Interesting news article from SA:
seekingalpha.com
There are some names on there that you have been buying (ENPH, AAL, CCL, FTNT, PENN). I am looking at ILMN, NOW, GNRC, INTU, MSCI.
Just bought starter positions in GPN, Global Payments Inc. It’s one of those sub-1% yield IT companies that grows its earnings and dividends at a double digit rate (it’s also quite acquisitive)….maybe an idea for DD for you if you haven’t looked at it :)
Bought a tiny (2 share) position in ENPH in $210’s, and sold both $250-$260. Hoping for a return of the wide and tradeable trading range….and I can buy it back again. It’s definitely going to be a leader for a while, methinks, especially with a more favorable alternative energy environment (not late ‘20-early ‘21 though…when I bought into “the disruptors” hook, line, and sinker *face palm*).
Here’s to hoping for sentiment change (for my parents’ accounts I manage, sake), or for another pullback before the rally starts again (for my wife and my accounts)….haha. |
