Stock Market - Who’s buying what?

[CPNY]

How I wish I bought Tesla in mid March! If Apple can get into the health market I think they have a really great opportunity to capitalize here. I hope their iwatch 6 is fully integrated with thermometer and oxygen saturation meter.

Of course Disney is still low, another great buy a few weeks ago at 85

what are you buying ?

disclaimer* this thread is not intended for anyone to get financial advice.

 

[csodjd]

I have in the past few weeks purchased Disney, Sysco Corp., Verizon, Coca-Cola, and Abbvie. All five are up considerably from where I purchased them a few weeks ago, but I bought them with more of a long-term view as great companies on sale. The latter four are sold, strong free-cash-flow dividend payers and raisers. Disney was just a steal at $90, because five years from now people will be visiting their parks and watching their movies just like the past. I am looking for "dominators" with long histories of making it through recessions with good returns and growing dividends.

I am watching closely PSLV, a physical silver trust. I own some and may add more. Silver is lagging abnormally behind Gold, and with the massive influx of money by the government out of blue sky, I don't see how cash doesn't get devalued over the next few years, making gold and silver far more valuable. There are also some good silver miners.

 

[Fredflintstone]

I bought more WYND at 15 bux. Now have 20 k shares

3500 at 36.75
1500 at 24.50
1000 at 29.75
14000 at 15.00

Even though we have a travel issue at the moment, it won’t last forever. Also, WYND has 875 k locked in owners who are ripe to harvest added points and more fees.

I will buy more if it dips to 15 again.

If the dividend stays the same, I am looking at 10 k per quarter.

The rest is done by my FAs and I am not sure what they are doing but so far I am actually a bit ahead from the highs pre covid.

Current price is 23.16.


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[csodjd]

I bought more WYND at 15 bux. Now have 20 k shares

3500 at 36.75
1500 at 24.50
1000 at 29.75
14000 at 15.00

Even though we have a travel issue at the moment, it won’t last forever. Also, WYND has 875 k locked in owners who are ripe to harvest added points and more fees.

I will buy more if it dips to 15 again.

If the dividend stays the same, I am looking at 10 k per quarter.

The rest is done by my FAs and I am not sure what they are doing but so far I am actually a bit ahead from the highs pre covid.

Current price is 23.16.


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$15 is a great buy. Just look at the dollar cost averaging you attained, and the resulting increase in dividend yield on the investment. It is notable though that they have significantly cut their dividend in the past (2018, from 66 cents to 41 cents), so that risk is there.

 

[VacationForever]

I bought more WYND at 15 bux. Now have 20 k shares

3500 at 36.75
1500 at 24.50
1000 at 29.75
14000 at 15.00

Even though we have a travel issue at the moment, it won’t last forever. Also, WYND has 875 k locked in owners who are ripe to harvest added points and more fees.

I will buy more if it dips to 15 again.

If the dividend stays the same, I am looking at 10 k per quarter.

The rest is done by my FAs and I am not sure what they are doing but so far I am actually a bit ahead from the highs pre covid.

Current price is 23.16.


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Nice job with being ahead from pre-COVID highs. We don't manage our funds and we are down 9.5% from end of 2019 and 11% down from pre-COVID highs.

 

[pedro47]

Suggestion only now is the time to buy quality stocks. Prices are very low. This is not financial advice. OK
Buy low and sale high.

 

[Fredflintstone]

Suggestion only now is the time to buy quality stocks. Prices are very low. This is not financial advice. OK
Buy low and sale high.

I agree.

I think my FA is loading up on Google, Apple and Microsoft. The creme of the creme. They think Tesla is too pricey but like it.

Due to WYND being the largest timeshare developer, I see that one as the creme in the vacation ownership space.


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[Fredflintstone]

Nice job with being ahead from pre-COVID highs. We don't manage our funds and we are down 9.5% from end of 2019 and 11% down from pre-COVID highs.

They will return in time as long as they are the creme in their space. House clean if they are not.


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[VacationForever]

They will return in time as long as they are the creme in their space. House clean if they are not.


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I noticed that when the market was down, there were alot of tradings in our holdings.

 

[csodjd]

I agree.

I think my FA is loading up on Google, Apple and Microsoft. The creme of the creme. They think Tesla is too pricey but like it.

