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View Poll Results: Which company?
Amazon 40 29.41%
Apple 29 21.32%
Facebook 11 8.09%
Google 56 41.18%
Voters: 136. You may not vote on this poll

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  #361  
Old 24.08.2018, 19:16
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Re: Stock investment poll

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Congrats! I must admit you are not afraid of roller coasters, are you? I am talking about AMD, PM and Tencent for example
PM is a sore point. I had a sell order which missed by a few cents. It didn't catch and then went from a profit to a loss quite rapidly after that. I think I went from +20% to -20% on PM.

BP and Total were bigger stakes, but I don't want to be in Oil & Gas long term so only recently sold Total and a good chunk of BP. Took profit on WMT and FeverTree too so now the top 3 holdings are about equal weighted.
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  #362  
Old 11.09.2018, 15:56
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Re: Stock investment poll

For me 2018 is shaping up as a battle between how much I make from AMD vs how much I bleed on tobacco and China-exposed companies.
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  #363  
Old 11.09.2018, 20:31
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Re: Stock investment poll

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For me 2018 is shaping up as a battle between how much I make from AMD vs how much I bleed on tobacco and China-exposed companies.

This seems to confirm Buffett statement about buying a low cost tracker on S&P instead of cherry picking stocks
https://www.cnbc.com/2018/01/03/why-...nvestment.html

Having said that, I have recently read that Altria/Philip Morris has been the best performing stock in the S&P for a very long time (19% avg annual gain with dividends reinvested), so assuming your tobacco stocks still pay a dividend you should probably be happy that their price has gone down

Last edited by Dr Mick; 11.09.2018 at 20:42. Reason: added details
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  #364  
Old 11.09.2018, 22:36
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Re: Stock investment poll

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This seems to confirm Buffett statement about buying a low cost tracker on S&P instead of cherry picking stocks
https://www.cnbc.com/2018/01/03/why-...nvestment.html

Having said that, I have recently read that Altria/Philip Morris has been the best performing stock in the S&P for a very long time (19% avg annual gain with dividends reinvested), so assuming your tobacco stocks still pay a dividend you should probably be happy that their price has gone down

Link here
https://www.portfoliovisualizer.com/...ocation2_2=100

Summary: a 10K investment in MO in Jan 1994 would be ~470K today, while 10K invested in SPY would be ~98K -- dividends reinvested.
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  #365  
Old 11.09.2018, 23:54
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Re: Stock investment poll

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This seems to confirm Buffett statement about buying a low cost tracker on S&P instead of cherry picking stocks
https://www.cnbc.com/2018/01/03/why-...nvestment.html

Having said that, I have recently read that Altria/Philip Morris has been the best performing stock in the S&P for a very long time (19% avg annual gain with dividends reinvested), so assuming your tobacco stocks still pay a dividend you should probably be happy that their price has gone down
yes, i'd be happy with this except for a few points:

1. i currently don't have any more money to invest
2. i'd rather the tobacco companies stop wasting money on new-fangled HNB or Vaping and stick to their tried and tested cancer-sticks
3. not sure whether tobacco is a dead industry with increasing health-conscious generations and gradual pseudo-outlawing of tobacco.

but yes, assuming tobacco doesn't get killed through regulation or changing trends, it potentially is set-up for some huge gains once investors shift from growth back to safety.
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  #366  
Old 12.09.2018, 09:29
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Re: Stock investment poll

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2. i'd rather the tobacco companies stop wasting money on new-fangled HNB or Vaping and stick to their tried and tested cancer-sticks
In that case you might prefer Imperial Tobacco to the others in this regard. They have hardly any R&D spend compared to the others.

PM is the biggest R&D spender.
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  #367  
Old 12.09.2018, 11:46
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Re: Stock investment poll

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yes, i'd be happy with this except for a few points:

3. not sure whether tobacco is a dead industry with increasing health-conscious generations and gradual pseudo-outlawing of tobacco.

but yes, assuming tobacco doesn't get killed through regulation or changing trends, it potentially is set-up for some huge gains once investors shift from growth back to safety.

They'll just buy into the marijuana-craze, once it gets legalized everywhere.
And it will get legalized, because countries need the taxes like an addict needs his fix.


