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valuemoney (< 20)

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December 10, 2014 – Comments (11)

I am done making alot of picks. I will redo my page and only pick the ones I own. My portfolio made a drastic change since Friday. I no longer own WFC (my favorite stock of all time ). Sold on Friday @ $55.03. I own 7 equities currently. A few months ago I owned 2. WFC and IBM. That is about as diversified as it gets for me. I should mention IBM now makes up 41% of my total holdings so that still isn't to diversified. And of course I am in the red on ALL 7 equities. Although 5 of the 7 purchases where made this week.

Equities I own and % of my portfolio as of today.

IBM 41%

VZ 16% purchased yesterday and today $46.78

CBI 14.3% purchase price $50.03

PKX 11.4% purchased this week $67.10

SU 9.8% purchased today $28.75

CTCM 4.2% purchased yesterday $4.79

MBT 3.3% purchased yesterday $9.70

These are my current holdings and I am in no way recomending anyone purchase these equities. The last two have significant risks. My current holdings pretty much go against everything I say to do when investing so I will pry get spanked with them. I would say VZ under $47 is the best and safest best of all the picks. I see a lot of people chasing oil related stocks on CAPS right now. The earnings power of many of these companies are pry a lot less than one might think. Especially the ones with too much debt. Well I will try to get all these picks on my page by tomorrow and will pry end and repick CTCM and MBT when I can to get a better representation of the price which I bought them at. And LUKOY will still be on there for a couple days. I do not own that stock.

This page will give a better idea of my actual investment ideas and not a make-believe world. Many more ideas will be on my valuemoneygreen caps page. I haven't decided if I am gonna make pitches on this page anymore besides the purchases.

11 Comments – Post Your Own

#1) On December 10, 2014 at 8:37 PM, valunvesthere (22.60) wrote:

Just a friendly suggestion, for me and other members who aren't fluently familiar in remembering tickers. Company, stockexchange and ticker would save us alot of time.

• International Business Machines Corp. (NYSE:IBM) 

• Verizon Communications, Inc. (NYSE:VZ)

• Chicago Bridge & Iron Company N.V. (NYSE:CBI) 

• POSCO (ADR) (NYSE:PKX) 

• Suncor Energy, Inc. (USA) (NYSE:SU)

• CTC Media, Inc. (NASDAQ:CTCM)  

• Mobile TeleSystems OJSC (ADR) (NYSE:MBT)  

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#2) On December 10, 2014 at 10:54 PM, valuemoney (< 20) wrote:

Sorry. I like 2 use as little amount of words as possible. My grammar and spelling will be bad too. Detail in my typing will not impress anyone. I just want the general point to get across. Thanks for the info though. It is always welcome! 

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#3) On December 11, 2014 at 10:44 PM, jiltin (46.33) wrote:

My pics for 2015 are here. I try to maintain my investments with top 6 to 8 companies even though I consider rest of them.

LC Is my new pick this year. 

1 Apple Inc. AAPL

2 LENDING CLUB CORP... LC

3 Gilead Sciences, Inc. GILD

4 Tesla Motors Inc TSLA

5 Berkshire Hathaway Inc. BRK.B

6 Google Inc GOOGL

7 SolarCity Corp SCTY

8 Yahoo! Inc. YHOO

9 Netflix, Inc. NFLX

10 Facebook Inc FB

11 eBay Inc EBAY

12 Sunedison Inc SUNE

13 SunPower Corporation SPWR

14 Yelp Inc YELP

15 Puma Biotechnology Inc PBYI

16 SPDR Gold Trust (ETF) GLD

17 Cisco Systems, Inc. CSCO

 

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#4) On December 13, 2014 at 1:10 AM, valuemoney (< 20) wrote:

Can't go wrong with BRK.B!

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#5) On December 17, 2014 at 12:44 PM, DavidSobel (< 20) wrote:

I like your picks but the spider gold.  Owning paper gold is never a good idea.  The U.S. at one time held more gold than any other country.  Now however, Europe holds literally tons more gold than the U.S. China has so much gold off the books that the price is manipulated to drive the price down ( that goes for silver too ) and India is not far behind with massive gold buys over the last few years.  The lower they drive the price of gold and silver the more of the commodity leave the U.S.  The bad thing is these are state purchases and they are paying for it with dollars ( petrodollars) which is basically buying gold and silver with our debt.  We have to make good on the debt that these countries bought as we incurred it as we just printed money and produced zero goods for export to support the import of goods like oil.  Even though we were exporting oil at the same time.  That said, if you want to own gold you should buy it while the price is still low ( silver as well ) but you should own the coins.  You can still make it part of your IRA or other retirement plan.  Just put it in a safe!  Gold and silver have always been a function of each other on a percentage basis.

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#6) On December 17, 2014 at 2:17 PM, jiltin (46.33) wrote:

Davidsobel,

I appreciate your response on "Owning paper gold is never a good idea". I mentioned GLD instead of Physical gold. However, I buy physical and keep it safe.

In fact, I am waiting for Dec 30/31 to buy the gold in bulk. I make this once a year purchase on that day.

It is perfectly valid suggestion. Thank you

 

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#7) On December 17, 2014 at 2:20 PM, jiltin (46.33) wrote:

For future IPO, I consider UBER and AIRBNB. If they come out as IPO, I prefer to invest. But will make cautious move depending on price, size etc.

 

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#8) On December 17, 2014 at 8:15 PM, IBDvalueinvestin (98.43) wrote:

Value, You will make money with IBM in the next 1-3 years as the push to the clouds by multi-nationals is now really picking up speed. Especially among German & French companies.

At today's price IBM is a real Value play. 

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#9) On December 18, 2014 at 4:08 PM, valuemoney (< 20) wrote:

I hope so! Down quite a bit right now. Bought more shares the other day @ 152 and change. I have no cash left. 

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#10) On December 24, 2014 at 7:54 PM, Bloodgarth2 (34.00) wrote:

Hey valueM,

just wanted to say I really appreciate your ideas!  I like the details you have started including like target and start price.  Just wanted to say hi.  I wish you a great holiday season!  

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#11) On December 27, 2014 at 9:28 PM, valuemoney (< 20) wrote:

Hello there! Hope you are having a wonderful holiday season also. Thanks for the comments!

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