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I need some likes to dm. Enjoy a picture of shaq
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Any books or articles on macro economics?
Stonks still rally 🕵️♂️
I need some likes to dm. Enjoy a picture of shaq
Any books or articles on macro economics?
Stonks still rally 🕵️♂️
I have two portfolios that I buy and hold on. Appreciation Portfolio - MSFT, AAPL, BA, UNH, INTU, AVGO, CRM, FB, BABA, V, JPM, JNJ
Dividend Portfolio - KO, PEP, SBUX, ABBV, CVX, LVS, T, WM, DIS, PG
Looking to buy Coca Cola at $42. Nike if it ever gets back around $70. For what it’s worth, SPGI is the beast in my portfolio. Great stock. Norwegian is my wildcard.
Rising Star
Not sure how people say amazon and Microsoft are too expensive.
literally this. “too expensive” meaning you’ve done full financial analysis and know what the intrinsic value per share is based on comps, DCF analysis, projections?
The typical “Blue Chips” are still great buys in my opinion. Moderate growth and decent dividends. KO, JNJ, INTC, ABBV, PFE
Lots of ppl said the same thing about Amazon when it was at $500 a share...
I’ve been looking at CAT, DE, and TSCO recently. Haven’t gotten totally comfortable with them yet, but feel like they’ve got pretty safe bull cases.
Please don’t look at stocks as “cheap/expensive” think about their value. Relative to their growth potential in 1, 5, 10, 30 years, are they under/overvalued?
If you think high prices per share equate to “expensive” stocks, you would have sold off any MSFT and AAPL in mid-2018 if you had any. In those two years, both of those stocks have doubled, because they’ve been innovative, increased their market share, or entered new markets.
I’d say MSFT and AMZN are pretty safe and have room to grow. Don’t know about the next 6 months, but long term they have great growth potential.