Author Topic: What are you buying today?  (Read 1989308 times)

Castanza

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Re: What are you buying today?
« Reply #5820 on: October 20, 2020, 07:00:52 AM »
RTX at open
Core: MSFT | GOOG | AAPL | INTC | PLTR | CMCSA | VZ | RTX | MSGS | BATRK | WFC | USB | PNC | BAC | TPL | PPL | PCYO | GRBK | PLNT | ATCO | ESPO | HACK

Funny Money: NIO


CorpRaider

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Re: What are you buying today?
« Reply #5821 on: October 20, 2020, 03:45:57 PM »
BAC, WFC  :o

Castanza

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Re: What are you buying today?
« Reply #5822 on: October 21, 2020, 09:52:56 AM »
AG small position

Silver to gold ratio is currently 77:1. Historically it trades closer to 50:1.

Current global consumption is 1b oz annually and production is 800m oz.

Silver use in the auto sector from 2002-2020 has grown from 2m oz to over 40m oz. This is mostly outside of EV production which would increase demand even more.

Solar panel production has seen similar demand increases 2m oz - 85m oz over the same time period. This is trending down from 100m in 2017 due to increased efficiency in solar panel technology.

I think the electric vehicle boom is starting to kick off. Add in solar panels and the demand for silver is going to grow from an industrial perspective over the next decade.

I'm not a gold/silver bug by any means, but the current situation seems interesting enough to take a small position.

 
Core: MSFT | GOOG | AAPL | INTC | PLTR | CMCSA | VZ | RTX | MSGS | BATRK | WFC | USB | PNC | BAC | TPL | PPL | PCYO | GRBK | PLNT | ATCO | ESPO | HACK

Funny Money: NIO

nspo

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Re: What are you buying today?
« Reply #5823 on: October 21, 2020, 12:56:13 PM »
NTDOY

SleepyCapital

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Re: What are you buying today?
« Reply #5824 on: October 21, 2020, 05:04:16 PM »
Joyy, Inc (YY), BRKB, BAC, FFXDF

Gregmal

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Re: What are you buying today?
« Reply #5825 on: October 22, 2020, 08:44:15 AM »
Starter in TSCO.

valueinvestor

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Re: What are you buying today?
« Reply #5826 on: October 23, 2020, 12:16:50 AM »
SRL

Viking

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Re: What are you buying today?
« Reply #5827 on: October 23, 2020, 12:47:36 PM »
ENB and TRP; average dividend is +7%

Sold my Suncor for small gain. Decided to shift my energy holdings exclusively into the 2 pipelines above (doubled my position in each). Oil stocks are cheap; however, my guess is economic growth is going to be weak moving forward as covid cases spike.

Bottom line, whoever wins the US election is going to inherit a brutal economy. Normally gridlock is perceived as being a good thing for the stock market. If we do not get a stimulus bill before the election and then we get a split congress the economy will suffer.

CorpRaider

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Re: What are you buying today?
« Reply #5828 on: October 23, 2020, 06:19:32 PM »
AIV

jasonchin

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Re: What are you buying today?
« Reply #5829 on: October 24, 2020, 07:25:03 AM »
Bought ADT as a long-term hold on Friday.