So, things have been quiet in Undertrader land because I’m letting my stocks do their thing.
Apple (aapl) split nicely, and will post the largest quarter in the history of histories this Christmas, so I’m letting that run. May even buy more. iPhone 6, iPad, iWatch and an AppleTV that has apps that you can play games on, making it the best selling console at Christmas is my bet.
Berkshire Hathaway (brk.b) is what it is, so letting that run.
Realty Income Corp (O), pays an insane dividend, so letting that sit.
Pepsi (pep) pays a decent dividend, this one is a good holder.
Liquid Metal (LQMT) is a long-term bet. Apple is doing to use the shit out of liquid metal in their future products and I think that’s going to create a run of companies looking to use the technology in their products. This is a cheap, high, high risk call on my part, but I think it will pay off.
Disney (DIS) has Star Wars and Pirates of the Caribbean and Pixar and Avengers all coming. Pays a little dividend, too. This is going to fly in 2015.
Coke (KO) is a no brainer long-term investment.
Senior Housing Properties (SNH) pays an insane dividend as well, so thank you for the free money SNH!
Mattel (MAT) was beaten down so I bought it on it’s huge dip. Up 2+% on it right now, but I bet I’ll make 10% by the end of the year.
Target (TGT) bought this a long time ago, held it through the credit card crisis and bought some more, lowering my cost basis. This is a strong company, they’ll do fine long-term.
WWE (WWE) rode this to $30 and sold it, it got hammered with the hammer of hammers down to $11 and I bought it again. Pays a little dividend, has tons of room to grow and once they open up the WWE Network to other countries, should have a constant stream of world-wide income. They aren’t going out of business anytime soon and are finally starting to make some new stars.
Anyway, so I’m happy with my lineup right now. If I were to buy something today, Twitter (TWTR) might be a good one, it’s down 49% from it’s high. They need to find a way to be more profitable. Liquid Metal is down 44% from it’s high, which would be a high risk I might take, Avon (AVP), Target (TGT) and Whole Foods (WFM) are all down over 20% from their 52 week highs and I’d look into them, too.
Invest in peace…