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Old 12-18-2019, 10:43 PM   #3323
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Originally Posted by Rain Man View Post
In my current philosophy, I struggle with recommending stocks, because my system of picking is laughable. In terms of recommending, do I talk up stocks that have taken a beating and should turn around, or stocks that are making a run and may be running out of steam? I never know.

That said, here are a few that I like, in no particular order:

TTWO - You know them as the makers of Grand Theft Auto. They don't pay a dividend and I bought them before my dividend strategy was embraced. But wow - this company would've made me affluent if I'd just kept my original holdings and not sold any off. It's quintupled in the last five years.

CODI - Holding company for a bunch of products I've never heard of. The stock price never moves, but it pays an 8%+ dividend. In the current bull market that's not a winner, but in the long run it is.

CVGW - Avocado grower. Pays a 1.3% dividend, and it just always goes up for me.

SEP - Natural gas pipeline company. It's down over the past couple of years, but it pays almost a 7 percent dividend and I keep thinking it'll turn around. I got a good runup three or four years ago.

PSX - I've read that Phillips 66 is more of a refiner than a producer, so they're less volatile to oil prices. Pays a 2.8% dividend.

RCL or CUK - Lots of baby boomers retiring with money, so I like cruise lines, and they countercycle with oil prices. RCL pays a 1.9% dividend and CUK pays 2.8%

MPW - REIT that leases medical office space. Pays a 7.1% dividend. Kind of like CODI above, in that the stock price doesn't move but it returns more than inflation.

GOOG - Probably everyone should have some Google at this point.

NDSN - As near as I can tell, they make nozzles and things for spraying stuff in industrial use. (Shrug.) 0.8% dividend, but it's done well for me. You may have missed the boat on it since it jumped 17 percent yesterday.

VZN - Pays a 4.5% dividend. I've muddled along with this stock but think it's a long-term gainer. Just a hunch.

SSW - I've lost my shirt on this ocean freighter company, with the stock down 40 percent since I bought it. But come on - it's profitable and it pays an 8.5% dividend. I've been buying it the whole way down until I reached a limit on how much I'll put into any stock. If it comes back, it'll produce some big gains and I don't see why it's down so much. I kind of want to buy more.

Two year check of this post I made on December 15, 2017. For those of you who subscribed to the Rain Man stock newsletter back in December 2017, if you had invested in all of these recommendations equally, you'd be up +32.6%, which beats Nasdaq (29.5%), the S&P 500 (+22.4%), and the Dow (+17.3%) during the same period. (Those calculations all include average dividend rates for the indices, and the current dividend rate for the stocks.)

Total Change 2-year dividend Price Change

Indices

Nasdaq 29.5% 3.6% 25.9%
Dow 17.3% 4.2% 13.1%
S&P 500 22.4% 4.0% 18.4%

Rain Man Newsletter Recommendations

TTWO 10.1% 0.0% 10.1%
CODI 61.2% 11.8% 49.3%
CVGW 19.2% 2.5% 16.7%
SEP Got bought and stuff, not going to bother calculating
PSX 19.5% 6.4% 13.1%
RCL 7.0% 5.0% 2.0%
CUK -22.7% 10.0% -32.6%
MPW 53.9% 10.4% 43.5%
GOOG 27.1% 0.0% 27.1%
NDSN 15.0% 1.8% 13.2%
VZ 23.5% 8.0% 15.5%
SSW 144.2% 7.2% 137.0%

SSW is my big star, and I had a lot of money in it back in December 2017. SSW makes me smile. CODI has also made a lot, and Amnorix and I have been touting MPW for a while, which is up 53.9 percent in two years.

CUK has been a beating for me in this group, so I hope no one listened to me on that one, but I think it'll come back.
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Last edited by Rain Man; 01-02-2020 at 07:41 PM.. Reason: Corrected a typo. Typos embarrass me.
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