Due to WYND being the largest timeshare developer, I see that one as the creme in the vacation ownership space.


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All the top advisories are pointing at Microsoft, in particular, as a must-buy. They have loads of cash (as does Apple) and are expected to withstand any recession well.

 

[easyrider]

There is nothing to justify the market going up. Its all the Federal Reserve propping it up to increase the 10 year yield and definitely not the economy. The economy and the market are totally disconnected. That being said I like some of the picks on this thread, lol.

I thought Exxon was going to plunge as oil cratered but it didn't so I still like xom. That is it for me these days.


Bill

 

[csodjd]

There is nothing to justify the market going up. Its all the Federal Reserve propping it up to increase the 10 year yield and definitely not the economy. The economy and the market are totally disconnected. That being said I like some of the picks on this thread, lol.

I thought Exxon was going to plunge as oil cratered but it didn't so I still like xom. That is it for me these days.


Bill

It is very risky to be buying for short term. But if you have a 5-10 year window, or more, there are good sale prices in some good companies right now. BTW, I have Chevron on my watch list. I thought the same thing you did about XOM (which I already own), but they went up. I feel like they'll have a dip at some point.

 

[pedro47]

Suggestions only, you buy quality stock for long term investments IMO.
A major insurance company just purchased a million dollars in some quality stocks for long term investments.

 

[HDiaz1]

This is my current IRA. Maxed it out about 3 weeks ago. Currently up just over 20%. I’m starting to scale out when my positions are over 30% returns.
Lots of great buy opportunities at the moment.

 

[SmithOp]

I was balanced, didn’t sell anything, just hung on.

I had a small cash balance, picked up 100 shares of MAIN Street Capital @$15, it closed today at $24.


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[csodjd]

This is my current IRA. Maxed it out about 3 weeks ago. Currently up just over 20%. I’m starting to scale out when my positions are over 30% returns.
Lots of great buy opportunities at the moment.

I looked at my overall portfolio. I'm down about 9% (not counting bonds since I'm not selling them anyway) this year. But I'm up 9.5% for the past 12 months. So it was a hit, but a hit down from big gains to good, slightly better than average gains.

However, soon (I think) we're going to move out of this crazy volatility and into a sustained recession period. So I've worked at adding a good number of recession-resistent and Aristocrat dividend stocks.

 

[Brett]

I'm staying with Schwab & Vanguard 500/1000 ETF stock funds, a few real estate funds, utility indexes, 'mid-cap' etc.
And periodically re-balancing from equities to fixed income

 

[PamMo]

I'm staying with Schwab & Vanguard 500/1000 ETF stock funds, a few real estate funds, utility indexes, 'mid-cap' etc.
And periodically re-balancing from equities to fixed income

Me, too. Not sexy, but works for us.

 

[Fredflintstone]

All the top advisories are pointing at Microsoft, in particular, as a must-buy. They have loads of cash (as does Apple) and are expected to withstand any recession well.

I think that’s why my FA is loading up on google, apple and Microsoft. They love the boat loads of cash in this market. And it’s not borrowed cash either.


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[Fredflintstone]

Me, too. Not sexy, but works for us.

What does anyone think of the robo advisors?


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[Fredflintstone]

I noticed that when the market was down, there were alot of tradings in our holdings.

Probably panic selling, shorts, short coverings etc. It’s ok, over the long haul you will be fine.


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[VacationForever]

Probably panic selling, shorts, short coverings etc. It’s ok, over the long haul you will be fine.


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LOL. They don't do that. I noticed that they were selling alot of bond funds and picking up stocks.

 

[csodjd]

What does anyone think of the robo advisors?


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I tried one out. Was not impressed. It's just a bucket of Vanguard ETFs for the most part.

 

[Luvtoride]

This is my current IRA. Maxed it out about 3 weeks ago. Currently up just over 20%. I’m starting to scale out when my positions are over 30% returns.
Lots of great buy opportunities at the moment.

I like the Boeing purchase. Great buy at recent prices.


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[Luvtoride]

Rather than buying individual stocks I bought 2 mutual funds on the advice of my broker. MFS Growth ,up 16% and MFS Value up 15% in about 3 weeks. Major holdings of these funds include many of the stocks mentioned above.
Let’s hope the bounce continues.


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