(09-28-2021, 09:39 AM)MrFortune Wrote:We think alike.(09-28-2021, 09:28 AM)fenders53 Wrote: Added some WEC. UTEs at the top of my buy range now. Too bad I started adding last week.
Sold another put in BWA and ENPH, and a new QQQ put. Everything with a short term EXP.
I like BWA at this $44 level. WEC as well and bought some
Lets hope tech continues to endure more pain. Its still a way over valued sector with the exception on GOOG and FB. The only 2 names I own lol
I added some JNJ, PEP, WEC, AEP and ENB
I have been selling BWA puts for awhile. The income is good but I will probably grab some shares as well tomorrow before I miss out on a run should it happen. I'm not predicting that but it's probably my favorite industrial a year from now after logistics and chip nightmares end. I'm not paying a 25+ PE for a stodgy industrial.
WEC is my favorite UTE for execution without question. Nothing wrong with AEP but I limited myself to three UTEs finally.
I sold 99% of my tech a few weeks ago. It needs to correct significantly to be a deal but I'm not holding my breath for that. I have to start nibbling in case the QQQ put doesn't drop tomorrow. I own a couple shares of AMZN and GOOGL and that is it for tech. It looks brilliant this week but it won't soon enough.