Author Topic: What Individual Stocks Do You Own?  (Read 29856 times)

BFGirl

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Re: What Individual Stocks Do You Own?
« Reply #50 on: May 12, 2016, 11:03:07 AM »
JPM
PFE
DIS
AAPL
F
ETSY (emotional buy)

PeachFuzzInVA

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Re: What Individual Stocks Do You Own?
« Reply #51 on: May 12, 2016, 08:15:21 PM »
OHI is the only individual stock I own at the moment. It

forummm

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Re: What Individual Stocks Do You Own?
« Reply #52 on: May 13, 2016, 09:20:09 AM »
I didn't know who owned most of the stock, but I assumed it wouldn't be institutional investors just because it does sell at a multiple of book.

Most companies sell at a multiple of book. Berkshire isn't a closed-end mutual fund.

Just out of interest - A quick look at M* data:

15 year
BRK 8.0%
SPY 5.4%

10 year
BRK 9.3%
SPY 6.8%

5 year
BRK 12.3%
SPY 11.2%

And no taxes paid, at all, just loads of deferred cap gains :-)

BRK is 65% held by Institutional investors and Mutual Funds.

I could see a couple things happening once Buffett leaves.  I think the operations will continue as usual under the new management.  I could also see where they would stop new investments and start distributing a high percentage of income as dividends.  I don't think the latte will happen as that would go against everything Buffett has said.  But either situation will still give outstanding returns to the shareholders. 

I would be concerned if the new management starts actively selling off their holdings. 

Doesn't Buffett own about 20% himself?

I'm not sure what amount he holds but I know its a pretty significant amount .  Listed as a 10% plus owner but I haven't tried to dig through all the filings to figure the exact amount. 

Of course your question made me look at my statement and of course I looked at Yahoo Finance which doesn't look like it has been updated in a while but looking at Morningstar makes it look like the a high percentage of ownership is by institutions and funds.   

I don't know if that's included in the institutional investors and mutual funds tally. If not, then I would say that at least 90% of the stock is held by smart people or indexes that won't be dumping it if he dies.

forummm

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Re: What Individual Stocks Do You Own?
« Reply #53 on: May 13, 2016, 09:24:16 AM »
CAFD
Just added this week.

What do you see in CAFD? I think the asset quality is higher in TERP, and the yield is much higher also. There is the SUNE cloud around it but SUNE probably will be selling it in the next few months, at which point it should double. It will probably go up 50% once they release the financials in the next few weeks. CAFD has a lot of residential solar assets which are questionable (probably a negative value beyond the initial 20 year PPA period).

Laserjet3051

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Re: What Individual Stocks Do You Own?
« Reply #54 on: May 13, 2016, 10:57:40 AM »
consumer staples ETF VDC....for the long haul.

mjones1234

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Re: What Individual Stocks Do You Own?
« Reply #55 on: May 13, 2016, 06:04:01 PM »
I'm buying beaten down biotechs right now. I like the ETF - FBT. I also have done quite well owning Sherwin Williams (SHW). Tons of multifamily apartments being built right now and they all need paint.

RetirementDreaming

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Re: What Individual Stocks Do You Own?
« Reply #56 on: May 14, 2016, 06:20:41 PM »
VZ
KO
IBM
K
INTC

~5% of the investable assets

mrpercentage

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Re: What Individual Stocks Do You Own?
« Reply #57 on: May 14, 2016, 08:24:56 PM »
OHI is the only individual stock I own at the moment. It

What were you going to say? I just jumped in but always am curious why others chose what I chose

mrpercentage

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Re: What Individual Stocks Do You Own?
« Reply #58 on: May 16, 2016, 12:41:19 PM »
I just bought some Apple on opening bell. Robinhood gave me instant status and so..... well, Buffett made me do it. He said: "Buy it! Buy it now!"

AdrianC

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Re: What Individual Stocks Do You Own?
« Reply #59 on: May 16, 2016, 12:45:18 PM »
I just bought some Apple on opening bell. Robinhood gave me instant status and so..... well, Buffett made me do it. He said: "Buy it! Buy it now!"

I just came here to post...and Apple :-)

Strictly in my funny-money account.

forummm

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Re: What Individual Stocks Do You Own?
« Reply #60 on: May 16, 2016, 01:44:35 PM »
I just bought some Apple on opening bell. Robinhood gave me instant status and so..... well, Buffett made me do it. He said: "Buy it! Buy it now!"

Buffett: "Now that I've bought some, please drive up the price to make me richer!" :)

Cognitive Miser

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Re: What Individual Stocks Do You Own?
« Reply #61 on: May 16, 2016, 02:15:11 PM »
IMO, the market has been assigning a value of zero to the "Buffett premium" for many years. That Buffett will step down is baked into the price.
But how many stereotypical "little old ladies" in the market will immediately sell on the news?

