Jump to content

Providing independent coverage of the Minnesota Twins.
Photo

The stock market

  • Please log in to reply
1090 replies to this topic

#961 Mike Sixel

Mike Sixel

    Now living in Oregon

  • Member
  • 31,666 posts

Posted 14 October 2019 - 05:08 PM

 

Forgot to list mine 

WFC/USB are our two big bank stocks

index funds tracking the S&P

Shopify (thanks a million on that one)

Coke

Roku

Disney

John Deere

 

We have others but those are all pretty substantial holdings. You certainly have a more tech centric holdings than we do. 

 

I should have held my disney......I have quite a bit of waste management also......there will never not be garbage....

  • glunn likes this

It's been a fun year so far, GO Twins. 


#962 gunnarthor

gunnarthor

    Senior Member

  • Member
  • 10,140 posts

Posted 16 December 2019 - 08:30 AM

Interesting article from Barrons. Should be free to view.

 

https://www.barrons....020-51576285200

 

I have a small bit of pfizer in my IRA but none of the rest. The u-haul stock is an interesting idea.

  • glunn and Sconnie like this

#963 Mike Sixel

Mike Sixel

    Now living in Oregon

  • Member
  • 31,666 posts

Posted 16 December 2019 - 10:33 AM

I sort of worked with the CEO of Anthem, and reported to one of her CIOs. She's a great leader, who is remaking Anthem in UHGs image. I own too much healthcare stock..... But some of you may not.....
  • glunn and gunnarthor like this

It's been a fun year so far, GO Twins. 


#964 Sconnie

Sconnie

    Wooo!

  • Moderator
  • 6,019 posts
  • LocationNW Wisconsin

Posted 16 December 2019 - 08:15 PM

Interesting article from Barrons. Should be free to view.

https://www.barrons....020-51576285200

I have a small bit of pfizer in my IRA but none of the rest. The u-haul stock is an interesting idea.

can u-haul unload a bunch of that real estate for a good price and not take a massive tax hit? They have a terrible liquidity crunch on their hands...

If they can squeeze through that itty-bitty window, and start flowing cash again there’s still a question of growth. Looking at the adjacent housing market, is now the time to exit self storage? Mortgage interest rates can only climb from here. Home prices are sky high and still climbing. With a decade of growth since the Great Recession, are moves as a result of home buying going to grow? I’m skeptical. If you can’t move to a bigger house, you need somewhere to store all your stuff.

But self storage is a cash hog and saturated.

I’m not buying it. I’m no investment pro, I’m sure they know things I don’t, but I just don’t get it.

I’m not buying that recommendation
  • glunn likes this

#965 MMMordabito

MMMordabito

    Fort Walton Beach Jets

  • Member
  • 1,296 posts

Posted 31 January 2020 - 11:21 AM

Dow down 400 points today ... Drink a Corona while you execute a buy order ... Panic always presents opportunity.


#966 Mike Sixel

Mike Sixel

    Now living in Oregon

  • Member
  • 31,666 posts

Posted 31 January 2020 - 12:01 PM

Dow down 400 points today ... Drink a Corona while you execute a buy order ... Panic always presents opportunity.


Wish I had cash. Would have made four percent yesterday.....

It's been a fun year so far, GO Twins. 


#967 Badsmerf

Badsmerf

    Senior Member

  • Member
  • 3,869 posts

Posted 31 January 2020 - 01:37 PM

Wish I had cash. Would have made four percent yesterday.....


I think I am going to try Betterment. Looking for a safe but profitable option for some bonus money. Only .25% rates, not too bad.
Do or do not. There is no try.

#968 Sconnie

Sconnie

    Wooo!

  • Moderator
  • 6,019 posts
  • LocationNW Wisconsin

Posted 01 February 2020 - 09:13 AM

Dow down 400 points today ... Drink a Corona while you execute a buy order ... Panic always presents opportunity.

yup. This will pass quickly, but has good possibility of dropping further before the Dow rebounds. Stay the course and you’ll come out well ahead
  • glunn likes this

#969 Badsmerf

Badsmerf

    Senior Member

  • Member
  • 3,869 posts

Posted 01 February 2020 - 03:33 PM

yup. This will pass quickly, but has good possibility of dropping further before the Dow rebounds. Stay the course and you’ll come out well ahead


It isn't going to pass until this virus is under control. Flights are being suspended and it is estimated 75k+ people are infected. China could be due for a rough 2020. A severe slowdown in China will have cumulative effects around the world. Markets are going to continue falling until we know this situation is contained.
Do or do not. There is no try.

#970 Sconnie

Sconnie

    Wooo!

  • Moderator
  • 6,019 posts
  • LocationNW Wisconsin

Posted 01 February 2020 - 03:44 PM

It isn't going to pass until this virus is under control. Flights are being suspended and it is estimated 75k+ people are infected. China could be due for a rough 2020. A severe slowdown in China will have cumulative effects around the world. Markets are going to continue falling until we know this situation is contained.

sure, even into 2021, there could be some volatility with significant and growing populations unable to participate in markets. There was significant volatility with SARS too. The markets rebounded.

