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 

(06-23-2021, 10:25 AM)Otter Wrote:

(06-23-2021, 10:17 AM)vbin Wrote:

(06-23-2021, 09:10 AM)ken-do-nim Wrote: Why has no one mentioned CMI before?  Looks like a great time to buy it.  Wish I had some cash to do so

I use to own. Still overvalued, needs another 10% drop to be fairly valued.

Bought my last batch around $180 last Summer. P/E of 15 (TTM) would be roughly $190.00/share. However, FAST Graphs shows year-end 2021 P/E of 15 would equate to roughly $240/share, so they are forecasting earnings to rise to about $16/share by year's end.

They are dominant at what they do.  Second place product is waay in the rearview mirror.  They have to stay up to date as the industry swings cleaner and they will. Nobody else threatens them yet in reliable med-heavy truck power. They do fine in a light truck game too.  This industry is where I made my living.  Cummins is not going away. Nobody is buying a magic Asian EV truck in quantity for real work until it is proven to perform.