Important only if:
* the "little old ladies" own a majority of the stock (they don't)
* the "little old ladies" don't trust Buffett's succession planning (if so, why trust him now?)
* there is little other demand for the stock (there is huge demand...at 1.2x book value)

It will be a sad day when Buffett hands over the reigns (one way or another). Berkshire will live on.

I resemble this remark! ("little old ladies")  Or, my family does.  My mom (in her 60's) now owns the BRK stock she inherited from her mom.  She gets a kick out of going to the shareholder meetings and sending me the fake million dollar bills they hand out.

I hold Facebook (for fun, bought shortly after the IPO when it "tanked") and Gabelli (for dividend income, although I've had varying levels of happiness with this one over the years).  I bought some stocks for fun once I had had my e-fund filled and was maxing my 401k and Roth, to teach myself about "real investing".  I've only had one loser, but I don't consider myself an expert investor.  And I don't consider it an important part of my portfolio... I'd be happy to sell it if I needed the money for other purposes (except the FB annual reports are fun to read - but I could probably find them online without having to own it).

forummm

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Re: What Individual Stocks Do You Own?
« Reply #62 on: May 16, 2016, 05:33:18 PM »
I just bought some Apple on opening bell. Robinhood gave me instant status and so..... well, Buffett made me do it. He said: "Buy it! Buy it now!"

Buffett: "Now that I've bought some, please drive up the price to make me richer!" :)

Also, Buffett didn't buy AAPL. One of his investors did. Buffett doesn't get involved in BRK's portfolio purchases less than a couple billion dollars. So AAPL doesn't necessarily have the Buffett seal of approval.

mrpercentage

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Re: What Individual Stocks Do You Own?
« Reply #63 on: May 16, 2016, 05:36:10 PM »
I just bought some Apple on opening bell. Robinhood gave me instant status and so..... well, Buffett made me do it. He said: "Buy it! Buy it now!"

Buffett: "Now that I've bought some, please drive up the price to make me richer!" :)

Also, Buffett didn't buy AAPL. One of his investors did. Buffett doesn't get involved in BRK's portfolio purchases less than a couple billion dollars. So AAPL doesn't necessarily have the Buffett seal of approval.

It was one billion dollars. It was 1,000,000,000 DOLLARS

forummm

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Re: What Individual Stocks Do You Own?
« Reply #64 on: May 16, 2016, 06:19:43 PM »
I just bought some Apple on opening bell. Robinhood gave me instant status and so..... well, Buffett made me do it. He said: "Buy it! Buy it now!"

Buffett: "Now that I've bought some, please drive up the price to make me richer!" :)

Also, Buffett didn't buy AAPL. One of his investors did. Buffett doesn't get involved in BRK's portfolio purchases less than a couple billion dollars. So AAPL doesn't necessarily have the Buffett seal of approval.

It was one billion dollars. It was 1,000,000,000 DOLLARS

My, what a big font you have there.

According to your pals on Squawk Box, Buffett isn't behind the position.
http://www.nytimes.com/video/business/dealbook/100000004411618/buffett-takes-1-billion-stake-in-apple.html

Telecaster

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Re: What Individual Stocks Do You Own?
« Reply #65 on: May 16, 2016, 07:03:49 PM »
My, what a big font you have there.

According to your pals on Squawk Box, Buffett isn't behind the position.
http://www.nytimes.com/video/business/dealbook/100000004411618/buffett-takes-1-billion-stake-in-apple.html

I loved the headline "Buffett Takes $1 Billion Stake in Apple"

Then video carefully explained Buffett didn't evaluate the stock or make the decision. 

nobodyspecial

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Re: What Individual Stocks Do You Own?
« Reply #66 on: May 16, 2016, 07:44:04 PM »
Sightly off topic - How do you go about buying $1,000,000,000 of Apple?

If I want the best price I obviously want to buy in bulk.
Except somebody buying $1Bn of a stock (even if that is a % of market cap) is likely to draw some interest. Even more so if I mention that it is a certain Mr Buffet is making a 9 figure bet that the price will rise.

But I don't want to make 100,000 separate $10K trades because the front running and HFT systems will nail me.
 
Or do I quietly build up a position with options and then suddenly call them all and to hell with what that does to the market?

 

mrpercentage

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Re: What Individual Stocks Do You Own?
« Reply #67 on: May 16, 2016, 07:52:17 PM »
I just bought some Apple on opening bell. Robinhood gave me instant status and so..... well, Buffett made me do it. He said: "Buy it! Buy it now!"

Buffett: "Now that I've bought some, please drive up the price to make me richer!" :)

Also, Buffett didn't buy AAPL. One of his investors did. Buffett doesn't get involved in BRK's portfolio purchases less than a couple billion dollars. So AAPL doesn't necessarily have the Buffett seal of approval.

