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What Did You Buy Today?
(01-10-2021, 07:34 PM)fenders53 Wrote: Good website for insider trading?  Asking for a friend, literally.

I use guru focus, it’s up to the minute
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Bought some WFC, LMT, BIPC and MO

Looks like the banks are in favor and will run further. Funny I hated WFC at $24 but now love it at $33 lol

How about LLY. Love that move today!!
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Added LMT, TD, MO, PEP, and NOC this morning
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Added FB, WFC, AMZN, bought back some PLTR puts. Rolled forward ENDP calls.
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Initiated PSB, added to NHI and WPC.
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Added to LMT.
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Added to AMT in my growthy port. Getting behind in my monthly purchases. REITs and some UTEs looking fairly attractive too but I'll post my put sales in the option thread.
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Bought more AMZN, FB, sold RTP.

Added a little to BTC on the dip yesterday.
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(01-12-2021, 10:40 AM)fenders53 Wrote: Added to AMT in my growthy port.  Getting behind in my monthly purchases.  REITs and some UTEs looking fairly attractive too but I'll post my put sales in the option thread.

I like that name..

AEP, XEL, D, DUK, SO and all the utilities are getting hammered.

Rising US interest rates tend to weigh on income focused equities and pose the prospect of increased costs to borrow money in the future. But this is way overdone.

I have them all on my buy list but have not pulled the trigger yet. I'm hoping we have a few more down days, while they keep bidding up all those crap stocks that are being manipulated by the Robinhooders  Big Grin
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(01-12-2021, 12:00 PM)kblake Wrote:
(01-12-2021, 10:40 AM)fenders53 Wrote: Added to AMT in my growthy port.  Getting behind in my monthly purchases.  REITs and some UTEs looking fairly attractive too but I'll post my put sales in the option thread.

I like that name..

AEP, XEL, D, DUK, SO and all the utilities are getting hammered.

Rising US interest rates tend to weigh on income focused equities and pose the prospect of increased costs to borrow money in the future. But this is way overdone.

I have them all on my buy list but have not pulled the trigger yet. I'm hoping we have a few more down days, while they keep bidding up all those crap stocks that are being manipulated by the Robinhooders  Big Grin
IMO you are smart to go slow, I am just nibbling.  I doubt we'e seen the bottom so selling puts so I have a little downside protection.  Fairly big nibbles for me soon, but I'm not going crazy yet.  As I get older it's interesting to watch the old scenarios and investor rules attempt to play out, but the macro is never actually the same.  It's always been completely normal for UTEs to pull back 10% or more when interest rates rise, but we aren't talking about the 10yr treasury rising from 3 to 5% and making UTE yields risk/reward less attractive.  It's not at all like that this time and income investors will be back to UTEs soon enough.
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