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What Did You Buy Today?
Anyone looking at food sector? I am tempted and fearful to add more KHC and GIS.
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I sold a KHC strike 50 put today.  I already own a position in KHC.  When KHC runs a few bucks during the month I sell a call, when it dips I sell a put.  Both have expired worthless so far.  Some of the consumer durable dividends are very enticing but most of the stocks are historically overpriced even after a dip.  Only way I know to make income money while they sort it out, and I believe they will eventually.  Not a chance I am dabbling in a food stock that doesn't pay an above market dividend at these evaluations.  It's a bad bet IMO.
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Took a new position in BP. I haven't bought this name in like 10 years lol. But i really like the company and what it's doing now. Well positioned for the future. Sold out of KSS. I'm limiting my exposer to retail.

On my buy list are some 52 week lows BMY, SLB, MET, SIX and KHC
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Added more aapl, sold sbux
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I bought 25 AAPL at $207.60. Wish I had bought under $200. My first purchase was at $222.20. So I wanted to lower my cost. Hope I made the right decision.
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There haven't been too many bad times to buy APPL the last 20+ years. With a little patience I think you'll be happy. I tried to add some more early today but the limit price never hit. I did add a little HD today and finished my position for now. I think HD might get cheaper after earnings though.
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AAPL will come back. The thing I don't like going forward is they are getting away from reporting iPhone sales. That was something I needed to see every quarter.

On another note there are still some good buyS in this market despite the run-up in recent weeks.

CVS, D, QCOM, BP, OXY, WSO, ABBV, ETN, AXP, HRS, AOS, CCL

I had a lot more on my list but they have run up too fast now lol

Those are my buy low candidates.
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(11-07-2018, 05:07 PM)divmenow Wrote: AAPL will come back. The thing I don't like going forward is they are getting away from reporting iPhone sales. That was something I needed to see every quarter.

On another note there are still some good buyS in this market despite the run-up in recent weeks.

CVS, D, QCOM, BP, OXY, WSO, ABBV, ETN, AXP, HRS, AOS, CCL

I had a lot more on my list but they have run up too fast now lol

Those are my buy low candidates.

Interesting take.

I actually like the move not to report unit numbers.

I don't think its that relevant as it becomes increasingly diversified - what matters is the revenue + margins from sales not the units.

Apple doesn't need to grow units, I never understand why people panic when there is a slight drop or missed expectation.

This is a good kick to the analysts and will help us all look at the long term and the things that are relevant.
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I think I can see merit in both sides of the argument.  Unit growth #s make it easier for analysts and investors to determine the near-term trajectory.   Whether true or not, APPL suddenly gives the impression they perhaps wish to hide a unit  growth problem they  see coming.  It does smell a little funny.  You can only play with phone prices and margins for so long  before a zero growth quarter happens for iphones.  The market will act like the sky is falling that day.  APPL has many other avenues of future growth and if you are actually investing, the company wide metrics are what matter longer term.  It's a trillion dollar company, so their performance will be put under a microscope one way or the other.  2019 may be a volatile year but I think I like how APPL looks in 5-10 years.   In my mind there are few  other places to hide if you want growth anyway.  If APPL, AMZN and a few other blue chips businesses stall, we'll be riding out a recession anyway.  APPL has a mountain of cash to ride out most any storm, and even acquire promising start-ups along the way.
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Guys, what are your thoughts about investing in BUD... I had bought 50 shares @ 87.96 and it is down to nearly 74.5$ today (since they declared that they would cut dividends to offset the burden of their SAB Miller acquisition)... I was thinking of putting a Limit Order of $72.5 for 50 more shares to Dollar-cost-Avg... Would it be a STUPID decision to do that ?
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