What Did You Buy Today?

[stockguru]

(03-10-2020, 12:53 PM)fenders53 Wrote:

(03-10-2020, 12:42 PM)divmenow Wrote: BA at $219 now. If it gets under $200 I’m buying more.

I wonder if Buffet has been putting all that cash to work yet?  His latest buys on OXY and DAL are not fairing all that well. This would be time to be buying more oil on his side.

Anyway bought a few MCD and AVGO.

I'd bet BRK is still just nibbling.  DAL is stabilizing near enough to their entry.  His entry in OXY is part of their problem now with that lucrative deal for him.  Same with KHC.  I'm not attracted to his predatory financing entries of late.  He wins with no regard to common stock holders losing half their investment, or worse.  He doesn't have to take more than a fraction of our risk.   

Picked up just a little CAT, WELL AND NEE today. Other low ball offers pending.

Nice on CAT. I love NEE as well but at 32x estimates doesn't that seem expensive to you? NEE is a must-have stock for ESG portfolios. That's not a reason to own it long term, but it explains why people will overpay for it as long as the mania for ESG continues. Nobody is owning it for yield or value. Some utilities have come down a lot in recent week. I bought DUK and AEP last week near the lows.