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02-21-2021, 07:07 PM
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#61
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Recycles dryer sheets
Join Date: Feb 2018
Posts: 109
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 Quote:
Originally Posted by Bryan Barnfellow
I have a concentrated portfolio of stocks with strong dividend growth characteristics, which represents 40% of our income. Recently I sold INTC--a 20 year hold--because of continuing execution and competitive concerns. Also, sold CVX and KMI and now am completely out of any fossil fuel names. Looking to an increasingly likely green energy future.
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I was hoping the fossil fuel companies have a bit more of upside during the first half of the year or so. And I think I remember seeing info from PSX on their roadmap away from fossil fuels... I still have cvx, kmi, and psx. My sorta-greener kinda-energy plays are nee, LNG, NI, OGS, ETR, GE, ENB, CNP, and maybe some parts of my utilities (DUK, ED, & reducing my D). I also have generator, solar, & battery exposure. I hope those are profitable companies going forward.
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02-21-2021, 07:17 PM
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#62
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Thinks s/he gets paid by the post
Join Date: Mar 2013
Location: Limerick
Posts: 2,987
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Quote:
Originally Posted by RVplusDog
I was hoping the fossil fuel companies have a bit more of upside during the first half of the year or so. And I think I remember seeing info from PSX on their roadmap away from fossil fuels... I still have cvx, kmi, and psx. My sorta-greener kinda-energy plays are nee, LNG, NI, OGS, ETR, GE, ENB, CNP, and maybe some parts of my utilities (DUK, ED, & reducing my D). I also have generator, solar, & battery exposure. I hope those are profitable companies going forward.
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My green energy play is CMI. Building natural gas trucks, but more importantly are working on hydrogen powered trucks.
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02-21-2021, 10:11 PM
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#63
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Full time employment: Posting here.
Join Date: Jan 2020
Location: Milwaukee
Posts: 922
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Quote:
Originally Posted by Dash man
My green energy play is CMI. Building natural gas trucks, but more importantly are working on hydrogen powered trucks.
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Do they have any plans on where to acquire the hydrogen?
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02-23-2021, 05:36 AM
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#65
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Dryer sheet aficionado
Join Date: May 2020
Location: San Diego
Posts: 41
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I shorted GBTC, RIOT, and ETHE on Friday, and bought some puts on RIOT. How low can Bitcoin go this week? Looking to buy and cover about half of my positions today.
Also short a bunch of speculative tech stocks. Hopefully they continue tanking this week and I can cover and roll the gains into some value plays.
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02-23-2021, 11:02 AM
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#66
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Give me a museum and I'll fill it. (Picasso)
Give me a forum ...
Join Date: Jul 2014
Location: Spending the Kids Inheritance and living in Chicago
Posts: 10,982
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Quote:
Originally Posted by jurgs01
I shorted GBTC, RIOT, and ETHE on Friday, and bought some puts on RIOT. How low can Bitcoin go this week? Looking to buy and cover about half of my positions today.
Also short a bunch of speculative tech stocks. Hopefully they continue tanking this week and I can cover and roll the gains into some value plays.
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I'm too chicken to really short anything, the closest I'll come is selling puts on ARKG.
__________________
Fortune favors the prepared mind. ... Louis Pasteur
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02-23-2021, 11:14 AM
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#67
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Full time employment: Posting here.
Join Date: Nov 2013
Posts: 708
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Aargh - getting punished this week. Up 50% over the last 90 days in my play Roth, but some of that has now been taken back over the last couple of days. Hoping to just stay the course and maybe buy some more...
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02-23-2021, 11:19 AM
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#68
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Thinks s/he gets paid by the post
Join Date: Mar 2013
Location: Limerick
Posts: 2,987
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Quote:
Originally Posted by NgineER
Aargh - getting punished this week. Up 50% over the last 90 days in my play Roth, but some of that has now been taken back over the last couple of days. Hoping to just stay the course and maybe buy some more...
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At first glance it looks like we’re getting punished, then I look further back an see how far it’s risen over the past year.
This might be a good time to do some selective stock Roth conversions.
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