07-30-2021, 03:01 PM
(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.