Stock Portfolios V2

[ElKarlo]

Not really into speculation tbh


Anyhow, ouch as of late, Wonder if this is a correction, or just temp from people being scurred

 

[TheonGreyJoy**]

Not really into speculation tbh


Anyhow, ouch as of late, Wonder if this is a correction, or just temp from people being scurred

If that was directed at me I was not offering any speculation. Everything would be verifiable facts once the company went public.

it was an offered look behind the curtain of a company going from start up and seed capital to public so people could see this end of the market and the types of return possible.

Anyway I won't bother.

 

[Michaelangelo]

Not really into speculation tbh


Anyhow, ouch as of late, Wonder if this is a correction, or just temp from people being scurred

I'm guessing temporary setback. There's been worse downstreaks the past year. I just don't remember a 300+ drop in a single day in recent memory though.

 

[MASShole]

^re the above, is there any interest in this thread or ones like it to follow stocks that are other than the well known or less risky ones?

I posted upthread the example of the company I started just over two years ago which we are building from the start with outside capital with the eye to take it public. It can be interesting case study to post showing the entire life cycle of a company from inception to public offering to exit and ROI an investor can make on this type of early stage, seed investment, as we go along. But if that is not really of interest here I won't bother.

You're going to get into some seriously sticky areas if you start publishing stuff and then want to go public. Insider info and all that. I've been involved in a few companies that are in the process of going public, and it's very hush hush once things get started.

 

[TheonGreyJoy**]

You're going to get into some seriously sticky areas if you start publishing stuff and then want to go public. Insider info and all that. I've been involved in a few companies that are in the process of going public, and it's very hush hush once things get started.

that's why I said once it goes public I would reveal the name and information to connect all the dots and so all the info I gave earlier could be verified. Until then I could only lay out the process and the info without identifying the company.

Once we take our company public I will reveal the name. Every thing said prior will then be verifiable. Everything I say will happen in the future can then be tracked.

 

[MASShole]

that's why I said once it goes public I would reveal the name and information to connect all the dots and so all the info I gave earlier could be verified. Until then I could only lay out the process and the info without identifying the company.

Be careful. People are resourceful.

Just a warning from someone who has gone through this before. If you have good lawyers, they'll tell you the same.

 

[TheonGreyJoy**]

Be careful. People are resourceful.

Just a warning from someone who has gone through this before. If you have good lawyers, they'll tell you the same.

lol. I am.

As a private company now we can say whatever we want. Their is no prohibition on information sharing nor a need to share it equally with all shareholders. So even if I was disclosing the name, which I am not, it would be fine.

When we take the company public that is the only time you have to be careful about selective disclosure that does not go out to all shareholders equally.

that said, again presenting it as a Case Study now that can be followed and then verified only after it has gone public and is trading is perfectly fine. I am careful and understand the limits well.

 

[Mr Mojo Lane]

Not really into speculation tbh


Anyhow, ouch as of late, Wonder if this is a correction, or just temp from people being scurred

I think this is just a correction; however, I think that it goes to show people what will happen when the Fed really stops buying back bonds and decides to raise interest rates.

I work w/ a couple of guys that took all of their money out and are laughing at me b/c I still have money in. To me, a 2-3% pullback just means to buy more

 

[ElKarlo]

I think this is just a correction; however, I think that it goes to show people what will happen when the Fed really stops buying back bonds and decides to raise interest rates.

I work w/ a couple of guys that took all of their money out and are laughing at me b/c I still have money in. To me, a 2-3% pullback just means to buy more

As long as my income stays the same, ie no dividend cuts, I am cool.
Not sure if it is a correction, a lot of worries out there, so maybe some people are just playing it safe? I think things will go semi sideways for the rest of summer.

Man, Clorox had a bad quarter. I was looking into them, and chose KMB, which too had a bad quarter.

I bought 10 more shares of Boeing. Price is down, and the industry, esp BA is just getting going.

