I have a week off next week & then the NFL draft which I cover extensively so I may of finished this up earlier than I would have normally.
But All Good Things Come To An End. ~stoney
But All Good Things Come To An End. ~stoney
GBA Presents: THE BARE ESSENTIALS
- Thread starter stonedinvestor
- Start date
Stoney don't get mad, but that portfolio looks horrible for a "buy and hold" investor.
Can you put your cost basis on each (ballpark) and I'll go thru them.
The problem with this thread on your end is you're all over the map. No one can keep track. I mean it's fine if they're your holdings, but what what is the point of this thread? Because if it's for the readers to make money, which it should be, none of these stocks right now are screaming buys.
Some are safer than others. UPST and WOLF are pure plays on tech. EVLV is a speculative roll of the dice at this point. 3 or 4 shoe stocks is too many, and food stocks are, like I said, slow movers so in a buy and hold portfolio, you go with the best one that pays a consistent dividend.
ACC is good. I have not looked at DOUG really. SIX is good. PLAY is overpriced, and for that sector if you want to pay a premium, go for growth. Sell PLAY and dollar cost average over a 12 month period into BROS.
I have only given a few stocks in this thread as buy and holds.
LULU, CAT, RH, ULTA, NKE, AQUA, ABB, SIX, ZI, SYK, ABT, SJM
I did sell SJM, I re-entered Abbott at $114. It's a long time favorite of mine.
All solid, with RH being the most speculative. I have KMI too in the energy sector, but it's a dog. Had it since over $20 but added more around $13 back when covid started. I realize I have left out a financial and that's because I own another dog. WFC. For the sake of this thread, I would not include it. If I had to pick one... well, I'd have to look.
All that said, if what you posted above is supposed to be a model portfolio for the readers here, if we really have any other than those who just stop by to hear our rants for entertainment sake, ... it sucks.
But add prices, and I promise I won't slam you when they drop. At least on the ones above. It makes things a lot easier and it's a good service for the readers that don't have the time or inclination to sift thru 20 pages per day.
Edit: and who cares about the NFL draft? Unless we want to start a sub-thread with weekly bets. I'd be down for that, albeit I'd have to learn the nfl which I have never followed.
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Van you are utterly confused. I think you don't get it! Take your damn cost basis Monday. I could care less. I use REAL MONEY! This this LIFE to me.. My pathetic life.
This thread was made to create a Bare Essential Portfolio of stocks. Less Is More was the mantra and I already have too many.
I was asked to do this but i also totally agree. Just The Essentials please! ~si
This thread was made to create a Bare Essential Portfolio of stocks. Less Is More was the mantra and I already have too many.
I was asked to do this but i also totally agree. Just The Essentials please! ~si
I was hoping we could just watch them go up.
But if you are suddenly going to flip on your own names! We can just end this thread and dream up another.. maybe on Nat gas.
But if you are suddenly going to flip on your own names! We can just end this thread and dream up another.. maybe on Nat gas.
I tried to use alot of your ideas )
<<<THE OFFICIAL GUMYBEAR ADVISORS BARE ESSENTIAL PORTFOLIO>>>
DAVE & BUSTERS<------------
CONSTELLATION BRANDS
US FOOD
RH<---------------
LESL
ABEV-
SHAK-
NIKE- <---------------
STEVE MADDON
DESIGNER BRANDS- DSW- <----------------
<<GBA SPECIAL SITUATIONS>>
SIX FLAGS (recovery) <--------------
DOUG (RE NY & Fla)
ACC CAMPUS (Kids College And dorms)<---------------
EVOLVE tech- (security from guns public transit)<---------------
<<GBA TECH>>
--> WOLF
-->UPST
-->PLTR
<<<THE OFFICIAL GUMYBEAR ADVISORS BARE ESSENTIAL PORTFOLIO>>>
DAVE & BUSTERS<------------
CONSTELLATION BRANDS
US FOOD
RH<---------------
LESL
ABEV-
SHAK-
NIKE- <---------------
STEVE MADDON
DESIGNER BRANDS- DSW- <----------------
<<GBA SPECIAL SITUATIONS>>
SIX FLAGS (recovery) <--------------
DOUG (RE NY & Fla)
ACC CAMPUS (Kids College And dorms)<---------------
EVOLVE tech- (security from guns public transit)<---------------
<<GBA TECH>>
--> WOLF
-->UPST
-->PLTR
We have that fitness stock Van XPOF I forgot. We'll put that under reopening.
They dropped a secondary came all the way back- I'd buy some.
Check This out. My wife said buy some Easter fixins.
The Shed BBQ House Cured Pit Ham
48 hr bathe house made ham cure...salt sugar, bay leaves, thyme, sage oregano cinnamon! pepper slow roasted smoked 6 hrs......
included with glaze BBQ Ham GlaZe Aaaarrrrrtgggggggg
happy Easter everyone! //I'm half Jewish so happy whatever is coming up there as well....
They dropped a secondary came all the way back- I'd buy some.
Check This out. My wife said buy some Easter fixins.
The Shed BBQ House Cured Pit Ham
48 hr bathe house made ham cure...salt sugar, bay leaves, thyme, sage oregano cinnamon! pepper slow roasted smoked 6 hrs......
included with glaze BBQ Ham GlaZe Aaaarrrrrtgggggggg
happy Easter everyone! //I'm half Jewish so happy whatever is coming up there as well....
I'd like to thank all the people who made this thread possible. May Mother Luck Take Our Bare Essentials To the Heavens-!
Qa--wwiiiit with that already.
Your life is just fine Stoney. Charmed when ya think about it. You'll evoke no pathos here.
Hey like I said, I wasn't trying to pick apart things, just questioning what our goal is with this thread.
I did accidentally leave out my new one, Signet.
But all these stocks, we have to time them. I mean that's what makes the thread fun. I realize many of these are buy and holds, and that's why I always try to caveat my posts, like DWAC yesterday. That was strictly a quick get in, get out. Like TWTR was too.
I know you put a few of mine in there. The one though, Dave and Busters, that was strictly an earnings play, remember I said "no opinion long term". The rest... yeah. And DBI exists in a constant state of double secret probabtion. It is a compliment to me that you finally like it though lol. We'll juice this one. I wonder if it will get to $19? If it does, honestly that would be the worst time to sell it this time around. But true dat, it still won't go too much beyond that I wouldn't think. And tbh, I'm surprised CAT has gotten as high as it is. I don't own it, that was strictly a call on my part. As are many I shout out during the week.
And that EVLV.... I hang my head in shame with that one, along with every other damn spac I fell for. I too lost real money on a few of those. AMMO pisses me off. I made $2 on UTZ, I think that was my first, but AMMO and EVLV and LAZR.... were big losers. Oh and the space spac too. Pos toilet stock.
