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In the yahd, not too
fah from the cah
Picture of ryan81986
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quote:
Originally posted by Sig209:
quote:
Originally posted by ryan81986:
Is Boeing a good bet though? I know they hit almost 400 a few years ago but they've only been above 300 for a couple years.


good question. For them it's like a triple whammy.

1. Their resolution to the issues with the 737 Max is not clearly defined. Big impact on future and pending orders.

2. They have a new CEO and there are the usual question marks around leadership changes.

3. The impact of Corona virus.

what is your time horizon for that investment ?

--------------------------------------------



20 years +. I've got a deferred compensation account which is separate from my pension. It has about 50k in it right now. And I've got about 30 years til retirement assuming I don't pull the pin early, but I'd like to pull the pin early.




 
Posts: 6465 | Location: Just outside of Boston | Registered: March 28, 2007Reply With QuoteReport This Post
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then a better question would be -- why are you NOT buying stocks ?? Smile

of course index ETFs will give you better diversification

-------------------------------------


Proverbs 27:17 - As iron sharpens iron, so one man sharpens another.
 
Posts: 8940 | Location: Florida | Registered: September 20, 2004Reply With QuoteReport This Post
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quote:
Originally posted by ryan81986:
Is Boeing a good bet though? I know they hit almost 400 a few years ago but they've only been above 300 for a couple years.


No F’ing way. Aside from the 737 fiasco. WHO are their customers, airlines. The airline industry is hurt the hardest and many might go bankrupt. Most air lines are going to milk older planes, until first the economy gets rolling, then people start taking vacations again and then they recover what they lost.

The market is not going to rebound unless their is a clear sign that the corona virus won’t be too bad or there is a clear dwindling of it. Keep in mind the Russia/Saudi oil thing is putting downward pressure on the market too and it’s an election year.
 
Posts: 21429 | Registered: June 12, 2005Reply With QuoteReport This Post
In the yahd, not too
fah from the cah
Picture of ryan81986
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Royal Caribbean looks promising. Currently at $30, averages at $150. No way they won't bounce back by December.




 
Posts: 6465 | Location: Just outside of Boston | Registered: March 28, 2007Reply With QuoteReport This Post
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I don't believe we are the bottom yet. Wait until the effects on the supply chain and retail hit earnings news. I believe you will see another drop then. With everything shutting down, and no one going out, consumer spending is going to take a big hit, and that will be bad news.
 
Posts: 514 | Registered: November 13, 2009Reply With QuoteReport This Post
The Unmanned Writer
Picture of LS1 GTO
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quote:
Originally posted by ryan81986:
Is Boeing a good bet though? I know they hit almost 400 a few years ago but they've only been above 300 for a couple years.


Consider them with Northrop, Lockheed, Raytheon, and maybe Curtiss Wright (see the theme?). Solid performers over the long haul with Boeing in the best position for the biggest gains over the next 5 to 10 years.

And once Boeing gets the software issued figured, investors are going to realize the $$ value of the company's backlog. Wink






Life moves pretty fast. If you don't stop and look around once in a while, you could miss it.



"If dogs don't go to Heaven, I want to go where they go" Will Rogers

The definition of the words we used, carry a meaning of their own...



 
Posts: 14269 | Location: It was Lat: 33.xxxx Lon: 44.xxxx now it's CA :( | Registered: March 22, 2008Reply With QuoteReport This Post
Victim of Life's
Circumstances
Picture of doublesharp
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I'm a long time investor and I bought 3 stocks last week. I'm a loser in all and the down streak isn't over apparently. I'm not buying anything else but I'm not selling so, in effect, that makes me a buyer of the stocks in my portfolio. The only thing I'd consider is blue chip dividend aristocrats. Interest rate is going to remain low for the foreseeable future so blue chippers that have a longtime track record of meeting/raising dividends are all I'm interested in.


________________________
God spelled backwards is dog
 
Posts: 4874 | Location: Sunnyside of Louisville | Registered: July 04, 2007Reply With QuoteReport This Post
Ignored facts
still exist
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If you look up SSO, it's the "Ultra S&P500" fund which tracks the S&P500 but multiplied by 2. If the S&P500 goes up 5%, this fund goes up 10%. (or down, as the case may be)

I personally bought some of this in 2009 or so and held it for a few months and I was quite happy with it.

