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Started By
Message
Let's do a top 5 equity portfolio for 2018
Posted on 12/27/17 at 11:32 am
Posted on 12/27/17 at 11:32 am
Winner gets fame. Will update periodically
Rules:
1. Stock must have a market cap greater than 500 million.
2. No funds or derivatives (Ex: XLF or GBTC)
3. Adequate volume
4. IF one of your picks goes down by more than 50% from January 1 to December 31, you are disqualified.
My choices:
TAL, EDU, GOOG, FED-EX, AMAZON
Rules:
1. Stock must have a market cap greater than 500 million.
2. No funds or derivatives (Ex: XLF or GBTC)
3. Adequate volume
4. IF one of your picks goes down by more than 50% from January 1 to December 31, you are disqualified.
My choices:
TAL, EDU, GOOG, FED-EX, AMAZON
34
Posted on 12/27/17 at 11:57 am to LSUtoOmaha
XOM
V
AMAZON
BTI
EGO (dark horse stock)
ETA: Had to change RAI to BTI, didn't know there was a merger, or buyout, whatever.
V
AMAZON
BTI
EGO (dark horse stock)
ETA: Had to change RAI to BTI, didn't know there was a merger, or buyout, whatever.
This post was edited on 1/8/18 at 8:12 am
Posted on 12/27/17 at 1:20 pm to LSUtoOmaha
GE, T, BP, V, F
Posted on 12/27/17 at 2:10 pm to C
GE
T
V
AMZN (or whatever Amazon is)
WalMart
T
V
AMZN (or whatever Amazon is)
WalMart
Posted on 12/27/17 at 2:17 pm to LSUtoOmaha
BAC
JPM
XOM
CHK
T
JPM
XOM
CHK
T
Posted on 12/27/17 at 5:17 pm to LSUtoOmaha
VALE
FB
BABA
MLCO
CVX
FB
BABA
MLCO
CVX
Posted on 12/27/17 at 5:59 pm to LSUtoOmaha
No crypto no care
Posted on 12/27/17 at 6:49 pm to LSUtoOmaha
msft, walmart, adobe, servicenow, adsk
my thinking is this
msft( cloud service growth is unreal. if they charge $5 a month to every office cloud user they can generate billions in cash monthly....they charge more than $5) great PE for the sector, I think risk reward is way favoring reward.
walmart( shite load of money. easier for them to move online than for others in sector to go into storefronts. they grow very surprisingly)
adobe( adobe cloud investment starts showing even bigger retuens)
servicenow( 40% revenue growth again next year. they will dominate the software for service industry market. cloud company as well with massive amounts of corporate data.)
Autodesk(announcement of cloud autocad pending, based on other cloud performance stock gets a run on the smell of offering a cloud solution.
cloud computing is all the rage these days for good reasons. it's extremely lucrative once the infrastructure pays for itself
my thinking is this
msft( cloud service growth is unreal. if they charge $5 a month to every office cloud user they can generate billions in cash monthly....they charge more than $5) great PE for the sector, I think risk reward is way favoring reward.
walmart( shite load of money. easier for them to move online than for others in sector to go into storefronts. they grow very surprisingly)
adobe( adobe cloud investment starts showing even bigger retuens)
servicenow( 40% revenue growth again next year. they will dominate the software for service industry market. cloud company as well with massive amounts of corporate data.)
Autodesk(announcement of cloud autocad pending, based on other cloud performance stock gets a run on the smell of offering a cloud solution.
cloud computing is all the rage these days for good reasons. it's extremely lucrative once the infrastructure pays for itself
Posted on 12/27/17 at 7:10 pm to TigerTatorTots
MU
ADBE
XPO
AAPL
HD
ADBE
XPO
AAPL
HD
Posted on 12/27/17 at 7:53 pm to LSUtoOmaha
How is the winner decided: single biggest gainer, overall gain, or average gain of the 5? Also, does Rule #2 disqualify ETN's?
Posted on 12/27/17 at 7:55 pm to Omada
Overall gain. No ETNs
Posted on 12/27/17 at 7:55 pm to Omada
Are we counting dividends?
Posted on 12/27/17 at 7:56 pm to UltimaParadox
Sure
Posted on 12/27/17 at 8:13 pm to LSUtoOmaha
quote::(
No ETNs
Oh, well. Here are mine:
ARRY
PATK
LL
JPM
PNC
This post was edited on 12/30/17 at 7:33 pm
Posted on 12/27/17 at 11:27 pm to LSUtoOmaha
GOOG
MSFT
AMAZON
NVIDIA
MU
MSFT
AMAZON
NVIDIA
MU
Posted on 12/28/17 at 8:56 am to LSUtoOmaha
V, Amazon, Goog, BP, AXP
Posted on 12/28/17 at 9:29 am to LSUtoOmaha
TLND
IRBT
PEGA
MA
NVDA
IRBT
PEGA
MA
NVDA
Posted on 12/28/17 at 10:31 am to LSUtoOmaha
BABA
ALXN
GS
IRBT
ALLY
ALXN
GS
IRBT
ALLY
Posted on 12/28/17 at 12:48 pm to LSUtoOmaha
RIOT
TEUM
DPW
SSC
FLEX
TEUM
DPW
SSC
FLEX
Posted on 12/29/17 at 12:35 pm to C
This is a very interesting play.... is it defensive for dividends? I am almost 61 and thinking about going from moderately aggressive to moderately safe in mid-2018.
Starting to have too much at stake to lose big.
Starting to have too much at stake to lose big.
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