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I’m up for another year in the game. Put me in for the following:
BRK-B $20k. The cash hoard could become a drag with lower interest rates, but the operating companies should benefit from lower rates and the stock portfolio should do well too.
LVMUY $20k. A stock that is rarely cheap is relatively cheap right now. It’s rallied pretty strongly off it’s recent lows this month, but I see that continuing with lower rates ahead. Any strengthening of the Chinese economy should be a big help with this one.
TSCO $20k. HD and Lowes have rallied hard over the last month, not so much with TSCO. Lower interest rates could drive home sales higher in 2024, and all three stocks should benefit. TSCO has lagged the other two over the last month, and any good or better than expected results could send it into short squeeze mode as the short interest is relatively high.
TXN $20K. A great long term compounder and dividend grower. Currently in a cyclical slowdown that should begin to reverse in 2024.
V $20k. This stock is never cheap, but it’s actually cheaper valuation wise now than when I bought it in 2020, and should benefit with lower rates leading to increased consumer spending and travel. In a duopoly with Mastercard, huge moat with none of the credit exposure of an AMEX, Cap One or Discover. The ultimate toll booth type business, a compounding machine and strong dividend grower. One of my favorite long term stocks.
For those who care, I own all five of these, full sized positions in each. I’ve owned Berkshire since 2009, Visa since 2020 ( a Covid crash buy), and positions in LVMUY, TSCO and TXN were all built slowly over the last two years.
Thanks again Tom!!
Last edited by treasurekidd; 12-17-2023 at 05:53 PM..
I'm going to stick with one of my 2023 winnahs: CECO
Pfizer is out the door, for a health care stock I'll choose ISRG
GE was good to me in 23 but I don't think it can continue soaring. So I'll choose NUE as an industrial.
PL was a dog last year but last earnings report showed a significant decrease in loss. This is entirely speculative.
Techs have been on a roar lately so it won't look good if there's a pullback. IMMR is speculative but I'll stick with it unless I can think of something I prefer.
I've also posted the requests so far. Check your stocks to make sure I didn't mess them up. Only 2 of my picks are "legit" at this point.
Thank you, I will probably make new choices before the EOY if that's okay. I figured instead of sticking with the safe options, I'll look at stocks that look good on the chart.
Thank you, I will probably make new choices before the EOY if that's okay. I figured instead of sticking with the safe options, I'll look at stocks that look good on the chart.
I like Snowflake, Salesforce, Palo Alto and Crowdstrike. But I haven’t followed them long enough. Those would be my riskier choices. Your original choices are similar to mine. I know what you mean about choosing the safe stocks. I feel guilty picking Nvidia again.
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