Author Topic: What Individual Stocks Do You Own?  (Read 31672 times)

EarlyStart

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What Individual Stocks Do You Own?
« on: May 07, 2016, 04:38:40 PM »
I know indexing is the mantra around here, and I'm basically on board with that in principle (low turnover, low expenses, don't market time, etc.). But I know some of us own individual stocks, and I think it'd be an interesting thread if everyone who wants to share lists the stocks they current own and any on their radar without necessarily launching into the single-stock vs. indexing debate. Aside from the 94% or so I have indexed:

currently own:
- Ally Financial (ALLY)

on my radar:
- Cal-Maine Foods (CALM): plan on buying if/when shares get below $47.50 and I have room in my Roth IRA
- Moody's Corporation (MCO): plan on buying if/when shares get below $85

nobodyspecial

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Re: What Individual Stocks Do You Own?
« Reply #1 on: May 07, 2016, 05:34:39 PM »
A few high dividend REITs in a TFSA
(It's a Canadian tax free account that limits how much you can contribute each year, but not how much you can drip)
 

protostache

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Re: What Individual Stocks Do You Own?
« Reply #2 on: May 07, 2016, 05:50:58 PM »
Oh hey CALM is on my radar as well. They have a few things going against them. First, their per-unit organic growth is limited by population growth, basically 2ish% per year. Next, egg prices and thus profits can vary significantly with small changes in either supply or demand because eggs are a seasonally inelastic commodity (there's a base demand which goes up during holidays) with a short expiration date. High prices last summer were driven almost entirely by avian flu-related flock decimation. Third, they're controlled by a single family. All that said, they have a great dividend policy and they're the largest egg producer (and only public producer that I can find) in the US.

To answer your question, we own about 20 different individual companies. Top holdings are Royal Dutch Shell, Berkshire Hathaway, Chevron, Hershey, Nestlé, Exxon, and Disney. Those seven make up 40% of our individual holdings, which as a whole make up 50% of our total holdings. The rest is divided into various Vanguard and Fidelity total market and target allocation index funds.

KBecks

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Re: What Individual Stocks Do You Own?
« Reply #3 on: May 07, 2016, 06:07:28 PM »
Facebook.  :)

Heckler

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Re: What Individual Stocks Do You Own?
« Reply #4 on: May 07, 2016, 07:01:17 PM »
None.tsx

Captain Cactus

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Re: What Individual Stocks Do You Own?
« Reply #5 on: May 07, 2016, 07:47:41 PM »
A couple BDCs:  HRZN, PSEC.  They yield between 11%-13%.


Financial.Velociraptor

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Re: What Individual Stocks Do You Own?
« Reply #6 on: May 07, 2016, 07:54:40 PM »
A couple BDCs:  HRZN, PSEC.  They yield between 11%-13%.

I like PSEC for written put options.  Fat premiums and a "downside" of owning a high yielding business you can write a covered calls against.

My biggest non-options position is MORL (hit me with a wet noodle).

Cyaphas

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Re: What Individual Stocks Do You Own?
« Reply #7 on: May 07, 2016, 10:14:31 PM »
A couple BDCs:  HRZN, PSEC.  They yield between 11%-13%.


I wonder how in the hell they're getting those kinds of returns. I also wonder how long they can sustain them!

Seppia

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Re: What Individual Stocks Do You Own?
« Reply #8 on: May 08, 2016, 01:22:39 AM »
Largest is Royal Dutch for me
Then I own some Glaxo, some P&G, DuPont, Walmart, Siemens, Air Liquide and Pfizer.
The European stocks date from back before I moved to the USA and had zero idea of indexing.
I kept them obviously (I have never sold a stock or ETF, except in rare occasions to swap them: example when Amazon went above 600 I sold some and bought some P&G - Walmart - DuPont with the proceeds.

