What Did You Buy Today?

[fenders53]

Moving some cash into Covid spike plays today with non-crazy valuation. If you don't happen to live near a hot spot I am happy to hear that but the reality is the market is ignoring a lot of the US is blowing up again. I live near three of the US top ten spots right now. It's going to get real for awhile and it's HIGHLY likely cause some states to get restrictive whether they should or not. My boring table pounding recommendation for the week is Kroger KR. They have a real decent growth narrative even if you ignore Covid and just hold. Grocery growth is no small feat for a VERY tight margin industry but they have some other stuff going on. I really do think it's highly likely good for a few points VERY soon. Good place to park some cash while you wait for a high flyer to truly correct. I have sold some puts at the money which is pretty much the same as going long. Stock went Ex Div today or I would have just bought long shares. That should work too.