Buy list

[Deleted]

In case markets go on sale, possibly better than the recent  sale, I want to have a buy list ready. And I am struggling to come up with one.

Momentum based buying will not work in recession/deep correction nor will SMA signals.

Currently what I have on my buy list are: 1. Apple, 2. Amazon 3. Google  4. Nvidia 5. Tesla

I already have full allocation of MSFT & Berkshire.

I only want to buy companies with good earnings. So do not want to buy Cathy Woods style stocks.

This would be a good time for me to add some dividend stocks on cheap for B&H.

How do I come up with such a list? What kind of criteria or stock/etf screener would you recommend?

[kathiel]

Do you own any pharmas? I love pharmas - many pay well, and they usually produce cap gains as well. AbbieVe is a fave. Take a look at Amgen as well. Also look at utilities, especially those investing in green energy.

[chang]

Apr 9, 2022 0:36:08 GMT kathiel said:

Do you own any pharmas? I love pharmas - many pay well, and they usually produce cap gains as well. AbbieVe is a fave. Take a look at Amgen as well. Also look at utilities, especially those investing in green energy.

Long time PFE owner; also holding FSPHX (and FSMEX) for the last few years. I am somewhat disappointed in the performance, but I plan to hold forever. Maybe if one day Pfizer can cure death, the stock price (and the magic drug) will keep me in good financial health forever.

[uncleharley]

"This would be a good time for me to add some dividend stocks on cheap for B&H." Have you looked at the Utility sector for dividend payers. I am more into funds than stocks but UTG, MGU, or MFD might be of interest to you.

[Deleted]

For buying right now, I suggest looking at p/es - the market one is correcting. Utilities are high. Very high. Growth stocks like AMZN, TSLA, NVDA - high. MSFT, AAPL - kind of high. GOOGL - looks somewhat reasonable. Healthcare - It is running. All of mine are above or near highs I think. I hold MRK, JNJ, ABBV, PFE - CVS if that counts, and AMGN.

Some good picks in financials - USB for one.

So - the higher p/e tech - in my opinion could go either way. I have been consistently wrong on MSFT and TSLA. I hold a lot of AAPL and AMZN - with a 10 year lookout. In the short term, I would not be surprised to see them fall. Or for any high multiple p/e.

High p/e is not a stand alone value measure, but a good place to start in this environment in my opinion.

[Deleted]

Time to execute on my buy list will it seems come sooner than I thought.

[archer]

Apr 9, 2022 9:37:08 GMT chang said:

Apr 9, 2022 0:36:08 GMT kathiel said:

Do you own any pharmas? I love pharmas - many pay well, and they usually produce cap gains as well. AbbieVe is a fave. Take a look at Amgen as well. Also look at utilities, especially those investing in green energy.

Long time PFE owner; also holding FSPHX (and FSMEX) for the last few years. I am somewhat disappointed in the performance, but I plan to hold forever. Maybe if one day Pfizer can cure death, the stock price (and the magic drug) will keep me in good financial health forever.

Its a catch 22. The longer your time horizon the less you can withdraw, or, the more your PF demands in performance. 

[steelpony10]

      For the young and the young at heart - PLUG, Plug Power. Chips from silica, batteries out of air or water. Lithium mining costs. I understand there’s a one company monopoly in South America? at the moment but I don’t recall the name.

       For the less adventurous there’s Tractor Supply (TSCO) niche retail. Maybe a budding Walmart in rural America selling upscale top quality clothes and equipment with little competition except maybe a little from Lowe’s near bigger cities. A rural monopoly essentially. We held this for about 10 years, 2010?-2021.

[alvinthechipmunk]

Buy list.
UNB. BHB. FICDX. XLU. TSM.

[Deleted]

Watching V, EMR, MSFT. In my thrift savings plan, looking to add to s&p fund if it drops another 5%. Like the idea of TSM.

[chang]

My buy list is foreign:

Roche
Nestle
Richemont
ING
Total
ASML
Novartis
Sanofi
Novo Nordisk

Limit orders have already triggered for some of these this week.

Edit: Forgot PSTL, limit order triggered yesterday.

[mikes425]

Weighing what a good commodities/energy fund might be for an inflationary environment... PDBC perhaps? Any thoughts on choices in this space?

[mikes425]

Apr 9, 2022 12:43:15 GMT uncleharley said:

"This would be a good time for me to add some dividend stocks on cheap for B&H." Have you looked at the Utility sector for dividend payers. I am more into funds than stocks but UTG, MGU, or MFD might be of interest to you.

