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re: If you had to pick one stock for the next 18 years.
Posted on 6/7/16 at 10:01 am to Crazy4OU
Posted on 6/7/16 at 10:01 am to Crazy4OU
quote:
I have the same philosophy dabigfella. Paying a dividend also makes the company more conservative with their cash and the management more accountable. It keeps the company from wasting tons of money on ridiculous projects like Google does.
Google "wasting" money is a cultural requirement to be a cutting edge innovator.
Dividends are a conservative way to lower the risk profile of a stock. Period. But, they restrict the long-term prospects of the company because it siphons cash from M&A / Innovation / re-investment.
I prefer management that is innovative and reinvesting cash than sending cash out the front door.
0
Posted on 6/7/16 at 10:20 am to LSUengineer12
I wouldn't buy one stock, I'd buy an ETF like the S&P or the Wilshire.
Posted on 6/7/16 at 6:33 pm to LSUengineer12
AT&T
Posted on 6/8/16 at 7:15 am to LSUengineer12
APC
Posted on 6/8/16 at 9:23 am to dabigfella
quote:
The phone is a modern day remote control to our lives, apple has the best phone ecosystem & best user experience out there in terms of phone
Have you watched the new Sorkin movie on Jobs? It showed how his idea of a closed system for Apple made this amazing ecosystem possible.
People point to the lack of "innovative launches" or that Cook is a "logistics guy" but that means nothing to me. The issue I have is that the dominance of their ecosystem isn't guaranteed. Their products were expensive but you were clearly paying for the best + the benefit of the ecosystem.
While Apple still makes a top tier product, none of their products are evolving to stay clearly dominant.
iTunes - Losing to music streaming which Apple lost big with Beats Music
Apple TV- Losing to other smart TV type things
Macbook - People transitioning to smaller/more affordable computers from the powerful expensive Mac
iPad - Outgunned by a Microsoft Surface and basically a large screen iphone
Jobs/Apple killed it on the idea of making a high quality/simple product. The problem is that other companies have copied that model, are making as good/better products and selling them for cheaper
This post was edited on 6/8/16 at 9:25 am
Posted on 6/8/16 at 9:26 am to GenesChin
I own apple stock, don't plan on selling it as it is still a good value to me at this point. I just don't see it ever being a big winner without a clear change
Posted on 6/8/16 at 12:08 pm to dabigfella
quote:
do direct DRIPs through the companie
Set it up to automatically buy every month so you can dollar cost average your cost basis. You can access several great companies through Computershare.
Posted on 6/8/16 at 12:27 pm to GenesChin
quote:
I own apple stock, don't plan on selling it as it is still a good value to me at this point. I just don't see it ever being a big winner without a clear change
Same here. It's my largest position but I have a sell order at $125. I wish I would have dumped it when it was hovering around $130 for a while.
Posted on 6/8/16 at 12:29 pm to 632627
speaking of google, got a nice upgrade today. I guess if one is to believe artificial intelligence and augmented reality are the future then google is probably in one hell of a lead to lead that race. I just get worried buying something without a dividend but google would be my choice of a no dividend co over amazon.
Posted on 6/8/16 at 12:51 pm to GenesChin
quote:
Amazon isn't a tech company, so not sure how this comparison is relevant.
As food for thought, I submit a recent post from Elliot Eisenberg's site, The Bowtie Economist LINK. I get his daily email update and recommmend it highly. I thought this tidbit on Amazon was enlightening, given their recent gains. Most don't know they are primarily a web services platform and that business is the main source of their profitability:
quote:
Amazing Amazon
Q1/16 revenue at Amazon was a staggering $29 billion and net income was $513 million. More interesting, Amazon Web Services (AWS) revenue jumped 64% to $2.6 billion, 9% of total revenue, but 67% of operating income and 56% of operating profits (the amount of revenue that remains after accounting for variable expenses and fixed operating expenses). Amazon is essentially a very profitable web services firm that happens to sell things.
Posted on 7/11/16 at 5:55 pm to iknowmorethanyou
Bump.
Posted on 7/11/16 at 8:49 pm to iknowmorethanyou
Johnson and Johnson, Procter and Gamble
Posted on 7/14/16 at 10:39 am to reb13
No love for Tesla? I think we're talking about taking a flyer on $250/year for the next 18 years. Might as well buy something that may change the world. Or they could go bankrupt. Good thing it's only $4,500.
My other guess would be Amazon. I only go to Walmart if it's an emergency at this point. Why deal with all that BS when Steve can drop it off at my door on Saturday?
My other guess would be Amazon. I only go to Walmart if it's an emergency at this point. Why deal with all that BS when Steve can drop it off at my door on Saturday?
Posted on 7/14/16 at 11:05 am to GoIrish02
quote:
Most don't know they are primarily a web services platform and that business is the main source of their profitability:
This is a very bad analysis of Amazon, but almost expected.
The profits from web services is sourced to Amazon's making their excess server space available to be rented out. As this become a source of profit, they developed it. While it is the source of profit now, the high end potential of this profit is limited and not the driver of Amazon's P/E growth.
Amazon isn't trying to make profit during their growth stage. Their primary revenue business isn't "profitable" because they immediatley put money back into their supply chain, new projects and growth into new areas.
The valuation of Amazon is based on an economy of scale advantage so big, no one will ever be able to compete/afford necessary capital expenditures. They can't be hit with antitrust as they won't do anything to discourage competition that is required for them to be broken up.
This post was edited on 7/14/16 at 11:14 am
Posted on 7/14/16 at 11:12 am to GenesChin
quote:
Amazon's profit may stem from web services, but their valuation is based on becoming a bigger & better Walmart
I just don't see the poors transferring over as easily and as quickly to Amazon as everyone else does.
Posted on 7/14/16 at 11:28 am to HYDRebs
id love to see the poors transferring to amazon but lots dont even have internet or know how to use such a tool like amazon. Its easier to just walk in a store
Posted on 7/14/16 at 3:43 pm to dabigfella
quote:
id love to see the poors transferring to amazon but lots dont even have internet or know how to use such a tool like amazon. Its easier to just walk in a store
Exactly my line of thought.
Posted on 7/14/16 at 9:17 pm to dabigfella
I will pick Amgen.
Posted on 7/14/16 at 9:27 pm to LSUengineer12
IDXX
Posted on 7/14/16 at 9:32 pm to LSUtoOmaha
Good pick. Amgen has a very promising pipeline.
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