Charismatic Megafauna said:

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Nice goalposts there on 11/10 and 2/15...

October 240/280 spreads are 2.2ish

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Ya. I'm actually eyeing the October $250 calls. Goal is to get them for $1.10 or less. I see DEO coming down to $197. So I might start layering in.

If that happens to be merely the first move down and there's a deeper one on the near horizon, I will just double my position barring a huge blow up of this setup.

I'm in on October $250's. Mental stop at last Thursday's bottom.

$KRO up over 8% this morning. Yeah!

$KRO ended up 11.3%.

$KRO up another 8% today!
I only have 19 shares, but I am happy.

For DEO, the immediate bullish setup failed as it found a new low. But the long term (6 month) play is still valid. In fact, I think they goal post in mid February was a sign that smart money took a little profit but is still invested. There was no sustained high volume beyond a one day goalpost. That's a good sign for continuation of the trend and a bottom being near. Plus, it's following the general trajectory of S&P which is primed for new highs. So I'm still in and even considering adding to my position.

$CLOV up 21% in early trading.
I only have 10 shares though.

Anybody have a long term outlook on FB? Below $200 seems like a solid buy.

$ARRY just broke $10, Still a ways to go for me to be in the green.

Seven Costanza said:

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Anybody have a long term outlook on FB? Below $200 seems like a solid buy.

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I have bought additional 20 shares since the massive drop on their earnings day

DEO got poked with a stick.

Insert Ron Paul gif

$210 is resistance. I'll be going net free on my calls around there.

More swing than trading, so I'll post this here. I have cash that I pulled out of stocks a couple weeks ago in a tax-free long-term investing account. My plan is to begin layering back in. 10%-20% likely early next week and then I'll figure out how I'll step back in if we keep going down or where I'll move back in if we reverse and run back above the 50-ema on QQQ and 200-ema on SPX. My thought process is I don't have to catch the bottom and I want to lock in gains from buying back at a lower price, although I don't want to be all the way back in stocks if the market really does something stupid.

When I do start buying in, I'm thinking value stocks or value stock fund so they may not get hit as hard if the market continues down. When buying back if we appear on an upswing, I'm thinking VOO with a small amount of SPXU or UPRO. I'll likely try to target some LEAPS if I see some industries that get overly beaten up like airlines were in early covid. Thoughts?

with the recent lows- who is buying into the following?

which would you prefer for long term / retirement holding? but also which is the best buy to make NOW with the massive decreases in share price over the last year:

Microsoft

Apple

NVIDIA

Paypal

Meta/Facebook

Netflix

Amazon

Goldman Sachs

ARKK

If I were dumping money into tech, I'd probably split it evenly between AAPL, AMZN, MSFT.

I find it hard to believe that Facebook and Paypal and Nvidia are just going to disappear in the next 3 years

it seems more likely that at some point their share price will return to near what it was over the past few years.

if that happens, each share you own will have returned hundreds of dollars.

anyone disagree?

So now I wish I'd put more in $GWH.

https://www.businesswire.com/news/home/20230925926303/en/

I bought a few more shares of $MMM today, it is at 1 year low, and in fact looks to be at a 5 year low.
Over 6% yield right now.

Thought this thread may be worth a bump - What are folks adding to their long term portfolios at the moment?

Why has it taken such a beating

Don't know.

The potential litigation and losses associated with PFAS (aka forever chemicals) could be the eventual end of 3M.

I'm still pleased with my long term hold of $MMM.

If you bought in October 2023 you paid between $72-$74/share?
If your dividends were reinvested,30% gain is OK by me.
I would be pleased as well!

LMCane said:

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I find it hard to believe that Facebook and Paypal and Nvidia are just going to disappear in the next 3 years

it seems more likely that at some point their share price will return to near what it was over the past few years.

if that happens, each share you own will have returned hundreds of dollars.

anyone disagree?

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unbelievable! I was freaking brilliant and didn't take my own advice to the fullest extent.

I find it hard to believe I even knew about Nvidia 2 years ago as I just created a position maybe 6 months ago. so still made me a few thousand dollars but wish I had pulled the trigger more on this post.

on the other hand, Meta is my largest position so I was pretty good on that call two years ago!

~ $80/share.

I'm up +147.15% on $TELL, but I only bought 70 shares back in FEB.

Of course that is offset by $LUMN, $SPCE and several others. HA!

• Today I bought 3 shares of $TRMD
• Didn't realize $GIPR had suspended their dividend on 03 JUL. Uggh.
• Sold 6 shares of $T at close to year high.
• ProFrac Holding Corp. (ACDC) up 11% today, but I'm still in the hole ~34%.
• Got a nice div on my $MVO shares.

Happy Thursday.

adding every day on these drops into utilities, NRG, gold miners, health care, financials

holding all my overweight tech but not adding right now

LMCane said:

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adding every day on these drops into utilities, NRG, gold miners, health care, financials

holding all my overweight tech but not adding right now

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For utilities are you using a utilities ETF or specific stocks? I have some in WEC but looking for more

jamey said:

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LMCane said:

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adding every day on these drops into utilities, NRG, gold miners, health care, financials

holding all my overweight tech but not adding right now

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For utilities are you using a utilities ETF or specific stocks? I have some in WEC but looking for more

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XLU or VPU are good ETFs for overall exposure to utilities. I am very happy with my own individual stock selections, though. I've held SO, DUK, and CEG for over a decade. Dropped EXC a few years ago due to its' underperformance. CEG is the star of the group, but I'm not sure they can replicate their recent huge runup.

LMCane said:

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adding every day on these drops into utilities, NRG, gold miners, health care, financials

holding all my overweight tech but not adding right now

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Careful on financials. I think they crash by year end.

Glad I found this thread.

Quick hitters - - share your current favorite buy-and-hold ideas, if you dare:

• LLY: Has retreated to a more reasonable valuation - low 700s might be a good entry point to start building a position
• PLTR: Will probably continue to be volatile - buy shares and write covered calls repeatedly, due to current high option premiums
• ASO: similar approach to what I recommended for PLTR. No strong reason I can see it shouldn't gravitate towards its' previous high
• ZIG: A play on the M&A market rebounding if there is a governmental change of control

Yours?