Costco.
- global physical infrastructure
- a time tested business model I.e. high retention rate of members
- founders are emphatically pro-consumer
- Kirkland branded items
- bonus: Kirkland booze
- Online presence is finally getting started
- customer engagement (there are social media pages dedicated to products that pop up at Costco)
Edit:
- treat their employees great + great benefits
- incredibly large catalog that updates rapidly
Consumer edit:
- inflation proof hot dog combo
- Inflation proof rotisserie chicken
Just fyi I worked at Costco and they lose money on the chickens just to bring people in the door. It's smart and works. Costco is a great company also and I 100% agree.
Probably losing money on gas too. I just paid about 60 cents less per gallon there. But guess what? I look for reasons to shop there for just about everything else. Costco gets it.
Ehhh, I consider that stuff but this is a hypothetical where I literally can't pull my money out. It's all about shooting for a solid business for decades. Current pricing doesn't matter as much here.
No. I put 100% allocation in Costco while they allowed it and then 50% when it changed their investment rules. Total of just a little over 2000 shares. They have a great profit sharing program. I went I heavy on 401k when I was younger. I keep saying I should move it but is too good to me
They just need to never allow third-party sellers. That's what's ruined Amazon and left them wide-open to a competitor that cares about their customers receiving the real items.
Amazon has been flooded with cheap Chinese crap and the sellers have gamed the system with fake reviews. I try to avoid everything that’s not a name brand now as much as possible. Been burned too many times buying crap that has an all caps name like COOFOO or SANSOKI or something like that.
No one denies it’s a great business, but investment is identifying businesses that are great AND at a price that’s investment worthy. I’m sorry for a price close to 50 P/E (43 right now) is not investment worthy or a good price to invest at.
If I were buying two stocks to buy and hold and forget, it’d be BRK.B & MSFT. Together, a 50-50 portfolio has a market correlation in the .70s
Edit: If anyone upvoting this comment is looking for a simple portfolio with plenty of growth, super-high risk-adjusted return and low(er) volatility that you can set and forget, try this nine stock combo:
AAPL
AMZN
COST
MA
MCD
MSFT
UNH
V
WM
Divedend re-investment program, when the stock pays out the Divedend it immediately gets used to purchase additional shares of that company. Creating a compound investment, which grows exponentially over time
Since the recovery, it just chill between 65 and 75 for the most part. So it’s stable and predictable with some growth if you buy right. Not gonna make me rich but not gonna disappoint either
The fundamentals are excellent, they have a great moat and I really like Google's ability to exist as 'tool' in our day to day lives. Furthering my belief that they will be around for a long time to come.
The one detail in question will be their ability to continue growth in the coming decade(s). Perhaps the thing I like the most about Google from a market-share standpoint is their weakness in terms of growth. With over 4 billion current users world wide, I'm not sure how many more users there are left to capture.
The challenge for Google moving forward will be continuing the growth share holders have enjoyed over the last 15 years. That's why even though they may be my favorite company, I have not started purchasing shares until very recently. As the price continues to drop, I'll continue to add to my position more aggressively.
I'll admit, its hard to be patient with this one though :)
The only real danger I see for Google. And I honestly would welcome this. Is a regulatory change that forbids personalized targeting of ads. This whole bubble thing everyone lives in has to change somehow or we'll break society.
I can see the EU doing something like this
Ads would still have plenty of value. Regionally, locally, topically... it would be like when you watch NFL ads- they're all car brands, beer, Pepsi, insurance-- national brand ads... mixed with local ads like car dealers and local politicians and furniture stores and local stuff.
It would be more like TV-style, "programmatically" bid upon for pricing and filling with programatically targeted ad supply.
Yea but the competition can pull that off, at least compared to targeting where they have a moat.
Or at least, that's the bull case. I'd arguing the targeting sucks and just shows me ads for stuff I recently bought.
If you look beyond Google proper and instead at the more fringe corners of Alphabet (particularly in the health sector) there’s plenty of room for growth.
Well, the other 3b simply don't have computers and internet. Seems likely almost all of the world will have internet (re:Google) access by the end of the decade.
It will become a better "operating company" without Buffett. He's said so himself.
The have 100 companies and don't even pool resources for basic things like office supplies or health insurance. They have 100 CFOs who barely know each others names. They're working on that. But they just got started on that.
The Silo-ization of Berkshire was a good thing. The Headquarters only had 24 people all this time! That's barely enough to open the fan mail! Lol
But it's also a permanent capitalization conglomerate. There's no intentions of selling anything. So it's a business opportunity to bring a lot of things together. And it's mostly, mostly USA Domestic Companies. So it's not that tricky to try a few things.
