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#31
NKE, DIS, and V are ones I want to hold longterm. I've ownded DIS and V for a long time, but I'm always scared to overpay for NKE. Overtime, it would probably grow out of any overpayment that I make, but I still can't bring myself to pay 25x or 30x earnings for anything. Eventually, there will be a sale and that's when I'll move.
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#32
Sales like today! I really want to buy a bit of everything!!

I wish "future me" could lend "today me" 200Gs, I would pay I'm back with interest...
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#33
(01-07-2016, 05:22 PM)Rasec Wrote: Sales like today! I really want to buy a bit of everything!!

I wish "future me" could lend "today me" 200Gs, I would pay I'm back with interest...

As soon as my time machine gets back from the shop, I'm gonna clean up in the market!
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#34
IBM, XOM, GPS, DOW, QCOM, AGU, CMI, BNS all sporting 4%+ yields

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#35
If today is as down as futures suggest, I'm going to buy something.
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#36
(01-15-2016, 09:18 AM)Kerim Wrote: If today is as down as futures suggest, I'm going to buy something.

What did you walk away with?
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#37
(01-18-2016, 09:31 AM)DividendGarden Wrote:
(01-15-2016, 09:18 AM)Kerim Wrote: If today is as down as futures suggest, I'm going to buy something.

What did you walk away with?

Just a little BRK-B. Of all the things I am most excited to buy at these prices, it is the closest to what I'd call a core holding. So it may continue to be my "go to" if prices stay low or go lower.

I'm still very tempted by CMI, EMR, PH, IBM, and BEN. But I'm a little hesitant on the industrials/cyclicals. Though if they go down further, I may not be able to resist. Of that group it leaves IBM, which I may nibble more on to reduce my average price.

Also eyeing HCP and OHI.

Might up my stake in T if it gets a bit lower.

Oh, and you all even have me considering HSY.

Finally, I am always considering more oil. I loaded up pretty heavily a few months ago, but may keep adding slowly.

Would appreciate any input!
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#38
(01-18-2016, 12:05 PM)Kerim Wrote: Just a little BRK-B. Of all the things I am most excited to buy at these prices, it is the closest to what I'd call a core holding. So it may continue to be my "go to" if prices stay low or go lower.
I'm still very tempted by CMI, EMR, PH, IBM, and BEN. But I'm a little hesitant on the industrials/cyclicals. Though if they go down further, I may not be able to resist. Of that group it leaves IBM, which I may nibble more on to reduce my average price.
Also eyeing HCP and OHI.
Might up my stake in T if it gets a bit lower.
Oh, and you all even have me considering HSY.
Finally, I am always considering more oil. I loaded up pretty heavily a few months ago, but may keep adding slowly.
Would appreciate any input!

HSY in the low 80's is a good deal.  Higher EPS growth and high DGR.

BRK-B is a core holding for me.  It trades at 5x cash.  That's crazy.  They're probably on a shopping spree right now with that cash.

T (and other high-yield holdings) are good to buy only when they come down, since I don't expect much capital gains from them.  I want to buy more T at $33, though.  Not $34.
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#39
Anyone getting interested in Tiffany (TIF)? It has taken a beating over the last few months. I am thinking about picking some up under $60.
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#40
(01-19-2016, 10:07 AM)Bogart Wrote: Anyone getting interested in Tiffany (TIF)? It has taken a beating over the last few months. I am thinking about picking some up under $60.

I think $60 is a fair target. Retail is tough right now as earnings estimates have continued to fall, so I don't know that we've seen the bottom yet in the sector. With earnings estimates around $3.88, a 15 multiple would give a target of $58 on 2015 numbers or $65 on 2016 estimates of $4.32.

TIF isn't one that I follow closely or am interested in buying, but if I had to throw out a number, I'd say the $58-$60 level would be fair based on current estimates.
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