What Did You Buy Today?

[divmenow]

(04-05-2021, 02:56 PM)fenders53 Wrote: And yes there are some OK deals but I own those sectors mostly.  I am just crying because I like dips.  I better start buying more when I get a chance.  The other choice is buy stocks that already ran lately.

I just add dips on sector rotations. Every day its a new theme 

I need more AMZN news to kill companies like CVS, WBA, FDX ect ect. I like adding on over reactions. And the market always gives you opportunities on bogus news and people panicking lol

To me oil had its big run as have banks. I wont touch of those now.  Airlines trading higher then before the pandemic hit as is the case with restaurants - No thanks

LMT, NOC, LHX and those defense sectors still have room to run and still undervalued - Yes

Retail - Already trading at loft levels. Mine as well just buy AMNZN now lol

Right now I'm adding or buying those so called stay at home stocks like CHWY, AAPL. FB, ect. Those had big runs and now traders are selling due to over reactions. But some of these names will do great regardless that were at full capacity. My moto has always been, buy what works and what people use on a daily basis. And don't listen to the critics. These names that have worked will always work unless someone else comes along and betters them. No one can touch CHWY, AAPL and FB and others. 

I added PEP under $130 a few weeks back now $144, PG at $123 now $137, CP at $353 now $386, AMGN at $221.80 and now $252 and AVGO at $423 now $488

And added to WEC, NEE, DUK and utilities when the market sold them off due to interest rates and that presented some good buys . Sector is up 11% last 30 days 

My point is there will always be opportunities. The market over reacts to the up or downside. This is why I watch the market every day to catch those people who are fools to sell and I profit off their foolishness' 

ENPH could go right back to $200. Valuations means nothing anymore