Anything that incorporates utility, energy & commodities in a fund that you use or would consider worth taking a look at for a ‘pro-inflationary’ environment ?  It strikes me these are areas that will do well in that context.

[archer]

Both PDBC and XLU have been running out of steam the past month or so. If commodities and utilities are helped by inflation, I wonder if the FED hikes are causing a pricing out (as opposed to pricing in) of inflation. Maybe the question is which assets will serve best in a slowing or contracting economy. I won't go as far as predicting recession due to unemployment being so low. For employer demand to lessen to the point of equaling the current available workforce, output will need to decrease.

[richardsok]

May 1, 2022 13:52:55 GMT mikes425 said:

Weighing what a good commodities/energy fund might be for an inflationary environment... PDBC perhaps? Any thoughts on choices in this space?

I try to avoid mutual funds or anything that reports a K-1.

So there's SDCI,   COMB,   PDBC,   BCI,  BGR,  NRGX,     GNT (with some gold in it).    

For ETNs that toss off good distributions:    RJA (agri) and RJI( gen'l commods)  USOI  (oil).    Also SLVO & GLDI.

For an agri derivative you have FMC which produces fertilizer.

I have positions in BCI, USOI, largest position in RJA.

Although the sector has few if any losses, its recent slog upward appears to have faltered at a possible resistance level in recent weeks.    An exception is SMG (Scotts MiracleGro) which has been eroding badly all year long.    Couldn't tell you why -- except possibly it has been linked to marijuana production and MJ also has been ugly all year long as well.    New Jersey just legalized the stuff, I hear.

FWIW.

[richardsok]

May 1, 2022 16:09:23 GMT richardsok said:

May 1, 2022 13:52:55 GMT mikes425 said:

Weighing what a good commodities/energy fund might be for an inflationary environment... PDBC perhaps? Any thoughts on choices in this space?

I try to avoid mutual funds or anything that reports a K-1.

So there's SDCI,   COMB,   PDBC,   BCI,  BGR,  NRGX,     GNT (with some gold in it).    

For ETNs that toss off good distributions:    RJA (agri) and RJI( gen'l commods)  USOI  (oil).    Also SLVO & GLDI.

For an agri derivative you have FMC which produces fertilizer.

I have positions in BCI, USOI, largest position in RJA.

Although the sector has few if any losses, its recent slog upward appears to have faltered at a possible resistance level in recent weeks.    An exception is SMG (Scotts MiracleGro) which has been eroding badly all year long.    Couldn't tell you why -- except possibly it has been linked to marijuana production and MJ also has been ugly all year long as well.    New Jersey just legalized the stuff, I hear.

FWIW.

Also of possible inflation hedge, there's NRZ.   PE 7.     9% dividend (.90 payout).     Earning 1.48 this year and projected to earn 1.75/sh next year.  Fairly good analyst coverage.  More volatile than I like, though, at a rough level (only slightly down) all yr long.

[mikes425]

May 1, 2022 16:03:44 GMT archer said:

May 1, 2022 16:03:44 GMT archer said:

wonder if the FED hikes are causing a pricing out (as opposed to pricing in) of inflation. Maybe the question is which assets will serve best in a slowing or contracting economy.

This is a good question...

[johntaylor]

As suggested above, PE < 17

[Deleted]

Time again to bring up the buy list.

1. I have been moving more and more to SP500, Vanguard Windsor, SCHD to simplify my portfolio and as holding place till I decide how I want to position my portfolio going forward. Not adding any new cash yet.
2. New on my to buy list is short term treasuries.
3. For international I have been nibbling at IQDG

[retiredat48]

To consider buying:

--Treasury bonds...two years.

--CCJ Cameco Corp--uranium (since you prefer stocks)

--MDT Medtronics Corp--medical devices.      ETF alternative: IHI

--watch list--MP... Materials Corp--rare earth metals mining, in USA only

--watch list: MJ, marijuana ETF that was above $30/share a year ago, and closed today with a new low, $4 handle...$4.74.  Speculative play with huge rewards potential.

R48

[sam]

Apr 9, 2022 9:37:08 GMT chang said:

Apr 9, 2022 0:36:08 GMT kathiel said:

Do you own any pharmas? I love pharmas - many pay well, and they usually produce cap gains as well. AbbieVe is a fave. Take a look at Amgen as well. Also look at utilities, especially those investing in green energy.

Long time PFE owner; also holding FSPHX (and FSMEX) for the last few years. I am somewhat disappointed in the performance, but I plan to hold forever. Maybe if one day Pfizer can cure death, the stock price (and the magic drug) will keep me in good financial health forever.