What are you buying today?

[formthirteen]

Make ethanol stocks great again:

 

[Malmqky]

More $PM. Look who finally has learned to average up

 

Hoping FX gives me some nice buying opportunities over the next year...

[dealraker]

None of these are either meaningful nor are they something I'd suggest.  But out of sheer boredom in my tax free account in the last two weeks I have bought the following because they were somewhat cheap I think the economy (that's Biden's economy LOL) is far stronger that most wanna admit (and I think interest rates will go up too!!).   None except a couple will be long term thangs:

 

SHEL

TTE

MDT

HAL

JOE (added)

UBER

GSK

CVX

COP

FSLR (rebought)

AZN

SRE (on the fires issue)

CWT

LHX

CWK (added)

MSGE 

NGG

C (added)

EWBC (added)

SLB

OXY

FMC

LYB

DOW

 

Edited Friday at 12:54 PM by dealraker

[Sweet]

4 hours ago, dealraker said:

None of these are either meaningful nor are they something I'd suggest.  But out of sheer boredom in my tax free account in the last two weeks I have bought the following because they were somewhat cheap I think the economy (that's Biden's economy LOL) is far stronger that most wanna admit (and I think interest rates will go up too!!).   None except a couple will be long term thangs:

 

SHEL

TTE

MDT

HAL

JOE (added)

UBER

GSK

CVX

COP

FSLR (rebought)

AZN

SRE (on the fires issue)

CWT

LHX

CWK (added)

MSGE 

NGG

C (added)

EWBC (added)

SLB

OXY

FMC

LYB

DOW

 

What are likely to be the long term holdings?  Thanks for sharing

[dealraker]

4 hours ago, Sweet said:

What are likely to be the long term holdings?  Thanks for sharing

JOE...maybe FSLR and LHX.  A few aren't too short term, longer than most would think.

[Dave86ch]

15 hours ago, dealraker said:

JOE...maybe FSLR and LHX.  A few aren't too short term, longer than most would think.

Thanks for sharing.

 

As a long-term holding, what is the moat around First Solar that gives you confidence in its ability to survive competition?

[dealraker]

1 hour ago, Dave86ch said:

Thanks for sharing.

 

As a long-term holding, what is the moat around First Solar that gives you confidence in its ability to survive competition?

Dave I know nothing more that what you can read in any analyst report other than personally equating or linking FSLR's size position in its arena and my belief that regardless of tax credits and politics demand is going to be greater than supply.  I had bought both FSLR and ENPH a few years ago and made crazy returns but sold.   I see FSLR as possibly doing very well.  Barron's also just wrote up on FSLR.

 

I built 11 "solar" along with earth sheltered homes years ago (I built 52 custom homes) and have a personal residence 75% powered by solar.  So it is an interest I have which further gives me bias.

[Spekulatius]

FSLR is the only domestic supplier of solar cells that can compete (more or less) with the Chinese.

Edited Saturday at 07:03 PM by Spekulatius

[indirect]

52 minutes ago, Spekulatius said:

FSLR s the only domestic supplier of solar cells that can compete (more or less) with the Chinese.

 

Yes. 100% agreed. They have a unique technology, film base, different PN junction that they are able to scale and have many many factories in USA and in Asia ex China. They will be standing in any fallout and will make money. Only question is should I buy now or wait until it goes down to 150.

[formthirteen]

HSY, APTV, SEB

[coffeecaninvestor]

Sold all of JNJ to buy RTO.