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Still not ready. Biggest losers are my reopening stocks, SPG and OKE Down 6.5% and 6.4%. SPG at $112 would be 5% dividend. OKE right now is 7% yield. I think I posted before that SPG at $111 or $112 would be a buy for me. Not interested yet in DDOG, SE, CRWD or ROKU. Actually ROKU is up for the day now.

Watching, watching, watching.

We had the first Delta variant cases on our island, over in remote Antique Province. Biggest City on Island, Iloilo is locked down. Mayor is pi$$ed. What are we supposed to do, sit at home and wait to die? I think that is what he said. Lockdown came from national level. I think our province is at 8% vax. Or, 8% of target vaccinated. Not a pretty picture. DW and I have 2 doses as frontliners and seniors are eligible--although it is Sinovac. The investment point is that I guess market is nervous about Delta there in States plus the worldwide problems putting a damper on economic growth.

Whatcha think, Doom? SPG? $Greed? $100? No hurry. If market goes back up, I'm happy. If market goes down, cash is ready. Certainly not ready for DDOG, SE, CRWD and ROKU. Hate to see red but when we hit the last lows, then if I'm not deer-in-the-headlights, open the purse strings.

KC
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