(02-04-2021, 01:52 PM)divmenow Wrote: Fenders I hate when your right lol. I couldn't wait to start buying new position again. 3 days I was in withdraw lol
Added a new position in ROK. Its a company I have always liked and got a dip lol
You should look into this name. Very good value here
You barely made it a day before you nibbled. It made me sad when you went away LMAO. You are right, nothing is particularly cheap without a whole lot of rationalizing. It seems to me some decent companies are missing expectations a bit and getting severely punished. As they should with valuations elevated. The bull ain't dead yet and getting a decent price is often going to require buying into the fear when the Algos panic for a few hours. That APD ride today was nuts for an Aristocrat industrial gas seller. Completely unjustified and we caught an opportunity. I am about to go grab some TSM. I like AVGO better but a $44K put is a little scary for my port size. Especially when I paid $360 not so long ago.