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Your Biggest Individual Stock Holding & Why ?
07-31-2015, 02:40 PM
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#1
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Thinks s/he gets paid by the post
Join Date: Jun 2013
Posts: 1,561
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Your Biggest Individual Stock Holding & Why ?
This is a 'taxable' brokerage account.
My biggest holding is Johnson & Johnson. 12.00% of the total
I bought my 1st 100 shares in 2002, reinvested dividends & bought small lots when I figured it was oversold.
I now have 605 shares. About one year ago, when JNJ was around 110$
I began taking the dividends in cash. Thought it was overvalued + the fact that I knew I was going to retire in June 2015 & would need the income.
JNJ hasn't exactly been a steller performer over the last 10 years, but the fact that they've raised the dividend every year for 53 years is very comforting to me.
What's your biggest holding ?
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07-31-2015, 02:41 PM
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#2
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Give me a museum and I'll fill it. (Picasso)
Give me a forum ...
Join Date: Mar 2007
Posts: 14,328
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Berkshire Hathaway. I bought it for the generous dividends.
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07-31-2015, 02:48 PM
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#3
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Thinks s/he gets paid by the post
Join Date: Jun 2013
Posts: 1,561
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 Quote:
Originally Posted by travelover
Berkshire Hathaway. I bought it for the generous dividends.
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Good choice 
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07-31-2015, 02:54 PM
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#4
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Give me a museum and I'll fill it. (Picasso)
Give me a forum ...
Join Date: Jan 2006
Posts: 5,350
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Apple 8%. I bought it (just last year) because I think it still has excellent growth potential. It also has a growing dividend that isn't at risk of dropping given they have a larger cash reserve than any other company.
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07-31-2015, 02:54 PM
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#5
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Thinks s/he gets paid by the post
Join Date: Dec 2009
Location: Alberta/Ontario/ Arizona
Posts: 3,393
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A large Canadian bank that I used to work for. Acquired shares through option exercises and low cost loans. Much too big a part of my portfolio but total return over the last 18 years has been about 12.5% CAGR. Over time my plan is to continue to diversify more but the tax hit will be significant.
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07-31-2015, 02:56 PM
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#6
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Thinks s/he gets paid by the post
Join Date: Dec 2009
Location: Alberta/Ontario/ Arizona
Posts: 3,393
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Quote:
Originally Posted by travelover
Berkshire Hathaway. I bought it for the generous dividends.
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I don't believe they pay divs. Joke? Total return has been about 8.5%CAGR over last 18 years which is quite a bit better than S&P 500.
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07-31-2015, 03:00 PM
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#7
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Thinks s/he gets paid by the post
Join Date: Jun 2013
Posts: 1,561
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Quote:
Originally Posted by aaronc879
Apple 8%. I bought it (just last year) because I think it still has excellent growth potential. It also has a growing dividend that isn't at risk of dropping given they have a larger cash reserve than any other company.
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I also own Apple, although it's far less than 8% of total.
Agree with all points you made.
For whatever reason, wall street has never given aapl a multiple as high as other tech companies.
Some insist it's just a 'gadget company'
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07-31-2015, 03:03 PM
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#8
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Thinks s/he gets paid by the post
Join Date: Jun 2013
Posts: 1,561
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Quote:
Originally Posted by Danmar
A large Canadian bank that I used to work for. Acquired shares through option exercises and low cost loans. Much too big a part of my portfolio but total return over the last 18 years has been about 12.5% CAGR. Over time my plan is to continue to diversify more but the tax hit will be significant.
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You've done extremely well.
Congrats
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07-31-2015, 03:05 PM
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#9
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Give me a museum and I'll fill it. (Picasso)
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Join Date: Sep 2012
Location: Seattle
Posts: 6,023
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Mine is Gilead. I didn't get in early, but I did purchase chunks in the high $60s.
Even at $117 it is cheap, with PE approaching 10. Pays a small dividend now too.
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07-31-2015, 03:06 PM
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#10
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Full time employment: Posting here.
Join Date: Jan 2008
Location: Flyover America
Posts: 679
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ABT and ABV a few thousand shares for 26 years, I work there.
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07-31-2015, 03:07 PM
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#11
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Give me a museum and I'll fill it. (Picasso)
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Join Date: Apr 2013
Posts: 11,078
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MO, about 6%. Didn't realize it was that much, I may take a little gain.
