While it is true that much of my blog centers around trading ideas and relatively short-term swing strategy, some of the brightest spots in 2013 have come from my long-term investment ideas.
Readers over the years know that I offer analysis on prospective long-term plays as well, be it looking for multi-year breakouts in DFS HNZ GIS K PEP TGT WMT, among others, dating back to 2010. All before the fact or in the very early stages of the breakout, and all in real-time. As always with my writing, the decision is ultimately yours, as it is your money. I do not discuss my long-term positions, so as not to confuse it with my swing trades. Beyond that, I want the focus to stay on the quality of my analysis (Obviously, if we are talking about penny or thinly-trades stocks, I will disclose whether I have a position. But these long-term plays are almost always hundred billion dollar firms of which I have no ability to move).
The big one this year has been WWE, a stealth yield play showing serious signs of a emerging from a treacherous multi-year downtrend (see my history on that one here).
In addition, the NYT was a long-term investment idea I wrote about in late-May here, with the stock at $10.78. Today, the stock is surging about $16 on heavy buy volume, amid takeover chatter. I still think a major bearish-to-bullish multi-year reversal is upon us.
Looking forward to 2014 long-term investment ideas, I have my eyes on a few badly-beaten down retail and materials plays.
Come check out our real-time idea flow inside 12631 before prices go up on New Year’s Eve.
My long term account has done VERY well with some of your long term ideas (CPB, WMT, HAIN, PEP). I thank you once again and look forward to more. 🙂
Plus HNZ which my BRK bought 😉
Great to hear, Celeste. Thank you 😉
Chess, thanks for the idea some months ago on GE. It’s outperformed the S&P a bit over that time, but the big thing for me is I put it in my GE 401k, so I should be able to use the NUA rule and pay only capital gains tax.
Thanks Chess as always. What do you think BRKB here ? Keep or sell at near 52weeks high ?
Thanks, Mike. BRKB not bad–Needs to clear $119