Question for stock pickers

Looking for a long position to complement my other stocks (DFS,GILD) looking at Toyota. Any thoughts, concerns, analysis welcome.

Thanks

 

Automotive stocks have not taken off yet, which is good if you want to buy... I think it would be a great buy after the market correction but there may be better....

 

If you're set on a auto company stock than I would go with Ford (F) or Tesla (TSLA).

But, for long term growth I like DIS, GOOG, AAPL, or KMI (once oil prices start to rise again).

GILD is a great stock. Amazing last 2 years.

 

GILD has been a monster although its pulling back now. I am not set on a auto stock just think TM is underappreciated, KMI is on my watchlist waiting for it to fall to around $35.

 

What do you all think about Halcon (HK)as a long term hold?

 

Jumped all over Whiting Petroleum ($59) after the massive oil spiral. My portfolio now consists of GILD and WLL. Wanted EOG but I think there's more meat on the bone for Whiting at this price, am I wrong?

 

Here is one !!!

Mill will roll in 2015

http://www.rubiconminerals.com/Investors/Stock-Quote/default.aspx

 

VTSAX

 

GTAT

Here is a good read for all you speculators of what happens when shit hits the fan.

Very sad situation.

The full thread for readers.
http://forum.thecontrarianinvestor....gt-advanced-technologies-inc-gtat.69/page-553

cliff notes for the rest.
http://www.joshuakennon.com/gt-advanced-technologies-bankruptcy/

 

I had heard the story but, when read it hits hard. Thanks for the read.
My original thought to the OP's question when I read the thread a few weeks ago was, "Why not buy APPL?". I still stand by my knee jerk thought.

 

I have speculated on a couple of stocks but haven't lost anything and even made a little. I should have bought Apple a couple of years ago but I always think I'm to late to the party. With apple pay who knows? Maybe all credit card stocks will soon be speculative.

 

I Bought KMI around $38.

I'm still happy sticking with AAPL, DIS, GOOG, BABA and COST for long term growth.

Speculative higher risk stocks I like, TSLA, KNDI, GWPH and SYK.

 

Sold GILD yesterday at 104 (28$ a share profit) wife wasn't happy but what goes up must come down. Still in the red with WLL and HK, refuse to sell for a loss.

 

Take a look at GoPro, GPRO. It's IPO in June was around $29 a share, I purchased it a day after it's IPO at $39. It went up to nearly $100 and has fallen since, but I think the long term potential is great.

 

No harm in taking a profit. Although the earnings announcement looked good today. I think GILD will continue to rise.

I have recently added a few new stocks to my portfolio.

Bought LULU after seeing my wife and sister stand in line to buy $75 spandex pants. Women were fighting each other to buy these overpriced clothes at Christmas time.

Also bought ISIS and LMT in December.

 

While this is not a sexy stock pick, it's a great long term hold... PSA (Public Storage).

David

 

Gild is down 7 dollars after their excellent earnings report (thats wall street for you). May pick up more if it slides into the 90's. Meanwhile Whiting has been a beast for me the last 3 days.

 

PSA and COST are 2 great long term holds, I agree

 

I have been really happy with the growth in BioTech stocks. 3 that I own are ISIS, RCPT and GILD.

Also loving the Cyber Security stocks. I own PANW.
Every time some company or government agency gets hacked these stocks will go up. Target, Home Depot, Anthem Blue cross, Sony... whos next?

 

TSLA- good long term gamble
MO (Altria group)- if you can get over the fact they are a cigarette company, they have a great dividend, no new competitors to worry about, they cant get sued anymore over health effects from smoking and just think about if they get into the weed growing game.
O- Commercial real estate company, has raised its dividend evrey year for 50yrs or something like that
RPM- They make caulk, insulation and a ton of other stuff that people use evreyday regardless of the econonmy. I bought this a few days after the market tanked in 2008 at 12 bucks and sold it at 35. I should have kept it because its over 50, but i think i sold it to pay off my wife's student loan debt.

When going long i look for companies with great dividends, products that evreyone can use and in order to lose all your money we would need a complete collapse of the economic system as we know it lol!!