What Did You Buy Today?

[fenders53]

(05-11-2021, 09:12 AM)divmenow Wrote:

(05-11-2021, 09:08 AM)fenders53 Wrote:

(05-11-2021, 09:06 AM)divmenow Wrote:

(05-11-2021, 09:00 AM)fenders53 Wrote:

(05-11-2021, 08:47 AM)divmenow Wrote: Way to go...  . Join the ENPH club lol

I also took a new position in PXD thanks to the secondary at $153

I needed to add another name in the sector to go along with CVX and EOG

now the only other sector I'm underweight in is leisure 

Dude I am a charter member of ENPH.  I made a few hundred a month the past year selling short puts while it ran.  I have a few short puts that are WAY in the money after this bloodbath.  I can only roll forward so much before I own $140 shares.     I said here many times I was good with adding a real position starting at $125.  If I am honest I need ENPH to head back to $120ish to be back to even.  I wasn;t aggressive enough when it was truly cheap.  I'll add shares to my growthy port in the meantime.

Yeah yeah. What ever floats your boat   lol

I am very good with owning ENPH long-term.  How happy I am in the end very much depends on the entry.  We'll see where the bottom is soon enough.

Well me too. Got in at $108.90 

This will be a big winner for years to come.  You have to add at some point, so why not today. I don't worry about making a few $ here and there  . I'm in to win it lol 

Are we having fun today 

(05-17-2021, 07:23 AM)ken-do-nim Wrote: Heh, I had built AT&T up into a "full position" in my portfolio, but not a "double" position, so once it splits into two companies, I'll have two undersized positions now.

Also, the last time I had one company split into two was Hewlett Packard, and only one of them remained good.

Just me speculating but if it goes down like I suspect it will be two very different companies.  A utility-like telecom and a ticker to compete with Netflix and DIS.  Much of the Div staying with the boring part.  We shall see.  I really am just guessing. I have dumped a lot of spin-offs over the years, and quite a few of them turned out to be very decent investments, but not immediately. If this turns out to be a spinoff, but they are still owned by the parent somebody will have to explain the point of this to me. This will be highly scrutinized so we'll know the details soon enough. I think they are trying to acquire quality content without borrowing more money they shouldn't be borrowing.