What I Am Buying Today.

[ken-do-nim]

(12-01-2021, 11:29 AM)fenders53 Wrote: Defense won't likely have a catalyst soon.  I am hoping to add LHX back on a dip.  I will be amazed if the DEMs don't get torched in the midterms so the threat will go away.  Same with oil.  Keep attacking them and then wonder why high gas prices get you fired next November.

(12-01-2021, 01:51 PM)stockguru Wrote:

(12-01-2021, 11:10 AM)ken-do-nim Wrote: I didn't expect to dump DFEN, DRN, & LHX until next year, but it happened today because they no longer represented taxable events and ORCL was at a good price.  

So I ...

Met my 100 share target for ORCL.   Yay!
Brought RIO up to 50.  Halfway there!
Brought RETL up to 300.  Work your Christmas magic retail!
Incremented CIK, LYG, and HPQ a bit as well.

What about your CRM down $26 today. Adding to that one 

ORCL never have been a fan of. 

RIO hopefully its near the bottom

Not my CRM.  CRM and NOW are the competition.  I work for PEGA.

ORCL is a cloud leader; up 43% year to date which isn't too shabby.  I know the headquarters aren't in Boston but there's a big Oracle building on route 95/128 in Woburn here   Maybe I'm wrong but I think they are joining the pantheon of Amazon, Google, and Microsoft in cloud dominance.

Yes I think RIO bottomed out.  Here's to climbing back into the 80s now