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 

(07-23-2021, 09:53 AM)kblake Wrote:

(07-23-2021, 08:39 AM)fenders53 Wrote: Sold a lot of NEE on the brief opening uptick.  Up big and not willing to give it all back.  I rarely trade the oprening 30 minutes or headlines but that revenue number looked bad against the PE. Time to update my research.

I did the same. Yield is only 2% and that's not good enough for me. I understood it was because of the split, but the stock is expensive regardless.

I also sold my MO stake and put it into OKE.

As you may know I research the hell out of UTEs.  I'll listen to 6 hours of UTE conferences calls the next few weeks and adjust.  Hold your NEE shares ten more years and you will be just fine but they are absolutely not justifying their current valuation and they haven't for almost a year.  UTEs can't control the quarterly weather or swings in the economy.  Missing revenues by 50 million just has to be accepted.  It's looks much worse than that for NEE this quarter.  Nearly a billion dollar miss off estimates is a big deal for any UTE.  The analysts just lost their credibility for now.  They usually get it close to right for most UTE predictions.  I'll listen to the NEE call tonight.  Stock is not going to run away from me today.  Its a small miracle it isn't trading at $65 off that headline.  

It's Friday so dancing with option I sold.  Commodities roughing me up again.  Doesn't matter much what the commodity is.