Now that I am back in Italy I bought some Geneali (largest Italian insurance company) and some Mediobanca (probably the most solid bank of all) since they are very very low at the moment, but we are talking small sums, today 80-85% of all my new investments go into indexes

Captain Cactus

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Re: What Individual Stocks Do You Own?
« Reply #9 on: May 08, 2016, 05:21:48 AM »
A couple BDCs:  HRZN, PSEC.  They yield between 11%-13%.


I wonder how in the hell they're getting those kinds of returns. I also wonder how long they can sustain them!

Good question.  They are BDCs, and their unique business structure requires them to distribute 90% of their profits in dividends.  So I buy for the yield with no expectation that the share price will go up over time.  Presumably, they will sustain high yields for as long as they are profitable.

Higher risk, so I only keep a small % in them, but I do love that monthly dividend. 

capitalninja

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Re: What Individual Stocks Do You Own?
« Reply #10 on: May 08, 2016, 07:47:19 AM »
10 - 11% of my portfolio value consists of single stocks. They were purchased in Aug/Sept of last year and Jan/Feb of this year.

KMI
NS
OKE
SO
VZ

They're collectively up over 19% not including dividends; strictly share price appreciation. They were attractively priced when I bought them and the all pay a dividend which is a *must* for me.

The rest of my portfolio consists of a basket of 10 index funds representing REITs, Domestic and International businesses.

thedayisbrave

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Re: What Individual Stocks Do You Own?
« Reply #11 on: May 08, 2016, 08:46:40 AM »
Indexing is the core of my portfolio but I also hold individual stocks: Aflac (AFL), Archer Daniels Midland (ADM), AT&T (T), Bank of Nova Scotia (BNS), Caterpillar (CAT), Chevron (CVX), Coca-Cola (KO), Colgate-Palmolive (CL), Diageo (DEO), Eaton Corp (ETN), General Electric (GE), Johnson & Johnson (JNJ), Nestle (NSRGY), Procter & Gamble (PG), Royal Bank Canada (RY), Royal Dutch Shell (RDS.A), Tesla (TSLA), Total SA (TOT), Travelers Insurance (TRV), Walt Disney (DIS).

Tesla is my only speculative play, otherwise I like the stability/dividends of blue chips.

Don't own any bonds.


EarlyStart

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Re: What Individual Stocks Do You Own?
« Reply #12 on: May 08, 2016, 09:18:17 PM »
Oh hey CALM is on my radar as well. They have a few things going against them. First, their per-unit organic growth is limited by population growth, basically 2ish% per year. Next, egg prices and thus profits can vary significantly with small changes in either supply or demand because eggs are a seasonally inelastic commodity (there's a base demand which goes up during holidays) with a short expiration date. High prices last summer were driven almost entirely by avian flu-related flock decimation. Third, they're controlled by a single family. All that said, they have a great dividend policy and they're the largest egg producer (and only public producer that I can find) in the US.

To answer your question, we own about 20 different individual companies. Top holdings are Royal Dutch Shell, Berkshire Hathaway, Chevron, Hershey, Nestlé, Exxon, and Disney. Those seven make up 40% of our individual holdings, which as a whole make up 50% of our total holdings. The rest is divided into various Vanguard and Fidelity total market and target allocation index funds.


I think the temporarily higher egg prices and the price drop which has already begun is basically priced into the stock. My discounted cash flow model, which is imperfect like anyone else's, normalizes revenue and margins to account for this, and it looks priced in. I'm not sure organic growth is really limited by population growth. The specialty egg market commands higher prices and margins and is growing (or has grown, and I expect it to continue).

They will have to continue making acquisitions, so you're probably right about the organic growth component in terms of non-specialty eggs. But I want a lower price on the stock. We'll see what happens.

AdrianC

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Re: What Individual Stocks Do You Own?
« Reply #13 on: May 09, 2016, 06:29:16 AM »
BRK.b

oldmannickels

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Re: What Individual Stocks Do You Own?
« Reply #14 on: May 09, 2016, 07:23:41 AM »
Grandparents gave me MKC stock when I was a kid that I haven't sold.