Now, if you think the market is going down further, you can put your money where your mouth is and buy some SDS, which is a Bear ETF fund which goes up as the market goes down.

So, between SSO and SDS, you can make money whichever direction the market is going, the trick is timing it correctly, which I think is too risky, at least for me.


.
 
Posts: 11232 | Location: 45 miles from the Pacific Ocean | Registered: February 28, 2003Reply With QuoteReport This Post
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I would only mention that current and projected valuation is incredibly important. Many of the high quality companies are still marginally over valued compared to their historical average valuations.

There are some true bargains becoming apparent, but you need to know what you are buying and what are you paying for. I am willing to buy high quality company stock whenever the valuation falls below that historical norm, but i have to feel good about the future of the company.

I have 18 high quality dividend stocks on my watch list, even today 10 of the 18 are trading at a premium to what i consider fair value.

"Price is what you pay. Value is what you get."
"It's far better to buy a wonderful company at a fair price than a fair company at a wonderful price."
 
Posts: 2169 | Registered: April 14, 2009Reply With QuoteReport This Post
Ignored facts
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quote:
Originally posted by sasquatch28:

I have 18 high quality dividend stocks on my watch list, even today 10 of the 18 are trading at a premium to what i consider fair value.



Any chance you'd care to share some of the ticker symbols. Always interested in how others think.


.
 
Posts: 11232 | Location: 45 miles from the Pacific Ocean | Registered: February 28, 2003Reply With QuoteReport This Post
I Am The Walrus
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One of my stocks jumped by 75% today. It's JDST. Kind of scared me Eek


_____________

 
Posts: 13379 | Registered: March 12, 2005Reply With QuoteReport This Post
Ammoholic
Picture of Skins2881
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A second thread on the same topic and a 9th coranavirus thread, yea!

Buy Charmin, Purell, and Lysol. Short cruise ship companies and the service industry.



Jesse

Sic Semper Tyrannis
 
Posts: 21358 | Location: Loudoun County, Virginia | Registered: December 27, 2014Reply With QuoteReport This Post
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quote:
Originally posted by radioman:
quote:
Originally posted by sasquatch28:

I have 18 high quality dividend stocks on my watch list, even today 10 of the 18 are trading at a premium to what i consider fair value.





Any chance you'd care to share some of the ticker symbols. Always interested in how others think.


Nothing groundbreaking. Big companies with good to very good financials, that pay a dividend, and are expected to be in business for the foreseeable future.

JNJ
PG
ADP
MDT
GD
PEP
CVX
MMM
HD
MSFT
V
TXN
KO
AAPL
VZ
SO
D
HON


I have grown to hate mutual funds because I have little clue what, exactly, I am buying. Regrettably, my retirement plan at work only allows mutual funds.

I have found much more comfort trying to emulated the way Buffett and Munger look at their investments. I want good or great companies at a fair price.

JNJ goes down 20%? Big deal, I know what I own, and I can go look at their books. Barring total financial disaster, they will still be selling stuff to us in 15 years.

There will be some very good bargains to be had in the coming MONTHS.

I am no financial expert, just a guy who is willing to read and try to learn from others.
 
Posts: 2169 | Registered: April 14, 2009Reply With QuoteReport This Post
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quote:
Originally posted by LS1 GTO:
quote:
Originally posted by ryan81986:
Is Boeing a good bet though? .


Consider them with Northrop, Lockheed, Raytheon, and maybe Curtiss Wright (see the theme?). Solid performers over the long haul with Boeing in the best position for the biggest gains over the next 5 to 10 years.

And once Boeing gets the software issued figured, investors are going to realize the $$ value of the company's backlog. Wink


I would add General Dynamics GD. Iran is still a source of concern, their proxies are targeting our troops in Iraq again.

https://af.reuters.com/article...ldNews/idAFKBN20Z3QZ


----------------------------------------------------
Dances with Crabgrass
 
Posts: 2183 | Location: East Virginia | Registered: October 12, 2009Reply With QuoteReport This Post
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posted Hide Post
quote:
Originally posted by LS1 GTO:
quote:
Originally posted by ryan81986:
Is Boeing a good bet though? I know they hit almost 400 a few years ago but they've only been above 300 for a couple years.


