What stocks are you shopping?

US NYSE GB Global Blue Group Holding - The bounce back of the stock just got started. The company benefits from re-joining Chinese holiday shoppers.


DE Xetra HDD Heidelberger Druck
AGM is on 26th July
After 20 years of depression, the company returned to Black numbers for two years in a row. Price Earnings: 5

The outlook for the current year disappointed shareholders - a sell off happened
The AGM could be an opportunity to turn the downward trend around.
Both companies are small caps.
The turnaround at the first company is more advanced than at the second company.
 
Berkshire B. I want to go to the annual meeting in Omaha next year for the experience, so I had to buy at least one share.
 
Act2 said:
Berkshire B. I want to go to the annual meeting in Omaha next year for the experience, so I had to buy at least one share.
Click to expand...


I thought only Class A shareholders could go. I may be wrong.

Edit: Looked it up. I was wrong ?
 
I model my Roth IRA to a degree after Walter Schloss, have pretty large amount of stocks in my screeners and lists that I research in my free time. Well over 30 individual stocks in the account and growing :)

My 401k is a basic three fund mix of ETFs, and I have a few different ETFs in my HSA.

I have been adding to sectors that my index funds are light on within my Roth using individual stocks, and trying to avoid the overlap and overweight sectors and companies as much as possible.

Got a few really nice discounts on financial industry stocks the last few months, some outright steals on a few regional banks :p

Recently I have been getting some REITs, and looking into more industrial oriented stocks.
 
Jumped on some HE after the fires. Picked some up at $ and more today as is dipped under $10. Pays a good div.
 
Citizens Financial Group (CFG) 27.37+0.43 (+1.60%)
https://www.citizensbank.com/homepage.aspx

Own a minuscule number of shares in my IRA.
Fundamentals look pretty good..........

Revenues
29143-albums233-picture2845.png


EPS (TTM = $4.44)
29143-albums233-picture2846.png


Probably going to wait & see how Q3 numbers come in. If no major red flags, may start DCA in my taxable & HSA accounts.
 
BD,

Are you still solid with HE? Going to be ten years of legal fights as the vultures collect clients. 11% dividend at even $13/sh pretty enticing ...
 
Shopping 9/2023

META - perhaps .75% of net worth is in it and I believe I'm up 25% or more. Wish I'd have bought more - typical me.

Would like to buy more on a dip.

BRK.B- 1% of NW in it now would like to add on a dip.

MCD - 1% NW in it - - again, slight dip I'd add.

One that I'm wondering about: KO. Less than pleased with the stock performance.
 
I'm looking at some commodity plays: uranium miner, metallurgical coal, o&g royalty trusts.
 
Earlier, I wrote out-of-the-money calls on the following stocks and got assigned when the market surged and had to sell them. These were stocks I wanted to hold long-term, so wrote puts to buy them back at the same prices that I sold at.

The market dropped, and these stocks went below what I sold. These puts expired today, and I had to buy them back.

Stocks: AMAT, CAT, CC, CLF, CPE, DVN, KLAC, LRCX, PXD.
 
I'm always shopping for TSLA, watching for it to fall a bit to pick up some. I'm not convinced of the idealness of my current strategy -- selling the shares once they get 5-10% higher in price. But it hasn't lost me money so far, especially with Tesla's wild swings.
 
Still mostly in funds, all in the IRA. Individual stocks I buy through the brokerage. A modest bunch of holdings, diversified by industry. I sold JRSH. What a stinker-loser.

Holding and adding to:
BHB (regional bank, Maine/NH/VT.)
NHYDY aluminum, clean energy.
TS. oil patch pipes.
PSTL. postal REIT.
ET. oil/gas midstream pipelines. (LP.)

Keeping an eye on MSLOY. Japanese marine shipping firm. Fundamentals look amazingly great.
https://www.morningstar.com/stocks/pinx/msloy/quote
 
GhostofTomJoad said:
Still mostly in funds, all in the IRA. Individual stocks I buy through the brokerage. A modest bunch of holdings, diversified by industry. I sold JRSH. What a stinker-loser.

Holding and adding to:
BHB (regional bank, Maine/NH/VT.)
NHYDY aluminum, clean energy.
TS. oil patch pipes.
PSTL. postal REIT.
ET. oil/gas midstream pipelines. (LP.)

Keeping an eye on MSLOY. Japanese marine shipping firm. Fundamentals look amazingly great.
https://www.morningstar.com/stocks/pinx/msloy/quote
Click to expand...

I've had ET since it was $9. It's a long term hold for me and a huge pipeline company. Just remember it's an MLP with a different tax treatment when (if) you sell.
 
aja8888 said:
I've had ET since it was $9. It's a long term hold for me and a huge pipeline company. Just remember it's an MLP with a different tax treatment when (if) you sell.
Click to expand...
Yes, i got into it just over $11.00.

Can you give me a short version of that different tax treatment when it's sold, because it's an LP? My wife will most likely inherit it.
 
GhostofTomJoad said:
Yes, i got into it just over $11.00.

Can you give me a short version of that different tax treatment when it's sold, because it's an LP? My wife will most likely inherit it.
Click to expand...

Complicated:Here's an MLP tax guide.

https://www.simplysafedividends.com/world-of-dividends/posts/24-mlp-tax-guide

What if you never sell your units? Eventually you might be able to reduce your cost basis to zero, at which point all future distributions get taxed at long-term capital gains rates (effectively like qualified dividends).

A substantial benefit to ROC is that when you die, your heirs can inherit your units (up to certain limits) tax-free. The cost basis steps up to the closing price on the day you died.
Click to expand...
 
STT (State Street Corp.). It's a bank. Don't confuse it with SST.

Sold puts to open (STO) for strike of 67.5 for $1.50 Oct 20.
 
I don't do shorts and strikes and calls and puts and striped pyjamas. Just plain L-O-N-G for me. If I buy one that's clearly a stinky poopy loser after a year, I sell and put the proceeds elsewhere. I'm talking about taxable. I'm pretty well set-up with the funds I hold in the IRA.

But until 2025, I fearlessly predict that the Market will suck like a Hoover. Patience, patience. I only buy stocks that pay a dividend of at least 3%. Getting paid to wait offers me SOME compensation for the "lost" opportunity-cost.
 
Took a very small starter position on RTX so that it shows up on my daily account data (vs. just on a watch list).

If I didn't own a bunch, I would add a starter on EW, again to watch and eventually leg into. This is a great company with great technology but is getting hammered because all of a sudden we will have magic drugs and no one will ever need heart surgery. Similar for things like Stryker (SYK) because some think no one will ever be fat very soon (and thus won't need new knee/hip/etc.)
 
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