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Regular Social Butterfly

Re: Spring Stock Picks

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Hi Astraea - Good topic.  Rember the old market adage - "Sell in May - and go away"?

 

The past few years - I've been short the S&P500  :-(.     Yeah - I know!   Still waiting for that long overdue big correction!! ??

 

Rather than sit in pure cash - I've had that in good dividend paying preferred.

 

The DOL rules don't affect us -  as I am our Advisor.  Brokerage is at Schwab.  

 

However, for the past couple years - I'm still doing better than Bill Ackman.  :-)

 

 

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Regular Social Butterfly

Re: Spring Stock Picks

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Message 2 of 4

Good for you Tarheel with your huge gains in STZ and ULTA.  Have you considered taking some off the table from these two?  Or, maybe, you already have.

 

 

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Valued Social Butterfly

Re: Spring Stock Picks

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Message 3 of 4

ASTRAEA wrote:

 What are your current favorites & why?

 

 


My current favorites are favorites that I have touted in other posts up to 3 years ago. Here is their performance since then.

 

Bristol Myers from November 2014 until present: Was $59.02 Now $53.97 Good Dividend

 

Caterpillar from November 2014 until present: Was $100.60 Now $105.66 Good Dividend

 

Constellation Brands from November 2014 until present: Was $96.40 Now $180.93

 

Ulta Beauty, Inc. from November 2014 until present: Was 126.49 Now $302.40

 

I believe that all four are still considered "buys" by most analysts so I will not be making any changes.

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Treasured Social Butterfly

Spring Stock Picks

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Message 4 of 4

With tax season behind us, are you reviewing your portfolio to buy/sell any stocks? What are your current favorites & why?

 

If you have an IRA at a brokerage, have you talked to a representative about the Department of Labor's new IRA rules, going into effect June 9th .. and know what your options will be?


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