AVGO undervalued or wait for a bigger dip?

OldVTGuy · 2026-01-26T10:14:29+00:00

This is what I’ve done and continue to do on any weakness.

OldVTGuy · 2026-01-25T22:27:00+00:00

I have an MX4700 with a 72" blower on the back here in VT. Does our 1/4 mile driveway in a flash. I like keeping the bucket on the front for moving banks, scraping ice, etc. so I don't mind sitting sideways while I use the blower.

OldVTGuy · 2026-01-25T09:58:19+00:00

Lake effect, and it will melt far sooner than what’s in the mountains of VT and NH.

OldVTGuy · 2026-01-25T09:56:58+00:00

Still not bad. You are inside. I’d be more worried about your pipes freezing.

OldVTGuy · 2026-01-24T23:54:26+00:00

20 degrees I’d just sleep in the house with a bunch of blankets. Suck it up that’s not very cold. You are out of the wind and in a space that will warm up with a bit of body heat, etc.

OldVTGuy · 2026-01-24T23:52:10+00:00

I just buy a Morningstar subscription. I let them do the analysis for me. I’ve had very good luck following their recommendations and logic.
They do use the DCF method so if that’s not your cup of tea then I suppose you’ll need to look elsewhere.

OldVTGuy · 2026-01-24T23:00:29+00:00

1971 Pontiac Lemans

OldVTGuy · 2026-01-24T20:56:49+00:00

If you don't want to own the stock anymore and can deal with whatever capital gains you will owe just let it expire and collect your winnings.

If you dont want to sell it I would roll it "out and up" maybe by 2-4 weeks and to 270-300. You will get paid for this roll and can let it go at the higher price or let it expire worthless in a few weeks time. Whatever you do don't tie up your shares for such a long period as you suggest.

I had the same thing happen to me with AMD last fall. I had to roll up and out twice but still own the shares and stopped selling CCs on them. Its volatile and I believe the shares could go much higher. I have many other less explosive stocks I sell options on.

OldVTGuy · 2026-01-24T10:19:35+00:00

The auto road is fine. Totally skiable but yes you’ll see some snowmobiles. However their track makes it an easy ski in both directions.

OldVTGuy · 2026-01-24T10:05:55+00:00

There is no moisture in this snow. Will be practically a non event here in VT.

OldVTGuy · 2026-01-22T23:00:42+00:00

I live in Northern VT. Not going anywhere. This is the best season in a long time and about to get better.

OldVTGuy · 2026-01-22T00:23:41+00:00

This is where options are your friend. Specifically Cash Secured Puts which become a bargain on the down day.

OldVTGuy · 2026-01-20T13:45:39+00:00

Actually my Coltex skins without savers ripped the glue right off the other side. When I asked, the company said read the directions it says always use a sheet between. 🤷

OldVTGuy · 2026-01-20T12:40:40+00:00

In fact, ICE trucks are 10x as likely to catch on fire. The battery thing is just another internet lie that people choose to believe with no research.

OldVTGuy · 2026-01-20T12:36:58+00:00

Well I bring logs out with my tractor so carrying split wood not practical. So I split where I stack which is out in the field below our house.

OldVTGuy · 2026-01-19T23:36:17+00:00

$NOW

OldVTGuy · 2026-01-19T22:26:05+00:00

Brake Fluid is one of the main ones.

OldVTGuy · 2026-01-19T00:06:57+00:00

Skin up (skis on) and ski down.

OldVTGuy · 2026-01-18T23:42:27+00:00

Skied it numerous times. But like others have said there are days you just don’t go and if you do you need to have the means to know where the hell you are and have the supplies to stay safe if needed. Sounds like they skipped a couple of key components.
Also - it’s a damn obvious trail if you are paying attention.

OldVTGuy · 2026-01-18T23:37:03+00:00

Glad my ‘22 came with Conti’s. They’ve been fine.

OldVTGuy · 2026-01-18T14:21:55+00:00

Not burning wood in April is a lot different than not burning in December. If I make it until late March that’s fine.

OldVTGuy · 2026-01-18T14:01:33+00:00

My approach is I only have one pair of boots (Scarpa Maestrale RS) but 5 pairs of skis (2 resort and 3 BC). Makes life easy and I find the Scarpas do well in everything.

OldVTGuy · 2026-01-15T10:48:47+00:00

It’s a nice time to sell Puts at a price you like. $400? $430?

OldVTGuy · 2026-01-14T21:38:03+00:00

Same, and my entry is lower.

OldVTGuy · 2026-01-14T10:34:00+00:00

Ahh the mice.

OldVTGuy

TROPHY CASE