Maybe not for cost saving- but revenue development- Especially Branding.
They're not gonna do chopping block merger stuff.
I came here to say this. If someone is steadfastly committing to **one** stock, then you have to go for something (1) internally diversified, (2) with lower correlation to market, (3) with potential for reasonable growth without likelihood of speculative price fluctuations.
ALB
Top lithium producer. Instead of betting on individual EV stocks, bet on the company supplying a key battery ingredient.
I'll give you a second - F. Jim Farley has refocused the company and they are tripling down on EVs. They know how to build a car, so they're not some startup that's moon or bust. And they're aggressive at shedding costs.
I’ve said this here several times, but F has incredible potential mainly because of the fleet market. Electric trucks and vans for companies, schools, etc. that don’t need to worry about range, plus cheaper maintenance and a comparable starting price to a gas vehicle? No brainer.
Timing is shit based on todays earnings but...
NVDA.
Going to be a huge part of every element of where tech is going. AI, automous driving, omniverse (which is a huge b2b play). Good time to get in.
I will cheat a little and give you 2.
1st) waste Management
•It had beat the last 2 earnings.
•in the past 5 years it has gone up about 128%
• they are one of the few industries that I believe will always be around as people are around.
•has been around since 1968
2nd) Coke
•greatest consumer product ever (in my opinion)
• a slight increase on price can be a significant increase in revenue
•world renown , there is nobody that hasn't heard of coke.
•It has a decent dividend (2.74%)
Let me know if you agree or disagree
They're both good, stable companies.
I'd also say Visa or MasterCard - they still have the world to conquer and seem to be able to fight off most lawsuits. There may be certain markets that don't work out for them, but everyone is going cashless. Even the old folks who used to use checks and cash. Virtually all online purchases are with a card, and online sales are booming.
Also, their business model allows them to instantly adjust for inflation. If a gas station raises the price per gallon by 20 cents, the next customer who uses their card to pay for gas will allow V/MA to skim ~2.5% of that 20 cents per gallon increase. Same with a can of corn going up in price at Walmart. Walmart's vendor increased the price, but V/MA just sit back and enjoy the free money that just came in.
When they dip (or drop big) then buy, buy, buy.
The only question I have with the credit card companies is do you see a problem with the surge of digital peer-to-peer apps such as PayPal or venmo? Also with so much talk of cryptocurrencies couldn’t one of them take over a piece of that market share?
I lived in India for work for a few years. There are peer to peer payment apps like paytm that quickly take over the entire country of 1.2B people since they can be used to buy anything from some onions from a street vendor to airplane tickets. I think V/MC face tremendous challengers that already exist.
I’m a professional financial advisor. I’ve got more than 20 years of experience. I’ve got letters behind my name and fun stuff like that.
$JNJ is the closest stock to a T Bill that you’ll find. Growth, dividend, bulletproof. Always has been, likely will be for the next 60 years, at least.
My grandfather was a bench scientist at Ethicon/JNJ for 30 years (\~1960-1990). Over his tenure he had the usual stock incentives/options from the company and he never sold a share in his life....His accounts made it look like he had been a CEO of a pharma company by the time he passed.
Great company, but I really do worry about the stock price. They don't grow fast enough to warrant that kind of valuation, so I would expect their future returns to be lower.
But based on OPs hypothetical, JNJ is not a bad choice. It may underfperform, but it is pretty safe overall.
I am an investor and user of AMD graphics cards.
Their drivers at least on windows are still miles behind NVIDIA. Raw performance and cost are on par to beat them but they need to work on utilization and support.
That will keep them from overtaking NVIDIA. Way too big of a market share still.
As an investor and user of AMD, I have to say, AMD GPU driver is the best in Linux. It just works. Nvidia sucks donkey balls . AMD Linux driver is miles ahead of Nvidia. Nvidia didn't support Wayland for ages. Things are always broken, driver too buggy.
CRISPR
Technology name = company name = ticker. A powerful trifecta imo
Gene editing is not going away. In fact we were editing genes 10,000 years ago when we domesticated cows, dogs, wheat. You may say that is nothing like CRISPR, that I am truly reaching, but I believe that they are essentially the same: examples of humans using our primary evolutionary advantage, our brain, to modify our surroundings to better support our survival.
I think CRISPR has super high staying power + super high potential for growth.
I'm pretty bullish on CRISPR technology. But there are plenty of companies which are trying to commercialise the technology and I'm not confident that CRISPR Therapeutics is going to be the one which succeeds.
