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What stocks do you invest in ?

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Originally posted by: Taggart
Over the LLLOOONNGGG term (20-30 years) odds are you won't do better than the market return, which should be about 12%.
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Almost no serious investor believes 12% is doable anymore. At least not in the next decade or so. The ~12% number used to come from about half dividends (~6%) and about half stock price going up (~6%). Well in recent years dividends have as a whole gone to near zero. And stock prices haven't moved in 5 years (this is a typical plateau that the stock prices go through). I think most serious investors are now considering the stock market to be a 6% long term gain.

 
Originally posted by: Kenazo
Originally posted by: IHateMyJob2004
Originally posted by: Taggart
Originally posted by: IHateMyJob2004

PS: I should be doing 20% annually 😉 Stock+options.
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Then you will be one of the most successful investors in history. Only people like Warren Buffet get that kind of return on a consistent basis.
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15%+ is easy. 20% is doable. Just takes the removal of emotions and understanding it "jsut business". I can't say my plan is on track yet as I really wouln't say that till I've been doing it for 5 years yet. Overa year though. So far, so good. Actually, doing better than 20% so far.
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Wake up. 15% in one year is easy, I made about 85% last year on a $5000 investment. Try averaging 15% over 15 years and I'll bet you'll never do it. Some year's you'll make 30%, some you'll lose 60%. You'll probably realistically come closer to averaging 6-7%/year over long term. (10 years+)
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15% is easy over hte long term. 20% is possible, but I have yet to do it. 6-7% is pathetic. I rely on valuation princples among other things. I'm an investor, I do not speculate. For example, while people were buying into the tech bubble, I was investing in REITS:

http://finance.yahoo.com/q/bc?t=5y&s=%5ERMS&l=on&z=l&q=l&c=WRE%2C+KIM&c=%5EIXIC

IXIC is the Nasdaq o nthe graph. WRE and KIm are two stocks I bought in 2001. I have osld them since. I do own O though, mostly for income (5% yield) and some slow growth.

During hte tech crash, I lost about 10-15% on average in regards to share price. Still had a 3% yield through it though.

Currently, I'm doing 22% annually or so as a long term investor. The plan is 9% capital appreciation in share price. 3% yield. 8% from naked puts. After taxes of course. Right now, my yield is about 3.15% so that's going according to plan. I actually wantthat closer to 3.4%.

Anyways ,it's not hard. it just takes time, research and absolutely no speculation under any circumstances. Like GOOG. Talk about a horrible investment. Anyone in GOOG is in it purely for speculative reasons. I'd rather sit on some JP stock 😉
 
Originally posted by: Taggart
Originally posted by: Kenazo
Originally posted by: IHateMyJob2004
Originally posted by: Taggart
Originally posted by: IHateMyJob2004

PS: I should be doing 20% annually 😉 Stock+options.
Click to expand...

Then you will be one of the most successful investors in history. Only people like Warren Buffet get that kind of return on a consistent basis.
Click to expand...

15%+ is easy. 20% is doable. Just takes the removal of emotions and understanding it "jsut business". I can't say my plan is on track yet as I really wouln't say that till I've been doing it for 5 years yet. Overa year though. So far, so good. Actually, doing better than 20% so far.
Click to expand...


Wake up. 15% in one year is easy, I made about 85% last year on a $5000 investment. Try averaging 15% over 15 years and I'll bet you'll never do it. Some year's you'll make 30%, some you'll lose 60%. You'll probably realistically come closer to averaging 6-7%/year over long term. (10 years+)
Click to expand...

Over the LLLOOONNGGG term (20-30 years) odds are you won't do better than the market return, which should be about 12%.
Click to expand...

S&P mid-cap beats S&P 500 (alrge cap). 12% versus 10.5%.

I basically pick the cream of the crop and only invest in stocks with dividends.
 
Check out this compan y

A major competitor was forced to recall ALL it's products, leaving this company and a few others to fill the void. Sales are skyrocketing. Look at it's performance over the last month. When next quarter sales are announced, they are going to be up significantly.
 
Originally posted by: Hayabusa Rider
Check out this compan y

A major competitor was forced to recall ALL it's products, leaving this company and a few others to fill the void. Sales are skyrocketing. Look at it's performance over the last month. When next quarter sales are announced, they are going to be up significantly.
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They are part of Tyco International and not even traded.
 
Originally posted by: mzkhadir
Originally posted by: dandruff
Originally posted by: mzkhadir
Just looking for ideas.

Right now, I have Microsoft and Cisco. They are doing decent. I just want to see what else I want to add to my list.

Thank You
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How is MSFT doing decent? when/at did u buy it at?
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I bought it at 24.02 and right now its at 25.31.
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I have MSFT too - but I wouldnt call it decent ... if that is decent .. all my other stocks are SUPERLAVAHOTTTT!

