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Post by cactusjack on Sept 27, 2021 16:15:30 GMT
Looking over the recent buys of mrc and richardsok I picked up entry positions in COP and BOMN. Charts looked good on both, and COP recently picked up a chunk of Permian basin at what looks like a good price.
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Post by cactusjack on Sept 27, 2021 17:41:16 GMT
Sold most of my IGR for a nice profit (chart seemed to be deteriorating). Added a bit to NRZ and opened a position in TWO (thought the charts looked promising).
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Post by chang on Sept 27, 2021 22:39:00 GMT
Added to DODIX, using cash from recent equity trimming. It was down significantly for two straight days … hopefully I am buying a dip. Dang it, I forgot that I just bought a quarterly distribution. I swear I'm getting senile.
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Post by cactusjack on Sept 27, 2021 23:05:01 GMT
You are not alone, amigo. (Now where did I leave my glasses this time)?
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mrc
Lieutenant
Posts: 104
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Post by mrc on Sept 28, 2021 0:16:28 GMT
Sold BRK.B that I bought on 3/12/2020, my first foray into stocks since I quit investing directly in stocks in 2006. I bought it along with VTI, my first ETF, but sold VTI too early last year at about 30% profit. Nothing wrong with BRK.B, and I may buy it back later.
Also sold FSR for no profit, no loss, to reduce my exposure to EVs. I already have a bit TSLA and LCID.
All this adventure into stock started with BRK.B in March 2020 and since then invested in some stocks including BABA and BIDU. In total, stocks are still a small percentage of my overall portfolio.
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Post by chang on Sept 28, 2021 13:38:27 GMT
Bot 100s of VT to start my stepson’s first investment account.
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Post by uncleharley on Sept 28, 2021 13:51:29 GMT
Sold a small position in UTG this morning in my trading account. I used the proceeds to add a few shares to KMI in my trading account. I am keeping UTG in my IRA.
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Post by rhythmmethod on Sept 28, 2021 15:06:53 GMT
With yesterday's sale of FLPSX I used some $ to purchase PRWAX in IRA. In other accounts added to FBALX, very small amount to ARTSX, limit order for MSFT (285.00) and added to PTY @18.00. Staring to feel good about waiting to fill that space. Stay safe. -RM
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Post by Chahta on Sept 28, 2021 15:18:20 GMT
Closing out my position in FLPSX. It's a fine fund and has done well for me. I'm taking a little risk off the table. Mostly however, I'm reducing the number of funds I own. Most proceeds are going into FBALX (my slightly lower risk US equity proxy) and some into FMSDX. Holding a little cash out that I'll deploy in existing funds this week as event play out. Put in low limit orders for MSFT and PTY - See what happens. Stay well,RM Edit - Picked a little PTY at 18.25, other limit orders in for 18.00, 17.50, 16.75.Ouch. 1 down 2 to go.....
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Post by cactusjack on Sept 28, 2021 18:54:27 GMT
Initiated a small position in SFL. Looked like a good play for income and I had no shipping. Seems to be bucking today's down trend.
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Post by richardsok on Sept 28, 2021 18:58:18 GMT
Mid-day action. My brand new position in BOMN started crumbling around noon while VOOG was eroding right from the start. Sold 2/3 of both - nice gain in BOMN, small loss in VOOG.
Added a bit more to CAPL as it's been stuttering relentlessly upward and bought small new position in PBFX.
Scenario: NAZ and gold getting royally hammered this afternoon while energy roars. Congress frets with $5Trillion new spending on the table and Biden assures me it won't cost a dime.
Make sense of it all and win the Kewpie Doll.
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Deleted
Deleted Member
Posts: 0
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Post by Deleted on Sept 29, 2021 15:28:08 GMT
Picked up small number of PTY @ 18.00 yesterday in my IRA account.
Few people were buying it. So I put in a limit order and it executed before I could ask why they were buying it?
