on sale.
Just have to have patience. At some point it will return to $200. Also added some DVN, AWK, DG, EL and AMT Back in VSTO for the 3rd time lol Sold half my AMZN (02-04-2022, 01:44 PM)stockguru Wrote: Added some MMM as well. Aristocrat on sale. VSTO has about a 5% short position now because it is a small cap. I can only guess they thought the 35% growth was over many quarters ago. I wondered myself. CEO just raised 2022 guidance yesterday and says they are good for mid to high teens growth a few years from now. He hasn't failed to deliver yet. IMO that's good enough when the PE is 5 and they are buying back about 10% of shares this year. (hopefully on dips). I am going to count my consecutive winning VSTO option trades now and report back. I will never ever break this record so I feel the need to brag. This seriously all started on vacation in 2020 when I told my wife "I think I am gong to flip this ammo stock so we can buy a couple Ruger pistols to shoot at the range".  EDIT: 32 wins, no losses, most were 100% gains. Thought is was closer to 40 but not yet. I do have an idea how the stock trades though. Still have 400 long shares. I'll trim this summer.
02-04-2022, 03:39 PM
Took a big position in OHI as well and sold out of HSY
OHI ex dv is on 2/7
02-04-2022, 04:53 PM
I used to own OHI for a few years sometime last decade. I remember them having some issue collecting rent back then, I guess it's fixed now? I also remember significant worries about the dividend sustainability, mainly related to the rent collection issue. But looks like the dividend has been ok except for a little slip in 2015.
I even see a stock repurchase program now? That would indicate relatively strong cash flows. Did they really manage to turn the ship around?
02-04-2022, 05:13 PM
02-04-2022, 05:27 PM
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