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 

(07-14-2021, 10:45 AM)kblake Wrote:

(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

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.