Investing megathread extravaganza

[DaFace]

A place to talk about investing stuff.

[Hog's Gone Fishin]

Originally Posted by lewdog

Hog, need some hot stock tips!

Sorry ,I've been focusing on fishin and letting my stuff ride. I know the defense stocks took a dip for some stupid reason and presented a buy opp.

[Hog's Gone Fishin]

Originally Posted by lewdog

Hog, need some hot stock tips!

I bought some DNR back in April. It's up 16% since then. Also it's up 108% last 12 months. Oil and Gas company has a 14.4% profit margin compared to the industry avg of 6.6%. The stock is expected to gain 63% next 3 months

It's a cheap stock at 3.70.

Conflict with Iran is most likely good for the stock.

Now it will probably tank !

[lewdog]

Originally Posted by Hog's Gone Fishin

I bought some DNR back in April. It's up 16% since then. Also it's up 108% last 12 months. Oil and Gas company has a 14.4% profit margin compared to the industry avg of 6.6%. The stock is expected to gain 63% next 3 months

It's a cheap stock at 3.70.

Conflict with Iran is most likely good for the stock.

Now it will probably tank !

Interesting company and stock movement.

I don't like dabbling in penny stocks much though! Good looking out, however.

[ChiliConCarnage]

Doing some early morning review. Had been a while.. thought I was increasing my bonds but apparently my taxable accounts are keeping that amount down. I feel like I need to adjust.



Not exactly joining hog fishing soon but it's going ok!

[Hog's Gone Fishin]

Anbody got thoughts on (TDG)

Company that makes aircraft components for military jets

46% last 12 months and solid gains every year.

[Hog's Gone Fishin]

Stocks involved in sports gambling:

CHDN
NYNY
PENN
SGMS
WYNN
BYD
DDE
IGT
LVS
PNK
CZR
GDEN

[lewdog]

Futures look high everywhere tomorrow. Talks starting to avoid tariffs. Earnings reports are still high for most companies. Stock buybacks from lower taxes are in full affect.

I think tomorrow and the next few days could be HUGE days.

[Buehler445]

Originally Posted by lewdog

Futures look high everywhere tomorrow. Talks starting to avoid tariffs. Earnings reports are still high for most companies. Stock buybacks from lower taxes are in full affect.

I think tomorrow and the next few days could be HUGE days.

Wished I’d have shorted beans.

Hopefully we get a good rally in the grains. I have a lot of corn I need to hedge.

[Hog's Gone Fishin]

Originally Posted by Buehler445

Wished I’d have shorted beans.

Hopefully we get a good rally in the grains. I have a lot of corn I need to hedge.

How many acres you plant this year ?

Do you have irrigation or dryland ?

We've had 1 inch of rain in 8 months

[Buehler445]

Originally Posted by Hog's Gone Fishin

How many acres you plant this year ?

Do you have irrigation or dryland ?

We've had 1 inch of rain in 8 months

None of beans. About 3000 of corn. 750 milo. A few irrigated acres mostly dryland.

We were at like 1.40 all in rains events of <.40 but we got a pretty good rain last week. I feel a lot better.

I had some triticale for certified seed that got crunched by hail that I guess I had to sacrifice. To buy the rain. .

It was headed out.

[ChiliConCarnage]

Originally Posted by lewdog

Futures look high everywhere tomorrow. Talks starting to avoid tariffs. Earnings reports are still high for most companies. Stock buybacks from lower taxes are in full affect.

I think tomorrow and the next few days could be HUGE days.

What Mnuchin giveth, Kudlow taketh away. He cut todays gains in half :\

[InvinciBill]

Originally Posted by Rain Man

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.

Thanks for this!

[Rain Man]

Originally Posted by InvinciBill

Thanks for this!

Nice. It's up 50 percent since that post. I really should've bought more.

[ChiliConCarnage]

Originally Posted by Rain Man

Nice. It's up 50 percent since that post. I really should've bought more.

Congrats, that Calavo Growers has done real well too. When I finally got some time to look into it more in January it had exploded up from 70 to like 90 in the last month.

So I've just kept it on the watchlist for now. It's real expensive. A 40 PE is like high profit cloud/tech stock territory. This company is a boring consumer staple with small operating and profit margins. I don't get it

I just looked and it was up 3.6% today, hah. It just keeps going!

[Rain Man]

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.

Okay, let me see how my recommendations did.

TTWO - Up 4.2% (0 in dividends)
CODI - Down 7.8% (+roughly 3% in dividends)
CVGW - Up 24.6% (+ roughly 0.5% in dividends)
SEP - Down 24.1% (+ roughly 3% in dividends)
PSX - Up 20.4% (+ roughly 0.1% in dividends)
RCL - Down 15.1% (+ roughly 0.8% in dividends)
CUK - Up 2.1% (+ roughly 1% in dividends)
MPW - Down 6.9% (+ roughly 3% in dividends)
GOOG - Up 0.2% (0 in dividends)
NDSN - Down 6.8% (+ roughly 0.3% in dividends)
VZN - Down 9.3% (+ roughly 2% in dividends)
SSW - Up 46.7% (+ roughly 4% in dividends)

That averages to a 3.8 percent return.

The Dow is up 2.1% in that time + 1.2% or so in dividends = 3.3%
The NASDAQ is up 7.7% in that time + 0.4% or so in dividends = 8.1%
The S&P 500 is up 3.1% in that time + 0.9% or so = 4.0%

Well, I beat the Dow, I guess, thanks to 3 hot stocks. In my defense, I warned that NDSN might be too late to enter, and that VZ (not VZN) was more of a long-term stock. If you take out NDSN from the mix, I'm at 4.8%

The Nasdaq has been killing me for this past year. I've got a mix of stocks, and the non-NASDAQ ones are lagging NASDAQ.