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Patrick looking for a new stock


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2018 Aug 24, 4:51pm   7,950 views  55 comments

by Patrick   ➕follow (59)   💰tip   ignore  

Now that Pepsi is buying SODA, I'm looking for a new place to put that money.

I'm too old to take massive risks with money, but a little risk is OK. My ideal stock would have these features:

* has earnings
* p/e below the annual percentage growth rate (so a p/e of 40 is ok if the company earnings are growing >40% per year)
* pays a dividend (not required, but a good sign of stability and respect for the investors)
* makes something I can understand easily, preferably something I know and use myself
* relatively small market capitalization, like under $1B, preferably under $500M, to give room for growth
* some kind of edge over the competition

All suggestions appreciated. Weed stocks could be a good bet if I can find one that looks like it has really solid growing earnings.

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47   just_passing_through   2019 Feb 25, 9:03pm  

I dug through the divy aristocrat wiki Rin posted. Looks like most dividends are lowish. Maybe 2-3% if I recall correctly.

Standouts are:

Altria MO 6.53
The Coca-Cola Company (KO) 3.42
AT&T Inc. (T) 6.85%
Ford Motor Company (F) 6.8%

Coke just took a dump. Maybe a good trade? Expensive dollar-wise and PE wise. I didn't check the way any of these manage debt. Considering some MO and some T.
48   just_passing_through   2019 Feb 25, 9:05pm  

PS. I'm just tickled to death watching that damn socialist (for us) capitalist (for him) Buffet whinge on TV about coke and kraft.
49   mell   2019 Feb 25, 9:10pm  

Patrick says
Thanks @mell!

I do have a better than 50% gain on ATRS, and 144% on VCEL thanks to you. Up more than 10% on ATRS. Glad I bought on your advice, and may well do it again.


Thanks, on that note I owe around $35K to the IRS in federal + state taxes (thanks CA!) since the way I trade most are short term gains and are taxed as income. While I am happy that the Trump tax changes came with a larger standard deduction for singles and couples I had the additional net income investment tax slapped onto me (fuck you Obama!) with an additional $3K-$4K plus the already outrageously high federal and state income taxes. This is just one of the many reasons why I will like never again vote left/Democrat in my life again, no matter what country I am voting in. While the billionaires make out nicely all Obummer and his ilk have achieved is putting the highest tax burden onto the upper middle class to make sure there is zero vertical movement and force as many back into government dependency as possible while taxes on hard earned money goes to individual and corporate welfare assholes that add nothing to society. How can any leftoid argue that it is fair in any way or form to give away 40%+ of your hard earned income, hours of research after working your 8 hour day job and give it to freeloaders and welfare moochers, illegal immigrants, real estate scams and more? This concludes my rant, here's to Trump 2020! ;)
50   anonymous   2019 Mar 1, 1:50am  

10 Companies That Have Raised Their Dividends for 50 Consecutive Years

There is a group of companies named the Dividend Aristocrats. Its name implies that they are more than special, and that’s because to be in that group a company has to have raised its dividend for at least 25 consecutive years. There is an even more impressive group of companies that would qualify as an aristocrat — some companies have raised their dividends for 50 or more consecutive years.

It’s important to consider what a 50-plus year streak of dividend hikes really means in a big-picture view. Not only have these companies been able to raise dividends during the Great Recession and six recessions prior to that, but they have endured dividend hikes through more than 12 presidential election cycles, endured multiple changes of the balance of powers in Congress and endured many changes in the tax code. This also means they have endured hyper-inflation, threats of deflation, oil shocks, countless armed conflicts and acts of terrorism, an exit from the gold standard, inverted yield curves and so on.