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Post by xray on Sept 29, 2021 15:56:55 GMT
richardsok, Just for you Your recent CAPL share buy:Another Performer of the month [not a CEF]: September/2021 Quick analysis review [single opinion]: CAPL [ COB Friday]: -Star Rating: 10star [last 4-wk period] ... [0-10star rating system] -13wk Star rating: 9.50 stars -Report Card grade: 82 ... [0-100 system] -Power Rating: 100 [must be 6 points more] -Projected Report Card rating [Going forward]: 100 -Last week's performance: +366 ... [need >+2.81] -YTT: +3.80 ... [need >+2.11] -TTL Analysis scoring: +17.20 ... [need >6.75] -MktPrc: 19.79 [Down +$0.15] -Morning Price in early morning pricing: 19.99 -Current Best Buying MktBuyPrc: 19.58 -Trend [going forward]: +5.46 ... [need >+2.64] -Crash Data for MktPrc decline: 18.76 -Current Book Value: 21.45 ... Up from 18.76 last Qtr ... -Distribution: 10.61% ... paid Quarterly [$0.5250/Qtr($2.10/Yr)] -Next Dividend announcement: 10/21 -Last x-div: 8/1, pay 8/10 -Discount to MktPrc status: +1.08 [need >+0.01] -MTB: +1.01 ... [need >+1.00] -Risk Factor [Rf] w/2% portfolio: +0.556 ... [need >+0.276] -Intrinsic value increase/decrease: +$0.06 ... [need >0.03] Comment: Last Insider Buying activity was on 8/16/21 for 2,000sh @ 18.25 Disclosure: Some of us currently have a phase "3" position [6-8%] in CAPL [with current CapGain] Live Long and Prosper.....
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Post by richardsok on Sept 29, 2021 15:59:31 GMT
Noted with interest, X.
TY.
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Post by xray on Sept 29, 2021 16:53:41 GMT
richardsok, CAPLCorrected the errors [need > ...] Sorry about that.... Another Performer of the month [not a CEF]: September/2021 Quick analysis review [single opinion]: CAPL [COB Friday]: -Star Rating: 10star [last 4-wk period] ... [0-10star rating system] -13wk Star rating: 9.50 stars -Report Card grade: 82 ... [0-100 system] -Power Rating: 100 [must be 6 points more] -Projected Report Card rating [Going forward]: 100 -Last week's performance: +366 ... [ need >+281] -YTT: +3.80 ... [need >+2.11] -TTL Analysis scoring: +17.20 ... [need >6.75] -MktPrc: 19.79 [Down +$0.15] -Morning Price in early morning pricing: 19.99 -Current Best Buying MktBuyPrc: 19.58 -Trend [going forward]: +5.46 ... [need >+2.64] -Crash Data for MktPrc decline: 18.76 -Current Book Value: 21.45 ... Up from 18.76 last Qtr ... -Distribution: 10.61% ... paid Quarterly [$0.5250/Qtr($2.10/Yr)] -Next Dividend announcement: 10/21 -Last x-div: 8/1, pay 8/10 -Discount to MktPrc status: +1.08 [ need >+1.00] -MTB: +1.01 ... [need >+1.00] -Risk Factor [Rf] w/2% portfolio: +0.556 ... [need >+0.276] -Intrinsic value increase/decrease: +$0.06 ... [need >+0.03] Live Long and Prosper....
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Post by richardsok on Sept 29, 2021 17:31:47 GMT
One question to clarify, X.
One line reads: "-Power Rating: 100 [must be 6 points more]"
Does this line indicate
-Must be at least 106 ?
-Must be above 6 ?
....or something else?
Thanks.
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Post by cactusjack on Sept 29, 2021 20:57:03 GMT
Sold my BMN for a small loss. Added a bit to ENB (performing nicely), SFL (holding pretty steady so far), and COP (very good so far - thanks richardsok.)
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Post by xray on Sept 29, 2021 21:19:25 GMT
richardsok, Your: One question to clarify, X. One line reads: "-Power Rating: 100 [must be 6 points more]" Does this line indicate -Must be at least 106 ? -Must be above 6 ? ---------- The six [6] point difference is accurate up to " 94" [94 + 6 =" 100 maximum" allowable]. After 94, we can't get a 6 point difference and indicates a major "BUY" signal dependent on the STAR Ratings [and 13-wk average Star Rating numb3rs. If/when we get 100/100, it indicates that " all" of the analysis parader numb3rs are at the best numb3rs possible.... Sorry for the confusion and hope this clarifies the problem.... Live Long and Prosper....