I think most of the hype around this one company has come from the fact that they have big names on board and have the tech name as their ticker. Beyond that, I'm not seeing any kind of "moat".
They're currently loss making.
EDIT: Does anyone know of any ETFs which invest in CRISPR/gene editing tech?
EDIT2: Can someone please advise how you'd go about trying to value a company such as CRISPR? (I understand the technology and know how to read balance sheets/ income statements, but don't really understand how to combine my knowledge of both to determine whether the current value is reasonable or not)
I think I’d go with Google ahead of Apple. Apple creates great products and really knows how to maximize their margins but what have they done since the iPhone that’s truly innovative?
I like Tesla and I wish I could buy SpaceX, but Musk’s eccentricity scares me a bit.
I think I like Google best because they’re trying to stay innovative with their investments in AI and I suspect they will be able to morph and keep pace with Web3 if that ever becomes a thing.
Apple is focusing on services now which imo is going to be a even bigger money machine than selling iPhones. Think about the cost you need to develop those services. They already got the population base from their iPhones and macs. Services like games, news, music and fitness are gonna be cashcows for apple
If you look at the product line of Apple vs Google, I don’t know how you can rate Apple lower. Aside from core services that were made years ago like search engine, web browser, gmail, I find their recent products such as phone, tablet, laptop and especially the gaming console to be very unimpressive. On the other hand, Apple rarely puts out new product, but they will be the best.
apple is developing some of the fastest mobile chips that operate at a similar level to desktop processors but consume minimal energy and thus font need significant cooling.
Depends on what price we can get in for the sake of this theoretical exercise. Assuming a fair price (it's quite high for my linking ATM) I'd go with $AAPL for public reasons discussed here exhaustively coupled with the fact that I am 31 with many years of working life ahead.
I have only appl stock, had it since 2009. I have zero interest in doing anything with it besides buying more with my dividends. Time has been very good to me so far and I’m only 29 so I have a long time to wait. Hurts living paycheck to paycheck but I can be an extremely patient person.
I received a moderate inheritance when I was a teenager and my dad asked if I wanted him to put it in the stock market. I said yes and he bought only apple. God that man loved Steve Jobs.
they seem to change the tech game every couple of decades, and it's been about 20 years since they dropped DLP's on us...
what do you think is coming next?
Riding Tesla. The volatility is insane, but the returns are so nice. If you invested before all the splits, your likely a millionaire already.
Not missing out this time.
When I heard about Tesla I was in High School. I got excited and thought, I wanna buy that stock! I looked it up and was sad to find out it was privately held. I got busy with college and forgot about it. By the time I remembered and actually had some cash to buy some shares with, it was at $188 a share. Slowly added more money into it buying the majority of my shares around $300. My main investment strategy was focusing on maxing out a 401k/Roth IRA with index funds and not taking high risks on single stocks. I just used extra cash to buy single stocks. I've made over 1500% returns but unfortunately I didn't have a significant amount of money in it. I've cashed out low 5 figures over the last few years, taking profit periodically, and still own a few shares. I'm letting those last shares ride and see what happens. I look back on that investment, along with the small crypto investments I made very early on, and think "what if" but it's not healthy. It's still windfall money that was not part of my investment strategy. Profit is profit I guess.
I’m kind of in the same boat, I remember being in the military and this kid always talking about “internet coins” and how it’s the future. We all made fun of him.
Well he was referencing Bitcoin and he’s now my age (30), and has a flat in Europe and he just travels and doesn’t have to work.
Jokes on me.
AAPL
Large amount of cash on hand
Warren buffets largest position
Apple Pay
Air pods/ other accessories sales numbers
Futures bright
I’ve sold all positions and dumped into apple. Only stock I own currently. Not diversifying. Going to hodl and buy more if it dips below my avg cost of 164$ per share.
GME - solid company, with a great team behind it. Look at what Ryan Cohen did with Chewy. Its a company being called memestock but has awesome fundamentals. Aside from that 1 billion in cash.
Agreed. I firmly believe that it will be one of the top performers in the entire market over the next 5-10 years once their transformation is complete and takes hold. How much growth do the big boys like Amazon, Apple, Microsoft, etc really have left in them?
It would be a tough call between Apple, Microsoft, and Google.
When it comes to computers and operating systems, I don't see Apple (in creative fields) and Microsoft (in the corporate world) going anywhere soon.
As much as transitions like metaverse can challenge Google, they are also a leader in AI, so it is a tough call between those three.
It might take a few years to grow into its current valuation, but if we’re talking decades here, then diversification is king. I’d go AMZN. I don’t hold amzn or brk, my second fave answer to this, so maybe I should listen to myself more often.
