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+--- Thread: Your Top 10 Largest Holdings (2021) (/showthread.php?tid=1965)
RE: Your Top 10 Largest Holdings (2021) - fenders53 - 06-02-2022
Rayray
I am going to guess you will be happy when megatechs are back in style. Nice port BTW and I would ditch GILD. Too easy to find a replacement right now.
RE: Your Top 10 Largest Holdings (2021) - rayray - 06-02-2022
(06-02-2022, 06:51 PM)fenders53 Wrote: Rayray
I am going to guess you will be happy when megatechs are back in style. Nice port BTW and I would ditch GILD. Too easy to find a replacement right now.
thanks!
yes i suppose i will be happy when big tech gets out of this slump
GILD what a freakin' dog--nothing seems to go right for this one--and they did a lot of good for a lot of people
i'll sell and they'll merge with roche or something lol
RE: Your Top 10 Largest Holdings (2021) - fenders53 - 06-03-2022
(06-02-2022, 07:40 PM)rayray Wrote:GILD had the misfortune of their flagship drug curing a disease. They were never able to replace it. I owned it back then but not quite early enough for the big score. I haven't kept up and don't know what they might offer a merger partner.(06-02-2022, 06:51 PM)fenders53 Wrote: Rayray
I am going to guess you will be happy when megatechs are back in style. Nice port BTW and I would ditch GILD. Too easy to find a replacement right now.
thanks!
yes i suppose i will be happy when big tech gets out of this slump
GILD what a freakin' dog--nothing seems to go right for this one--and they did a lot of good for a lot of people
i'll sell and they'll merge with roche or something lol
RE: Your Top 10 Largest Holdings (2021) - rnsmth - 06-03-2022
I have no problem holding GILD. It is down about 9% share price wise and its current yield is about 4.6% - and it is a safe dividend.
RE: Your Top 10 Largest Holdings (2021) - fenders53 - 06-03-2022
(06-03-2022, 01:52 PM)rnsmth Wrote: I have no problem holding GILD. It is down about 9% share price wise and its current yield is about 4.6% - and it is a safe dividend.Timing is everything. You might have a different opinion if your share s were down 50%+. Pretty sure total return the past 6yrs is actually negative. That is pretty horrible for somebody in the accumulation phase, during a bull market. It would have been hard to pick a worse major pharma stock.
RE: Your Top 10 Largest Holdings (2021) - rayray - 06-03-2022
(06-03-2022, 07:15 PM)fenders53 Wrote:(06-03-2022, 01:52 PM)rnsmth Wrote: I have no problem holding GILD. It is down about 9% share price wise and its current yield is about 4.6% - and it is a safe dividend.Timing is everything. You might have a different opinion if your share s were down 50%+. Pretty sure total return the past 6yrs is actually negative. That is pretty horrible for somebody in the accumulation phase, during a bull market. It would have been hard to pick a worse major pharma stock.
'timing is everything'
yep--and fenders and i are getting shorter on time LOL
RE: Your Top 10 Largest Holdings (2021) - fenders53 - 06-04-2022
(06-03-2022, 09:28 PM)rayray Wrote:I know you don't like to sell. Patience is good, but if a company is struggling for a few years, I need to hear the plan that corrects that within a few years. Otherwise it's probably more opportunity cost. If I just wanted a dividend stock with a high yield, buying GILD now might be OK because I missed the beating.(06-03-2022, 07:15 PM)fenders53 Wrote:(06-03-2022, 01:52 PM)rnsmth Wrote: I have no problem holding GILD. It is down about 9% share price wise and its current yield is about 4.6% - and it is a safe dividend.Timing is everything. You might have a different opinion if your share s were down 50%+. Pretty sure total return the past 6yrs is actually negative. That is pretty horrible for somebody in the accumulation phase, during a bull market. It would have been hard to pick a worse major pharma stock.
