Building More Long-Term Value in 2013

Fiykr6Q

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.

 

 

6 Responses to “Building More Long-Term Value in 2013”

  1. 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. :)

  2. 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.

  3. Thanks Chess as always. What do you think BRKB here ? Keep or sell at near 52weeks high ?

Comments are closed.
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Building More Long-Term Value in 2013

Fiykr6Q

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.

 

 

6 Responses to “Building More Long-Term Value in 2013”

  1. 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. :)

  2. 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.

  3. Thanks Chess as always. What do you think BRKB here ? Keep or sell at near 52weeks high ?

Comments are closed.