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 

(06-29-2021, 05:55 PM)Dividendwayfarer Wrote:

(06-29-2021, 04:48 PM)fenders53 Wrote: I flipped my QCOM shares to TSM to consolidate and it happened to look intelligent that week.  I like TSM years from now with their FAB expansions coming but may not stay straight through the ride.  I see TSM as more diverse.  I also sold a TSM covered call today so I am not married to them.  I'll stay in chips until the shortage is resolved though.  Gone for the next down cycle which will come on short notice like always.  The next down cycle may be less severe but it will come.

TDOC has nothing that can't be replicated and if it is truly lucrative it will bring serious competition.  Nothing magical about it to command the PE.  First mover status won't be a MOAT this time.

How funny you did exactly the opposite! They are both good companies.

Yes they are.  There is probably not much difference to a shareholder in the near term anyway.  When a sector I like gets hit that I am not invested enough in, I tend to gather 3-4 stocks while they are down.  I try to do research and figure out where to concentrate.  I can't keep track of four chip stocks as I am not competent in the sector.  I picked a couple and try to understand them enough to have conviction.  The day I switched TSM was down a little more than QCOM.  My TSM dividend was subject to foreign withholding in my IRA.  I don't need that hassle so I will sell covered calls until it goes away at a decent profit.  Wish I had put more in AVGO instead.  I have a position in SOXX and that is what I should have stuck with.  That may be how it ends.