Consider them with Northrop, Lockheed, Raytheon, and maybe Curtiss Wright (see the theme?). Solid performers over the long haul with Boeing in the best position for the biggest gains over the next 5 to 10 years.

And once Boeing gets the software issued figured, investors are going to realize the $$ value of the company's backlog. Wink


The problem is what do you value them at today? Forward earnings fell through the floor to negative territory. Forward Earnings look...ambitious...and unrealistic with what the airlines are facing right now. I doubt they pick right up and start making money like nothing ever happened.

Personally, I'm not going to put any money into it. It would become intriguing to me only at less than $100, and even then, it would be speculative.

"Price is what you pay. Value is what you get."
 
Posts: 2169 | Registered: April 14, 2009Reply With QuoteReport This Post
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I think Boeing has a 737 finishing plant in China. I, for one, will not buy their stock when there are other good stocks available. They are extremely vulnerable to electronic espionage of proprietary defense material due to agreements made with China in order to be able manufacture there. YMMV.
 
Posts: 551 | Location: Ocala, FL | Registered: October 09, 2011Reply With QuoteReport This Post
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bought some RCL at $30 / share

75% off its 52 wk high

it'll be rocky for a while but I can't see that as a bad investment 5+ yrs out

the CEO has been there a long time so he's been through Y2k, dot com, 9/11, Financial Crisis, etc.

--------------------------------------


Proverbs 27:17 - As iron sharpens iron, so one man sharpens another.
 
Posts: 8940 | Location: Florida | Registered: September 20, 2004Reply With QuoteReport This Post
Ignored facts
still exist
posted Hide Post
quote:
Originally posted by sasquatch28:
quote:
Originally posted by radioman:
quote:
Originally posted by sasquatch28:

I have 18 high quality dividend stocks on my watch list, even today 10 of the 18 are trading at a premium to what i consider fair value.





Any chance you'd care to share some of the ticker symbols. Always interested in how others think.


Nothing groundbreaking. Big companies with good to very good financials, that pay a dividend, and are expected to be in business for the foreseeable future.

JNJ
PG
ADP
MDT
GD
PEP
CVX
MMM
HD
MSFT
V
TXN
KO
AAPL
VZ
SO
D
HON


I have grown to hate mutual funds because I have little clue what, exactly, I am buying. Regrettably, my retirement plan at work only allows mutual funds.

I have found much more comfort trying to emulated the way Buffett and Munger look at their investments. I want good or great companies at a fair price.

JNJ goes down 20%? Big deal, I know what I own, and I can go look at their books. Barring total financial disaster, they will still be selling stuff to us in 15 years.

There will be some very good bargains to be had in the coming MONTHS.

I am no financial expert, just a guy who is willing to read and try to learn from others.


That's a great list. Thanks for sharing it. With regard to Mutual funds, I know what you mean. I've found the right index fund can be ok, like the index funds from Vanguard, or Fidelity. But yes, if you are locked into what your company offers, then that's that.


.
 
Posts: 11232 | Location: 45 miles from the Pacific Ocean | Registered: February 28, 2003Reply With QuoteReport This Post
Funny Man
Picture of TXJIM
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Bluestar Airlines, trust me Wink


______________________________
“I'd like to know why well-educated idiots keep apologizing for lazy and complaining people who think the world owes them a living.”
― John Wayne
 
Posts: 7093 | Location: Austin, TX | Registered: June 29, 2010Reply With QuoteReport This Post
Lost
Picture of kkina
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Originally posted by TXJIM:
Bluestar Airlines, trust me Wink

Don't get emotional about stocks!



ACCU-STRUT FOR MINI-14
"Pen & Sword as one."
 
Posts: 17261 | Location: SF Bay Area | Registered: December 11, 2003Reply With QuoteReport This Post
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