What Did You Buy Today?

[fenders53]

(04-30-2021, 08:52 AM)2R45 Wrote:

(04-29-2021, 12:48 PM)fenders53 Wrote:

(04-29-2021, 09:04 AM)stockguru Wrote: Who's adding to BMY on the dip. Not me I need another 10% correction at least to get in.

I added a few more ENPH

TDOC on my watch list. Hoping for lower to get in maybe $150. Another Cathie Woods stinker lol. She's losing big on her purchases. Told you she was a scam lol.

NOW looking for $460-$475

Those are names I would own in my growth portfolio on larger dips. At least today is a start on the dips lol

I have strike 60 and 61 BMY  puts so maybe me tomorrow.  I could roll them of course.

Who is ENPH competition?

Depends some on which niche.  Home systems, larger scale business projects utility companies are building out.  SEDG is generally regarded to be a primary competitor but ENPH has some momentum and better margins to my understanding.  IMO one to watch out for Canadian Solar CSIQ.  A Canadian solar company of course but they are not sitting still.  They are landing international projects to include Europe and the US.  They have manufacturing set up in China.  They have aspirations to make a big splash.  They are also profitable but have a low PE.   They are my hedge if my spec stuff doesn't workout.  I've been selling CSIQ puts for 6+ months with good results.  I pretty much avoid the no profits pie in the sky PEs.  I think this is going to end like EVs with plenty of casualties.  Most of the components will remain commodities in the end.