Crazycarl

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Re: What Individual Stocks Do You Own?
« Reply #15 on: May 09, 2016, 07:54:30 AM »
F
T
AA
HPC
UA
FTR
PG
GM
WFC

Are the single stocks I own. I purchase with weekly deosits into my account for which ever stock has dropped recently. AT&T is my largest holding out of those, and was pretty happy when I loaded up around $32. Bought a bunch of FIT when it was around 12-13, and sold around 17 because it couldn't get any higher and doesn't produce a dividend. About to do the same with my UA stock.

I try to look for really good (almost guaranteed) potential growth stocks or 3.5% + dividend stocks in good companys.

It is all about personal choice and tolerances.

Good luck to all.

Drifterrider

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Re: What Individual Stocks Do You Own?
« Reply #16 on: May 09, 2016, 08:00:17 AM »
BP
F
GE
FNMA

Dumped BAC last fall before the fall.  I thought it would return to a $30 stock and their dividends sucked.  Average in at $6, out at $17.

FNMA is my poker stock.

Proud Foot

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Re: What Individual Stocks Do You Own?
« Reply #17 on: May 09, 2016, 09:07:56 AM »
Currently holding 24 different stocks.  Looking at  14% CAGR return since purchasing all last fall. Only 7 stocks having a negative return with 3 of the 7 due to the commission of $7. 

AAPL(-), BAC(-), BRK.B(+), C(-), CL(+), CLX(+), CMI(+), COF(-), CVX(+), DFS(-), DOW(+), DVN(+), GE(+),  HP(+), JNJ(+), KO(+), MKC(+), OGE(-), OLN(+), PG(+), T(+), WFC(-), WMT(+), XOM(+)

Scandium

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Re: What Individual Stocks Do You Own?
« Reply #18 on: May 09, 2016, 10:24:02 AM »
My dirty secrets:

INTC at $22
GOOG AT $531
The stinker: SAN at $8.6! ($4 now?) Thankfully <$1k.
Couple REITS in my Roth. Nearly flat price-wise, but decent yield right now.

Very small sums though, total these are <1% of all my retirement accounts.

zephyr911

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Re: What Individual Stocks Do You Own?
« Reply #19 on: May 09, 2016, 10:28:46 AM »
HASI
PEGI
BEP
GLBL
SUNW
CSIQ

protostache

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Re: What Individual Stocks Do You Own?
« Reply #20 on: May 09, 2016, 10:43:27 AM »
HASI
PEGI
BEP
GLBL
SUNW
CSIQ

Renewable energy, nice. Do you have problems with BEP being an LP?

zephyr911

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Re: What Individual Stocks Do You Own?
« Reply #21 on: May 09, 2016, 10:54:14 AM »
Renewable energy, nice. Do you have problems with BEP being an LP?
My goal is to be the C. Montgomery Burns of hydro, wind and solar. Release the hounds. ;)
But seriously, I look to maximize both income and watts per $ invested. It appeals to me personally as an EE.
I only bought BEP recently after a long watch period, and don't expect major complications since it's in an IRA. We'll see though.

protostache

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Re: What Individual Stocks Do You Own?
« Reply #22 on: May 09, 2016, 11:22:02 AM »
Renewable energy, nice. Do you have problems with BEP being an LP?
My goal is to be the C. Montgomery Burns of hydro, wind and solar. Release the hounds. ;)
But seriously, I look to maximize both income and watts per $ invested. It appeals to me personally as an EE.
I only bought BEP recently after a long watch period, and don't expect major complications since it's in an IRA. We'll see though.

