Money Investing megathread extravaganza - Page 222

**DaFace** · 06:35 PM

A place to talk about investing stuff.

ChiliConCarnage · 12-07-2019, 02:37 PM

Quote:

Originally Posted by ghak99

I'm trying to find a rather safe Trump reelection investment. Nothing looks knock it out of the park appealing.

Hmm, I tried thinking about it but I can't come up with anything at this point. It may depend on opponent and I haven't heard much policy wise from the Trump admin other than maybe tax cuts 2.0 for the middle class. Trump could be bad for healthcare but not nearly as bad as the Dem candidate but depends who. I'm not sure if he'll try to run on reforming healthcare or just ignore it due to the first time results.

If Warren were to get the nom, banks/financials would likely take a big hit. If you're looking for safety then that rules out banks but all of financials would take pain. Exchanges like ICE (NYSE,etc), NDAQ, CME or T Rowe Price or blackrock might be good bounce back targets. This might be fun to revisit later

**MahiMike** · 12-07-2019, 03:36 PM

Quote:

Originally Posted by Hog's Gone Fishin

So some of you are cashing out for the big crash. What do you think the stock market is going to do once Trump is not to be impeached???

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You have 2 scenarios in the market. The perceived vs. the reality. These zero interest rates are gonna be death for the markets. Whoever is president when it finally crashes will be linked to the next depression.

RunKC · 12-09-2019, 11:07 AM

FDEEX target date fund-21.7% return YTD | 20.95% return counting expense ratio
S&P 500-27.75% return YTD
New Fidelity zero cost fund (FZROX)-27.68% return YTD

So glad I decided to dump the stupid managed fund from Fidelity and go with the zero cost total market account. It’s going to make a huge difference

scho63 · 12-11-2019, 06:47 AM

I look at Ford stock as solely a dividend play at this point as the stock has done shit in a very long time.

The only thing that scares me is that they have a very high debt:equity ratio of like 435% and a P/E of 24x's.

Not sure how strong a cash position they are in to keep that dividend at these levels.

**Rain Man** · 12-18-2019, 10:43 PM

Quote:

Originally Posted by Rain Man

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.

Hammock Parties · 12-19-2019, 05:05 PM

IQ up another 4% today

RALLY!

Hog's Gone Fishin · 12-19-2019, 06:08 PM

I've learned I do best with great mutual funds with 20% + returns . I only own one individual stock right now.

I need to focus my attention on fishing.

**Rain Man** · 12-31-2019, 05:30 PM

Okay, how'd we do this year?

I ended up +22.9%. If you take out cash and only include active investments, I was up 25.5%.

I beat the Dow at 22.3%, but trailed the S&P 500 at 28.9% and Nasdaq at 35.2%

I'm kind of disappointed that I couldn't match the S&P, which is my benchmark for success. But I'm delighted to trail the market if I can bring home 20+% returns. It was a really good investing year all in all.

**lewdog** · 12-31-2019, 05:54 PM

Quote:

Originally Posted by Rain Man

Okay, how'd we do this year?

I ended up +22.9%. If you take out cash and only include active investments, I was up 25.5%.

I beat the Dow at 22.3%, but trailed the S&P 500 at 28.9% and Nasdaq at 35.2%

I'm kind of disappointed that I couldn't match the S&P, which is my benchmark for success. But I'm delighted to trail the market if I can bring home 20+% returns. It was a really good investing year all in all.

Up 32% in the 401k. 100% stocks at my age.

**Rain Man** · 12-31-2019, 05:56 PM

Quote:

Originally Posted by lewdog

Up 32% in the 401k. 100% stocks at my age.

Wow, nice work. What were your biggest holdings if I may ask?

**Munson** · 12-31-2019, 05:59 PM

I gained a little over 17%.

In 2020, I'll be disappointed with anything less than 20%.

Hog's Gone Fishin · 12-31-2019, 07:14 PM

Quote:

Originally Posted by lewdog

Up 32% in the 401k. 100% stocks at my age.

Bingo. My mutual funds ended up at 32% also but they needed the rebound after 2018 -6%

QQQE
AKREX
HGICX
FSMEX

Hog's Gone Fishin · 12-31-2019, 07:27 PM

When Trump clears the senate and gets China straight 2020 will be a record year.

