04-18-2022, 10:48 AM
Used some accumulated dividends to add to GLW
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What I Am Buying Today.
What I Am Buying Today.
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What I Am Buying Today.
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04-18-2022, 11:03 AM
A rare one for me, I actually sold something.
Completely got rid of my PGR position. It was a decent investment but I haven't liked what the last couple of earnings reports have shown, so time to let go and transfer the money into something else while I'm still ahead. Haven't decided what that something else will be yet, but I think I'll have it figured out tomorrow. 
Bought OHI. In this $26 range I should be able to see at least a 4 point upside.
Added SCHW as well 
04-19-2022, 11:51 AM
(04-19-2022, 09:53 AM)Mr1share Wrote: Anyone buying SMG at these levels?Be careful with that. Input costs are a commodity with a substantial part coming from Russia/Ukraine. They must have purchased most of what they needed before the war because Scotts products are only up about 25% this spring. I don't even know if they buy product from Russia but it is a world commodity. I am thinking some demand destruction occurs this spring? The above is conjecture, but I am thinking give it some time and catch an earnings report. Maybe the bottom is in already? I think the chance of it launching high is poor this year. 
04-19-2022, 12:35 PM
(04-19-2022, 11:51 AM)fenders53 Wrote:(04-19-2022, 09:53 AM)Mr1share Wrote: Anyone buying SMG at these levels?Be careful with that. Input costs are a commodity with a substantial part coming from Russia/Ukraine. They must have purchased most of what they needed before the war because Scotts products are only up about 25% this spring. I don't even know if they buy product from Russia but it is a world commodity. I am thinking some demand destruction occurs this spring? I agree with Fenders. It's just not worth the risk even at these levels. Just better opportunities to pit your money. Even tech at this juncture is the better sector to be in. I'm talking about the GOOG and TXN of the world that still have a decent enough PE and growth rate. This is my first response on here in months. Today I just had enough strength to write and hit post reply  Today did some buying. Added TRV, EPR, GOOG, NEE and BX. TRV down over $10 was a nice time to nibble. It's not my 3rd largest holding. I have not added any new names to my portfolio in some time. Just adding. I did sell PM today as I already hold a big position in MO and don't need 2 in the sector Thought about GNRC like Fenders but passed with the housing numbers and growth slowing. Waiting for PE under 25 Some others on my buy list are CARR, ITW, ETN, SBUX and a few others. We are still dealing with I with rising interest rates , inflation, war, china ect .. but let’s hope we are getting close to bottom in tech. That's the sector I'm scoping to start new positions in. Waiting too see earnings from NFLX and others for further dips. PYPL PE less then 25 now so that one has my eye.
04-19-2022, 01:35 PM
Good to hear your "voice" Divmenow!
I'll start by pointing out I timed the GNRC bottom within about 50 cents. Being lucky is good lol. It's actually a stock I'd like to buy and hold but when it flies it's just too much. It's been my natural disaster play the past few years. I try to buy a late winter/spring dip. By mid summer tornadoes, hurricanes and wildfires put a rush on their portable products and they sell out. The market acts like that doesn't happen every year and spikes the stock. It's incredibly volatile for a stable company. I'll update myself on a few of your tickers I don't track. 
04-19-2022, 03:13 PM
NFLX down $75 after hours. That story is done lol
I think I will stay out of tech for a while longer 
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