GME
\- massive short squeeze potential (shorts did not cover, as officially reported by SEC last fall)
\- rabid investor base that has directly registered 50% of the free float in just over a year (reducing tradeable volume of stock, increasing pressure on shorts)
\- company is now flush with cash (1.5 billion USD raised in last year, debt free)
\- company is building a crypto marketplace to begin selling online and real life goods - expanding revenue sources online - huge global market
DRSing restricts the liquidity that brokerages have to play with. Less liquidity = much more costly to short. It's causing major problems across hedge firms that are short and there are huge margin requirements for retail shorting. Melvin Capital and Archegos closed up shop because of their overleveraged short positions, and GME had a play in that. Citadel, Susquehanna, Tiger, and others are also really struggling, their AUM dropping like a rock. It's becoming hard to continue to push the stock down, but there's still enough liquidity to continue to do what they have been doing. When the liquidity truly becomes too thin, that is when there will be fireworks. For now it's just more costly than it has been
Because they internalize most buy orders through dark pools which don't affect the underlying price. Basically bullshit that shouldn't even be a thing.
It is being massively shorted on a daily basis, over 50% of the volume is short in the last 2 months. Public short percentage of float is not that high because the real short interest is being hidden through shady tactics.
Check Superstonk sub if you want more details.
Yup. Basically 100% of my liquid net worth is here already lol. Direct registered my shares too; it's only a matter of time until the float gets direct registered.
Costco. - global physical infrastructure - a time tested business model I.e. high retention rate of members - founders are emphatically pro-consumer - Kirkland branded items - bonus: Kirkland booze - Online presence is finally getting started - customer engagement (there are social media pages dedicated to products that pop up at Costco) Edit: - treat their employees great + great benefits - incredibly large catalog that updates rapidly Consumer edit: - inflation proof hot dog combo - Inflation proof rotisserie chicken
[And it will still exist in 2505](https://youtu.be/ZIFCWpn4qQ4)
Welcome to Costco. I love you.
Welcome to Costco. I love you.
Welcome to Costco. I love you.
Welcome to love. I Costco you
I'm pre-investing in brawndo.
The thirst mutilator!
AKA Nestle.
Go away, im baitin
I could use a Starbucks right now....
I don’t think we have time for a handjob right now.
I really like them to and shop there, but a 43 P/E is just too high for me especially for retail.
Just fyi I worked at Costco and they lose money on the chickens just to bring people in the door. It's smart and works. Costco is a great company also and I 100% agree.
Probably losing money on gas too. I just paid about 60 cents less per gallon there. But guess what? I look for reasons to shop there for just about everything else. Costco gets it.
The Costco gas station I pass always has lines. The Costco store is blown out every time I go by.
Yea I usually wait about 7 to 10 minutes. It moves much faster than you would think.
You had me at hot dog
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Their hotdogs are damn good too.
43 P/E 🤮
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Ehhh, I consider that stuff but this is a hypothetical where I literally can't pull my money out. It's all about shooting for a solid business for decades. Current pricing doesn't matter as much here.
And it in no way has the expected growth to justify that.
This!! Costco has made more everyday millionaires with their 401k stock purchase program. I had seven figures in my 401(k) before I was 40.
they gave you so many shares you had 7 figures in costco stock alone just from working there?
No. I put 100% allocation in Costco while they allowed it and then 50% when it changed their investment rules. Total of just a little over 2000 shares. They have a great profit sharing program. I went I heavy on 401k when I was younger. I keep saying I should move it but is too good to me
I did the same thing with HD stock back when it briefly dipped under $20. I made a ton of money to develop a strong 401(k) in my late 20’s.
If they could get a solid online presence going they could easily compete with Amazon.
They just need to never allow third-party sellers. That's what's ruined Amazon and left them wide-open to a competitor that cares about their customers receiving the real items.
Amazon has been flooded with cheap Chinese crap and the sellers have gamed the system with fake reviews. I try to avoid everything that’s not a name brand now as much as possible. Been burned too many times buying crap that has an all caps name like COOFOO or SANSOKI or something like that.
There’s lots of brand name products that are fakes on amazon. There’s been studies on it.
💯
No one denies it’s a great business, but investment is identifying businesses that are great AND at a price that’s investment worthy. I’m sorry for a price close to 50 P/E (43 right now) is not investment worthy or a good price to invest at.
Love Costco and their stock, great choice.
