I get this question all the time: “what are some stocks that you’re holding for long term, you know at least 5 years out?”
Members of The PPT know that I list all of my positions on the sidebar, most of which are static and do not change on a weekly/monthly basis like most of my swing positions. If forced by gun point to pick just 5 stocks to hold for the next 5 years, these are the stocks I’d pick.
BID: The ultimate aspirational brand. When all currencies go to zero, collectibles will be the new currency.
GILD: The Apple of biotech.
HAR: Single best way to play high-end luxury automobile market.
HABT/SHAK: If it weren’t for SHAK’s absurd valuation, I’d pick SHAK hands down. Casual dining is my favorite long term hold. It’s worth noting, however, that the industry has undergone significant multiple expansion in recent years. Nonetheless, hamburgers will always be an investable concept in America.
FB: I bet most of you thought I’d pick YELP. Although I love YELP and believe the stock goes higher, FB is, by far, the must own stock in social media. It is a cash generating cow, which is something YELP hasn’t figured out how to do yet. When investing for long term, one must account for all sorts of scenarios, such as recessions and booms. FB is a keeper and can survive in any economic environment.
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Sixth name is PANW.
I know adoption rates are amazing and the product does some things well. But I gotta admit there have been a lot of complaints lately and after adoption happiness is not so good at the moment. I think they need to make a number of changes to keep going as strong as they are. Mainly in the speed department and price is double or triple many of their competitors. I say this as I sit here staring at a stack of PA-3050’s
Cybersecurity is more than a stack of equipment that does wonders (which they can do) – gotta have a comprehensive plan that the c-suite is on board with backed with enforceable policies and training so that the users doesn’t introduce vectors that totally bypass the best countermeasures – this is why I have job security
I am well aware, been doing internet security for 20 years my friend. CISSP, C|EH, CISM, ISSMP, GCFW certifications and spoke at DefCon before.
By the way that was completely gay to say but point is I have seen the good, bad, fantastically amazing and completely piece of shit companies out there come and go. PANW is another piece of the puzzle however that puzzle piece is not fitting as well as it did when advertised.
I got the point – we primarily do business analysis and exercises to show where risks are and associate costs to those risks before we start looking at recommendations. amazing how many companies treat cyber/IT different than any other risk. People are buying tools with no inherent strategy. I am not a certified person – but I do consulting – I guess my background is good enough
Oh yeah totally agree with you there, its a shitshow out there from these companies that want to just take a pill and magically fix everything.
ultimately, what do you think happens to the Twitter?? Buyout or fade out?
excellent post.
Thanks Fly
GILD, and now a dividend to boot!
Regarding $YELP, I find that the more I use it, the less I think of it. And their concept of “friends” is a joke. Also, how many “high rating” restaurants ended up closing their doors?
Just this week I found out that Stoppelman was part of the Paypal mafia.
That BX though.
Thanks Dr. Fly for the post, the insight is appreciated.
I should not comment on $FB since I don’t use the product but I certainly think we reach a point of burnout and go looking for the next big thing. Those are my only concerns with long duration on these social media stocks. That said, they are making some of the right purchases other than What’s an App and not sure where Oculus fits.
I know what you mean, i hate it, I know a lot of people that dont like it but it is a necessary evil, like a social linked in.
An excellent day to buy GILD
Thanks for the AAL rec yesterday – my call options are growing nicely
Love KITE here. Bouncing off it’s 50 day and forming a nice hammer in a decending triangle
Mr. Nakata bought some GILD today.
Bought GILD today as well. The most heavily “bought on weakness” stock today.
$DIS in my top five.
No retail pharma on here? CVS RAD WBA
CALL sure looks cheap, a potential turn around play. Had one bad quarter, revamping strategy.. No debt.. Tilson in at $20 pps. Trading @ $7.
No AAPL? Wish I just bought that a few years ago and held it. Save me a lot of time and stress.
Oil needs some chlorpromazine badly. Its literally down both legs.
NFLX is up there too.