Author Topic: Stock Pick Master Thread  (Read 21901 times)

Offline YudiG

  • Dansdeals Lifetime Platinum Elite
  • *******
  • Join Date: May 2010
  • Posts: 2343
  • Total likes: 5
  • DansDeals.com Hat Tips 0
    • View Profile
Stock Pick Master Thread
« on: March 15, 2012, 09:03:35 AM »
Why not have thread where we can throw around stock picks? Let's keep it simple. Name the stock symbol and a short blurb why you think it's a pick...I'll start.

WMT (Walmart)...with 8,500 stores around the world people shop shop and shop at this well known brand. Yield is pretty good too.

Stock is up of late though it has retreated slightly.

Online PlatinumGuy

  • Dansdeals Lifetime Presidential Platinum Elite
  • *********
  • Join Date: Apr 2011
  • Posts: 9935
  • Total likes: 61
  • DansDeals.com Hat Tips 8
    • View Profile
Re: Stock Pick Master Thread
« Reply #1 on: March 15, 2012, 09:09:30 AM »
Why not have thread where we can throw around stock picks? Let's keep it simple. Name the stock symbol and a short blurb why you think it's a pick...I'll start.

WMT (Walmart)...with 8,500 stores around the world people shop shop and shop at this well known brand. Yield is pretty good too.

Stock is up of late though it has retreated slightly.
You don't think online shopping will slowly wipe them out? They really don't seem to get their website going
Purpose > Pleasure

Offline Name Changed

  • Dansdeals Presidential Platinum Elite
  • ********
  • Join Date: Sep 2011
  • Posts: 4846
  • Total likes: 5
  • DansDeals.com Hat Tips 13
    • View Profile
  • Location: Lakewood
  • Programs: Avis Presidents Club, National Executive Elite, Hertz Presidents Circle, Sixt Platinum, SPG Gold, eBay Platinum
Re: Stock Pick Master Thread
« Reply #2 on: March 15, 2012, 09:24:13 AM »
You don't think online shopping will slowly wipe them out? They really don't seem to get their website going
Nope.

They sell all the small things that you cant get cheaper online, and there always be be the items that people wanna go to a store for.

Shipping adds to the price - so small items are usually not cheaper

Online PlatinumGuy

  • Dansdeals Lifetime Presidential Platinum Elite
  • *********
  • Join Date: Apr 2011
  • Posts: 9935
  • Total likes: 61
  • DansDeals.com Hat Tips 8
    • View Profile
Re: Stock Pick Master Thread
« Reply #3 on: March 15, 2012, 09:29:06 AM »
Nope.

They sell all the small things that you cant get cheaper online.

Shipping adds to the price - so small items are usually not cheaper
I'm assuming shipping will go down in the long run
People buy more things online, so the cost of shipping is split across more items.
Cost of transportation will hopefully go down with automated electronic cars, especially with things like city deliveries.
Someone will hopefully figure out a way for collaborative shipment - if both me and me my next door neighbor are buying from Gap - we should share the cost of shipping. I think theres huge potential in something like this, but it's hard to envision anyone smaller than fb or google doing this.
Purpose > Pleasure

Offline Name Changed

  • Dansdeals Presidential Platinum Elite
  • ********
  • Join Date: Sep 2011
  • Posts: 4846
  • Total likes: 5
  • DansDeals.com Hat Tips 13
    • View Profile
  • Location: Lakewood
  • Programs: Avis Presidents Club, National Executive Elite, Hertz Presidents Circle, Sixt Platinum, SPG Gold, eBay Platinum
Re: Stock Pick Master Thread
« Reply #4 on: March 15, 2012, 09:36:01 AM »
I'm assuming shipping will go down in the long run
People buy more things online, so the cost of shipping is split across more items.
Cost of transportation will hopefully go down with automated electronic cars, especially with things like city deliveries.
Someone will hopefully figure out a way for collaborative shipment - if both me and me my next door neighbor are buying from Gap - we should share the cost of shipping. I think theres huge potential in something like this, but it's hard to envision anyone smaller than fb or google doing this.
I highly doubt it. Shipping goes by weight... the more items the more it'll cost. (I know if you split it up it comes out cheaper per item) Also shipping prices are just rising....

