07-14-2021, 12:22 PM
(05-11-2021, 09:12 AM)divmenow Wrote:(05-11-2021, 09:08 AM)fenders53 Wrote:(05-11-2021, 09:06 AM)divmenow Wrote: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.(05-11-2021, 09:00 AM)fenders53 Wrote:(05-11-2021, 08:47 AM)divmenow Wrote: Way to go... . Join the ENPH club lolDude 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.
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
Yeah yeah. What ever floats your boat lol
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
(07-14-2021, 10:45 AM)kblake Wrote:I agree you don't want too much of the no earnings stuff right now. I am going to try to keep it less than 5% of my port for the foreseeable future. Unity does look like a decent holding. Wish my crystal ball was working better ten years ago because software has really paid off.(07-14-2021, 10:25 AM)crimsonghost747 Wrote:(07-14-2021, 09:29 AM)ken-do-nim Wrote:(07-14-2021, 09:15 AM)crimsonghost747 Wrote: added to U
Can you explain your interest in Unity Software?
It's a great product with a huge market share in a rapidly growing industry. Growth is pretty much guaranteed for years to come. Also they are nicely branching out into other uses for interactive 3d and I think they have the right direction in integrating things such as their own advertising platform into their mobile games. In short: as long as I can remember they have been a great game engine. Now they are, in my opinion, transforming from "just a game engine" into a more full service software company targeting not only the gaming industry but pretty much anyone who can benefit from interactive 3d.
It's expensive, but I feel like the future potential is well worth it.
No earnings No PE. Not the kind of company I want to be at the highs of a market
But they do have a bright future ahead of them. GL