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What I Am Buying Today.
Slight "rebalancing" here.
While I love infrastructure plays, I ended up selling a part of my NSC holdings. They have had a pretty terrible time during the past few years, and the latest earnings report was no different. So after the recent price bump I thought this was an ok time to reduce my position a bit. A big reason for this is also that I wanted to grab some more MSFT before the earnings, so I needed some cash for that.
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(01-30-2024, 03:20 PM)EricL Wrote: In my trading account, I sold out of PYPL and used the proceeds to buy my first share of SMCI.

Wow.  Just looked at it.  Headed straight up.
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Added GOOG, UNH and SBUX
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Added fdx, Bmy. Trimmed rtx
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Added AFL. I rarely see a dip in this stock.

I'm not seeing many buys in the market right now. It still tech names is the place to be.
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Also added AFL and MSFT, AMD and AMZN
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Added GOOG, AFL, ROK, IYW and O

Sold out of my remaining banks
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Trimmed AVGO and started a new position in NXST.
My website: DGI For The DIY
Also on: Facebook - Twitter - Seeking Alpha
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Today's buy TSLA

earlier in the week i bought TSLA--UNH--GOOG
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Back in BABA

APD getting hammed down $40
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Added O
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Added HUM, O and MCD

I have bought MCD in a while. Been waiting for a dip

New small position in TSLA
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