Trimmed some from AEVA and a very little from RZLV and added to FATN PONY BITU. This is more just to keep position sizing equal, but also to add to the underappreciated opportunities.
Thank you for the good health wishes! The cough unfortunately will stick around for a while even when I get better and it's quite annoying :(
I am tempted to sell my CVCO as it hit a short term price target for me (20x earnings basically) and has had such a fierce run, but I still feel like it can exceed estimates for a while as affordable/alternative housing solutions should be quite popular for years to come. The only reason I would sell is to add to existing positions, of which some are down around 10% today in sympathy with other names and in an environment (slowing growth, Fed lowering rates) that will favor them increasingly more. I hold off for now but may still do it today or soon.
Hi Salem,
ReplyDeleteGood luck with AAPL, GOOG..
Simon
Hi Saleem,
ReplyDeleteGood luck with the adds!
I'm dealing with a temporary sickness this week :(
Stocktrader
Hi Stocktrader,
ReplyDeleteGet well quickly.....
Saleem
Hi Saleem,
ReplyDeleteTrimmed some from AEVA and a very little from RZLV and added to FATN PONY BITU. This is more just to keep position sizing equal, but also to add to the underappreciated opportunities.
Stocktrader
Hi Stocktrader,
ReplyDeletePraying for a quick recovery soon🙏🙏
Simon
Hi Saleem/Simon,
ReplyDeleteThank you for the good health wishes! The cough unfortunately will stick around for a while even when I get better and it's quite annoying :(
I am tempted to sell my CVCO as it hit a short term price target for me (20x earnings basically) and has had such a fierce run, but I still feel like it can exceed estimates for a while as affordable/alternative housing solutions should be quite popular for years to come. The only reason I would sell is to add to existing positions, of which some are down around 10% today in sympathy with other names and in an environment (slowing growth, Fed lowering rates) that will favor them increasingly more. I hold off for now but may still do it today or soon.
Stocktrader
Hi Saleem,
ReplyDeleteOk, I did sell CVCO and added to all other positions except BITU which was already overweight.
Stocktrader
Hi Stocktrader,
ReplyDeleteGood luck with all addition adds..
Simon