(08-13-2021, 09:10 AM)divmenow Wrote: Added SBUX .... I always buy when it gets to the 100 DMAI've done a lot of research on TTCF and pick my spots. I listened to the conference call last night and they will continue growing. For years and years I don't know for sure, but their penetration into about every major grocery chain is incredible. Some of that started after the end date for this quarter. i.e. Kroger. I've just been playing option sells and the current ones are about even today (I should have cashed out yesterday lol). If it stays down a day or two I'll grab some shares. The option premiums are stupid good and they erode so that is my first move.
In regards to V. The forward PE is only 31 and it's has been one the best stocks to own for a very long time. I'm not worried about the short term. It's a lifetime hold and I don't touch it.
BTW these stocks have now hot 1 month lows .... LMT, MU, BDX, BAX, RIO, MTN and SMG
TTCF as that's one of Fenders companies he likes
I would not buy MU yet. Chips may be less cyclical for years now but memory is probably a commodity forever. For decades Micron looks too cheap early in a downcycle, then it it lanquishes for many more months longer.