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mrc
Lieutenant
Posts: 104
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Post by mrc on Sept 29, 2021 22:24:44 GMT
Bought OLLI and MU.
OLLI stats looks impressive to me. It could be a good entry point assuming things will become relatively normal in a year's time.
MU is bought clone to many Investing Gurus. With it, I hold all 3 stocks (BABA,SRG,and MU) that are held by Mohnish Pabrai :-).
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Post by cactusjack on Sept 30, 2021 17:53:23 GMT
Small adds today to ERF, ETJ, and SFL. All showed some strength today with the market down, and a couple of them pay very nice dividends.
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Post by bb2 on Sept 30, 2021 20:47:06 GMT
SFL is new to me and I'm intrigued; enough to stink in a toe. And I've been looking into OLLI and man, did retail take a hit today. (I'm also watching BIG. I love adventure shopping.)
I have about 50 names in my food/retail watch list, only 4 were up, 1 up big (Prada), and many were down big. 25 were down > 5%.
I read OLLI's last call transcript from Q2 and one thing that surprised me was when the new COO, was asked a question about his first 3 months, he began with, " I was trying to blend into the pain here, but thanks for calling me out." Probably not the best thing to say.
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Post by richardsok on Sept 30, 2021 22:31:11 GMT
At midday added again to my PSQ hedge. Now at 40% cash and 5% protective bear ETFs. Most of my remaining positions sport good distributions with strong earnings and decent or better technicals. ( My ASA is a glaring exception.) Living with that blunder, hoping that time or events will rescue me -- but hope is no plan. Willing to ride with what I have, but will re-check in case I want to raise more cash or hedging.
No trade opptys in ETHE the last couple of days; volatility has really withered. Can't imagine why.
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Post by richardsok on Oct 1, 2021 16:01:19 GMT
Bought an opening position in RJA. I am reluctant to own an ETN but didn't want another K-1 reporting agriculture/commodity alternative like DBA. Also took a small new position in FPI on its deeper-than-necessary post-XD dip. I obviously think we are entering a period of food inflation; thus a departure from my usual signals trading to attempt to buy on opinions.
Are we at last seeing a bottom in ASA?
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Post by oldskeet on Oct 2, 2021 8:12:45 GMT
Old_Skeet uses mutual funds and etf's for his investment vehicles. Over the past couple of weeks I opened a spiff position in EQWL which is an equally weighted S&P 100 Index fund. Why? I generally load equities coming into fall, raising my equity allocation by up to 5%, hold the position through the winter months and then begin to exit the position towards late spring. The strategy does not work every year but I have found that it works more times than not. It will be interesting to see what this year brings. So, stay tuned.
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Post by xray on Oct 3, 2021 20:51:59 GMT
richardsok, Bought additional shares in GLP and SRLP on their dip last week. Used the "Out/In" methodology to get a lower MktBuyPrc]. Found them undervalued [with current dividend] to my current MktBuyPrc "average" and they will be reporting their Qtrly next month [with Div announcement].... Live Long and Prosper....
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Post by rhythmmethod on Oct 4, 2021 14:03:03 GMT
Threw some AMZN on the cord @3225.00. Under 3000, I'll make a bigger add. Stay well.
Edit to add - Limit order for AMZN, MSFT. Adding to FBALX and PRWAX. The former with recent incline the later with recent sale of FLPSX. I think high quality growth is on sale.