'timing is everything'
yep--and fenders and i are getting shorter on time LOL
RE: Your Top 10 Largest Holdings (2021) - rnsmth - 06-04-2022
(06-03-2022, 09:28 PM)rayray Wrote:(06-03-2022, 07:15 PM)fenders53 Wrote:(06-03-2022, 01:52 PM)rnsmth Wrote: I have no problem holding GILD. It is down about 9% share price wise and its current yield is about 4.6% - and it is a safe dividend.Timing is everything. You might have a different opinion if your share s were down 50%+. Pretty sure total return the past 6yrs is actually negative. That is pretty horrible for somebody in the accumulation phase, during a bull market. It would have been hard to pick a worse major pharma stock.
'timing is everything'
yep--and fenders and i are getting shorter on time LOL
At the age of 70, I suspect I may be shorter on time than both of you
RE: Your Top 10 Largest Holdings (2021) - fenders53 - 06-04-2022
(06-04-2022, 05:32 AM)rnsmth Wrote:Well 50 years ago you were twice as old as me and that was about the time Ray was born. We are catching up fast Ron(06-03-2022, 09:28 PM)rayray Wrote:(06-03-2022, 07:15 PM)fenders53 Wrote:(06-03-2022, 01:52 PM)rnsmth Wrote: I have no problem holding GILD. It is down about 9% share price wise and its current yield is about 4.6% - and it is a safe dividend.Timing is everything. You might have a different opinion if your share s were down 50%+. Pretty sure total return the past 6yrs is actually negative. That is pretty horrible for somebody in the accumulation phase, during a bull market. It would have been hard to pick a worse major pharma stock.
'timing is everything'
yep--and fenders and i are getting shorter on time LOL
At the age of 70, I suspect I may be shorter on time than both of you
RE: Your Top 10 Largest Holdings (2021) - rayray - 06-04-2022
(06-04-2022, 06:13 AM)fenders53 Wrote:(06-04-2022, 05:32 AM)rnsmth Wrote:Well 50 years ago you were twice as old as me and that was about the time Ray was born. We are catching up fast Ron(06-03-2022, 09:28 PM)rayray Wrote:(06-03-2022, 07:15 PM)fenders53 Wrote:(06-03-2022, 01:52 PM)rnsmth Wrote: I have no problem holding GILD. It is down about 9% share price wise and its current yield is about 4.6% - and it is a safe dividend.Timing is everything. You might have a different opinion if your share s were down 50%+. Pretty sure total return the past 6yrs is actually negative. That is pretty horrible for somebody in the accumulation phase, during a bull market. It would have been hard to pick a worse major pharma stock.
'timing is everything'
yep--and fenders and i are getting shorter on time LOL
At the age of 70, I suspect I may be shorter on time than both of you
LOL--that's the way it goes! we catch up LOL
and no one might be grumpier then fenders or me
i forget when, several years ago, maybe more than that, a buddy was like hey happy ray, look it's happy ray--then after a bit they were like we like grumpy ray better, can we have grumpy ray back?
RE: Your Top 10 Largest Holdings (2021) - rayray - 06-04-2022
(06-04-2022, 12:53 AM)fenders53 Wrote:(06-03-2022, 09:28 PM)rayray Wrote:I know you don't like to sell. Patience is good, but if a company is struggling for a few years, I need to hear the plan that corrects that within a few years. Otherwise it's probably more opportunity cost. If I just wanted a dividend stock with a high yield, buying GILD now might be OK because I missed the beating.(06-03-2022, 07:15 PM)fenders53 Wrote:(06-03-2022, 01:52 PM)rnsmth Wrote: I have no problem holding GILD. It is down about 9% share price wise and its current yield is about 4.6% - and it is a safe dividend.Timing is everything. You might have a different opinion if your share s were down 50%+. Pretty sure total return the past 6yrs is actually negative. That is pretty horrible for somebody in the accumulation phase, during a bull market. It would have been hard to pick a worse major pharma stock.
'timing is everything'
yep--and fenders and i are getting shorter on time LOL
yes that's the conundrum--i'm down 11%--if i include the divi's i received over the years i got that loss back in divi's paid
low 50's to early 60's it's probable a okay buy as long as those pipelines payoff
it's treading water and making upper management extremely wealthy and has been for a long time