I dont know what you buy in Walmart/Target

But I go about every other week, these are from the typical items I buy - Lens solution, wipes, deodorant, toothpaste, soap, shampoo, toothbrush, paper towels, tissues, drinks, ketchup ... I could go on and on :) I dont think any of these items are item I want to order online.... 

Offline YudiG

  • Dansdeals Lifetime Platinum Elite
  • *******
  • Join Date: May 2010
  • Posts: 2343
  • Total likes: 5
  • DansDeals.com Hat Tips 0
    • View Profile
Re: Stock Pick Master Thread
« Reply #5 on: March 15, 2012, 09:37:35 AM »
Keep in mind that half their stores are outside the USA in emerging markets where online shopping isn't as popular yet. With all the new changes, I think there will always be a segment of the population that buys in store. You can't have an online only shopping world.

I'm sure their website will change with time....

Online PlatinumGuy

  • Dansdeals Lifetime Presidential Platinum Elite
  • *********
  • Join Date: Apr 2011
  • Posts: 9935
  • Total likes: 61
  • DansDeals.com Hat Tips 8
    • View Profile
Re: Stock Pick Master Thread
« Reply #6 on: March 15, 2012, 09:38:51 AM »
Keep in mind that half their stores are outside the USA in emerging markets where online shopping isn't as popular yet. With all the new changes, I think there will always be a segment of the population that buys in store. You can't have an online only shopping world.

I'm sure their website will change with time....
Are their foreign operations as profitable and growing as the US?

Purpose > Pleasure

Offline YudiG

  • Dansdeals Lifetime Platinum Elite
  • *******
  • Join Date: May 2010
  • Posts: 2343
  • Total likes: 5
  • DansDeals.com Hat Tips 0
    • View Profile
Re: Stock Pick Master Thread
« Reply #7 on: March 15, 2012, 09:47:05 AM »
Are their foreign operations as profitable and growing as the US?



Yes, AFAIK. They just made a move to get into South Africa..

Offline Name Changed

  • Dansdeals Presidential Platinum Elite
  • ********
  • Join Date: Sep 2011
  • Posts: 4846
  • Total likes: 5
  • DansDeals.com Hat Tips 13
    • View Profile
  • Location: Lakewood
  • Programs: Avis Presidents Club, National Executive Elite, Hertz Presidents Circle, Sixt Platinum, SPG Gold, eBay Platinum
Re: Stock Pick Master Thread
« Reply #8 on: March 15, 2012, 09:58:35 AM »
I would add AAPL (Apple) to the list.

I have been following this stock for about 2 years and its constantly going up.

Offline yitzf

  • Dansdeals Presidential Platinum Elite
  • ********
  • Join Date: Mar 2011
  • Posts: 2597
  • Total likes: 40
  • DansDeals.com Hat Tips 4
    • View Profile
Re: Stock Pick Master Thread
« Reply #9 on: March 15, 2012, 10:19:33 AM »
I would add AAPL (Apple) to the list.

I have been following this stock for about 2 years and its constantly going up.
yeh but whats your reason you think it will continue to go up in the future?

Offline Name Changed

  • Dansdeals Presidential Platinum Elite
  • ********
  • Join Date: Sep 2011
  • Posts: 4846
  • Total likes: 5
  • DansDeals.com Hat Tips 13
    • View Profile
  • Location: Lakewood
  • Programs: Avis Presidents Club, National Executive Elite, Hertz Presidents Circle, Sixt Platinum, SPG Gold, eBay Platinum
Re: Stock Pick Master Thread
« Reply #10 on: March 15, 2012, 10:29:40 AM »
yeh but whats your reason you think it will continue to go up in the future?