Also bought some UNP. It had an amazing quarter, and the div is up 10% . Kansas City southern did too, but too much coal exposure. Though I do own CSX too, but they have a bit less exposure to coal.

I grabbed some more PG on the downswing. I don't expect alot from it, as I see it as an alt to bonds.

I also decided on Hon, over UTX. Just a tighter run company in comparison.

 

[MASShole]

I closed my EHI position today. With the proceeds I bought 14 shares of CHD and added to JNJ, GE and PG. With the change, my DGI portfolio yield went down 0.2% (surprised it wasn't more), but my growth went up 0.4%.



With each Roth addition I am adding to UL or AAPL at the moment. I'd like to get each over $1k and then possibly start another position. I may be getting a new job soon, and if so I'll have some proceeds into my Roth and Traditional and can start 2 new full positions.

 

[ElKarlo]

Nice on chd. I bought some jnj too

 

[MASShole]

Kinder Morgan is consolidating into one C Corp now under KMI. KMR, KMP and the other are being bought and consolidated. They're targeting a 16% div increase in 2015, and then at least 10% through 2020. That's huge! With my rollover coming in soon I'll be adding to that position.

 

[ElKarlo]

Kinder Morgan is consolidating into one C Corp now under KMI. KMR, KMP and the other are being bought and consolidated. They're targeting a 16% div increase in 2015, and then at least 10% through 2020. That's huge! With my rollover coming in soon I'll be adding to that position.

Saw that too. Interesting stuff. Wonder if you'll see more M&As in the energy MLP sector?

 

[MASShole]

Saw that too. Interesting stuff. Wonder if you'll see more M&As in the energy MLP sector?

Wouldn't surprise me. I'm sure the K-1 tax headache is annoying.

So far today I saw KMI up 10%. As I type this it's up 10.92%. This move made Richard Kinder about $2 billion richer this morning.

 

[MASShole]

I'm considering doing partial Roth conversions over the next few years. I'll start with just a few individual stocks each year, and will leave my ETFs in my traditional when all is said and done.

I'm taking a new job in a few weeks, and after a waiting period we get a 401k match. I'm pumped for that.

 

[ElKarlo]

Wouldn't surprise me. I'm sure the K-1 tax headache is annoying.

So far today I saw KMI up 10%. As I type this it's up 10.92%. This move made Richard Kinder about $2 billion richer this morning.

US tax structure in gen is messy.

But yeah KMI got too big and messy as an MLP, so great move on him. Good pick by you. As you constantly push it.
Seems as though for MLPs this is a rare occurrence. Doubt it'll happen all that often.

 

[ElKarlo]

I'm considering doing partial Roth conversions over the next few years. I'll start with just a few individual stocks each year, and will leave my ETFs in my traditional when all is said and done.

I'm taking a new job in a few weeks, and after a waiting period we get a 401k match. I'm pumped for that.

I did that recently. Cashed out a ira mutual fund and bought some
JNJ
BA
MMM
UNP
HON
In my Roth bought some MAIN and some more O. Man I'm sorry I ever doubted O. Just a great stock to hold for anyone. Need to get my dad in on it took same with MAIN

 

[Michaelangelo]

Tesla killing it. Expecting a million cars in production yearly by 2025.

 

[Mr Mojo Lane]

Anyone have experience w/ penny stocks?

I know it is a huge gamble and someone should be really good at speculation --my weakness-- before hand.

 

[MASShole]

I did that recently. Cashed out a ira mutual fund and bought some
JNJ
BA
MMM
UNP
HON
In my Roth bought some MAIN and some more O. Man I'm sorry I ever doubted O. Just a great stock to hold for anyone. Need to get my dad in on it took same with MAIN

I mean taking some traditional IRA funds and taking the current year tax hit and making them into Roth funds.

I'm going to do that over the next few years. I just sent in my paperwork to do a conversion of my JNJ and CHD shares. Next year I'll do CVX and COP and will figure out the year after that at a later date. I plan on leaving VB, VEA and DLS in my Trad as those are non-div assets.