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pencils2 (99.86)

My Current Holdings

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February 18, 2013 – Comments (3)

Over the past few years my portfolio has gone through a good deal of reshuffling, some for the better and others... not so much. Over the past several years my Dad had success with Louis Navellier's recommendation service, which influenced some of my holdings. 

AUY - Yamana Gold
CL - Colgate Palmolive 
CMG - Chipotle Mexican Grill
COST - Costco Wholesale
HAIN - Hain Celestial
MNST - Monster Energy
NFLX - Netflix
PNRA - Panera Bread
SBUX - Starbucks
WFM - Whole Foods Market

Costco and Colgate I recently purchased for dividends and perhaps more security from volatility - two solid companies that won't be going anywhere (probably up or down), but will pay out the dividends as they chug away. 

Right now nothing is really jumping out at me to purchase, so I have a bit of cash on the side waiting for an opportune moment. When the market is ticking up like this, it can be challenging to make a purchase decision. For now I am attempting to practice patience and either A) continue searching for a desirable investment, or B) wait until a current holding or watch list pick gets slammed by the market. 

3 Comments – Post Your Own

#1) On February 18, 2013 at 2:53 PM, JohnCLeven (83.47) wrote:

If you have the time, i'd encourage you to look into a few of the following: COH, PM, NOV, MCD, KO, PEP, DRI, DTV, KSS, BBBY, and ROST.

A bunch of solid names in that group, many of which have been beaten down recently, or are at historically lower than average valuations.

I hope you find a gem or two in that group.

Best of luck!

-John

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#2) On February 18, 2013 at 6:12 PM, pencils2 (99.86) wrote:

Thanks John, I will check these out! A few of them look familiar but others will be new to my research. 

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#3) On February 18, 2013 at 9:47 PM, Valyooo (99.82) wrote:

I am pretty sure PM is the only stock I will hold for the rest of my life.

 

COST...I have been wanting to buy for years, but it has always seemed to expensive to me. I guess I have to realize that is the price to pay for quality...grr...I want it to pull back to $85-$90 but I am starting to think that will never happen. 

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