01-04-2023, 01:35 PM
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What I Am Buying Today.
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01-04-2023, 11:26 PM
(01-04-2023, 01:35 PM)Kerim Wrote:(01-04-2023, 12:28 PM)rayray Wrote: Added HA!! there's certain companies that i like a lot because what they have done, what they're doing and what they may do in the future--i would say amzn--aapl--tsla--fall into this category imho it's interesting seeing these big techs (and others) mature and what directions they have been taking tech is out of favor and maybe, well, i assume more pain will come in 2023--well--let's say a see-saw ride through the market i'm alright with that--i'm not concerned what these and some others do the next 12 months--i'm more interested in the next 3 to 5 year mark and beyond it's my best guess we'll see i just got to my "magic number" in amzn today--i'll still add but i feel i can move onto others a little more freely tsla was in my top 10 but took a hit and sits at number 11 i'm thinking it has a better chance getting into the top 5 then staying in the 11 to 15 range within the next 3 to 5 years
Added some GOLD, DVN, O and MRK
I'm still not ready to buy names like MSFT, TSLS, AMZN ect. I still think there's a lot more downside left. I'm limiting my risks for 2023 The market is finally getting right and given those high flyers a reasonable PE (Still over valued) If a company has a PE over 25 I don't want it lol (01-05-2023, 03:23 PM)kblake Wrote: Added some GOLD, DVN, O and MRK I like those adds. I add NEM last week And I agree on tech. Look at the insider selling on big tech just this week. CEO's, CFO'S selling in GOOG, MSFT ect. This tells me they expect them to head lower. I just have this feeling 2023 will be worse then 2022. I can see a bit of a rally late in the year and into 2024. But I'm not touching anything with a high PE either. Numbers still need to come down. I still like oil, drugs, Gold and materials Banks I'm nibbling soon
01-06-2023, 01:00 AM
yesterday added more
amzn
01-06-2023, 03:49 AM
I added a bit to MAA earlier this week.
I'm quite skeptical as to how well the economy can survive 2023, but that doesn't really change anything for me. I still keep buying the good stuff and enjoying the dividends.
01-06-2023, 07:18 AM
(01-05-2023, 03:23 PM)kblake Wrote: Added some GOLD, DVN, O and MRK 25 is my limit as well. MSFT is actually down to 24.
Added some UNH
And yes MSFT under a 25 PE but they will knock it down to under 20. It’s the ETF’s you have to worry about. And when one in the sector drops. They all drop. AMZN to $75, MSFT to $175, AAPL to $115, GOOG to $75. Those are my targets to buy in
01-06-2023, 11:29 AM
01-06-2023, 12:35 PM
Added UNH, NOC, CI, GOOG, BMY, LHX, SWK and LOW
01-09-2023, 10:18 AM
Trimmed some oil and NKE
Added AMD, BXP, CM, MRK and GILD
01-09-2023, 12:27 PM
Added ABBV, MRK and NOC
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