What I Am Buying Today.

[ChadR]

Initial position in GOOG.

Dropping below $95 made it too hard to pass it up again.

[ken-do-nim]

Thanks divmenow that was great commentary. I've had my eye on ENPH for the next time I have funds (aside from cannibalizing one of my existing positions, of course).

[Mr1share]

Had to sell SWK

They now sees EPS of $0.00-$2.00 vs. $4.20

They went from $12 to 0 earnings. Wow

Added WEC. Wanted a full position

Thanks for info Dimvenow - I said why not and bought some IFF and ENPH lol

[rayray]

(02-09-2023, 06:56 AM)ken-do-nim Wrote:

(02-07-2023, 09:02 PM)rayray Wrote: someone needs to explain to me how tesla can be looked at as an automaker cause i don't know of any automaker that does what tesla does

With all these robotics & battery technologies, are they actually selling anything other than cars?

Tesla is an ecosystem like Apple, to say Apple only sells iPhones and Macs would be just as wrong as saying Tesla only sells cars. It’s true, Tesla’s biggest business is cars, but the ecosystem is growing. They design EV’s, plus energy and storage systems both on a residential and commercial level. Powerwall’s and Megapacks, energy storage systems will just grow as the industry grows, specifically solar. All this equates to Tesla’s servicing business growing too. Tesla evolves and doesn’t stand still, they find a solution and take it to task, when insurance companies started charging higher fee’s based on more crashes, and cost more to repair—the solution? Tesla came out with their own more affordable insurance program, today Tesla is considered one of the safest cars on the road.

One doesn’t buy Tesla stock because it sells cars, one buys Tesla stock for the ecosystem that has been created and continues to evolve and grow.

Imho, Tesla is the most fascinating company in todays world.

Read about Dojo, their supercomputer or TeslaGlass…their database etc etc etc…Tesla is a very innovative important company.

[Mr1share]

(02-09-2023, 01:48 PM)rayray Wrote:

(02-09-2023, 06:56 AM)ken-do-nim Wrote:

(02-07-2023, 09:02 PM)rayray Wrote: someone needs to explain to me how tesla can be looked at as an automaker cause i don't know of any automaker that does what tesla does

With all these robotics & battery technologies, are they actually selling anything other than cars?

Tesla is an ecosystem like Apple, to say Apple only sells iPhones and Macs would be just as wrong as saying Tesla only sells cars. It’s true, Tesla’s biggest business is cars, but the ecosystem is growing. They design EV’s, plus energy and storage systems both on a residential and commercial level. Powerwall’s and Megapacks, energy storage systems will just grow as the industry grows, specifically solar. All this equates to Tesla’s servicing business growing too. Tesla evolves and doesn’t stand still, they find a solution and take it to task, when insurance companies started charging higher fee’s based on more crashes, and cost more to repair—the solution? Tesla came out with their own more affordable insurance program, today Tesla is considered one of the safest cars on the road.

One doesn’t buy Tesla stock because it sells cars, one buys Tesla stock for the ecosystem that has been created and continues to evolve and grow.

Imho, Tesla is the most fascinating company in todays world.

Read about Dojo, their supercomputer or TeslaGlass…their database etc etc etc…Tesla is a very innovative important company.

Excaly. And this is why own TSLA and not F 

My TSLA buy $114 is looking good right now

[rayray]

added to alphabet

it's my largest holding, i don't have an issue adding to the larger positions--don't really have a position size in the portfolio--i use to go for an "x" amount whether dollar amount or shares--that doesn't really exist at this time--i guess if i had to pick a number to trim it would be over 20% and tbh i don't think any position is over 9%

just checked, msft edged out goog/googl as the number one spot by a little

alphabet is 7.46% of my portfolio and i'm okay with that

[ken-do-nim]

(02-09-2023, 06:45 PM)rayray Wrote: added to alphabet

it's my largest holding, i don't have an issue adding to the larger positions--don't really have a position size in the portfolio--i use to go for an "x" amount whether dollar amount or shares--that doesn't really exist at this time--i guess if i had to pick a number to trim it would be over 20% and tbh i don't think any position is over 9%

just checked, msft edged out goog/googl as the number one spot by a little

alphabet is 7.46% of my portfolio and i'm okay with that

During last year's debacle, I've come up with a new "rule" for my portfolio that when pure Growth stocks/etfs hit an all time high, I sell off at least 20% and redistribute into DGI stocks/funds.  Other than that, I don't have a max size limit either. (pure growth means no meaningful dividend; nvidia for example has a dividend but it is too small to matter)

Broadcom/AVGO is my biggest position and will continue to be as it hits all 3 objectives: nice dividend to start with, excellent dividend growth, and excellent price increases.

[rayray]

added to tsla position

long term accumulation phase

[fenders53]

(02-09-2023, 12:53 PM)Mr1share Wrote: Had to sell SWK

They now sees EPS of $0.00-$2.00 vs. $4.20

They went from $12 to 0 earnings. Wow

Added WEC. Wanted a full position

Thanks for info Dimvenow - I said why not and bought some IFF and ENPH lol

One of the most epic blue chip Aristocrat melts I have ever seen.  The brands will survive but this is a mess and a real recession hasn't even arrived yet.

[fenders53]

(02-10-2023, 06:54 AM)ken-do-nim Wrote:

(02-09-2023, 06:45 PM)rayray Wrote: added to alphabet

it's my largest holding, i don't have an issue adding to the larger positions--don't really have a position size in the portfolio--i use to go for an "x" amount whether dollar amount or shares--that doesn't really exist at this time--i guess if i had to pick a number to trim it would be over 20% and tbh i don't think any position is over 9%

just checked, msft edged out goog/googl as the number one spot by a little

alphabet is 7.46% of my portfolio and i'm okay with that

During last year's debacle, I've come up with a new "rule" for my portfolio that when pure Growth stocks/etfs hit an all time high, I sell off at least 20% and redistribute into DGI stocks/funds.  Other than that, I don't have a max size limit either.  (pure growth means no meaningful dividend; nvidia for example has a dividend but it is too small to matter)

Broadcom/AVGO is my biggest position and will continue to be as it hits all 3 objectives: nice dividend to start with, excellent dividend growth, and excellent price increases.

That's a good rule.  I constantly plead with young investors to look at 20YR charts. Things change, new leaders appear, old leaders remain, but at a lesser future growth rate.  Failure to trim pure growth when you get it right turns most of them into market performers with few exceptions.  The greed tells you to hold.  Even a blessed stock like AVGO should be trimmed if it gives you multiple years of gains in six months.  GGOGL was hyped as too cheap to not own at around 3000 pre-split.  Here we are down 35% and the PE is about the same today as then.

[kblake]

Bought 5 shares of TSLA.

Figured in 5 years maybe it goes to $1000

[rayray]

added google

still building my position out