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About to invest in some more stocks. Couple questions

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  • About to invest in some more stocks. Couple questions

    I want to make some adjustments on my positions. I want to sell and buy some stocks. I also have a couple questions. Sorry if it seems disorganized.

    I was looking at some dividend stocks for income as well as some growth stocks. I am a long term investor. Some that I was looking at are:
    MCD – I own 10 shares. Think I will buy another 20 and keep adding more. I believe MCD will continue to do well.
    NYL – 15% div.
    S&P SPYDR dividend stock
    PG
    YUM
    KO
    WMT – I own COST, but WMT will also be around and pays good div.
    More Microsoft
    How do you think these companies will do and do you think they are good picks?

    I already have cheveron. I was looking at adding like XOM or EXC.
    What would be a good way to get into the booming metal market? Gold, silver, copper, steel? I hear CMC is good
    We know helium will soon all be gone and cost a lot. How can I take advantage of this?
    Should I buy a dividend stock I want now, or wait for the dip just before they pay out the div? Why does it dip just before a company pays the div?

    Some of the stocks I was looking into selling are:
    I bought EEB after reading that the south American economy is supposed to boom in the future. It is up 17% since OCT 2009. The current value is a little over 900.
    VGT – I got this so that I didn’t have to buy into the different tech stocks like aapl, Microsoft, google. I have 3000 here and it is up 16%. Moving slowly this year. Keep it or sell it?

    One of my problems is I own FMCC. When I try to sell it, the bid is half of what the market price is. It is only a $50 market value, but should I just take the hit and sell it so I can write off the loss on taxes?

    My positions as of a week or so ago are: 38k market value
    In order of market value. High to low. PQ is the last one with a current value over 1000. Next ones are close.
    BAC bank of America up 63%
    VNQ vanguard REIT up 36%
    VGT vanguard info tech up 16
    VFH vanguard financial up 25
    GS Goldman sachs up 81
    VWO Vanguard emerging markets up 38
    VDE Vanguard Energy up 34
    MO Altria up 12
    VTI Vanguard total market up 38
    VAW Vanguard materials up 35
    C citigroup up 31
    PQ Petroque up 59

    SBUX starbux up 148
    AAPL aple down .38
    T AT&T up 1
    EEB BRIC ETF up 16
    CVX chevron up 33
    AIG up 4
    MCD mcdonalds up 44
    COST costco up 19
    MSFT up 11
    GE down 10

    Total up 32.7%

  • #2
    Originally posted by MaxPowers View Post
    I want to make some adjustments on my positions. I want to sell and buy some stocks. I also have a couple questions. Sorry if it seems disorganized.

    I was looking at some dividend stocks for income as well as some growth stocks. I am a long term investor. Some that I was looking at are:
    MCD – I own 10 shares. Think I will buy another 20 and keep adding more. I believe MCD will continue to do well.
    NYL – 15% div.
    S&P SPYDR dividend stock
    PG
    YUM
    KO
    WMT – I own COST, but WMT will also be around and pays good div.
    More Microsoft
    How do you think these companies will do and do you think they are good picks?
    You have some good ideas there. I have owned MCD, PG, WMT, MSFT and XOM for almost a year, and all of them are pretty far up from where I bought, but I do not plan to sell anytime soon. WMT is expanding internationally (there is even an article calling it an international stock lol), and MCD is international as well. I believe MSFT has the least risk vs reward right now as it has been beaten down by everyone who thinks the world will soon wear magnifying glasses and do all of their work on a 7" screen tablet or worse a 4" screen smartphone. The PC is dead, long live the PC...yeah right. Wait till Steve Jobs has another medical issue that forces him to retire and watch AAPL drop 30% in one week. MSFT doesn't have that risk.

    Besides being long MSFT and the others you mentioned, I have recently done quite a bit of reading about a Norwegian named John Fredriksens and two of his companies that look really cheap, SeaDrill and Frontline. SeaDrill (SDRL) is a oil rig operator with very new high tech, safe equipment and none of the problems of TransOcean (RIG). Frontline (FRO) is a shipper/tanker. Both companies pay a nice dividend, 5.6% for SDRL and 3.9% for FRO, both have low PE and good projected revenue. I bought $10,000 of each to add to my holdings, and after reading about John's management, I feel I can sit back for years and let them grow and pay. I may add a little more of each if we get a big dip...I am in SDRL at $32 and it is now $33.50 and I am in FRO at $25.78 and it closed at $25.75. I think I will buy $5000 more of either if the price drops by more than 5% from my buy point.

    Other stocks I have been eyeing but haven't bought yet are:

    CNIT
    ANW
    JASO
    EXM
    OXGN (biotech penny stock gamble)
    GNK
    CHOP

    None of these has the stability of MSFT, SDRL or FRO, but they might pop really big in 2011 because they are trading at record lows. Or they may go belly up.

    Hope this was of some use.

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