All things STOCKS

#379
#379
What are some decent stocks to look at? I've got about $20,000 in dividends I need to put into something. I've been itching to buy some Amazon for some time.
 
#380
#380
I just added these to a retirement account:

Exxon (XOM)
Dominion (D)
Blackstone Group (BX)
Medtronic (MDT)
Verizon (VZ)

and I have orders placed for:

CVS Pharmacy (CVS)
Analog Devices (ADI)

I was looking for safe, reasonable valuations, and a good dividend. Blackstone is fairly risky, but they have a successful track record... I'm not counting on their dividend yield to remain as high as it has been. CVS is a little bit of a gamble being one of the Big 3 Pharmacy Benefit Managers with Trump having them in his cross hairs. But Express Scripts is a pure play PBM. United Health Care is the 3rd, but I might be adding a life insurer later. I liked CVS more because of the retail... but they are vulnerable to the Amazon effect.
 
#382
#382
bignewt said:
nvidia
dow
berkshire
netflix
amazon
disney
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I saw many beat you up over Netflix and I thought that worked out pretty good for you. I saw where Disney is going to offer their own streaming channel. If others follow suit, do you think it will hurt Netflix?
 
#384
#384
InVOLuntary said:
I saw many beat you up over Netflix and I thought that worked out pretty good for you. I saw where Disney is going to offer their own streaming channel. If others follow suit, do you think it will hurt Netflix?
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I've often questioned the high valuation of Netflix but I've not beaten anybody up over their decision to own it. IMO the domestic operation has limited upside and they're dependant on international growth. Domestically they'd need to tap into advertising to grow revenues significantly which would be another major change in their strategy. They're really not very profitable relative to their valuation. The value isn't in tangible assets. I don't believe that there is long term value in their owned program assets. But it has had a lot of momentum... especially with all of the pumping as being a component of "FAANG".
 
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#385
#385
Thunder Good-Oil said:
I've often questioned the high valuation of Netflix but I've not beaten anybody up over their decision to own it. IMO the domestic operation has limited upside and they're dependant on international growth. Domestically they'd need to tap into advertising to grow revenues significantly which would be another major change in their strategy. They're really not very profitable relative to their valuation. The value isn't in tangible assets. I don't believe that there is long term value in their owned program assets. But it has had a lot of momentum... especially with all of the pumping as being a component of "FAANG".
Click to expand...

I wasn't talking about you specifically. Beating up was probably the wrong term too.
 
#386
#386
InVOLuntary said:
I wasn't talking about you specifically. Beating up was probably the wrong term too.
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They can beat me up all they want im raking. International growth is booming. I think disney might hurt them but it will all be family crap netflix will still own the older demos.
 
#387
#387
Thinking about adding some P&G. It's at a multi-year low, trading at 20x, and yields 3.5%. Not looking for trades... looking for LT buy and hold. Should probably include GOOG, AMZN, and AAPL but maybe they'll be cheaper later this year.

The Kroger/Target combination might flush out some painic sellers of PG. Another percent or two drop on Monday and I think I'll bite.
 
#388
#388
Thunder Good-Oil said:
Thinking about adding some P&G. It's at a multi-year low, trading at 20x, and yields 3.5%. Not looking for trades... looking for LT buy and hold. Should probably include GOOG, AMZN, and AAPL but maybe they'll be cheaper later this year.

The Kroger/Target combination might flush out some painic sellers of PG. Another percent or two drop on Monday and I think I'll bite.
Click to expand...

So you think this slide might continue a little longer?
 
#389
#389
InVOLuntary said:
So you think this slide might continue a little longer?
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It's pure speculation, but I think that this pull back is about over. I feel like the rest of the year will be kind of flat. I wouldn't think that the lowest lows have happened yet. On the other hand If any of the bad stories are resolved there could be some big spikes upward. I'm not convinced that there is an actual massive trade war looming. North Korea could simmer down. Inflation, unemployment, and high interest rates coming? I don't really expect it. Nothing like during the Ford/Carter/early Reagan years anyway. The elections will be interesting. If the Dems grab a lot of seats then the tax reform could be reversed (or threatened) and markets will crash. But this seems like a pretty good entry point for the LT which is what I'm focused on right now. I might get into trader mode soon. Your Netflix will earn 10% if it just pops back to it's recent highs.
 
#390
#390
Thunder Good-Oil said:
It's pure speculation, but I think that this pull back is about over. I feel like the rest of the year will be kind of flat. I wouldn't think that the lowest lows have happened yet. On the other hand If any of the bad stories are resolved there could be some big spikes upward. I'm not convinced that there is an actual massive trade war looming. North Korea could simmer down. Inflation, unemployment, and high interest rates coming? I don't really expect it. Nothing like during the Ford/Carter/early Reagan years anyway. The elections will be interesting. If the Dems grab a lot of seats then the tax reform could be reversed (or threatened) and markets will crash. But this seems like a pretty good entry point for the LT which is what I'm focused on right now. I might get into trader mode soon. Your Netflix will earn 10% if it just pops back to it's recent highs.
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I've got a stock that's really sucked for a while. I didn't buy it, it was a spinoff of another stock I own. It's really done nothing. Knowles Corporation, KN. I wish I had sold it when I first acquired it. Your thoughts?
 
#392
#392
InVOLuntary said:
I've got a stock that's really sucked for a while. I didn't buy it, it was a spinoff of another stock I own. It's really done nothing. Knowles Corporation, KN. I wish I had sold it when I first acquired it. Your thoughts?
Click to expand...

There's a lot to evaluate with KN. I've not looked at the financials. Fundamentally I'd want to know more about their revenue mix. On the surface hearing aids seem like an ideal business with the Boomers being a great customer base for a long time to come. But what does the competition look like? Who are the major players? Are the big medical device companies in the space already? What percentage of revenue is tied directly to smart phones, Apple, and Samsung? Do they have patents or can any number of Asian electronics manufacturers put pressure on them? Where are their manufacturing facilities? Did Dover spin it off to bail out or to truly unlock value as they've suggested? Personally I have more questions than answers and it doesn't interest me a whole lot, but I'm pretty ignorant of their operation. I'm a little more interested in Mueller in the smallish to mid-sized manufacturing space. I've been burned a few times in electronics manufacturing so I'm afflicted with some Battered Investor Syndrome.
 
#395
#395
its still fluctuating between 310 and 302 or so...anytime today might still be a good buy.
 
#396
#396
Nothing about the current environment has the feel of another big move up that won't return to these levels. There should be a lot of opportunities to buy good companies at lower prices. I think that a 20% pull back in equity markets is as likely as a 20% move up. If interest rates continue advancing, money on the sidelines will be more likely to be used for long term debt purchases.

I think that the US markets will stay range bound for most of 2018. Probably a good deal of volatility between DJIA 23,000 and 27,000. There will be trading opportunities for those with patience that repeatedly take small bites.
 
#400
#400
Thanks a lot Newt! Bought Netflix and it's already down this morning. SHould of told you to sell it all if I were buying. :)
 
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