Another stock tip for those looking for both price appreciation and yield

[djefferis]

UPS

Yep - good old big brown - sitting at decade plus lows and yielding 7.5%.

Moving out of half of my Polaris position based on recent positive gains and loading up on UPS. Worst case - I’ll continue to sell out of the money puts and collect yield and options money while knowing this one can’t get much lower.

Everyone scared of the impact of tariffs on earnings - like everyone is going to quit buying shit online and buy local because the price went up 15%. No - we say we will resist - but when the economy goes bad - online gets stronger as we look for what we want for less - we don’t buy less.

Get in now - work your way out as it crosses the century mark in a year or so.

 

[jjgold]

You don’t have to be a stock picker anymore buy the three major ETFs and hold them forever

 

[djefferis]

You don’t have to be a stock picker anymore buy the three major ETFs and hold them forever

And guaranteed you will never do any better than the market as a whole.

Instead of keeping up with the index - why not try to do better AND avoid the dips ?

There will be downturns - it’s inevitable - but buy value and you limit the downside slides and get a dividend to hold you through for holding - better yet buy more with your dividend and build a bigger position.

Index’s have their place - but if your goal is to make money - you have to hold a few names on your own and not just rely on the kindness of others to make you a fortune.

 

[BobbyFK]

I'm more of a blue chip stock guy. I'm holding out for long term. I have pepsi, Johnson & johnson, Duke Energy to name a few

 

[jjgold]

99% long term never ever beat the big indexes

 

[BigJay]

Johnson & johnson

 

[BigJay]

Duke Energy

 

[BobbyFK]

View attachment 74463

Doubtful Jay

 

[djefferis]

99% long term never ever beat the big indexes

I’d put that number much lower - the only reason you don’t beat the indexes are:

- you don’t try
- you exhibit poor money management skills
- you take excessive risk

Same as with any type of gambling - you take stupid risk - you incur stupid losses.

Don’t chase, don’t get greedy and recognize a profit is the sole reason you are in the game - so always take some profit when the opportunity presents itself.

Those who can - do. Those who cannot - post to forums criticizing those who do.

 

[jamesy2422]

I’d put that number much lower - the only reason you don’t beat the indexes are:

- you don’t try
- you exhibit poor money management skills
- you take excessive risk

Same as with any type of gambling - you take stupid risk - you incur stupid losses.

Don’t chase, don’t get greedy and recognize a profit is the sole reason you are in the game - so always take some profit when the opportunity presents itself.

Those who can - do. Those who cannot - post to forums criticizing those who do.

i do get your point.

if you have apple as an example, you will pretty much outperform an ETF as long as you can hold and ride any lows

 

[djefferis]

Great performing individual stocks will ALWAYS outperform an index - as the index is simply nothing more than a grouping of those individual stocks including the best and worst performers.

Of course picking winners is harder - but not really.

Think of it as owning a sportsbook - long term you know the law of large numbers is in your favor. Individual bettors laying vig will lose - history supports this. However - why just take EVERYONES action when you can market yourself to a specific group of players who have proven to be the most profitable.

It’s exactly what the apps do - chasing public bettors who play multiple leg parlays and limiting/booting big bettors who are less profitable historically. Same applies to stock picking - grab the highest profit potential and let someone else chase the riskier stuff/lower profit plays. EVERYONE has a limit on what they can hold - and the key is to hold the best at the lowest possible price to yield the highest profit potential. It’s a lot easier to do when you’re buying at the historical low end than starting a position at the top.

 

[Tanko]

I’d put that number much lower - the only reason you don’t beat the indexes are:

- you don’t try
- you exhibit poor money management skills
- you take excessive risk

Same as with any type of gambling - you take stupid risk - you incur stupid losses.

Don’t chase, don’t get greedy and recognize a profit is the sole reason you are in the game - so always take some profit when the opportunity presents itself.

Those who can - do. Those who cannot - post to forums criticizing those who do.

Unfortunately, not a lot of people have the time to stay focused on their portfolio.

Sure some can still make $ (better than the indexes) by occasionally reviewing and adjusting your holding but, that is rare and requires finding the gems that take off.

For most people, reducing risk while realizing good returns and not having to check it routinely, involves index investing. Props to those who take the active investing route by dedicating time/effort to the cause.

I find splitting money up is the best route (70-80 % index/REITs/Bonds/etc... - it fluctuates) and 20-30% active investing (individual stocks) is the best of both worlds. You get a chance to find the gems yet your main investment is in a lower risk, more stable environment.

 

[dougtushyterror]

View attachment 74464

I don't know about you Jay, but I'm still holding out hope Enron will eventually be re-listed on the SM so I could retire with all those shares I bought in the late 90s just in case BUF/DET goes belly up.