HoustonAg_2009 said:
Prog - Appreciate your words on SMCI, but this name is/was being promoted lots of stock experts. Lots of people "got it wrong" and the current situation couldn't have been forecasted by anyone. I am also holding at this time to see if the dust settles.
POWL has been absolutely electric and we all owe you big for the recommendation. I'm leaning in a bit right now and will see what transpires on Tuesday (earnings).
DELL was also a great pick up thanks to you! I don't see myself selling that thing for many years.
What's your thoughts on ARM - Not worried about its recent skid? Loading up more? Selling?
I considering to add CNH and FMC based on low PEs and decent dividends. Long term holds.
I love ARM, but I'm waiting until NVDA's ER. Personally, I believe we'll get an opportunity near $100/shr.
In the meantime, I'm just swing trading SMR and it's been working for me. Get in when it flashes buy, sell when it flashes sell. Longest holding time has been 2 days, Sometimes, I just trade it intraday. I'm not married to it, just stacking singles.