What I Am Buying Today.

[vbin]

(12-28-2021, 08:15 AM)ken-do-nim Wrote:

(12-27-2021, 11:43 PM)vbin Wrote: Sold qcom, eix and bought more baba

Bold move sir!  I hope it works out for you.

This is fear selling as far as I see. Fundamentals on baba and tencent are as strong as before. Let there be a delisting. I will be happy to buy more.

[fenders53]

(12-28-2021, 02:50 PM)vbin Wrote:

(12-28-2021, 08:15 AM)ken-do-nim Wrote:

(12-27-2021, 11:43 PM)vbin Wrote: Sold qcom, eix and bought more baba

Bold move sir!  I hope it works out for you.

This is fear selling as far as I see. Fundamentals on baba and tencent are as strong as before. Let there be a delisting. I will be happy to buy more.

I think you will be OK in the end.  There are a lot of BABA bag holders to churn through for the next 150 points so it may take extreme patience.  Tencent was high on my watchlist before the CCP started dropping random surprises.

[arizonasportsman]

Added to existing  RTX, COIN, COF, BEN.

[fenders53]

Those are good adds IMO.

Also, happy to see you joined the stock picking competition. You're the first new member to join in this year. I added nothing again today.

[crimsonghost747]

Boring old me.
Added to LMT and then I wanted to add to something cool and flashy but I couldn't find anything so I added to LHX.

[fenders53]

(12-28-2021, 06:42 PM)fenders53 Wrote: Those are good adds IMO.  

Also, happy to see you joined the stock picking competition.  You're the first new member to join in this year.  I added nothing again today.

My bad, Scooter has already joined in and others intend to.  

Sold a covered call in DG and VSTO today.  Considering a few year end buys I expect a little profit taking on my targets after we enter the new tax year.

[rnsmth]

Added to D, EOG and started a position in RY

Trimmed PEP back to full weight

[fenders53]

Anyone have an oil patch ideas for about a one year hold. I like oil a lot right now but I won't hold it forever. I have an almost full position in EOG. I sell one or two XLE or XOM puts a month but rarely actually own the shares. (Just for income). I am tinking about grabbing some long shares of XOM, but something with just a little more potential to pop might interest me. I don't think I want to own OXY as I will spend time tracking their debt fiasco. I do own ENB so maybe a mid major?

[EricL]

(12-29-2021, 06:45 PM)fenders53 Wrote: Anyone have an oil patch ideas for about a one year hold.  I like oil a lot right now but I won't hold it forever.  I have an almost full position in EOG.  I sell one or two XLE or XOM puts a month but rarely actually own the shares.  (Just for income).  I am tinking about grabbing some long shares of XOM, but something with just a little more potential to pop might interest me.  I don't think I want to own OXY as I will spend time tracking their debt fiasco.  I do own ENB so maybe a mid major?

SU, CVE, and CPG are a few Canadian names to consider in the oil patch.

EGY is a small-cap stock I like that will start paying a dividend in Q1.

[deserttrd4x]

(12-29-2021, 10:08 PM)EricL Wrote:

(12-29-2021, 06:45 PM)fenders53 Wrote: Anyone have an oil patch ideas for about a one year hold.  I like oil a lot right now but I won't hold it forever.  I have an almost full position in EOG.  I sell one or two XLE or XOM puts a month but rarely actually own the shares.  (Just for income).  I am tinking about grabbing some long shares of XOM, but something with just a little more potential to pop might interest me.  I don't think I want to own OXY as I will spend time tracking their debt fiasco.  I do own ENB so maybe a mid major?

SU, CVE, and CPG are a few Canadian names to consider in the oil patch.

EGY is a small-cap stock I like that will start paying a dividend in Q1.

DO you still think EGY is a buy after filing shelf registration? Taking a hit today

[fenders53]

Thanks Eric but on second thought maybe I should stick with a largish cap if I add more oil.

Added 100 more shares of IWM today. Got exercised on an option. I probably have all the Russell 2000 index I need now.

[EricL]

(12-30-2021, 10:57 AM)deserttrd4x Wrote:

(12-29-2021, 10:08 PM)EricL Wrote:

(12-29-2021, 06:45 PM)fenders53 Wrote: Anyone have an oil patch ideas for about a one year hold.  I like oil a lot right now but I won't hold it forever.  I have an almost full position in EOG.  I sell one or two XLE or XOM puts a month but rarely actually own the shares.  (Just for income).  I am tinking about grabbing some long shares of XOM, but something with just a little more potential to pop might interest me.  I don't think I want to own OXY as I will spend time tracking their debt fiasco.  I do own ENB so maybe a mid major?

SU, CVE, and CPG are a few Canadian names to consider in the oil patch.

EGY is a small-cap stock I like that will start paying a dividend in Q1.

DO you still think EGY is a buy after filing shelf registration? Taking a hit today

Always hard to say with small-cap companies like EGY. They've historically had pretty conservative management, so perhaps this is an indication that they have growth prospects they'd like to fund. Might be worth waiting a week or two to see how the market reacts.