Watch out for that UBIT. Gets triggered when you have >$1000 in unrelated business income in an IRA in any given year. BEP might not have any, or they might not have very much.

zephyr911

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Re: What Individual Stocks Do You Own?
« Reply #23 on: May 09, 2016, 11:32:37 AM »
Watch out for that UBIT. Gets triggered when you have >$1000 in unrelated business income in an IRA in any given year. BEP might not have any, or they might not have very much.
It is amazing how much is always left to be learned. However, from their IR site:
Brookfield Renewable is not anticipated to generate UBTI and has not generated any in prior years.
I'll have to watch and make sure that doesn't change.
I'd have to triple my stake and have the dividend be 100% UBTI to hit that threshold, but stranger things have doubtless happened. ;)
« Last Edit: May 09, 2016, 11:55:11 AM by zephyr911 »

PhysicianOnFIRE

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Re: What Individual Stocks Do You Own?
« Reply #24 on: May 09, 2016, 11:33:26 AM »
I allocate a significant portion of my portfolio to these:

ZIP
NADA
ZILCH

On my watchlist:

NOPE
ZERO
NOTHX


Cyaphas

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Re: What Individual Stocks Do You Own?
« Reply #25 on: May 09, 2016, 11:51:28 AM »

protostache

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zephyr911

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Re: What Individual Stocks Do You Own?
« Reply #27 on: May 09, 2016, 12:02:57 PM »
I allocate a significant portion of my portfolio to these:

ZIP
NADA
ZILCH

On my watchlist:

NOPE
ZERO
NOTHX
AAAAhahahaha. I see what you did there.

Aphalite

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Re: What Individual Stocks Do You Own?
« Reply #28 on: May 09, 2016, 12:58:54 PM »
DIS
SKX
HSY
CVX
XOM
NVO
GILD
NRZ
SWKS
SHOP

doggyfizzle

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Re: What Individual Stocks Do You Own?
« Reply #29 on: May 09, 2016, 02:12:29 PM »
Largest (by far - 80k!) MO, followed by PM, KO, PG, JNJ, VZ, T, IBM, MCD, XOM, SO, ADP, MMM, GIS, ABT, UNP, BDX, CL.  I have my stocks structured to get 6 divs/month.  Portfolio provides geographic diversity as well as sector diversity, with an emphasis on non-cyclical industries and very high FCF rates.    I also own BRK.B.

Greenpez

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Re: What Individual Stocks Do You Own?
« Reply #30 on: May 09, 2016, 03:40:45 PM »
JNJ in my 401k and MORL

AdrianC

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Re: What Individual Stocks Do You Own?
« Reply #31 on: May 10, 2016, 04:46:06 AM »
BRK.b

Get out now...

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.

Here's a review of Berkshire by a very well respected poster on Motley Fool:

http://boards.fool.com/when-i-compare-that-to-spy-for-the-last-five-32237768.aspx


nobodyspecial

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Re: What Individual Stocks Do You Own?
« Reply #32 on: May 10, 2016, 06:47:56 AM »
BRK.b

Get out now...

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?

AdrianC

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Re: What Individual Stocks Do You Own?
« Reply #33 on: May 10, 2016, 11:22:25 AM »
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.

nobodyspecial

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Re: What Individual Stocks Do You Own?
« Reply #34 on: May 10, 2016, 02:58:17 PM »

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 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. And retail investors, especially the ones who buy the bluest of blue chips, are the most likely to sell on bad news.
Long term, I entirely agree - the stock will contine to do as well as it does now - but I would bet on an exciting day if he died suddenly

KBecks

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Re: What Individual Stocks Do You Own?
« Reply #35 on: May 11, 2016, 05:30:13 AM »
Grandparents gave me MKC stock when I was a kid that I haven't sold.


Smart grandparents, smart kid.

protostache

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Re: What Individual Stocks Do You Own?
« Reply #36 on: May 11, 2016, 06:47:44 AM »

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 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. And retail investors, especially the ones who buy the bluest of blue chips, are the most likely to sell on bad news.
Long term, I entirely agree - the stock will contine to do as well as it does now - but I would bet on an exciting day if he died suddenly

There is no "sudden death" when you're 85 (Warren) or 92 (Charlie). This has come up in every annual meeting and report for at least the last five years. Few people will sell because of their deaths because everyone has been preparing for it for so long.

