(02-16-2022, 11:13 PM)vbin Wrote:(02-16-2022, 09:25 PM)rayray Wrote: not today but i've been periodically adding to
goog/fb/dis/nvda/msft/vz/bam/unp/tdoc/se/lrcx/amat
i did add apple when it dropped in the 160's
and i really like dis and fb
I own some of those names as well, why dis?
Also Own FB and looking to add more but I think it’s going to fall down further, I was thinking hard how they will solve the personalization challenge with recent changes and I think the answer is in buying data from other people + personalization based on historical data they might have captured but it gonna take time to figure it out, good probability that it will break $200.
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most people are going to "learn" to live with covid, and as that happens there's going to be certain companies that will turn around with disney being one of those companies--it's been beat up but it's a well run company--i'm wondering how inflation plays a part? disney, the park, was not cheap before the pandemic. but it's a great company and people "love" the products.
@fenders--yea--FB is one of those companies that i don't want to like--but they'll figure this out too--dollars to donuts i see some acquisitions in it's future. fb got to a point it became too beat up, believe it or not it wasn't that horribly priced before this drop but this drop made it a buy and accumulate imho.
on a side note, i used this market downturn to sell certain positions (smaller ones) and add to higher quality companies--i went from 87 companies to 62--i'll eventually get it down to about 50--30 to 40 would be nice but i don't see that happening, not anytime soon anyways.
the move didn't affect my dividend income too much--i went from about 35k to 28k and change in annual divi's
i'm willing to let positions be in the 5 to 7% range--i have one (company stock) that's pushing 10% that i have to get down some--10% would be my limit