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Post by richardsok on Oct 4, 2021 14:34:14 GMT
richardsok , Bought additional shares in GLP and SRLP on their dip last week. Used the "Out/In" methodology to get a lower MktBuyPrc]. Found them undervalued [with current dividend] to my current MktBuyPrc "average" and they will be reporting their Qtrly next month [with Div announcement].... Live Long and Prosper.... You got me scratching my head on this one, X. No recent news I can find and no major analysts seem to cover SRLP. Earnings are all over the place -- a blowout Q4 2020, then losses since and projected Q3 loss from Merrill Lynch .... but anticipate good profits for Q4.... but the big dividend is being maintained. Sales were way up (but not profits) Q2. Contradictions everywhere I look. Looks like it anticipates a lot of profit centers just coming on line, but that's just a guess and doesn't explain last year's earnings zig-zag. Could Merrill projection be wrong? Have no plausible explanation for its recent price spike, other than upcoming XD (?) Clearly something more than I see is going on. I hesitate for the moment, but the good news is I'm way over-allocated in oil & MLPs just now. Ver-r-ry interesting.
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Post by Chahta on Oct 4, 2021 15:42:20 GMT
Put a low-ball offer in for another share of AMZN. I have to buy "cheap".
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Post by xray on Oct 4, 2021 15:43:08 GMT
richardsok, Your: You got me scratching my head on this one, X. 1... No recent news I can find and no major analysts seem to cover SRLP. Earnings are all over the place -- a blowout Q4 2020, then losses since and projected Q3 loss from Merrill Lynch [Could Merrill projection be wrong?] .... but anticipate good profits for Q4.... but the big dividend is being maintained. Sales were way up (but not profits) Q2. 2... Contradictions everywhere I look. Looks like it anticipates a lot of profit centers just coming on line, but that's just a guess and doesn't explain last year's earnings zig-zag. 3... Have no plausible explanation for its recent price spike, other than upcoming XD (?) Clearly something more than I see is going on. I hesitate for the moment, but the good news is I'm way over-allocated in oil & MLPs just now. Ver-r-ry interesting. ---------- 1... I basically concur with Merrill Lynch in their thinking. You have to remember that some of us use computers to gather all the available information and then analyze "where we are at this moment in time" and finalize our excel worksheets. Both companies appears "sound" and going through their normal "off season" turmoil that the oil stocks go through [when off season and their earnings are expected to fall]. The heating system is now starting [4th QTR earnings] and both GLP and SGLP should do very well [earnings & MktPrc going UP] in that environment [going forward]. Looking at my current analysis data [COB Friday]: GLP-Star Rating 10 [7-10star is Buy rating] -13wk star rating: 7.67 [>7star shows consistent performer] -MktPrc Gain for the past week: +0.95/sh -Analysis Rating for past week: +317 [need >+278] -Dividend: 10.72% [need >10%] -MTB: +1.03 [need >+1.00] -Increase in intrinsic value: +0.55/sh -Trend going forward: +7.78 [need >+3.09] -To date change in Value: +4.52 [need >+1.51] SRLP: -Star Rating 10 [7-10star is Buy rating] -13wk star rating: 8.01 [>7star shows consistent performer] -MktPrc Gain for the past week: +1.88/sh -Analysis Rating for past week: +330 [need >+278] -Dividend: 13.44% [need >10%] -MTB: +1.07 [need >+1.00] -Increase in intrinsic value: +1.22/sh -Trend going forward: +10.22 [need >+3.09] -To date change in Value: +2.06 [need >+1.51] 2... Through many years now some of us have found that the 4th Qtr results being reported in the 1st Qtr "defines" a oil stock [buy/hold/sell] and the best analysis evaluation should be found at the end of the 3rd Qtr. Both GLP and SRLP meet that analysis test. Doesn't mean that things can't change [like always].... 3... The above should show some plausible explanation that some of us are using for adding shares on 10/1.... ----------- Disclosure: Some of us have increased our shares in both GLP and SRLP and are currently at phase #3 [6-8% of total portfolio] in both GLP & SRLP [at risk].... Live Long and Prosper....
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Post by Chahta on Oct 4, 2021 15:43:39 GMT
Threw some AMZN on the cord @3225.00. Under 3000, I'll make a bigger add. Stay well. Edit to add - Limit order for AMZN, MSFT. Adding to FBALX and PRWAX. The former with recent incline the later with recent sale of FLPSX. I think high quality growth is on sale.
Now that is low-ball!
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