Author Topic: Pick the best overall return from this list  (Read 4528 times)

JohnPaul

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Pick the best overall return from this list
« on: October 10, 2015, 02:28:42 AM »
Help me pick the best overall return stock from this list to keep for a decade, cheers.

Alctl Lucent Sp ADR
Altria Group
Apple
AT&T
Boeing Co
Bristol-MyersSquibb
Cisco Systems
Citigroup
Coca-Cola Co
Colgate-Palmolive
Comcast-A
Dow Chemical
Eli Lilly & Co
Exxon Mobil
Ford Motor
Forest Oil
General Electric
Google-A
Hewlett-Packard
IBM
Intel
Intl Paper
JDS Uniphase
McDonald's
Merck
Microsoft
Monsanto
Pepsico
Pfizer
Philip Mrrs Int
Procter&Gamble
Qualcomm
Sanmina
Walt Disney-Disney
Xerox Corp
Zimmer Hldgs

2Birds1Stone

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Re: Pick the best overall return from this list
« Reply #1 on: October 10, 2015, 04:12:43 AM »
VTSAX

JohnPaul

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Re: Pick the best overall return from this list
« Reply #2 on: October 10, 2015, 04:37:03 AM »
Cheers but it's not available for me and I'm not after a fund.

wtjbatman

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Re: Pick the best overall return from this list
« Reply #3 on: October 10, 2015, 05:56:22 AM »
If you need to ask a bunch of random people on the internet to pick stocks for you to invest in, you should stick to index funds. Cheers.

JohnPaul

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Re: Pick the best overall return from this list
« Reply #4 on: October 10, 2015, 10:31:33 AM »
I was just curious as to what people in the US and elsewhere would say about the companies on the list, in that I will complement my portfolio with another American company and also increase my exposure slightly against the US dollar.

seattlecyclone

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Re: Pick the best overall return from this list
« Reply #5 on: October 10, 2015, 11:38:41 AM »
I think most of those companies will exist in some form in ten years. Beyond that, I can't really speculate on what the stock price will be. Each of them has some major risk factors that may or may not cause their business to decline, and I am not enough of an expert in any of these industries to hazard a guess as to the likelihood of these risk factors playing out. That's why I stick to index funds.

sirdoug007

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Re: Pick the best overall return from this list
« Reply #6 on: October 10, 2015, 11:43:59 AM »
All of the above. It's called an S&P500 index fund.


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milesdividendmd

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Re: Pick the best overall return from this list
« Reply #7 on: October 10, 2015, 02:02:23 PM »
I like apple and Exxon from that list. I see both as long term value plays.

College Stash

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Re: Pick the best overall return from this list
« Reply #8 on: October 10, 2015, 11:17:48 PM »
Eli Lilly

JohnPaul

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Re: Pick the best overall return from this list
« Reply #9 on: October 11, 2015, 04:42:20 AM »
Eli Lilly

Thanks, I'll look at Eli Lilly and especially their R & D, and it will take a while ;-)

brotatochip

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Re: Pick the best overall return from this list
« Reply #10 on: October 11, 2015, 04:46:32 AM »
VHT
I work in healthcare and this train is full steam ahead!

JetBlast

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Re: Pick the best overall return from this list
« Reply #11 on: October 11, 2015, 11:11:40 AM »
I wish I had a crystal ball to let me figure out your question.

Honestly, a fair number from your list are in my "too hard" pile. I don't know the science well enough to pass judgment on the pipelines of pharmaceutical companies. IBM, Apple, Microsoft, Google all go in that pile as well. Tech is too prone to large disruptive advances for me to pick a winner from that bunch. A decade ago Research In Motion (now Blackberry) was kicking butt. Now...

There's others I like on that list, but to pick one from it and call it best for the next decade?  Nope.

Proud Foot

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Re: Pick the best overall return from this list
« Reply #12 on: October 12, 2015, 09:30:13 AM »
Eli Lilly

Thanks, I'll look at Eli Lilly and especially their R & D, and it will take a while ;-)

Look into more than just their R&D. Look at when their current patent and intellectual property protections expire and which products are open for competition from generics. I don't know enough about the science side of the R&D to evaluate that, but I would hope they are moving to create new drugs to replace the ones the protections expire on.
« Last Edit: October 12, 2015, 09:32:19 AM by Proud Foot »

doggyfizzle

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Re: Pick the best overall return from this list
« Reply #13 on: October 13, 2015, 11:56:31 AM »
Altria - sells a simple product with a government-enforced monopoly, low/no R&D costs, extremely reliable cash-flows.  Company can pay out approx 80% of FCF per year as cash dividends and use the rest to buy back and cancel outstanding stock to continuously increase EPS.  Additionally, the current 27% stake in SAB Miller looks increasingly likely to convert to an equity stake in ABI/Miller (if the acquisition clears), and Altria was already getting about $1 billion/year in dividends from SAB Miller (that had grown about 10% per year for the past 5 years), so going forward non-tobacco income is likely to continue to increase.

From personal experience: I regularly purchase shares of Altria (weekly, monthly) and have since mid-2009.  I don't pay transaction costs due to my brokerage account balance with Wells Fargo; my yield on cost for some of my earliest purchases in 2009 is now 15%.

 

Wow, a phone plan for fifteen bucks!