Stock/MF Picks

[Konebhar6]

1 hour ago, meandhrakurradu said:

60 is almost 40% drop, baga disaster aite gani raadu emo 

Its OK if it does not come. I typically look for stocks that come to my buy level and even then we have to do research why the stock is down and then buy. 

For e.g. MMM is now at 100 levels. Its a premium blue chip stock which also gives 6% div. But price has been stangant. Because office supplies industry is down. Ppl are moving everything electronic and WFH disrupted its business. But its still a good company. Their business is diversified. A change in management will bring it back up. 

But if they cut dividend or if market falls, it could come a lot further. So wait until the accumulation happens and then make a buy. 

[Konebhar6]

https://docs.google.com/spreadsheets/d/1vcJ2ulRHdIixIa7WLKFFGVHuohtf_PeqefXiRvBss70/edit?usp=sharing

@meandhrakurradu @Bendapudi_english @Abhagyudu @swatz @SNOW_MEGA @MysoreJackson @dasari4kntr @nag

See the above excel sheet. You all have read access. I will keep adding all the stocks I track. I will add a glossary to define each field later. 

Let me know if you need any other information in the sheet?

[swatz]

39 minutes ago, Konebhar6 said:

https://docs.google.com/spreadsheets/d/1vcJ2ulRHdIixIa7WLKFFGVHuohtf_PeqefXiRvBss70/edit?usp=sharing

@meandhrakurradu @Bendapudi_english @Abhagyudu @swatz @SNOW_MEGA @MysoreJackson @dasari4kntr @nag

See the above excel sheet. You all have read access. I will keep adding all the stocks I track. I will add a glossary to define each field later. 

Let me know if you need any other information in the sheet?

Thank u

[Konebhar6]

While doing this, I realized I should not be adding growth stocks here and only add well established companies. Ignore companies like LCID or UIPath and add more of GILD, BIIG, ISRG, VZ, etc.

[Konebhar6]

Will clean up sheet when I get a chance.

[Thokkalee]

Meta - great potential as they are yet to monetize WhatsApp, which has couple of billion users.. 

google

microsoft -both of them are very good in AI.. 

[Konebhar6]

11 hours ago, Thokkalee said:

Meta - great potential as they are yet to monetize WhatsApp, which has couple of billion users.. 

google

microsoft -both of them are very good in AI.. 

Would You put all eggs in IT Basket? No diversify? 

[Thokkalee]

Just now, Konebhar6 said:

Would You put all eggs in IT Basket? No diversify? 

Daniki 401k undi kadaa 

[Konebhar6]

Any feedback on the sheet. You can add to the comments in the Sheet or put here. 

[Konebhar6]

1 minute ago, Thokkalee said:

Daniki 401k undi kadaa 

2022 Q4, 2023 Q1 paristhiti vasthe, we cannot sell those stocks if we need money. Ade diversify cheste better amo. But IT stocks have been giving great returns for quiet sometime. IT may be a better idea.

[Thokkalee]

3 minutes ago, Konebhar6 said:

2022 Q4, 2023 Q1 paristhiti vasthe, we cannot sell those stocks if we need money. Ade diversify cheste better amo. But IT stocks have been giving great returns for quiet sometime. IT may be a better idea.

Nadi 401k anthaa funds.. ira is full of these stocks.. other trading antha short term untayi for swing and daily trading.. 

I have a very small trading account.. 

[Konebhar6]

9 minutes ago, Thokkalee said:

Nadi 401k anthaa funds.. ira is full of these stocks.. other trading antha short term untayi for swing and daily trading.. 

I have a very small trading account.. 

No trading for me. Only investing. Lots of MFs and monthly income funds. Individual stocks less.

Biggest chunk is my company stock. Have'nt sold RSU's/ESPP for last few yrs. Stock is down 60% from Covid peak. 

[janerampl]

The question of where to invest $100K, limited to just 5 stocks, is an interesting challenge that many would love to entertain. As always, it's essential to preface this with a standard disclaimer that investing in the stock market carries risks and it's crucial to do your own research or consult a financial advisor.The question of where to invest $100K, limited to just 5 stocks, is an interesting challenge that many would love to entertain. As always, it's essential to preface this with a standard disclaimer that investing in the stock market carries risks and it's crucial to do your own research or consult a financial advisor.Speaking of picks, it reminds me of making college football consensus picks. Have you ever tried picking winners based on consensus data? It's an interesting lens through which to view potential outcomes, and while it's a completely different ballgame compared to stock picks, the essence of making educated choices based on data and trends is the same.

[Konebhar6]

1 hour ago, janerampl said:

The question of where to invest $100K, limited to just 5 stocks, is an interesting challenge that many would love to entertain. As always, it's essential to preface this with a standard disclaimer that investing in the stock market carries risks and it's crucial to do your own research or consult a financial advisor.

No one should make financial decisions based on someone suggesting in a DB. The point is to use this platform to share ideas & support it with rationale. Its interesting to hear others ideas, sometimes conflicting too but you get to know others point of views.