What stock would you recommend for buy and hold at this time?

Discussion in 'Stocks' started by Good1, Apr 7, 2012.

  1. Or you could GOOGLE best dividend growth stocks etc. and read the fundamental analysis.
    That's what I do. I don't simple use a screener. I want the analysis and sentiment.
     
    #21     Apr 12, 2012
  2. heywally

    heywally

    With a 90% stop loss, I'd go only index.

    QQQ
     
    #22     Apr 12, 2012
  3. ptrjon

    ptrjon

    ATVI - competitive advantages in a growing industry. great value for a strong company.
     
    #23     Apr 13, 2012
  4. Good1

    Good1

    Ok thanks very much. I've got a mock portfolio of 21 stocks equally balanced. It's only down -1.23% . The only unusual downer is DANG down 19%...dangit! The dollar value of the stocks at purchase is about $1000 +- for a mock portfolio of about $21,000.

    I'll check on this from time to time, and may try to calculate what dividends it might yield.
     
    #24     Apr 16, 2012
  5. How would you characterize the industry as growing when YTD industry sales per NPD are all down 20 to 30% so far?
     
    #25     Apr 17, 2012
  6. alexvnew

    alexvnew

    HD looks good. I do not own any shares.
     
    #26     Apr 17, 2012
  7. Thanks for various suggestions.

    I would like to pick up some more from ETF/Stocks which are listed in weekly options on CBOE site. I sell covered call or naked put on some ETFs. on a weekly basis. Thanks
     
    #27     Apr 17, 2012
  8. ptrjon

    ptrjon

    It's early in the year. Just keep an eye on it, I predict it'll be a big year for ATVI. Also, free-to-play and facebook games have taken up a lot of the full gaming share, but those games are not competitors to Blizzard's product line. No one would pay $15 a month to play farmville, but millions pay that much to play a 9 year old blizzard game, world of warcraft. it's not really comparing apples and apples.
     
    #28     Apr 17, 2012
  9. Good1

    Good1

    i'm thinking about starting another thread just about covered calls, a concept i'm somewhat fond of for it's dividends-on-steroids flavor.

    The thing about covered calls, for one, is that you need to buy 100 shares of a stock before putting on the deal to perfectly cover a call that is keyed to blocks of 100 shares. Ideally (perhaps not) it's done with stock one already owns, so it feels like a dividend in exchange for a cap on the stocks growth. My friend doesn't have the capital to own 100 shares of all the 21 stocks in this - Elite Trader - portfolio. He might have the capital to own 100 shares of any stock $50 and under. To do that he might have to rob Peter to pay Paul (or rob GOOG to pay AAPL).

    So, i figure that a covered call player with limited capital is not going to be holding a "buy and hold" portfolio, hence the reason for starting another thread. This other thread would more reflect what i would be tempted to recommend to my friend because i know he is very interested in 30% per year growth, and would be happy with that. Covered calls represent a way to cap a stocks growth to about 30% a year (maybe more), in exchange for an income of about 30% (maybe more). This ought to double my friends happiness quotient. We'll see.

    So i'm thinking another thread for stocks under $50 followed by a robust options market. Dividends would not be much of a consideration when selecting these, which would be held typically for only a month (or a week?). I suppose there are web-sites devoted to screening for these. These stocks would sit in a mock Yahoo portfolio where they can be watched easily. They would be stocks, imo, worthy of a buy-and-hold mentality...strong steady uphill climbers. But only one would be owned per month. And because only one would be owned, it may as well be the one deemed most likely to succeed going upward over the coming month. It could get called away, but that's ok.

    As for weeklies, my understanding is that there are about 30 stocks with weeklies, dunno about ETFs. That could be interesting.
     
    #29     Apr 17, 2012
  10. You're right, it is early in the year. There aren't a lot of major releases right now so the data looks ugly. It'll get better, and their Diablo 3 game will be big and I'll likely be personally helping their numbers with that.

    But the industry data has been ugly for some time. Some argue that this industry is in secular decline and is being displaced by the 'casual gaming' that you mentioned. I'm not sure I agree with this but valuations indicate that these concerns are weighing somewhat on these stocks.

    But I don't like ATVI stock. I'll look build a short position if it can get above $14 or so. I am currently long TTWO.
     
    #30     Apr 19, 2012