#971 gunnarthor

gunnarthor

    Senior Member

  • Member
  • 10,140 posts

Posted 01 February 2020 - 08:41 PM

I just moved 6k into my IRA for 2020 and am kicking around selling ROKU. I'm not sure how strong it will remain over the next year.

 

Has anyone heard of Intuitive Surgical, Inc.? I think that's my next purchase.

 

Lastly, this is a nice article on why DRIP investing makes sense long-term.

  • Sconnie likes this

#972 Sconnie

Sconnie

    Wooo!

  • Moderator
  • 6,019 posts
  • LocationNW Wisconsin

Posted 02 February 2020 - 09:34 AM

I just moved 6k into my IRA for 2020 and am kicking around selling ROKU. I'm not sure how strong it will remain over the next year.

Has anyone heard of Intuitive Surgical, Inc.? I think that's my next purchase.

Lastly, this is a nice article on why DRIP investing makes sense long-term.

I reinvest my dividends on my employee discounted shares. Man that grew well and is readily accessible as a medium term savings (rather than a long term account like my 401k, Roth, and IRA for retirement). I save for target purchases like a car or home renovations. Getting 10% return on investment in share growth plus the compounding of dividends gets me an extra share per quarter plus the 15% discount means I get a huge premium over a 2% savings account and even greater savings over a home equity or car loan.

Just need to sell enough shares to cover my purchase plus capital gains tax.

To top it all off, because it’s an employee plan, I can increase my savings rate 1% per year and not even feel it.

So if you work for a publicly traded company, take advantage of your benefits!
  • gunnarthor likes this

#973 Badsmerf

Badsmerf

    Senior Member

  • Member
  • 3,869 posts

Posted 02 February 2020 - 10:06 AM

Wow that is huge. Makes me reconsider working at a privately held company.
Do or do not. There is no try.

#974 Mike Sixel

Mike Sixel

    Now living in Oregon

  • Member
  • 31,666 posts

Posted 02 February 2020 - 02:34 PM

 

I just moved 6k into my IRA for 2020 and am kicking around selling ROKU. I'm not sure how strong it will remain over the next year.

 

Has anyone heard of Intuitive Surgical, Inc.? I think that's my next purchase.

 

Lastly, this is a nice article on why DRIP investing makes sense long-term.

 

Motley Fool loves ISRG.

It's been a fun year so far, GO Twins. 


#975 gunnarthor

gunnarthor

    Senior Member

  • Member
  • 10,140 posts

Posted 03 February 2020 - 09:22 AM

 

Motley Fool loves ISRG.

Thanks Mike. I got the WFC research on ISRG from my broker this morning - I'd attach it for you but have no idea how to do that. They have it overweight (which is a buy and an expectation of 10% or better growth over the next 12 months) and the research was written up on 1/27/20 so it's fresh. 

 

Not completely on board yet since there is no dividend and I love dividend stocks for my IRA but leaning towards making the purchase this week. Looking at a few pharmaceuticals as well.


#976 gunnarthor

gunnarthor

    Senior Member

  • Member
  • 10,140 posts

Posted 10 February 2020 - 11:05 AM

Still thinking about ISRG but bought Exxon this morning for my IRA. Like the dividend and it's pretty low. It'll go lower though since I bought it. That's my MO.

 

 

Here's an article on health care stocks that I was looking at. ISRG is recommended a few places that I've found. 

 


#977 Mike Sixel

Mike Sixel

    Now living in Oregon

  • Member
  • 31,666 posts

Posted 12 February 2020 - 02:57 PM

Shop IFY! Keep buying it people (this is not a recommendation, just what I do.....)

It's been a fun year so far, GO Twins. 


#978 gunnarthor

gunnarthor

    Senior Member

  • Member
  • 10,140 posts

Posted 14 February 2020 - 09:46 AM

 

Shop IFY! Keep buying it people (this is not a recommendation, just what I do.....)

Yep, quite the stock. In four years, my one small purchase has become our largest individual holding.


#979 gunnarthor

gunnarthor

    Senior Member

  • Member
  • 10,140 posts

Posted 25 February 2020 - 04:29 PM

So the last two days have hurt. My apologies, I bought stock a couple weeks ago. This is my doing. 

 

In related news, Bob Iger has stepped down from Disney - https://www.cnn.com/...-ceo/index.html

 

We own a bit of Disney and tend to like it. It was around 145 a while ago and fell to 128 today. I have no idea when the market will correct itself from the virus fears and there are other outside influences that are greatly going to affect the market in my opinion. So Disney might continue to fall or just stay flat but it's a nice stock in the longterm. We might buy more at this price, although it would be a small purchase at this point. 

 

 

  • glunn likes this

#980 glunn

glunn

    Head Moderator

  • Moderator
  • 9,658 posts
  • LocationBeverly Hills, CA

Posted 28 February 2020 - 01:26 AM

Tomorrow will be a big day, and I am not optimistic.