Author Topic: What Are Your Current Top 5 Safe Large Cap Picks As Of Today  (Read 5777 times)

sleepydragon

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Re: What Are Your Current Top 5 Safe Large Cap Picks As Of Today
« Reply #10 on: March 21, 2020, 07:06:39 PM »
Berkshire - obviously
JPM+BAC+WFC - trillions of deposits
MO+PM - people will not quit overnight
INTC - I donít own this but all the computing farms are still running intel cpus
GD - private jets is essential for rich people
SBUX- itís a habit thing
TSCO - the horse, the chicken always need to eat.
BKNG - no net debt. Highly profitable and roe.





clutch

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Re: What Are Your Current Top 5 Safe Large Cap Picks As Of Today
« Reply #11 on: March 21, 2020, 07:13:31 PM »
BRK.B
AMZN
GOOG
MSFT
DIS

All looking at 3+ years of horizon

james22

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Re: What Are Your Current Top 5 Safe Large Cap Picks As Of Today
« Reply #12 on: March 21, 2020, 07:50:48 PM »
Presumably BRK is looking at some of these same names.

If they pick up GOOG, for example, I won't have to.
BRK, BAM l SV, EM l Energy l Fannie Mae, Freddie Mac l Stable Value, Cash Value of Pension

Gamecock-YT

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Re: What Are Your Current Top 5 Safe Large Cap Picks As Of Today
« Reply #13 on: March 21, 2020, 08:20:11 PM »
CHTR/LBRDA/GLIBA - pick your discount
Visa/Mastercard -
AAPL
GOOGL
MCO/SPGI
CME/ICE

Though I'd be tempted to just go long a portfolio of things you can get legally addicted to:

MO/PM
KO/SBUX/PEP
DEO/BUD/BF.B
CHTR/LBRDA/GLIBA/FB

meiroy

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Re: What Are Your Current Top 5 Safe Large Cap Picks As Of Today
« Reply #14 on: March 21, 2020, 10:21:46 PM »

It's for the grandchildren, just buy the S&P index.  Don't bother with the rest.

Considering most of us here are not billionaires, a more interesting subject would be "what are your current top 5 safe microcaps"


james22

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Re: What Are Your Current Top 5 Safe Large Cap Picks As Of Today
« Reply #15 on: March 21, 2020, 10:34:34 PM »
Though I'd be tempted to just go long a portfolio of things you can get legally addicted to:

MO/PM

You believe the market has priced in the chance coronavirus has hastened the end of these companies? The possibility of being made illegal?
BRK, BAM l SV, EM l Energy l Fannie Mae, Freddie Mac l Stable Value, Cash Value of Pension

ERICOPOLY

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Re: What Are Your Current Top 5 Safe Large Cap Picks As Of Today
« Reply #16 on: March 21, 2020, 10:55:38 PM »
Though I'd be tempted to just go long a portfolio of things you can get legally addicted to:

MO/PM

You believe the market has priced in the chance coronavirus has hastened the end of these companies? The possibility of being made illegal?

It isn't even illegal to marry a child in this country.  This is a country where masses of school children are riddled with bullets at school but freedom to own guns wins the day.
« Last Edit: March 21, 2020, 11:01:11 PM by ERICOPOLY »

elliott

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Re: What Are Your Current Top 5 Safe Large Cap Picks As Of Today
« Reply #17 on: March 22, 2020, 01:07:39 AM »
while apple, google, facebook, disney, etc are great businesses, they are the names everybody is looking at too, even abroad (just look at forums in other languages, in other countries, you see those names again and again as "blue chips to buy now", "safest stocks to pick in this downturn", etc)

what are the chances that those stocks are mispriced? and if they are, which way?

Spekulatius

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Re: What Are Your Current Top 5 Safe Large Cap Picks As Of Today
« Reply #18 on: March 22, 2020, 03:58:14 AM »
Berkshire - obviously
JPM+BAC+WFC - trillions of deposits
MO+PM - people will not quit overnight
INTC - I donít own this but all the computing farms are still running intel cpus
GD - private jets is essential for rich people
SBUX- itís a habit thing
TSCO - the horse, the chicken always need to eat.
BKNG - no net debt. Highly profitable and roe.

I like GD, but not for the reason you mentioned. Gulfstream is an important business for GD with many years worth of backlog, but the most important business is its defense business. These are nuclear submarines, combat systems, tanks, cyber defense etc.
Life is too short for cheap beer and wine.

sleepydragon

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Re: What Are Your Current Top 5 Safe Large Cap Picks As Of Today
« Reply #19 on: March 22, 2020, 05:04:41 AM »
Berkshire - obviously
JPM+BAC+WFC - trillions of deposits
MO+PM - people will not quit overnight
INTC - I donít own this but all the computing farms are still running intel cpus
GD - private jets is essential for rich people
SBUX- itís a habit thing
TSCO - the horse, the chicken always need to eat.
BKNG - no net debt. Highly profitable and roe.

I like GD, but not for the reason you mentioned. Gulfstream is an important business for GD with many years worth of backlog, but the most important business is its defense business. These are nuclear submarines, combat systems, tanks, cyber defense etc.
Yes I agree. And GD is down a lot recently due to its gulfstream business.