I deff dont have a solid reason.

But - it more that tripled over the past 2 years. And had a constant rise over the past 6 years

Offline U-no-me!

  • Dansdeals Lifetime Platinum Elite
  • *******
  • Join Date: Apr 2011
  • Posts: 1543
  • Total likes: 11
  • DansDeals.com Hat Tips 7
    • View Profile
  • Location: "Elvis Has Left The Building"
Re: Stock Pick Master Thread
« Reply #11 on: March 15, 2012, 10:30:26 AM »
I would add AAPL (Apple) to the list.

I have been following this stock for about 2 years and its constantly going up.

The higher it goes up, the bigger the crash. Buy stocks when their undervalued not overvalued. There is way more to picking a stock than watching it go up for 2 years. basically every single stock in the market went up huge over the last 2 years.

Is it based technicals?
How about fundamentals.
How about the management. when you invest in a company, in essence yor investing in the management. it could have a lot of cash sitting around, it can have a great product (although many times it's a fad for example crox went from 75 to .86) but many times mangement is simply inept at running the company.

Who cares if walmart has 8,500 stores, are there better places to park your money? YES. Bear in mind when you invest in such a large cap stock your returns will not be that much, (although they might be relatively safer than a small cap) unless you put in a lot of money. Because when dealing with small amounts of money as opposed to a hedge fund who are putting in way more than an average joe can afford, 5% is not a whole lot of money, when you can easily be earning alot more. do you expect walmart to double? triple? WMT is valued at 200B do you really think it'll reach a trillion or even 500B?

AHT went from .86 to 14 now its at 9
CAR went from .48 to about 20
LVS went from 5 to 45
SNDK went from 7 to 50
CROX went from .98 to 28 now its at 20
ETC; ETC:

SO WHAT?
« Last Edit: March 15, 2012, 11:18:44 AM by u-no-me- »
Vote U-no-me '14!

Offline U-no-me!

  • Dansdeals Lifetime Platinum Elite
  • *******
  • Join Date: Apr 2011
  • Posts: 1543
  • Total likes: 11
  • DansDeals.com Hat Tips 7
    • View Profile
  • Location: "Elvis Has Left The Building"
Re: Stock Pick Master Thread
« Reply #12 on: March 15, 2012, 10:39:15 AM »
I deff dont have a solid reason.

But - it more that tripled over the past 2 years. And had a constant rise over the past 6 years

Is your solid reason, "because everyone is buying it?
as warren buffet says "be fearful when everyone is greedy and greedy when everyone is fearful".

Crox went up 2800% AHT went up 1400% Etc; So What? does that mean CROX is a good buy now?

Vote U-no-me '14!

Offline moish

  • Dansdeals Lifetime Presidential Platinum Elite
  • *********
  • Join Date: May 2008
  • Posts: 9468
  • Total likes: 51
  • DansDeals.com Hat Tips 0
  • Gender: Male
    • View Profile
  • Programs: AA LT Plat, Avis, SPG Plat
Re: Stock Pick Master Thread
« Reply #13 on: March 15, 2012, 11:00:06 AM »
will not be that (although relatively safer than a small cap) much unless you put in a lot of money.
that doesnt make any sense

Offline good sam

  • Dansdeals Presidential Platinum Elite
  • ********
  • Join Date: Jun 2011
  • Posts: 2625
  • Total likes: 190
  • DansDeals.com Hat Tips 10
    • View Profile
Re: Stock Pick Master Thread
« Reply #14 on: March 15, 2012, 11:22:11 AM »
Bear in mind when you invest in such a large cap stock your returns will not be that much, (although they might be relatively safer than a small cap) unless you put in a lot of money. do you expect walmart to double? triple? WMT is valued at 200B do you really think it'll reach a trillion or even 500B?
AAPL disproves this theory. As do MA, FDX and many others.  Market Cap is not a determinant for growth.
If you don't care why would you comment?
HT: DMYD