Early Retirement & Financial Independence Community - View Single Post

clifp · 10-22-2008, 06:15 PM

Ok I'l play.

CNQ-TLM don't know enough to comment.
PFE-PG. I own Pfizer (sadly) but I think P&G is like Coke is almost certain to be around for the rest of my life. Over the next 3 years PFE, 3+ years P&G.
CAT-CBI. No clue about Chicago Bridge and Iron. I'm a long time holder of CAT, global infrastructure is still a growth market. Several billion folks are finally emerging from subsistence living and they'll need better infrastructure, roads, government & commercial building, cell phone towers, ports, airports etc. Cat makes the machines that make that possible. I'm still up almost 100% on my CAT stock (more if I include dividends). Every year I write a Jan 100 call on the company, when hits that price I will relcuntantly sell it. Unless management does some really stupid things.
SHLD-TGT I don't understand retailers, they are my equivalent of Buffett's tech stocks. Sear Holdings is a strange hyrbrid, retailer/REIT/investment company. I hate both Sears and Target stores so if force to chose SHLD.
STP-AMAT. I predict that in the next 10 year solar companies, such as arguably best in class Suntech, will make more money than solar companies have made in the last 50 years. However, that number is still tiny number and will probably stay that way forever. Applied Material (AMAT) makes equipment which that is essential for the digital economy. The digital economy is here to stay and so is AMAT.

Mon-DOW. Don't have much of a clue. This is basically a coin flip for me, but I go with Monsanto - there ads are cooler LOL.

C - your local bank. The smartest guy in my angel investment group, was the former head of Citi in various Asian county. I asked him a couple of weeks ago if he still owned Citi stock. He doesn't and neither do I. Your local bank on the other hand is in in a great position to pick up customers from the WaMu, Wachovia, NCC and other loser in the banking game.

FPL-AEP. I think both will do reasonably well because, if clean coal is sucessful than AEP will be the winner and that is my bet.

10-22-2008, 06:15 PM	#2
clifp Thinks s/he gets paid by the post Join Date: Oct 2006 Posts: 3,009	Ok I'l play. CNQ-TLM don't know enough to comment. PFE-PG. I own Pfizer (sadly) but I think P&G is like Coke is almost certain to be around for the rest of my life. Over the next 3 years PFE, 3+ years P&G. CAT-CBI. No clue about Chicago Bridge and Iron. I'm a long time holder of CAT, global infrastructure is still a growth market. Several billion folks are finally emerging from subsistence living and they'll need better infrastructure, roads, government & commercial building, cell phone towers, ports, airports etc. Cat makes the machines that make that possible. I'm still up almost 100% on my CAT stock (more if I include dividends). Every year I write a Jan 100 call on the company, when hits that price I will relcuntantly sell it. Unless management does some really stupid things. SHLD-TGT I don't understand retailers, they are my equivalent of Buffett's tech stocks. Sear Holdings is a strange hyrbrid, retailer/REIT/investment company. I hate both Sears and Target stores so if force to chose SHLD. STP-AMAT. I predict that in the next 10 year solar companies, such as arguably best in class Suntech, will make more money than solar companies have made in the last 50 years. However, that number is still tiny number and will probably stay that way forever. Applied Material (AMAT) makes equipment which that is essential for the digital economy. The digital economy is here to stay and so is AMAT. Mon-DOW. Don't have much of a clue. This is basically a coin flip for me, but I go with Monsanto - there ads are cooler LOL. C - your local bank. The smartest guy in my angel investment group, was the former head of Citi in various Asian county. I asked him a couple of weeks ago if he still owned Citi stock. He doesn't and neither do I. Your local bank on the other hand is in in a great position to pick up customers from the WaMu, Wachovia, NCC and other loser in the banking game. FPL-AEP. I think both will do reasonably well because, if clean coal is sucessful than AEP will be the winner and that is my bet.