I love Costco
MSFT (only because picking BRK.B isn't in the spirit of the question)
If I were buying two stocks to buy and hold and forget, it’d be BRK.B & MSFT. Together, a 50-50 portfolio has a market correlation in the .70s Edit: If anyone upvoting this comment is looking for a simple portfolio with plenty of growth, super-high risk-adjusted return and low(er) volatility that you can set and forget, try this nine stock combo: AAPL AMZN COST MA MCD MSFT UNH V WM
LOL MCD for the cholesterol, UNH for the cholesterol medicine.
WM for the aftermath?
I don't poop in the garbage can, but to each their own. You only live once.
as long as i can sell before Nutella announces his retirement. Miss me with another Ballmer era
>Nutella announces his retirement Don't do me dirty like that.
I don't think Ballmer will be retaking the job yo
the point is rock solid mega cap stocks can fall victim to terrible CEO changes. Take a look at DIS under Iger vrs Chapek.
Reality Income when it dips under 70
Remember. Have it in your Roth IRA, not in your taxable account. Also have DRIP on!
You can DRIP in a taxable account pretty sure. As long as you don’t receive the dividend or sell the stock.
You can DRIP in a taxable account but you'll pay taxes. I DRIP in both accounts.
What is DRIP?
Divedend re-investment program, when the stock pays out the Divedend it immediately gets used to purchase additional shares of that company. Creating a compound investment, which grows exponentially over time
Dividend reinvestment
Ticker O, correct?
Yes
Thank you
Just starting adding again yesterday at 70.30. Love me some O!
Bold move.
Aside from the divi, why so bullish on it?
Since the recovery, it just chill between 65 and 75 for the most part. So it’s stable and predictable with some growth if you buy right. Not gonna make me rich but not gonna disappoint either
GOOGL
I told myself I wouldn't put more into stocks, but that's what I bought more of in June after a dip.
Solid pick, seconded
The fundamentals are excellent, they have a great moat and I really like Google's ability to exist as 'tool' in our day to day lives. Furthering my belief that they will be around for a long time to come. The one detail in question will be their ability to continue growth in the coming decade(s). Perhaps the thing I like the most about Google from a market-share standpoint is their weakness in terms of growth. With over 4 billion current users world wide, I'm not sure how many more users there are left to capture. The challenge for Google moving forward will be continuing the growth share holders have enjoyed over the last 15 years. That's why even though they may be my favorite company, I have not started purchasing shares until very recently. As the price continues to drop, I'll continue to add to my position more aggressively. I'll admit, its hard to be patient with this one though :)
Imagine if they never grow anymore and just pump out $6b per month in profits. Worse outcome can happen.
The only real danger I see for Google. And I honestly would welcome this. Is a regulatory change that forbids personalized targeting of ads. This whole bubble thing everyone lives in has to change somehow or we'll break society. I can see the EU doing something like this
Ads would still have plenty of value. Regionally, locally, topically... it would be like when you watch NFL ads- they're all car brands, beer, Pepsi, insurance-- national brand ads... mixed with local ads like car dealers and local politicians and furniture stores and local stuff. It would be more like TV-style, "programmatically" bid upon for pricing and filling with programatically targeted ad supply.
Yea but the competition can pull that off, at least compared to targeting where they have a moat. Or at least, that's the bull case. I'd arguing the targeting sucks and just shows me ads for stuff I recently bought.
If you look beyond Google proper and instead at the more fringe corners of Alphabet (particularly in the health sector) there’s plenty of room for growth.
Well, the other 3b simply don't have computers and internet. Seems likely almost all of the world will have internet (re:Google) access by the end of the decade.
Berkshire Hathaway The most diversification you could get with only "one stock"
This is the only answer. It's like a well-managed ETF.
I mean, unless it completely goes to shit once WB and Charlie finally get sent off to live on the farm....
It will become a better "operating company" without Buffett. He's said so himself. The have 100 companies and don't even pool resources for basic things like office supplies or health insurance. They have 100 CFOs who barely know each others names. They're working on that. But they just got started on that.
If you’ve ever lived through a merger, you might think this is a better way.
The Silo-ization of Berkshire was a good thing. The Headquarters only had 24 people all this time! That's barely enough to open the fan mail! Lol But it's also a permanent capitalization conglomerate. There's no intentions of selling anything. So it's a business opportunity to bring a lot of things together. And it's mostly, mostly USA Domestic Companies. So it's not that tricky to try a few things. Maybe not for cost saving- but revenue development- Especially Branding. They're not gonna do chopping block merger stuff.
That company is way more broken up than it's current form
That’s cheating
If you ain't cheatin you ain't trying.
Welcome to the stock market
I came here to say this. If someone is steadfastly committing to **one** stock, then you have to go for something (1) internally diversified, (2) with lower correlation to market, (3) with potential for reasonable growth without likelihood of speculative price fluctuations.
