Dividend Growth Forum

(01-04-2023, 12:28 PM)rayray Wrote: [ -> ]Added

amzn—aapl—tsla

Could be prescient!

(01-04-2023, 01:35 PM)Kerim Wrote: [ -> ]

(01-04-2023, 12:28 PM)rayray Wrote: [ -> ]Added

amzn—aapl—tsla

Could be prescient!

HA!!

there's certain companies that i like a lot because what they have done, what they're doing and what they may do in the future--i would say amzn--aapl--tsla--fall into this category imho

it's interesting seeing these big techs (and others) mature and what directions they have been taking

tech is out of favor and maybe, well, i assume more pain will come in 2023--well--let's say a see-saw ride through the market

i'm alright with that--i'm not concerned what these and some others do the next 12 months--i'm more interested in the next 3 to 5 year mark and beyond

it's my best guess

we'll see

i just got to my "magic number" in amzn today--i'll still add but i feel i can move onto others a little more freely

tsla was in my top 10 but took a hit and sits at number 11

i'm thinking it has a better chance getting into the top 5 then staying in the 11 to 15 range within the next 3 to 5 years

Added some GOLD, DVN, O and MRK

I'm still not ready to buy names like MSFT, TSLS, AMZN ect. I still think there's a lot more downside left. I'm limiting my risks for 2023

The market is finally getting right and given those high flyers a reasonable PE (Still over valued)

If a company has a PE over 25 I don't want it lol

(01-05-2023, 03:23 PM)kblake Wrote: [ -> ]Added some GOLD, DVN, O and MRK

I'm still not ready to buy names like MSFT, TSLS, AMZN ect. I still think there's a lot more downside left. I'm limiting my risks for 2023

The market is finally getting right and given those high flyers a reasonable PE (Still over valued)

If a company has a PE over 25 I don't want it lol

I like those adds.

I add NEM last week 

And I agree on tech. Look at the insider selling on big tech just this week. CEO's, CFO'S selling in GOOG, MSFT ect. This tells me they expect them to head lower. 

I just have this feeling 2023 will be worse then 2022. I can see a bit of a rally late in the year and into 2024. But I'm not touching anything with a high PE either. Numbers still need to come down.

I still like oil, drugs, Gold and materials 

Banks I'm nibbling soon

yesterday added more

amzn

I added a bit to MAA earlier this week.

I'm quite skeptical as to how well the economy can survive 2023, but that doesn't really change anything for me. I still keep buying the good stuff and enjoying the dividends.

(01-05-2023, 03:23 PM)kblake Wrote: [ -> ]Added some GOLD, DVN, O and MRK

I'm still not ready to buy names like MSFT, TSLS, AMZN ect. I still think there's a lot more downside left. I'm limiting my risks for 2023

The market is finally getting right and given those high flyers a reasonable PE (Still over valued)

If a company has a PE over 25 I don't want it lol

25 is my limit as well.  MSFT is actually down to 24.

Added some UNH

And yes MSFT under a 25 PE but they will knock it down to under 20. It’s the ETF’s you have to worry about. And when one in the sector drops. They all drop.

AMZN to $75, MSFT to $175, AAPL to $115, GOOG to $75. Those are my targets to buy in

(01-06-2023, 10:01 AM)stockguru Wrote: [ -> ]AMZN to $75, MSFT to $175, AAPL to $115, GOOG to $75. Those are my targets to buy in

I'll be a buyer at those prices!

Added UNH, NOC, CI, GOOG, BMY, LHX, SWK and LOW

Trimmed some oil and NKE

Added AMD, BXP, CM, MRK and GILD

Added ABBV, MRK and NOC