07-30-2021, 03:07 PM
(07-30-2021, 03:01 PM)divmenow Wrote:(07-29-2021, 02:46 PM)ken-do-nim Wrote: This is a thread to keep track of my personal watch list, with the different equities separated by what investing strategy they fall under. This does not include equities I already own that I plan to add to in the near term.
Strategy: DGI
- LYB - I'm light on manufacturing stocks, though admittedly a little creeped out about the accident yesterday that killed two people
- CP - Would be my first transportation stock
- HPQ - I think they make really good products for the non-apple consumer
- JNJ - I know I sold them a while back, but I've decided it just can't be a DGI portfolio without them
- AWK - one of the few UTEs that actually has an ascending growth rate, though I'm not sure how the southwest drought affects them
Strategy: companies whose products/services I use oftenStrategy: growth
- Apple - my phone, my computer, etc.
- Microsoft - Office, their Operating System, and I like their cloud business
- Disney - they own Marvel and Star Wars!
- Amazon - still the best place to shop
- Facebook - still the best place to browse
- Exxon-Mobil - where I get my gas
- Hasbro - D&D and A&A!
- Verizon - my phone plan, my internet plan
- CVS - pharmacy of choice
- Capital One Financial - my bank
- Mastercard - my credit card
- Morgan Stanley - my brokerage (they bought etrade)
- Cisco - internet backbone, webex
- General Mills - cheerios!
- P&G - shampoo!
- Netflix - still the best streaming service
- Discover - my other credit card
- Nestle - nestle crunch!
- Hershey - pretty much every other candy bar
- BA - mainly from that dream, but I do have a friend who works there
- SHOP - admittedly I already missed the big runup, but I still think they have room to grow
- ENPH - looks like a good energy company
- AMD - the secret sauce behind SOXX/SOXL
- VSTO - comes with the fenders seal of approval
None on these on your list I would feel comfortable buying at current levels except XOM. The rest you will be waiting for a while before they become bargains lol
VZ is getting interesting but its just too blah and boring for me to own.
VZ has been sliding since May. Not sure why.
You make a great point; on the bright side I don't have any purchasing power anyway. I'm not even sure when I'll have new money to invest. 2025? Heh.
I did add Amazon today, so I'll mark it off my list. I did so by sacrificing some of my dividend earnings; though at this point it was more like return of capital.