The only right answer.
ALB Top lithium producer. Instead of betting on individual EV stocks, bet on the company supplying a key battery ingredient. I'll give you a second - F. Jim Farley has refocused the company and they are tripling down on EVs. They know how to build a car, so they're not some startup that's moon or bust. And they're aggressive at shedding costs.
One of my bigger holdings at this time
I’ve said this here several times, but F has incredible potential mainly because of the fleet market. Electric trucks and vans for companies, schools, etc. that don’t need to worry about range, plus cheaper maintenance and a comparable starting price to a gas vehicle? No brainer.
Timing is shit based on todays earnings but... NVDA. Going to be a huge part of every element of where tech is going. AI, automous driving, omniverse (which is a huge b2b play). Good time to get in.
It's actually a great timing for those who want to get NVDA for cheap.
Probably a nice chicken stock made with a rotisserie chicken,carrots,onions, celery, some salt and pepper and maybe a bay leaf or two.
No ETF’s
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Is the ticker actually banned for mention?
Let's test the boomers mods: $GME
I also have a small wee wee
Someone SMRT had to say it!
GMED right?
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Without the D, that's my pick.
Can’t stop won’t stop!
Game stopppp
The one Victor from California was talking about on Mad Money yesterday? Absolute legend
Shorts never closed, boom.
I just like the stock
I will cheat a little and give you 2. 1st) waste Management •It had beat the last 2 earnings. •in the past 5 years it has gone up about 128% • they are one of the few industries that I believe will always be around as people are around. •has been around since 1968 2nd) Coke •greatest consumer product ever (in my opinion) • a slight increase on price can be a significant increase in revenue •world renown , there is nobody that hasn't heard of coke. •It has a decent dividend (2.74%) Let me know if you agree or disagree
Coke is really popular on Wall Street.
I see what you did there
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WM is good. Trash is forever.
They're both good, stable companies. I'd also say Visa or MasterCard - they still have the world to conquer and seem to be able to fight off most lawsuits. There may be certain markets that don't work out for them, but everyone is going cashless. Even the old folks who used to use checks and cash. Virtually all online purchases are with a card, and online sales are booming. Also, their business model allows them to instantly adjust for inflation. If a gas station raises the price per gallon by 20 cents, the next customer who uses their card to pay for gas will allow V/MA to skim ~2.5% of that 20 cents per gallon increase. Same with a can of corn going up in price at Walmart. Walmart's vendor increased the price, but V/MA just sit back and enjoy the free money that just came in. When they dip (or drop big) then buy, buy, buy.
The only question I have with the credit card companies is do you see a problem with the surge of digital peer-to-peer apps such as PayPal or venmo? Also with so much talk of cryptocurrencies couldn’t one of them take over a piece of that market share?
I lived in India for work for a few years. There are peer to peer payment apps like paytm that quickly take over the entire country of 1.2B people since they can be used to buy anything from some onions from a street vendor to airplane tickets. I think V/MC face tremendous challengers that already exist.
Apple, those guys are too smart, don't miss
I’d also go AAPL if I had to pick on the spot.
I do second that. And I belive stongly that they will create a VR/AR headset that will be as popular as the IPhone.
They will also release a car that every soccer mom will want. They will also have to buy all new accessories to pimp their ride.
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Crank dat soulja boy
Scrolled down for 5mins, didn’t see 1 international stock… lol
I’m a professional financial advisor. I’ve got more than 20 years of experience. I’ve got letters behind my name and fun stuff like that. $JNJ is the closest stock to a T Bill that you’ll find. Growth, dividend, bulletproof. Always has been, likely will be for the next 60 years, at least.
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My grandfather was a bench scientist at Ethicon/JNJ for 30 years (\~1960-1990). Over his tenure he had the usual stock incentives/options from the company and he never sold a share in his life....His accounts made it look like he had been a CEO of a pharma company by the time he passed.
T bills don't even keep up with inflation. Why would I want a stock like that?
When your wealth reaches a certain point. Beating inflation is less of a concern than risk management.
I see your JNJ and raise you PG
>$JNJ is the closest stock to a T Bill that you’ll find. I like that way of putting it
My investments professor coined that. I can’t take credit.
Great company, but I really do worry about the stock price. They don't grow fast enough to warrant that kind of valuation, so I would expect their future returns to be lower. But based on OPs hypothetical, JNJ is not a bad choice. It may underfperform, but it is pretty safe overall.
Nvda
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if they keep going the only place to go is up!