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07-31-2015, 03:14 PM
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#12
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Thinks s/he gets paid by the post
Join Date: Jun 2013
Posts: 1,561
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Quote:
Originally Posted by Fermion
Mine is Gilead. I didn't get in early, but I did purchase chunks in the high $60s.
Even at $117 it is cheap, with PE approaching 10. Pays a small dividend now too.
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I recently purchased my 1st 100 shares @ about the 117$ you mentioned, for all the reasons you mentioned.
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07-31-2015, 03:34 PM
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#13
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Give me a museum and I'll fill it. (Picasso)
Give me a forum ...
Join Date: Sep 2012
Location: Seattle
Posts: 6,023
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Quote:
Originally Posted by ownyourfuture
I recently purchased my 1st 100 shares @ about the 117$ you mentioned, for all the reasons you mentioned.
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Gilead's main problem is they are only growing at 30% or so with just a few billion a quarter in profit. They need more debt and negative earnings so they can be rewarded with a fast food type PE.
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Your Biggest Individual Stock Holding & Why ?
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07-31-2015, 03:42 PM
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#14
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Thinks s/he gets paid by the post
Join Date: Jun 2013
Location: Bonita (San Diego)
Posts: 1,795
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Your Biggest Individual Stock Holding & Why ?
Apple. Because Apple!
Well, really because I knew I wanted to buy it back in 2002 when I heard about the iPod and thought, "this will change everything", but didn't have means. I waited until 2008 and again 2011 when I thought it was undervalued, and it turns out I was right so far.
I'm an Apple guy. Apple stuff everywhere, and the old adage goes "buy what you are." That said, it's somewhere around 2% of total holdings, not including what's accounted for in Total Market Index funds.
__________________
"So we beat to our own drummer in the sun;
We ask for nobody's permission to run.
I just wanna live in a world like that;
Now I'm gonna live in a world like that!" - World Like That, O.A.R.
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07-31-2015, 04:03 PM
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#15
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Thinks s/he gets paid by the post
Join Date: Dec 2009
Location: Alberta/Ontario/ Arizona
Posts: 3,393
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Quote:
Originally Posted by ownyourfuture
You've done extremely well.
Congrats
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Thank you. It is difficult to find something else to invest in that has the same combo of good divs, reasonable growth and high ROE.
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07-31-2015, 04:05 PM
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#16
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Thinks s/he gets paid by the post
Join Date: Jun 2013
Posts: 1,561
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Quote:
Originally Posted by Fermion
Gilead's main problem is they are only growing at 30% or so with just a few billion a quarter in profit. They need more debt and negative earnings so they can be rewarded with a fast food type PE.
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Very good 
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07-31-2015, 04:21 PM
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#17
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Give me a museum and I'll fill it. (Picasso)
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Join Date: Feb 2008
Location: East Nowhere, 43N Latitude, NY
Posts: 9,037
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BHP Billiton Ltd ADR, 4.72 %
I used to own PetroHawk, so when BHP acquired them, I decided to stay involved. I have since added more shares in BHP in small lots.
Taking a bit of a recent beating, but holding it long term.
Most of my portfolio is in mutual funds. I've been playing with a very few individual stocks (BHP, CELG, DDD) since I FIREd.
__________________
"All our dreams can come true, if we have the courage to pursue them." - Walt Disney
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07-31-2015, 04:55 PM
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#18
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Full time employment: Posting here.
Join Date: Aug 2013
Location: https://www.google.com
Posts: 750
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Biggest Individual Holding: CVS Health Corp. - Bought several thousand shares at $36.08 a share in 2011, up 210% since then.
Biggest Sector Holding: Energy (Midstream MLP's mainly) - well, we all know how thats doing...
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07-31-2015, 04:56 PM
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#19
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Give me a museum and I'll fill it. (Picasso)
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Join Date: Feb 2005
Location: Central MS/Orange Beach, AL
Posts: 9,072
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Over the last several months, I have been scaling back on individual stocks and buying index etf's for better diversification. But still own 7 stocks with CVX being my largest individual holding. CVX has hurt my overall performance obviously, but going to ride it out. At some point I want my individual stocks to be no more than 5% of my portfolio(11% now).
__________________
Retired 3/31/2007@52
Investing style: Full time wuss.
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07-31-2015, 04:57 PM
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#20
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Give me a museum and I'll fill it. (Picasso)
Give me a forum ...
Join Date: Sep 2005
Location: Northern IL
Posts: 26,896
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Apple Inc. AAPL 3.94%
Because that is how much SPY holds (times my ~ 75/25 AA)
-ERD50
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