Here is my reasoning for buying and holding onto MSFT (besides excellent div) - its not a $20s stock ... its more of a $30s stock ... but besides that I see no reason for it to shoot up ...
 
Mallinckrodt, a business unit of Tyco Healthcare, is an industry leader in imaging, etc.. etc..

Tyco international is a conglomerate, with litigations finally settled I would hold off until things calm down. Their R&D spending on healtcare is pretty much in line with the industry (comparing with GE spending). Mallinckrodt business unit is very small part of their net revenue. I doubt that their competitors going out of business will do much boost to help Tyco's earnings. Look at their earnings estimates for next quarter. Some of the analysts are having it neutral rating.

 
Originally posted by: IHateMyJob2004
Originally posted by: Kenazo
Originally posted by: IHateMyJob2004
Originally posted by: Taggart
Originally posted by: IHateMyJob2004

PS: I should be doing 20% annually 😉 Stock+options.
Click to expand...

Then you will be one of the most successful investors in history. Only people like Warren Buffet get that kind of return on a consistent basis.
Click to expand...

15%+ is easy. 20% is doable. Just takes the removal of emotions and understanding it "jsut business". I can't say my plan is on track yet as I really wouln't say that till I've been doing it for 5 years yet. Overa year though. So far, so good. Actually, doing better than 20% so far.
Click to expand...


Wake up. 15% in one year is easy, I made about 85% last year on a $5000 investment. Try averaging 15% over 15 years and I'll bet you'll never do it. Some year's you'll make 30%, some you'll lose 60%. You'll probably realistically come closer to averaging 6-7%/year over long term. (10 years+)
Click to expand...

15% is easy over hte long term. 20% is possible, but I have yet to do it. 6-7% is pathetic. I rely on valuation princples among other things. I'm an investor, I do not speculate. For example, while people were buying into the tech bubble, I was investing in REITS:

http://finance.yahoo.com/q/bc?t=5y&s=%5ERMS&l=on&z=l&q=l&c=WRE%2C+KIM&c=%5EIXIC

IXIC is the Nasdaq o nthe graph. WRE and KIm are two stocks I bought in 2001. I have osld them since. I do own O though, mostly for income (5% yield) and some slow growth.

During hte tech crash, I lost about 10-15% on average in regards to share price. Still had a 3% yield through it though.

Currently, I'm doing 22% annually or so as a long term investor. The plan is 9% capital appreciation in share price. 3% yield. 8% from naked puts. After taxes of course. Right now, my yield is about 3.15% so that's going according to plan. I actually wantthat closer to 3.4%.

Anyways ,it's not hard. it just takes time, research and absolutely no speculation under any circumstances. Like GOOG. Talk about a horrible investment. Anyone in GOOG is in it purely for speculative reasons. I'd rather sit on some JP stock 😉
Click to expand...

What matters is not your gross return, but your return over the market as whole... so called 'alphas'

Ihatemyjob: Their something fishy about the way you're calculating your return... 😉
edit Just took a look at your portfolio, I'm liking the diversification/dividend yield... in fact I'm looking to pick up a couple hundred shares of ACAS now =)
 
Often the reason why most people don't outperform the market more consistently or by greater numbers is that they spend all of their time looking for good stocks for value rather than mediocre so-so ones for value.

Mainly because value is relative. Its these that tend to get cheapest in selloffs (market wide, or individually), usually establishing themselves at times at a far better relative value than can be found with most other good stocks. These stocks are arbitraged and kept in line much less than better stocks, so the opportunities are greater as they are more volatile.

Its a more aggressive strategy, but over the long run is less risky imo and far more profitable if you're prudent about your approach to it. Imo.
 
Current Ownership:

ENER - Makes the batteries for hybrid cars
AMAT
CSCO (About to sell)
CYD - Makes diesel engines in China
DLM - Del Monte Foods (About to sell)


I think ENER and CYD are my favorites, great growth potential.
I got a 10% gain on $2000 in 6 months, not bad =)
Hm... ATI looks like a good buy.
 
EMR - Emerson Electric

It has had 2 negative years in it's history. (2001, 2002, like most other stocks)
 
Originally posted by: neonerd
AMD
Click to expand...
So, that means time to sell? Not that AMD has anything wrong at the moment, but now is a good time to sell. I've said in multiple threads over the years to sell AMD when it is above $16 and that AMD rarely if ever reaches $20. So that means $17 and $18 are really time to sell.

Yes, I missed the one big peak But other than that, people could have gotten quite wealthy selling AMD above $16.

 
IHateMyJob2004 has an decent looking port, I've looked at many of those stocks. I own some. Hopefully he bought CAG, PFE, etc... at the lows thought not the highs 😉

are you a dripper IHateMyJob2004?
 
fun <---pretty nice dividend (6% maybe?)
siri <---had this one for a couple years, great so far
xmsr <---a safer, less volatile version of sirius
nly <---used to pay 10% dividend, but just cut to 7%
 
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