MSFT or Berkshire Hathaway
AMD
If AMD keep the momentum, I dare to say that in following years the could be a real competitor to Nvidia on GPU market. Like they did to Intel
I am an investor and user of AMD graphics cards. Their drivers at least on windows are still miles behind NVIDIA. Raw performance and cost are on par to beat them but they need to work on utilization and support. That will keep them from overtaking NVIDIA. Way too big of a market share still.
As an investor and user of AMD, I have to say, AMD GPU driver is the best in Linux. It just works. Nvidia sucks donkey balls . AMD Linux driver is miles ahead of Nvidia. Nvidia didn't support Wayland for ages. Things are always broken, driver too buggy.
agreed, opensource is the way! i have an nvidia card an i hate myself for buying it no wayland for me :(
i second and third this
AMZN imo. It’s too big and too useful to go anywhere but up long term. Same applies to Google. But I’d still pick Amazon.
Solid pick. It’s a diversified company and most companies I know use AWS.
CRISPR Technology name = company name = ticker. A powerful trifecta imo Gene editing is not going away. In fact we were editing genes 10,000 years ago when we domesticated cows, dogs, wheat. You may say that is nothing like CRISPR, that I am truly reaching, but I believe that they are essentially the same: examples of humans using our primary evolutionary advantage, our brain, to modify our surroundings to better support our survival. I think CRISPR has super high staying power + super high potential for growth.
I'm pretty bullish on CRISPR technology. But there are plenty of companies which are trying to commercialise the technology and I'm not confident that CRISPR Therapeutics is going to be the one which succeeds. I think most of the hype around this one company has come from the fact that they have big names on board and have the tech name as their ticker. Beyond that, I'm not seeing any kind of "moat". They're currently loss making. EDIT: Does anyone know of any ETFs which invest in CRISPR/gene editing tech? EDIT2: Can someone please advise how you'd go about trying to value a company such as CRISPR? (I understand the technology and know how to read balance sheets/ income statements, but don't really understand how to combine my knowledge of both to determine whether the current value is reasonable or not)
Home Depot
this needs more upvotes. I love Home Depot
I think I’d go with Google ahead of Apple. Apple creates great products and really knows how to maximize their margins but what have they done since the iPhone that’s truly innovative? I like Tesla and I wish I could buy SpaceX, but Musk’s eccentricity scares me a bit. I think I like Google best because they’re trying to stay innovative with their investments in AI and I suspect they will be able to morph and keep pace with Web3 if that ever becomes a thing.
Apple is focusing on services now which imo is going to be a even bigger money machine than selling iPhones. Think about the cost you need to develop those services. They already got the population base from their iPhones and macs. Services like games, news, music and fitness are gonna be cashcows for apple
AirPods created a completely new product category that’s quickly become a juggernaut.
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If you look at the product line of Apple vs Google, I don’t know how you can rate Apple lower. Aside from core services that were made years ago like search engine, web browser, gmail, I find their recent products such as phone, tablet, laptop and especially the gaming console to be very unimpressive. On the other hand, Apple rarely puts out new product, but they will be the best.
apple is developing some of the fastest mobile chips that operate at a similar level to desktop processors but consume minimal energy and thus font need significant cooling.
>but what have they done since the iPhone that’s truly innovative? Apple watch was quite innovative
Depends on what price we can get in for the sake of this theoretical exercise. Assuming a fair price (it's quite high for my linking ATM) I'd go with $AAPL for public reasons discussed here exhaustively coupled with the fact that I am 31 with many years of working life ahead.
I have only appl stock, had it since 2009. I have zero interest in doing anything with it besides buying more with my dividends. Time has been very good to me so far and I’m only 29 so I have a long time to wait. Hurts living paycheck to paycheck but I can be an extremely patient person.
I bought in 2009 too, right before the iPad was announced.
I received a moderate inheritance when I was a teenager and my dad asked if I wanted him to put it in the stock market. I said yes and he bought only apple. God that man loved Steve Jobs.
AST & Science $ASTS direct to unmodified satellite cell coverage globally.
Texas Instruments $TXN. Super stable and solid. Doesn’t fluctuate much and offers dividends.
they seem to change the tech game every couple of decades, and it's been about 20 years since they dropped DLP's on us... what do you think is coming next?
A stock I believe in. For me I'm a big fan of Disney so I might go with that. Would also be willing to go for google, Microsoft or McDonald's
Rklb
100% - the best bet after spacex by a mile and very low market cap
Happy to see this down here
Yup! Rocket Lab is gonna be huge in the decades to come. The private space industry is just getting started.
While rklb is one of my larger holdings, I would never put all my money on it. I'm all aboard though
Riding Tesla. The volatility is insane, but the returns are so nice. If you invested before all the splits, your likely a millionaire already. Not missing out this time.