AdrianC

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Re: What Individual Stocks Do You Own?
« Reply #37 on: May 11, 2016, 07:58:16 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 :-)

talltexan

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Re: What Individual Stocks Do You Own?
« Reply #38 on: May 11, 2016, 08:11:34 AM »
I own F, CB, GD, KMI, and Google.

Proud Foot

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Re: What Individual Stocks Do You Own?
« Reply #39 on: May 11, 2016, 08:42:12 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. 

NoraLenderbee

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Re: What Individual Stocks Do You Own?
« Reply #40 on: May 11, 2016, 10:13:10 AM »
We primarily index. We own a few individual stocks: ABT, ABBV, BFA, BFB, MCD. We also have very small positions (acquired from spinoffs, gifts, etc) in T, Comcast, FEYE.

forummm

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Re: What Individual Stocks Do You Own?
« Reply #41 on: May 11, 2016, 10:53:46 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?

spud1987

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Re: What Individual Stocks Do You Own?
« Reply #42 on: May 11, 2016, 11:02:10 AM »
.2% of my NW is in brk.b
.5% of my NW is in company stock (F100 company)

Everything else is indexed.

Sometimes I'll throw .1-.2% in an put/call option where I can make a quick trade (e.g. bought COP call option in February and sold in April to make a quick 2k net of capital gains tax). But this is purely speculative and I'm comfortable losing my entire investment.

rubybeth

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Re: What Individual Stocks Do You Own?
« Reply #43 on: May 11, 2016, 01:05:09 PM »
AAPL in a taxable account, was a gift a while ago from my parents. It was purchased long ago, many years before the stock split at under $10/share. Even though it's down recently, I don't really mind having it around. The dividends are a bonus.

Proud Foot

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Re: What Individual Stocks Do You Own?
« Reply #44 on: May 11, 2016, 02:34:58 PM »
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.   

Telecaster

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Re: What Individual Stocks Do You Own?
« Reply #45 on: May 11, 2016, 03:17:31 PM »

The stinker: SAN at $8.6! ($4 now?) Thankfully <$1k.


Heh.  I got some of that too.   Pays strong dividends though.  And is as hedge against currency risk.  And that's about all the rationalizations I can think of at the moment.   

Socmonkey

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Re: What Individual Stocks Do You Own?
« Reply #46 on: May 11, 2016, 03:21:24 PM »
Individual stocks I own are:
TRV - Travelers Insurance
OHI - Omega Healthcare Investors
WPC - REIT
NOV - National Oilwell Varco
ADM - Archer Daniels Midland
JNJ   - J&J
DIS   - Disney
POT - Potash Corp

As well as my favorite gut picks:
ALB - Albemarle (Chemical company, owns Silver Peak lithium mine in Nevada, a few hours drive from Tesla Gigafactory 1)
LIXXF - Exploration lithium miner (controls most of the land around Silver Peak that ALB doesn't)
GPL - Great Panther Silver

FIRE_Buckeye

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Re: What Individual Stocks Do You Own?
« Reply #47 on: May 11, 2016, 06:32:39 PM »
Just one; Geron Corp.
Used to stock pick quite a bit to varying success, have since converted all my holdings aside from this one into VTSAX. Small cap biotech with two phase II trials ongoing and more on the horizon. Have about 25k into it, and fully recognize that it's a lottery ticket, but plan to keep the holding intact til it blows up one way or the other. I can stomach the risk, and the worst case scenario were it to materialize.

Life is too short to play it completely safe.

mrpercentage

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Re: What Individual Stocks Do You Own?
« Reply #48 on: May 11, 2016, 07:54:21 PM »
DIS
O
PNW
XOM
COP
EPR
OHI
KMI

All the smack talking and advice aside-- its what I actually own. I could care less what it does tomorrow. Im chasing entries not exits at this point. Next year I will focus more on other sectors. Not very diverse right now

zephyr911

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Re: What Individual Stocks Do You Own?
« Reply #49 on: May 12, 2016, 07:54:13 AM »
CAFD
Just added this week.