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 [Reply]
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. [Reply]
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 [Reply]
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.)
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. [Reply]
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. [Reply]
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. [Reply]