Thunder Good-Oil
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- Dec 2, 2011
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6/30/20 Individual Portfolio Update
REIT: GMRE, JPC, SKT
Retail: DLTR, FIVE, TSCO, WBA, TJX, WBA
Travel: H, HLT, MAR, WYNN, LVS, LUV
Restaurant: SYY, BLMN, CBRL, DRI
Stay at Home: DOCU, SQ, ZM
Financial: HQY, AXP, SCHW
Of the 25 stocks, only held FIVE, TSCO, CBRL, DOCU, SQ, ZM, BLMN, DRI on 3/31.
Five largest positions: DOCU, ZM, SQ, FIVE, TSCO/CBRL (alternates daily)
It's annoying as I was migrated from Scottrade to Ameritrade, and not long after that finally settled there's yet another merger. I miss the FRIP program at Scottrade and have bitched accordingly to the people who call me. Maybe Schwab has a better one.Schwab closes on Ameritrade today. I have accounts at each and thought about moving the Ameritrade holdings to Schwab, but the history gets lost. So I’ll let them do it as they integrate their systems. It might take 1.5-3 years per the FAQs on Think or Swim.
I might open an Interactive Brokers account for trading. Better interest rates for lending and leverage. Does anybody have experience with the stock lending program? IBKR can lend your securities and they split the margin interest received 50/50. I’m a little apprehensive as it’s not without risk.
It's annoying as I was migrated from Scottrade to Ameritrade, and not long after that finally settled there's yet another merger. I miss the FRIP program at Scottrade and have bitched accordingly to the people who call me. Maybe Schwab has a better one.
Zach Morris is calling PIC as his next swing. He crushed SPAQ.
I’m hoping for a 10.50 entry on PIC. It keeps testing ~10.80 and could gap down if it breaks that.
I agree with you on this one. I plan on getting into AMD today.AMD getting crushed PM on the news they are buying out Xilinx. You’d think that would have had a positive impact. May be a great entry coming up at $75. This stock will be over $100 in no time.
I agree with you on this one. I plan on getting into AMD today.
Also, check out SRAC. It’s another SPAC that looks really good. Merged with Momentus, who has contracts with SpaceX, Lockheed Martin, and NASA.
I do really like PIC as well. I have just a small position right now. I think under $10.50 for either PIC or SRAC is a good entry.I’ll put an alert for around $10 on that one. Good stretch of green days but some volatility in them. Would hope to catch the bottom of that swing.
What do you think about PIC/XL Fleet?