Not a fan of these kinds of companies, TBH.


Though I'm not a fan of banks, either and now the money is just sitting in the bank.

In the end, it's a rabbit-hole that leads to nowhere.
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  #368  
Old 12.09.2018, 13:05
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They'll just buy into the marijuana-craze, once it gets legalized everywhere.
And it will get legalized, because countries need the taxes like an addict needs his fix.


Not a fan of these kinds of companies, TBH.


Though I'm not a fan of banks, either and now the money is just sitting in the bank.

In the end, it's a rabbit-hole that leads to nowhere.
i looked at canopy and also at an indirect exposure via constellation brands. cgc would definitely have made money, but not convinced on it. i wonder how big that market would be?
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  #369  
Old 12.09.2018, 14:49
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In that case you might prefer Imperial Tobacco to the others in this regard. They have hardly any R&D spend compared to the others.

PM is the biggest R&D spender.

For that precise reason Terry Smith sold Imperial and bought PM
https://www.fundsmith.co.uk/docs/def...lders-2017.pdf
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  #370  
Old 12.09.2018, 16:28
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Re: Stock investment poll

absolute m***F***s so i set a sell order last night to free up cash to buy into MO and after months of this stock price languishing at lows, what day did it decide to spike up 6% for no bloody reason whatsoever???? i hate the stock market.
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  #371  
Old 12.09.2018, 16:48
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Re: Stock investment poll

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For that precise reason Terry Smith sold Imperial and bought PM
https://www.fundsmith.co.uk/docs/def...lders-2017.pdf
He already had the state in P.M, It's the only US listed company FS hods with zero US earnings.
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  #372  
Old 12.09.2018, 16:52
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For that precise reason Terry Smith sold Imperial and bought PM
https://www.fundsmith.co.uk/docs/def...lders-2017.pdf
It depends on if you believe investment in R&D to be a good one or not. PM is boldly pushing on with the IQOS and other products. Imperial is less so.

Excluding all other factors of the business of course
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  #373  
Old 12.09.2018, 16:55
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absolute m***F***s so i set a sell order last night to free up cash to buy into MO and after months of this stock price languishing at lows, what day did it decide to spike up 6% for no bloody reason whatsoever???? i hate the stock market.
Based on one news report of the FDA cracking down on e-cigarette companies in the US (youth use) I love the stock market
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  #374  
Old 12.09.2018, 17:05
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Based on one news report of the FDA cracking down on e-cigarette companies in the US (youth use) I love the stock market
so ridiculous. that the FDA might do something. and that this might make these vapers suddenly decide to smoke instead is worth a 6% jump? anyway. i set a limit order and wait for the price to drop once this news is forgotten and the stock goes ex-div.
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  #375  
Old 12.09.2018, 17:10
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so ridiculous. that the FDA might do something. and that this might make these vapers suddenly decide to smoke instead is worth a 6% jump? anyway. i set a limit order and wait for the price to drop once this news is forgotten and the stock goes ex-div.
The market being 'wrong' is good. Gives us 'irrational' prices to take advantage of
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  #376  
Old 20.12.2018, 08:58
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Re: Stock investment poll

FB down nearly 25% from the beggining of the year.
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  #377  
Old 20.12.2018, 20:05
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FB down nearly 25% from the beggining of the year.
And so are many other stocks - look at financial companies for example.
https://www.yardeni.com/pub/breadth.pdf
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  #378  
Old 20.12.2018, 20:11
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And so are many other stocks - look at financial companies for example.
https://www.yardeni.com/pub/breadth.pdf
Nvidia has lost about 50% since October.
I guess it is normal to expect growth stocks to fall hard from time to time...
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  #379  
Old 20.12.2018, 20:18
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And so are many other stocks - look at financial companies for example.
https://www.yardeni.com/pub/breadth.pdf
Yeah but no one would have predicted such a drop of FB. That said it was all their own doing.
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  #380  
Old 20.12.2018, 20:23
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Nvidia has lost about 50% since October.
I guess it is normal to expect growth stocks to fall hard from time to time...
Nonsense, not for the major players.
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