12-04-2020, 12:27 PM
(12-04-2020, 11:41 AM)kblake Wrote: Sold the rest of my DFS and lightened up on SQ and bought more NEE, ADP, GNRC and with the proceeds.I own some GNRC and it is going to be one of my core holdings if I can catch a good dip this winter now that hurricane season is over. They can't miss with more frequent storms and shaky CA utilities the new normal. For now I sell out of the money puts every month but I'll get my dip. The waiting list is months around here for a whole house generator system install.
Sold a few more puts on my boomer/gun stocks today. Blowing away earnings and paying off all their debt.