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 

(05-27-2021, 09:40 AM)divmenow Wrote: Added ABBV and CVX

I continue to add to these names. Fits the theme I want. Great dividend, and great valuations.

ABBV is now my #2 holding

I trimmed CNI after getting in at $101 last week. Still hold some

TECH not buying yet. I still think the valuations are way too high. Eventually the market will get in right. Only names I have been adding to on weakness are BABA and AVGO. Anytime I see AVGO go below $425 I add. Baba under $208.

That's about the way I have been playing of late. And of course will add when I get a big dip in companies I like. Such as DG added at $198 this week. And not. I  like Eric I'm not selling the name for some spec like ETHE lol. I thought you were done buying spec stocks with your track record jk

Nice on VSTO. Great time to sell on that jump. From $9 to $44 lol. But most likely will continue to run with a low PE of only $9 and earnings of $4.44. Sound like what a FANG stock should look like

VSTO is going to smoke earnings through the summer for sure as they can't keep up with production.  But at some point normalcy will return.  If it were high PE I would be gone today.  They'll get more major analysts coverage soon and we'll know the peak is coming as they missed the bus a year ago.  Cramer has been hyping it but he was way just less late.