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08-02-2023, 06:10 PM | #13606 |
MVP
Join Date: Oct 2006
Location: West of the Equator
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I'm laddering shorter term CDs. I had 2 mature recently. I thought rates might drop for longer term CDs, but they keep going up. The sweet spot is 1-year at 5.4%, but shorter and longer terms aren't much different.
Just some info for the savers. |
Posts: 13,702
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08-07-2023, 08:24 PM | #13607 |
Mod Team
Join Date: Sep 2011
Location: Valley of the hot as ****
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Everyone post what stock is your biggest individual holding.
I’ll go first. PYPL as a long term position started over the past year for me. |
Posts: 46,052
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08-07-2023, 09:02 PM | #13608 | |
MVP
Join Date: Mar 2004
Location: Helena, MT
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Quote:
I thought about Paypal, but ultimately decided the lack of moat and numerous alternative payment platforms - and perhaps more specifically, Apple pay and bank-related products such as Zelle which are infinitely more convenient in my view. I do think it will be fine now that it is far more appropriately priced than it was historically. A fairly tame gamble, if you will. |
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08-07-2023, 09:14 PM | #13609 |
MVP
Join Date: Mar 2004
Location: Helena, MT
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Oh but my biggest holding is actually a tiny little canadian company that manufactures aerospace parts. I am counting on a significant bounceback in cash flows following the roller coaster ride in airplane manufacturing rates. Also the company will never trade for what its worth, so literally just a cash flow drip forever type investment. I think they had EBITDA of 250MM canadian with pre-covid but their market cap has ranged around 300MM to 450MM post-covid. Precious little debt, tangible book well above their market cap, and while they don't possess a strong moat since they do fairly commoditized manufacturing, it kinda seemed like a long-term no brainer even if the cash flow has taken forever to bounce back.
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Posts: 18,589
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08-07-2023, 09:36 PM | #13610 |
NFL's #1 Ermines Fan
Join Date: Jul 2001
Location: My house
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My biggest is probably still Google, but Nvidia is really close. Or maybe even the top now.
As a buy and hold guy in general, it's probably no surprise that my biggest holdings are Google, Nvidia, Microsoft, and Amazon. Right now, I've got as much in CDs as those four stocks combined, though. |
Posts: 142,609
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08-07-2023, 09:50 PM | #13611 | |
Mod Team
Join Date: Sep 2011
Location: Valley of the hot as ****
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Quote:
My biggest are Paypal, Amazon, Google and United Wholesale Mortgage (UWMC). |
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Posts: 46,052
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08-07-2023, 10:21 PM | #13612 |
NFL's #1 Ermines Fan
Join Date: Jul 2001
Location: My house
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Posts: 142,609
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08-07-2023, 11:23 PM | #13613 |
MVP
Join Date: Oct 2006
Location: West of the Equator
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I'm retired so I don't buy individual stocks. That being said I would have bought Capital One when Buffet bought.
I'm a customer and huge fan of Capital One. They offer great service and rates for their customers. COF was about $91 when Buffet announced his big buy and it's been between $110‐$120 lately. |
Posts: 13,702
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08-08-2023, 05:56 AM | #13614 |
Seeking the Truth daily
Join Date: Jan 2006
Location: In the Country in MO
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Posts: 53,772
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08-08-2023, 06:50 AM | #13615 |
Fish are scared of me
Join Date: Nov 2001
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#1 AAPL
#2 AMZN #3 TSLA/TSLL/TSLY |
Posts: 40,758
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08-08-2023, 07:16 AM | #13616 |
Starter
Join Date: Aug 2019
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Netflix is my #1. Bought a small position about 20 years ago. With the exception of selling off some to purchase a car a few years ago, I've held the entire time.
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Posts: 524
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08-08-2023, 07:21 AM | #13617 |
Fish are scared of me
Join Date: Nov 2001
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Posts: 40,758
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08-08-2023, 07:28 AM | #13618 |
Snacks Are Under My Apron
Join Date: Jan 2006
Location: The Edge
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Posts: 24,486
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08-08-2023, 07:36 AM | #13619 | |
NFL's #1 Ermines Fan
Join Date: Jul 2001
Location: My house
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Quote:
I got into the Netflix game late, and I'm actually down a little bit on it. Last edited by Rain Man; 08-08-2023 at 12:40 PM.. Reason: Typographical error required fixing. |
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Posts: 142,609
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08-08-2023, 07:36 AM | #13620 |
NFL's #1 Ermines Fan
Join Date: Jul 2001
Location: My house
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Honestchieffan is having a really good day today.
I have a small amount of LLY based on his recommendation a while back. I've got a pretty decent sized holding in nvo, which has been a great stock for me, and it's having the same bump today. Weight loss drugs got some good news today. |
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