03-18-2014, 10:11 PM
(This post was last modified: 03-18-2014, 10:13 PM by hendi_alex.)
REITs - dependent upon continued governmental policy, have veryi little cash reserves so constantly dependent on accessing capital markets, also low cash reserves means no buffer for unfavorable developments, strongly sensitive to interest rates
MCD - will the current shift toward healthier eating continue to erode sales in developed markets? IMO this could represent a long term trend
PEP/KO - same question as for MCD
INTC - will INTC stay relevant or will they continue to place major bets that miss the current direction of innovation and consumer trends?
BBL/BHP - commodities tend to move through fairly long boom and bust cycles. Is it in an inestor's best interest to hold such stocks through the down side of the cycle?
SO - there are forces that are nudging things away fron huge centralized power generation. No one knows how far this process may move and how damaging it will be to large utilities. How favorable will the climate remain for future rate increases? How will cost over runs related to nuclear construction affect profitability? How much will ever tightening regulation affect coal fired production.
UL PG JNJ probably make the cut.
My main point. Very few stocks, if any, should be viewed as buy and hold forever. IMO they should only be held as long as they continue to execute well enough to satisfy your current investment requirements. No investment is 100% safe and I suspect that very few companies are even 70% safe when looking out 10 years or more.
MCD - will the current shift toward healthier eating continue to erode sales in developed markets? IMO this could represent a long term trend
PEP/KO - same question as for MCD
INTC - will INTC stay relevant or will they continue to place major bets that miss the current direction of innovation and consumer trends?
BBL/BHP - commodities tend to move through fairly long boom and bust cycles. Is it in an inestor's best interest to hold such stocks through the down side of the cycle?
SO - there are forces that are nudging things away fron huge centralized power generation. No one knows how far this process may move and how damaging it will be to large utilities. How favorable will the climate remain for future rate increases? How will cost over runs related to nuclear construction affect profitability? How much will ever tightening regulation affect coal fired production.
UL PG JNJ probably make the cut.
My main point. Very few stocks, if any, should be viewed as buy and hold forever. IMO they should only be held as long as they continue to execute well enough to satisfy your current investment requirements. No investment is 100% safe and I suspect that very few companies are even 70% safe when looking out 10 years or more.
Alex