Author Topic: Stock Pick For 2018  (Read 8993 times)

JayGatsby

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Re: Stock Pick For 2018
« Reply #20 on: December 29, 2017, 11:18:21 PM »
I'll take KMI.


Investmentacct

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Re: Stock Pick For 2018
« Reply #21 on: December 30, 2017, 01:40:38 AM »
BB

whiterose

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Re: Stock Pick For 2018
« Reply #22 on: December 31, 2017, 10:22:30 AM »
In the words of Tom Keene (Bloomberg Radio): "triple long money market" ;- )

DooDiligence

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Re: Stock Pick For 2018
« Reply #23 on: December 31, 2017, 10:55:26 AM »
You asked about stock picks for 2018 so this may not be appropriate but I'm looking at protecting downside for the upcoming year.

We don't make money by buying into a rosy consensus & I believe healthcare presents a lot of possibilities for the next 10 to 20 years, without all the good cheer by market participants.

I'm around 1/3 healthcare:

3% ABC (trimmed a bit 4 a gain as I believe they're the most threatened in the long term by Amazon)
3.9% BBH (covers biotech biggies which I'm unqualified to look at but want exposure to)
4.6% CVS
6.8% DVA
7.1% EW (owned 4+ years)
6.8% NVO (owned a bit over a year & plan on owning 4 the next decade)

I believe CVS will look ugly in the short term due 2 the AET deal but that they could emerge as a the 1st healthcare superstore by taking high margin / low delivery cost biz away from existing providers (hospitals, etc.)

Work space is abundant (4 more Minute Clinics) but staffing up will be a constraint for CVS.
(if they even execute on this.)

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Overall, long term bullish on healthcare, consumers & Berkshire (short term, no ideas.)
abc 2.5 | abev 1.5 | aapl 0.8 | bbh 3.1 | brk.b 7.2 | cvs 5.4 | dva 5.3 | dis 3.9 | ew 2.0 | gpc 2.6 | mo 4.1 | nvo 4.8 | sftby 1.9 | vde 4.0

(%'s held at cost, present value allos are slightly to significantly higher. includes a slowly dwindling cash pile.)

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https://twitter.com/tunawish

sleepydragon

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Re: Stock Pick For 2018
« Reply #24 on: December 31, 2017, 11:42:11 AM »
I am adding a bit more of TWX. Think even if deal doesn't go through, downside is limited.
I also like pnc, which holds a lot of  blackrock stock. It should benefit from the tax cut (large unrealized capital gain) and easier banking regulations.

Also, loading up on ibonds. As much as I could (the maximum 50k :)
« Last Edit: December 31, 2017, 02:06:22 PM by sleepydragon »

rukawa

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Re: Stock Pick For 2018
« Reply #25 on: December 31, 2017, 01:44:58 PM »
KDM Shipping

mrholty

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Re: Stock Pick For 2018
« Reply #26 on: January 01, 2018, 08:45:21 PM »
Syncora (SYCRF)

former muni insurer who is sitting on the pinks for 10 years.  Still governed by NY State but they have a few catalysts that should clean up the balance sheet and the liquidity mismatch.  I've said this for 2 years however but it feels closer than ever and mgmt seems willing to talk to the marketplace.

tombgrt

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Re: Stock Pick For 2018
« Reply #27 on: January 02, 2018, 05:12:19 AM »
GXE and other cheap oil stocks. Set to outperform at current prices and to do extremely well with higher prices.

rkbabang

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Re: Stock Pick For 2018
« Reply #28 on: January 02, 2018, 06:41:27 AM »
For 2018 stocks I like are: BAM & PVF, BACWSA, POEFF, UBNT

I'm also holding: AAPL, AMZN, MIDD, OSTK, BRKB, SYTE, PRDGF, WFCF, MKL, TSLA

For crypto I think ETH, XMR,and Tezos will outperform BTC, LTC, & XRP.
I'm holding (in order of $ worth) ETH (40%), BTC (23%), XMR (22%), DASH (7.5%), BCH (3.8%), NEO (3.5%), PLBT (0.14%), OMG (0.06%), GAS (0.06%), Tezos (not trading yet).

Need to do more research on ADA, IOT, XLM and others.


Paarslaars

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Re: Stock Pick For 2018
« Reply #29 on: January 02, 2018, 07:38:57 AM »
GXE and other cheap oil stocks. Set to outperform at current prices and to do extremely well with higher prices.

That's what I thought about 2017...