Stocks to Hold for Next Ten Years.

Thrugelmir

coachman12 said:

After looking at this thread for the first time, my first reaction is how few members have responded to the original question, which was a good idea  for a "fun" thread. After the first few replies , posters seemed to go off rambling about either generalities or, conversely, one-off obscure companies.
Going back to the original posting , I will try and answer the question by providing a list of about 10  (as requested)based on different company shares of a small part of my own portfolio : Astra Zeneca;
CIGNA ; Pinterest;  Aviva;  BP;  Livongo Health;  HDFC Life;  Mercado Libre;  Ocado;  Persimmon;
Wild Cards ( which I do hold)----sectors : UK property ( I know it's not share-based but it's always worth remembering-----the more property the better), Indian IT companies and, as an outsider, Balfour Beatty.
My watchword is ALWAYS "diversity" and I have tried to exemplify that ethos in my selection.
Thank you to O/P for the fun idea. Let's all be here to share your thread again in 2030 

"Investing" has changed over the past decade or so. Stock price matters more than company fundamentals. 

When looking for Wildcards worth remembering that tt the bottom of the Dot Com boom Amazon was trading a $5 a share. Fortune as always favours the brave. 

coachman12

I agree with Thrugelmir.  But it's the "brave " bit that worries me ...eek,eek,eek  

Alistair31

AnotherJoe said:

You've been drinking the TSLAQ kool-aid. Hope for your sake you're not short.

Nikola, now there's a scandal in the making. Theranos 2.0  (  IMNSHO of course )

Hmm, I dunno...

https://www.plainsite.org/realitycheck/tesla.html
https://www.bloomberg.com/news/articles/2020-04-30/tesla-pares-gains-after-einhorn-questions-accounts-receivable

https://ftalphaville.ft.com/2020/04/30/1588251674000/Tesla--taking-a-step-back/

Username999

Alistair31 said:

Hmm, I dunno...
https://www.plainsite.org/realitycheck/tesla.html

The author of that article sounds desperate.
"TESLA SHORT SELLER AARON GREENSPAN STARTS RUMOR THAT ELON MUSK HAS CANCER"  
https://wholemars.net/2019/12/17/tesla-short-seller-aaron-greenspan-starts-rumor-that-elon-musk-has-cancer/

adindas

Thrugelmir said:

coachman12 said:

After looking at this thread for the first time, my first reaction is how few members have responded to the original question, which was a good idea  for a "fun" thread. After the first few replies , posters seemed to go off rambling about either generalities or, conversely, one-off obscure companies.
Going back to the original posting , I will try and answer the question by providing a list of about 10  (as requested)based on different company shares of a small part of my own portfolio : Astra Zeneca;
CIGNA ; Pinterest;  Aviva;  BP;  Livongo Health;  HDFC Life;  Mercado Libre;  Ocado;  Persimmon;
Wild Cards ( which I do hold)----sectors : UK property ( I know it's not share-based but it's always worth remembering-----the more property the better), Indian IT companies and, as an outsider, Balfour Beatty.
My watchword is ALWAYS "diversity" and I have tried to exemplify that ethos in my selection.
Thank you to O/P for the fun idea. Let's all be here to share your thread again in 2030 

"Investing" has changed over the past decade or so. Stock price matters more than company fundamentals. 

When looking for Wildcards worth remembering that tt the bottom of the Dot Com boom Amazon was trading a $5 a share. Fortune as always favours the brave. 

The problem with growth company especially in disruptive technology or software companies are their intrinsic value which is difficult to calculate using traditional valuation method. Using the traditional financial ratio like you normally do with more mature companies such as P/E, P/B, P/S, ratio etc will be misleading.

The good example for instance is Google, Facebook, Amazon in their early days how could calculate their P/E, P/B, P/S, ratio. Also, what benchmark you could use where the reliable benchmark does not exist.
Some analysts have suggested the so called the rule of 40 e.g. combined growth rate and profit margin should exceed 40%.
https://www.youtube.com/watch?v=0gOwnOcl6M0
https://www.youtube.com/watch?v=Mxj0scPQcWM
https://www.youtube.com/watch?v=tjb9mltl3fQ

AnotherJoe

Alistair31 said:

AnotherJoe said:

You've been drinking the TSLAQ kool-aid. Hope for your sake you're not short.

Nikola, now there's a scandal in the making. Theranos 2.0  (  IMNSHO of course )

Hmm, I dunno...

https://www.plainsite.org/realitycheck/tesla.html
https://www.bloomberg.com/news/articles/2020-04-30/tesla-pares-gains-after-einhorn-questions-accounts-receivable

https://ftalphaville.ft.com/2020/04/30/1588251674000/Tesla--taking-a-step-back/

Plainsite is a FUD account run by short seller and habitual suer of everyone and everything Aaron Greenspan.  I wouldn't trust that website if it said the sky was blue, and if you are that desperate to quote it you either havent done enough research or are in the TSLAQ conspiracy camp.

The q about AR was answered in the last results conf call.

The ftalphaville article isnt loooking far ahead enough. And certainly doesnt look good today in terms of using it to judge share price, which BTW it didnt even include an S&P500 inclusion as a factor in share price even though its roughly a 20% bump and was surely forseeable just the few months ago when it was written.

Anyway lets see hwo this pans out. I cant recall the name of the internet "law",  which is that it takes more effort to refute BS than it does to spread it, and I cant be spending my life refuting half baked paranoid consipracy theories made mostly by those who need to see Tesla share price go down substantially or they will lose $$$$$$. 

 

Alistair31

Honestly, I really don’t care either way, I’m no Tesla tinfoil hatter and have no dedicated investment or indeed any short position. Just not something I’d take the risk on. I suppose that’s the joys of the WWW, for every story there’s a counter story. 

C_Mababejive

My personal advice is that i would never now hold individual stocks. I'd rather buy a diversified low cost tracker

Voyager2002

C_Mababejive said:

My personal advice is that i would never now hold individual stocks. I'd rather buy a diversified low cost tracker

That may be good advice but is no fun.

Thrugelmir

C_Mababejive said:

My personal advice is that i would never now hold individual stocks. I'd rather buy a diversified low cost tracker

Which index? There are now 70 more indexes than listed stocks..........