doopstr

I'm looking for some interesting stocks to research, so what do you have? I'm not interested in values, just name your holdings. I want to add two good long term growth stocks and probably get out of one of the index funds I hold as I think they are somewhat overlapping.

I'm currently holding the following stocks:
GLW Corning
FISV Fiserv
BAM Brookfield Asset Management

I've recently sold ADBL Audible. It was a speculative play that didn't seem to be going anywhere.

I also hold the following Vanguard Funds:
VBINX Vanguard Balanced Index Fund Investor Shares
VFINX Vanguard 500 Index Fund Investor Share
VAAPX Vanguard Asset Allocation Fund Investor Shares
VUSTX Vanguard Long-Term Treasury Fund Investor Share
VIMSX Vanguard Mid-Cap Index Fund Investor Shares

The two stocks I could kick myself for not buying a long time ago are AAPL and GOOG

Scrib

A few we own are APPL, CAH, WAG, AIG, WMT and BUD. We're pretty close to having almost every American Fund in our portfolio and a few Fidelity funds.

WAG is looking attractive again. I may move a few bucks into them again.

Fibonacci

You don't mention any ETF's - long any China? From a pure market cap viewpoint, me likeee long term - nice run in PGJ.

We all have woulda, coulda, shoulda, blah, blah...

doopstr

Yeah you are right, no use crying about what was missed when there is still plenty of opportunity out there.

I don't currently have any ETFs. I will look into PGJ.

Reddly9007

I'm currently out of the market, am looking for a nice pull back before getting in and I'm not just talking about the past 3 days, although if this keeps up I would look for a good opportunity to get back in. I am bullish long term but think a pull back is due.

moonraker

i, like others in this thread, hold AAPL, but i simply cannot recommend it to friends at these prices. they are notorious for not liking a high stock price (split soon?) and these are some untested waters. if you're in for the long long long haul then sure i guess you could just get in on the next slight pull back, but its absolutely tearing it up


MO is a solid play, cigarettes aren't going anywhere if you have no qualms about investing in "vices"

PGJ is great, i know the people who set up that fund

ETFs on a whole i'm a big fan of. i don't know if you are wanting broad international index funds or if you're ok with focusing on individual countries, but there are numerous individual country ETFs who have been ripping it up with growth (malaysia, brazil, etc)

GOOG obv is gonna be around for a while, so if you get in on the next pullback and haul it for the long term you should be ok

other sectors hot this year so far have been steel and energy. i always think oil refining is a solid play, and is telecom back on the rise? especially in europe?

think of sectors you think will do well or indiv products or services etc that you like/use a lot/think are innovative and let that determine the realm of what you want before researching specific companies

but back to the original point, some of my portfolio includes:
GOOG - internet
AAPL - tech
MO - cigs
PGJ - china etf
SPY - s&p500 index
UDN - US Dollar Bearish
GLD - gold etf (will be getting out of it pending what it does near term)
EWP - spain etf
EWO - austria etf
RIO - mining
RS - steel
ESV - offshore drilling

not all my port, but listed a few options for ya to check out... check some of those out ( a lot are ETFs) and see if you're a fan of any.

fyi this is non-retirement, this is for the brokerage account plays. (although i think aapl, goog, mo, spy, and pgj are solid retirement plays as well)

LaCostaRacer

I have the following stocks in my TAXABLE account:

HWCC - oil/gas
ESV - oil/gas
FCX - copper/gold
COP - oil/gas
SAFM - food
QID - 2x short on QQQ
INTC - semi-conductors
HAR (short) - consumer/auto electronics
MYL - drugs generic
NL - metals
RES - oil/gas
NX - basic materials
TCHC - insurance
HLX - oil/gas

This account has a 3.87% YTD performance compared to a 6.3% SP500- not great but
I had a large cash position the last couple of months. My biggest portfolio
mistake was selling IDSA in March and bying TCHC in April- not good!

In my roll-over IRA account, I have the following:

WDC - disk drives
EWW - Mexico I-share
SAFM - food
AMTD - brokerages
F - auto
C - banks
BRL - drugs
INTC - semis
CYD - china-manufacturing
DRL - banks
SKX - youth shoes/clothes
RES - oil/gas
TTM - autos (India)
TCHC - insurance (bought in May after big drop)

This IRA account has a 11.82% YTD performance compared to a 6.3% SP500. I usually
do better trading IRAs because I don't have to worry about 30 day wash rules.


There's some overlap between the taxable and retirement accounts, but I try to
trade them differently. I have a bigger-than-I-should exposure to oil but it
has paid off well so far.