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Refunk where are you putting your money this month
Poast new message in this thread
Date: May 6th, 2018 10:52 AM Author: concupiscible lime native I got $10k I gotta put to work. Have lots of FLOT, BSV, SLV, RDFN (My gambling money) right now... Trying to time the market w the bond stuff like a moron (http://www.autoadmit.com/thread.php?thread_id=3969518&forum_id=2#35992170) |
Date: May 6th, 2018 11:27 AM Author: yapping address I'm gonna be sitting on a substantial amount of cash to allocate - pretty much right at a pivotal moment in the market (i.e I think it could get fucked up or break higher).
I'm getting to the point where I'm trying to have stock positions between 30-50k in each name, so if I get a double or a triple on some positions we are talking about a $30,000 to $100,000 hit in the form of long term cap gains. With this money I'm going to add to some positions that I have had for the long term to get them "right sized".
Right now I'm looking into AT&T - because I think down here if they pull off TWX you are going to be looking at substantial dividend growth and I think over a few years the stock could get to 45-50 area. .
I'm also gonna be adding to a regional bank I own, it pays a stock dividend so the more shares I buy now, the less I have to buy in the future. I'm trying to get the position up to 1000 shares, and then if the bank is acquired it will likely be share for share so you can avoid the tax. If you play a regional bank investment right, over a long enough period you can get two share-for-share acquisitions (small bank bought by medium bank then bought by large bank) - so your yield on cost is really really high and you have enough shares of the acquiring bank to have it be a huge position that you can borrow against if you need to.
From a high level, I'm basically looking for a business with the capacity for substantial dividend growth in combination with a decent beginning yield. All the better if it is capital light. |
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Date: May 6th, 2018 11:39 AM Author: Cerebral clown tanning salon Double copy pasta?
Is the regional bank ozrk? I remember you poasting about that before. |
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Date: May 6th, 2018 11:43 AM Author: yapping address Hey sorry about that double copy pasta - XO logged me out cause I spent too much time typing my response and had to cut and paste.
The regional bank is not Ozark - even though OZRK is an incredible investment that I am very bullish on. The regional bank I have is very similar to one like CBSH - which is what I would reccomend risk averse people buy when it falls back in price a bit.
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Date: May 6th, 2018 11:45 AM Author: Cerebral clown tanning salon Word. Always interesting to see what you're thinking. (http://www.autoadmit.com/thread.php?thread_id=3969518&forum_id=2#35992367) |
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Date: May 6th, 2018 10:36 PM Author: Slimy odious philosopher-king thanks brother, i enjoyed this poast (http://www.autoadmit.com/thread.php?thread_id=3969518&forum_id=2#35995717) |
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Date: May 6th, 2018 10:46 PM Author: onyx electric furnace personal credit line What do you think of NNN or O? You really like SPG better than NNN? (http://www.autoadmit.com/thread.php?thread_id=3969518&forum_id=2#35995754) |
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Date: May 6th, 2018 11:50 AM Author: concupiscible lime native U didn't have to go to this extent, but I award you 937393638338
Thx |
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Date: May 6th, 2018 12:05 PM Author: yapping address I did it because I wanted 2 brother (http://www.autoadmit.com/thread.php?thread_id=3969518&forum_id=2#35992451) |
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Date: May 6th, 2018 12:14 PM Author: concupiscible lime native Final Q for the month: Do you have a favorite portfolio watch app? I have so many accounts it's tough to look at my positions at once. A lot of shit apps out there. (http://www.autoadmit.com/thread.php?thread_id=3969518&forum_id=2#35992486) |
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Date: May 6th, 2018 12:16 PM Author: yapping address If you have a lot of accounts IDK - Google Finance used to work great for me until they overhauled it and made it pure garbage (http://www.autoadmit.com/thread.php?thread_id=3969518&forum_id=2#35992498) |
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Date: May 6th, 2018 12:34 PM Author: concupiscible lime native Coo (http://www.autoadmit.com/thread.php?thread_id=3969518&forum_id=2#35992592) |
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Date: May 6th, 2018 12:16 PM Author: diverse main people antidepressant drug Eth (http://www.autoadmit.com/thread.php?thread_id=3969518&forum_id=2#35992500) |
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Date: May 6th, 2018 12:20 PM Author: diverse main people antidepressant drug Eth is the answer (http://www.autoadmit.com/thread.php?thread_id=3969518&forum_id=2#35992512) |
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Date: May 6th, 2018 10:48 PM Author: Copper insane boistinker gunner 180 gonna invest in some of the refunk ideas tonight (http://www.autoadmit.com/thread.php?thread_id=3969518&forum_id=2#35995772) |
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Date: May 14th, 2018 10:01 AM Author: concupiscible lime native No more SPG? (http://www.autoadmit.com/thread.php?thread_id=3969518&forum_id=2#36046366) |
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Date: May 21st, 2018 10:33 AM Author: concupiscible lime native (http://www.autoadmit.com/thread.php?thread_id=3969518&forum_id=2#36095705) |
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Date: June 11th, 2018 11:47 AM Author: yapping address It is still good - I just don't like to leave many tickers up in my posts cause of pumorisk (http://www.autoadmit.com/thread.php?thread_id=3969518&forum_id=2#36223003) |
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Date: June 11th, 2018 11:34 AM Author: concupiscible lime native Updates? (http://www.autoadmit.com/thread.php?thread_id=3969518&forum_id=2#36222890) |
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Date: June 11th, 2018 11:37 AM Author: pearly curious bawdyhouse do you think value investing is dead/dying in this market climate? (http://www.autoadmit.com/thread.php?thread_id=3969518&forum_id=2#36222906) |
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Date: June 11th, 2018 11:47 AM Author: yapping address Classic Net-Net Ben Graham stocks are rapidly becoming an endangered species and are almost extinct in the US, but there is always something going on with the markets in my mind.
The issue now is that it has been a long time since there was a massive, market wide disaster. Typically the disasters are the ones that help produce the next crop of value stocks.
Anytime there is a small amount of "classic" value stocks in the market it might signal that there is significant danger of high prices being paid in my mind.
Since 2008 we have had issues don't get me wrong - Oil/MLP Crash, Retai/CRE Crash, Levered Loan Crash - but that hasn't been like a major blow-out issue.
There are some significant replacement cost workout plays as well as opportunity in some areas of Commercial Real estate as well, but you gotta pick your spots and some people simply wont be able to operate in a sector that is cheap right now (during this go-around) because they need to build more experience and knowlege around the asset class or situation.
As for Value Investing as it currently exists (I.E a hybrid Graham-Fisher-Buffett approach) there is a substantial amount of opportunity currently to acquire high quality businesses in my mind. |
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Date: June 11th, 2018 11:54 AM Author: pearly curious bawdyhouse what screes do you use to find said opportunities? (http://www.autoadmit.com/thread.php?thread_id=3969518&forum_id=2#36223051) |
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Date: June 11th, 2018 9:04 PM Author: pearly curious bawdyhouse screens (http://www.autoadmit.com/thread.php?thread_id=3969518&forum_id=2#36226931) |
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Date: June 12th, 2018 11:54 AM Author: pearly curious bawdyhouse (http://www.autoadmit.com/thread.php?thread_id=3969518&forum_id=2#36230467) |