**DaFace** · 12-31-2019, 08:21 PM

Ended up +24.8% in my target date fund.

Zebedee DuBois · 12-31-2019, 09:58 PM

My average return over all investments and all accounts was 25.5%
Big winners were AAPL, SO, VZ

Makes up for last year.

06-27-2016, 11:23 AM
DaFace Kind of a mod Join Date: Aug 2005 Location: Donkey Land Casino cash: $2066899	Investing megathread extravaganza A place to talk about investing stuff. Last edited by DaFace; 02-19-2021 at 06:35 PM..
Posts: 51,749

12-09-2019, 11:07 AM	#3318
RunKC Andy Reid Supporter Join Date: Apr 2012 Casino cash: $2289611	FDEEX target date fund-21.7% return YTD \| 20.95% return counting expense ratio S&P 500-27.75% return YTD New Fidelity zero cost fund (FZROX)-27.68% return YTD So glad I decided to dump the stupid managed fund from Fidelity and go with the zero cost total market account. It’s going to make a huge difference __________________ Mike Greenberg@Espngreeny I can’t fathom what it must be like to be a fan of the #Chiefs. Adopt a Chief: Noah Gray
Posts: 45,899

12-11-2019, 06:47 AM	#3319
scho63 Politically Incorrect Join Date: Feb 2009 Location: Scottsdale, AZ Casino cash: $2811110	I look at Ford stock as solely a dividend play at this point as the stock has done shit in a very long time. The only thing that scares me is that they have a very high debt:equity ratio of like 435% and a P/E of 24x's. Not sure how strong a cash position they are in to keep that dividend at these levels. __________________ *"The only difference between sex for free and sex for money is that sex for free costs you a WHOLE LOT more!"* ~Redd Foxx~ ~~2018 2019 2020 20212022 2023~~ 2024 Adopt a Chief - Clark Hunt and Brett Veach "The men who drafted Patrick Mahomes"
Posts: 50,426

12-19-2019, 05:05 PM	#3321
Hammock Parties I'll be back. Join Date: Nov 2002 Casino cash: $4750478	IQ up another 4% today RALLY! __________________ Chiefs game films
Posts: 277,667

12-19-2019, 06:08 PM	#3322
Hog's Gone Fishin Fish are scared of me Join Date: Nov 2001 Casino cash: $1740477	I've learned I do best with great mutual funds with 20% + returns . I only own one individual stock right now. I need to focus my attention on fishing.
Posts: 40,331

12-31-2019, 05:30 PM	#3323
Rain Man NFL's #1 Ermines Fan Join Date: Jul 2001 Location: My house Casino cash: $3358491 VARSITY	Okay, how'd we do this year? I ended up +22.9%. If you take out cash and only include active investments, I was up 25.5%. I beat the Dow at 22.3%, but trailed the S&P 500 at 28.9% and Nasdaq at 35.2% I'm kind of disappointed that I couldn't match the S&P, which is my benchmark for success. But I'm delighted to trail the market if I can bring home 20+% returns. It was a really good investing year all in all. __________________ I'm putting random letters here as a celebration of free speech: xigrakgrah misorojeq rkemeseit.
Posts: 141,251

12-31-2019, 05:59 PM	#3326
Munson Roy E. Join Date: Sep 2005 Location: Olathe, KS Casino cash: $11999646	I gained a little over 17%. In 2020, I'll be disappointed with anything less than 20%.
Posts: 22,716

12-31-2019, 07:27 PM	#3328
Hog's Gone Fishin Fish are scared of me Join Date: Nov 2001 Casino cash: $1740477	When Trump clears the senate and gets China straight 2020 will be a record year.
Posts: 40,331

12-31-2019, 08:21 PM	#3329
DaFace Kind of a mod Join Date: Aug 2005 Location: Donkey Land Casino cash: $2066899	Ended up +24.8% in my target date fund.
Posts: 51,749

12-31-2019, 09:58 PM	#3330
Zebedee DuBois Veteran Join Date: Feb 2001 Location: floating in a tin can Casino cash: $1925199	My average return over all investments and all accounts was 25.5% Big winners were AAPL, SO, VZ Makes up for last year. __________________ What am I even doing here?
Posts: 3,747