California Water Service
> Number of years: 52
> Yield: 1.5%
California Water Service Group (NYSE: CWT)

Coca-Cola
> Number of years: 57
> Yield: 3.5%
Coca-Cola Co. (NYSE: KO)

Dover
> Number of years: 63
> Yield: 2.1%
Dover Corp. (NYSE: DOV)

Emerson Electric
> Number of years: 62
> Yield: 2.8%
Emerson Electric Co. (NYSE: EMR)

Genuine Parts
> Number of years: 63
> Yield: 2.8%
Genuine Parts Co. (NYSE: GPC)

Hormel
> Number of years: 53
> Yield: 2.0%
Hormel Foods Corp. (NYSE: HRL)

Johnson & Johnson
> Number of years: 56
> Yield: 2.6%
Johnson & Johnson (NYSE: JNJ)

3M
> Number of years: 61
> Yield: 2.7%
3M Co. (NYSE: MMM)

Procter & Gamble
> Number of years: 62
> Yield: 2.8%
Procter & Gamble Co. (NYSE: PG)

Stanley Black & Decker
> Number of years: 51
> Yield: 2.0%
Stanley Black & Decker Inc. (NYSE: SWK)

https://247wallst.com/investing/2019/02/28/10-companies-that-have-raised-their-dividends-for-50-consecutive-years/2/
51   AD   2019 Mar 1, 2:03am  

What do you all think about Altria as a dividend stock ?
52   just_passing_through   2019 Mar 1, 8:32am  

I plan to buy some Altria on the next pull back. Even if it's a little one.
53   anonymous   2019 Mar 4, 10:41am  

Goldman's portfolio of investors' favorite stocks is one of its best yet, returning 19% a year

The most loved stocks by both hedge funds and mutual funds are beating the market and Goldman's own portfolios tracking hedge funds and mutual funds.

"Great minds think alike," Goldman's chief U.S. equity strategist David Kostin said in the note. "The median shared favorite is expected to have higher margins and faster growth in 2019 than the median S&P 500 stock."

There are 13 stocks that are favorites by both hedge funds and mutual funds, including ServiceNow, Adobe, Paypal, Delta Air Lines, Google-parent Alphabet and Visa.
Goldman Sachs made a portfolio of the most loved stocks by both hedge funds and mutual funds, and it is crushing the market and the bank's own secret portfolios .

Two of Goldman's baskets created exclusively for its clients — one tracking hedge funds top holdings and one with large-cap mutual funds overweights — are both already beating the market this year, but the real stars are the stocks that overlap the two baskets as they have delivered years of outperformance and have a better earnings outlook than either portfolio, the bank said.

"Great minds think alike," Goldman's chief U.S. equity strategist David Kostin said in the note. "The median shared favorite is expected to have higher margins and faster growth in 2019 than the median S&P 500 stock."

here are 13 stocks that are favorites by both hedge funds and mutual funds, the most since the first quarter in 2017, according to Goldman. The similarity increased when both industries loaded back up on tech stocks during the fourth quarter and they both trimmed their exposure to health care, consumer staples and materials, Goldman said. The overlapping stocks include ServiceNow NOW , Adobe ADBE , Paypal PYPL , Delta Air Lines DAL , Google parent Alphabet GOOGL and Visa V .

The shared favorite stocks have outperformed the S&P 500 by 70 basis points in 2019 and by 16 percentage points since the start of 2018. They also have a track record of beating the market — the group has delivered an annualized return of 19 percent since 2013, higher than Goldman's hedge-fund and mutual-fund baskets and beating the S&P 500's 14 percent gain, the bank said.

The bank covers 880 hedge funds with $2.1 trillion of gross equity positions and 521 large-cap mutual funds with $2.1 trillion of equity holdings.

There has been an average of 11 stocks that are most loved by both hedge funds and mutual funds over the past five years, according to Goldman. Alphabet is the only stock that has been a favorite by both industries for 18 quarters. Stocks on average have stayed on the list of shared favorites for four consecutive quarters, Goldman said.

https://finance.yahoo.com/news/goldman-apos-portfolio-investors-apos-143524432.html
54   Patrick   2019 Mar 4, 11:03am  

I settled on tesla for now and bought this morning.
55   theoakman   2019 Mar 4, 11:22am  

AD says
What do you all think about Altria as a dividend stock ?


If you like a company that consistently earns money, pays, and increases dividends, Altria is your stock. I've had it for 11 years now and never sold a dime.

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