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Started By
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re: What stocks we buying during this sell off?
Posted on 2/28/20 at 5:06 pm to SalE
Posted on 2/28/20 at 5:06 pm to SalE
Started a position in LRGF and R. Added more EPD, cost basis of existing is in $19.xx range taking cash distributions instead of reinvestment. Added to VYMI, UTG, PFE, WFC, VGWIX, and added to PIMIX. Shifted from a pretty conservative position in my HSA to higher equity allocation. Probably up to sub 55% equity after today. Wanted to buy more JPM but it is still too high for my taste. VLO, to me, is more attractive at current $66.xx than XOM or RDS.B, although I did not buy any.
0
Posted on 2/28/20 at 5:11 pm to DenverTiger24
This week I added Boeing stock under $300, bought calls in GILD, MSFT, MU, & CRM. Sold BYND 75 & 80 puts for huge gains. Trying to find something else for puts or short but premiums are pretty dern high on everything I look at.
Posted on 2/28/20 at 6:48 pm to DenverTiger24
I opened BA, BAC, VLO, WFC and BRKB
Added to V, AAPL, CSCO, DIS, VZ and QCOM
Watching a few hundred lol
Added to V, AAPL, CSCO, DIS, VZ and QCOM
Watching a few hundred lol
Posted on 2/28/20 at 9:38 pm to wasteland
Bought a ton of OXY today at $29.80. At this share price, the dividend is a crazed 10%! Try to get that in a savings account. Plus, it’s down from $60 and we ain’t gonna all be driving Teslas anytime soon!
Posted on 2/28/20 at 9:49 pm to TigerDeBaiter
quote:
AAPL under $260 today. Yes please
Thank you come again
You really think the full extent of future supply chain issues are already baked in at $260? I don't. Same with a lot of companies.
shite won't REALLY hit the fan until we see the American supply chain impacted. This week was just the appetizer.
Posted on 2/28/20 at 9:54 pm to ThatsAFactJack
Ford with that dividend yield
Posted on 2/29/20 at 12:26 am to mmmmmbeeer
quote:
You really think the full extent of future supply chain issues are already baked in at $260? I don't. Same with a lot of companies.
shite won't REALLY hit the fan until we see the American supply chain impacted. This week was just the appetizer.
agreed....My thinking is this, the only possible news that can come out over the next few weeks is bad news...There isn't going to be this day of great news, it's just not how this is going to work...So, considering that, I'd rather be on the sidelines...Once we drop anther 10%, and once news headlines shift back to BS stupid regular headlines, but while coronvirus is still bad, that's when I buying back in... I'm all cash as of last Monday....
This post was edited on 2/29/20 at 12:27 am
Posted on 2/29/20 at 1:04 am to NardDog
Div will get cut and ford stock doesn’t come with airbags. It’s gone sink
Posted on 3/5/20 at 12:19 pm to DenverTiger24
MRO tempting me for the second time in 4 years with the $7 handle.
Posted on 3/5/20 at 12:53 pm to DenverTiger24
quote:XOP or oil&gas individuals are worth a look.
What stocks we buying during this sell off?
...for those interested in long term plays
XOP is trading at $20/bbl levels despite WTI running $46/bbl. XOM is a 30% discount to its 5yr PE avg.
Mortgage focused financials/banks could do well with refi's. Worth consideration.
Best of breed stocks across the board (like DIS) should do well. But prices will probably decline from here in the short term. It is a just matter of when you want to jump in.
My guess is in a year, unless something very unexpected happens in November, folks will look back wistfully at these prices.
Posted on 3/5/20 at 2:42 pm to NC_Tigah
Bought some UBER today at 32.35
Posted on 3/5/20 at 3:30 pm to Athletix
Bought 100 more shares of Tesla, Apple and Amazon today.
Posted on 3/5/20 at 4:36 pm to taeemwar
quote:
Bought 100 more shares of Tesla, Apple and Amazon today.
that's a healthy, baller status $260K ish purchase
Posted on 3/5/20 at 5:50 pm to taeemwar
Only a silly person would buy Tesla this high with the market cap it has.
Posted on 3/5/20 at 5:57 pm to arkiebrian
quote:
This week I added Boeing stock under $300, bought calls in GILD, MSFT, MU, & CRM. Sold BYND 75 & 80 puts for huge gains. Trying to find something else for puts or short but premiums are pretty dern high on everything I look at.
GILD has paid off very well and will continue to do so. April/May puts should reflect the success of their Remdesivir antiviral for treating coronavirus. FOMO will put this thing through the roof when that happens.
MSFT should be back at 180 any day 3/20 calls looking good.
MU is set up great to take up some market share from competitors in South Korea
CRM - may have missed here but I'm holding out
I've also added a short position on DAL, a long on MRNA coronavirus vaccine (really a small lotto pick), and added a long position on MMM that is starting to pay off.
Looking to get on the AMC short train tomorrow and possibly CCL & MGM.
Excellent opportunities out there for the day trader!
Posted on 3/6/20 at 6:49 am to arkiebrian
CCL NCLH RCL
Are people not going to go on cruises next year? Or the year after? I’d bet long term that our doctors and scientists will find a vaccine for C19. So, gotta believe people will go back to cruising one day. Before the virus long term trends for cruise participation was increasing year over year.
Ive got to start nibbling on this group. Probably a 1% investment today, and keep buying on the way down. Of all the bounce back groups, this is the obvious one imo
Are people not going to go on cruises next year? Or the year after? I’d bet long term that our doctors and scientists will find a vaccine for C19. So, gotta believe people will go back to cruising one day. Before the virus long term trends for cruise participation was increasing year over year.
Ive got to start nibbling on this group. Probably a 1% investment today, and keep buying on the way down. Of all the bounce back groups, this is the obvious one imo
Posted on 3/6/20 at 7:40 am to arkiebrian
quote:What do you think about refiners? MPC and VLO
arkiebrian
Posted on 3/6/20 at 7:56 am to Athletix
quote:
Are people not going to go on cruises next year? Or the year after? I’d bet long term that our doctors and scientists will find a vaccine for C19. So, gotta believe people will go back to cruising one day. Before the virus long term trends for cruise participation was increasing year over year.
I had the same sentiment and initiated a small position in ccl around $32. Biggest cruise line in the world, I suppose they’ll recover eventually.
6% yield really helps, provided it’s safe.
Posted on 3/6/20 at 8:09 am to DenverTiger24
I bought MA yesterday, and I’m already down 3%. Hopefully by the summer I’ll be happy with this, despite this gut-punch.
Posted on 3/6/20 at 8:12 am to LSUneaux
I bought MA at the open Tuesday talk about awful timing.
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