It was one billion dollars. It was 1,000,000,000 DOLLARS

My, what a big font you have there.

According to your pals on Squawk Box, Buffett isn't behind the position.
http://www.nytimes.com/video/business/dealbook/100000004411618/buffett-takes-1-billion-stake-in-apple.html

forummm

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Re: What Individual Stocks Do You Own?
« Reply #68 on: May 17, 2016, 09:52:07 AM »
Sightly off topic - How do you go about buying $1,000,000,000 of Apple?

If I want the best price I obviously want to buy in bulk.
Except somebody buying $1Bn of a stock (even if that is a % of market cap) is likely to draw some interest. Even more so if I mention that it is a certain Mr Buffet is making a 9 figure bet that the price will rise.

But I don't want to make 100,000 separate $10K trades because the front running and HFT systems will nail me.
 
Or do I quietly build up a position with options and then suddenly call them all and to hell with what that does to the market?

There are probably other great tricks the big traders have. I'm curious to learn about them. But AAPL is really liquid. You can slowly buy up that much stock without too much trouble if that's your job. But big orders like this also frequently happen outside of the exchanges. Sometimes in "dark pools". Large traders don't want the rest of the market to see huge activity like this, so a big seller (or sets of big sellers) wait for a big buyer (or vice versa) and then transfer huge numbers of shares at once.

When Buffett bought about 10% of Coke in the 80s, it was a little different without all the electronic trading systems and liquidity we have today. He said they were buying something like 5 out of every 6 shares being sold.

Bumperpuff

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Re: What Individual Stocks Do You Own?
« Reply #69 on: May 17, 2016, 10:08:27 AM »
I currently own an over weighted portion of:
MO
RAI

I plan to add PM and BTI to the list at some point.  My ultimate goal is to have individual stocks be no more than 5-10% of my total portfolio.

protostache

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Re: What Individual Stocks Do You Own?
« Reply #70 on: May 17, 2016, 01:20:04 PM »
Sightly off topic - How do you go about buying $1,000,000,000 of Apple?

If I want the best price I obviously want to buy in bulk.
Except somebody buying $1Bn of a stock (even if that is a % of market cap) is likely to draw some interest. Even more so if I mention that it is a certain Mr Buffet is making a 9 figure bet that the price will rise.

But I don't want to make 100,000 separate $10K trades because the front running and HFT systems will nail me.
 
Or do I quietly build up a position with options and then suddenly call them all and to hell with what that does to the market?

 

The 13F numbers are only reported once per quarter. Apple's daily average volume is around 43 million share trades per day, which at the price Berkshire paid was roughly $4.6 billion changing hands per day, every working day. To buy $1B of stock over the course of a quarter (60 working days) you need to buy about 153,000 shares per day (~$16 million), which would be trivial to hide in the gigantic volume.

There are specialists at large institutional firms that do this all day every day. It can be tricky to get a good price while buying large blocks in thinly-traded companies, but Apple is not one of those. Of course, since Berkshire did all of this last quarter their holdings are already worth less. They're not in it for the short term, though, so I'm sure they don't care.

markbike528CBX

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Re: What Individual Stocks Do You Own?
« Reply #71 on: May 17, 2016, 01:42:16 PM »

UL TK

IFMI-bought at $20 post crash, off 50% or more -- how far could it possibly go down from there?  Ans) -95.57%

CADX PIKE CSBK CRAI TITN RTEC OSIR OMEX AIG
PWE BBT BRK.B RLRN CONN OSIR TOSBF HOV MNI EGLE ASTY

WLT (WLTGQ)- winner so far with -98.76%

GERN  random pick, it has spun some stuff off (not sold that either)

Total 6% of stache

Brokefuturedoctor

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Re: What Individual Stocks Do You Own?
« Reply #72 on: May 17, 2016, 02:18:48 PM »
I own a whopping 2.5ish shares in Coca-cola (KO) which I got as a gift when I was about 12 years old. It started as one share, they had a 2 for 1 split, and it has subsequently risen again. It is my most profitable share at over 100% return. I guess since it was a gift it will always be my most profitable one though.

FrenchStache

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Re: What Individual Stocks Do You Own?
« Reply #73 on: May 22, 2016, 06:24:22 AM »
AAPL - Not so hot right now
F - I have had this one since 08 so it has done decent
FB -  Has done really well, up over 100% I believe.  I think Facebook is still generating a lot of revenue year over year so I will hold on to it.

mjones1234

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Re: What Individual Stocks Do You Own?
« Reply #74 on: May 23, 2016, 09:55:32 AM »
RAI (TOBACCO)

STZ (Beer)

PSX (Oil)

SHW (Paint)

FBT (Meds)

NFLX (Entertainment)