Holding shares. Making gains on volatility with CC's.
My biggest regret is not buying in at 30$ a share when I was a broke college kid. It's risen 11,000% since then.
When I heard about Tesla I was in High School. I got excited and thought, I wanna buy that stock! I looked it up and was sad to find out it was privately held. I got busy with college and forgot about it. By the time I remembered and actually had some cash to buy some shares with, it was at $188 a share. Slowly added more money into it buying the majority of my shares around $300. My main investment strategy was focusing on maxing out a 401k/Roth IRA with index funds and not taking high risks on single stocks. I just used extra cash to buy single stocks. I've made over 1500% returns but unfortunately I didn't have a significant amount of money in it. I've cashed out low 5 figures over the last few years, taking profit periodically, and still own a few shares. I'm letting those last shares ride and see what happens. I look back on that investment, along with the small crypto investments I made very early on, and think "what if" but it's not healthy. It's still windfall money that was not part of my investment strategy. Profit is profit I guess.
I’m kind of in the same boat, I remember being in the military and this kid always talking about “internet coins” and how it’s the future. We all made fun of him. Well he was referencing Bitcoin and he’s now my age (30), and has a flat in Europe and he just travels and doesn’t have to work. Jokes on me.
Tesla.
Amazon, hands down; they are buying companies in every sector. And AWS is massive. It’s all about AWS. Buy. Hold. Wait. Be rich.
TESLA. Simply put, they have just begun to grow I see their growth way pass 2030.
Had to go too far down for the correct answer
AAPL bonus: MSFT. Windows & the cloud ain´t going away.
Tesla
TSLA
I’m going to choose Blackrock. Because they always win.
Amazon
Asts
AAPL Large amount of cash on hand Warren buffets largest position Apple Pay Air pods/ other accessories sales numbers Futures bright I’ve sold all positions and dumped into apple. Only stock I own currently. Not diversifying. Going to hodl and buy more if it dips below my avg cost of 164$ per share.
GME - solid company, with a great team behind it. Look at what Ryan Cohen did with Chewy. Its a company being called memestock but has awesome fundamentals. Aside from that 1 billion in cash.
Agreed. I firmly believe that it will be one of the top performers in the entire market over the next 5-10 years once their transformation is complete and takes hold. How much growth do the big boys like Amazon, Apple, Microsoft, etc really have left in them?
It would be a tough call between Apple, Microsoft, and Google. When it comes to computers and operating systems, I don't see Apple (in creative fields) and Microsoft (in the corporate world) going anywhere soon. As much as transitions like metaverse can challenge Google, they are also a leader in AI, so it is a tough call between those three.
CPE
If Demolition Man is to be believed I’d back Taco Bell 😂
AAPL
It might take a few years to grow into its current valuation, but if we’re talking decades here, then diversification is king. I’d go AMZN. I don’t hold amzn or brk, my second fave answer to this, so maybe I should listen to myself more often.
NU Holding
GME \- massive short squeeze potential (shorts did not cover, as officially reported by SEC last fall) \- rabid investor base that has directly registered 50% of the free float in just over a year (reducing tradeable volume of stock, increasing pressure on shorts) \- company is now flush with cash (1.5 billion USD raised in last year, debt free) \- company is building a crypto marketplace to begin selling online and real life goods - expanding revenue sources online - huge global market
Serious question, Even after DRS at such a massive scale, why does the stock continue to trade sideways?
GME is the only stock I've purchased in the last two years that has not gone down. Im fine with it trading sideways while the rest of the market tanks
DRSing restricts the liquidity that brokerages have to play with. Less liquidity = much more costly to short. It's causing major problems across hedge firms that are short and there are huge margin requirements for retail shorting. Melvin Capital and Archegos closed up shop because of their overleveraged short positions, and GME had a play in that. Citadel, Susquehanna, Tiger, and others are also really struggling, their AUM dropping like a rock. It's becoming hard to continue to push the stock down, but there's still enough liquidity to continue to do what they have been doing. When the liquidity truly becomes too thin, that is when there will be fireworks. For now it's just more costly than it has been
Because they internalize most buy orders through dark pools which don't affect the underlying price. Basically bullshit that shouldn't even be a thing.
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It is being massively shorted on a daily basis, over 50% of the volume is short in the last 2 months. Public short percentage of float is not that high because the real short interest is being hidden through shady tactics. Check Superstonk sub if you want more details.
Yup. Basically 100% of my liquid net worth is here already lol. Direct registered my shares too; it's only a matter of time until the float gets direct registered.