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J. A. Saglimbeni
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I am a Blue-Collar worker that has been investing for over twenty years. I will invest across all types of investments: Tech, growth, dividends, bonds, & options. I believe that people can invest on their own and in due time can build a portfolio of stocks that will easily surpass many... More
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  • The Five Greatest Stocks-First Quarter Of 2014-Update

    Its that time again for The Five Greatest Stocks for The Next Five Years update. I created this portfolio back in November of 2011 thinking that these great companies would continue to grow their earnings, revenues, and brand recognition. For the most part this has continued to be true, but I will admit that some of the companies such as Apple (AAPL) and Amazon (AMZN) have seen their share of problems, Apple with slowing revenue growth and Amazon with little or no earnings. Even with these problems, there is no denying that brand strength continues to be strong with all five companies. Let's see how the portfolio has performed vs. the S&P 500 (SPY). The period that will be used is from November 1, 2011 to April 1, 2014 and the total returns include stock price appreciation and dividends.

    Amazon (AMZN), $336.37: Total Return of 57.5%.

    Apple (AAPL), $536.74: Total Return of 38%.

    Google (GOOGL & GOOG): $1,114.51: Total Return of 88.1%.

    MasterCard (MA), $74.70: Total Return of 116.7%.

    Under Armour (UA), $114.64: Total Return of 171.6%.

    The Total Return of The Five Greats Portfolio was 94.4%.

    The Total Return of The S&P 500 (SPY) was 57.1%.

    Stats and chart courtesy of low-risk-investing.

    Despite the lackluster performance of Apple, the Five Greats continue to beat the market as represented by the S&P 500. I continue to think that this portfolio will outperform the S&P going forward.

    Special note: I have been questioned many times from my followers and readers on how exactly can a small investor invest in these five stocks when the prices of the shares are so high. The simple solution is to use the investment services of Motif Investing, where a small investor can create their own portfolio of up to 30 stocks with a minimum investment of $250.

    Disclaimer: All articles are written as an opinion of the writer or writers. The contributors on this website are not professional investment advisors. These articles are written to share investing ideas that may be of interest to the reader. Always seek the advice of a professional investment advisor before investing.

    Disclosure: I am long MA.

    Tags: AMZN, AAPL, GOOG, GOOGL, MA, UA, SPY
    Apr 05 2:07 AM | Link | Comment!
  • The Five Greatest Stocks Year-End Update

    Over two years ago I decided to select what I thought were the five greatest stocks for the next five years; these five at the time were the leading examples of growth and brand recognition. Have things changed in just bit over two years? Let's look at the portfolio performance from November 2011 to the end of December 2013. All total returns include dividends.

    Amazon (AMZN), $398.79: Total Return of 86.8%

    Apple (AAPL), $561.02: Total Return of 43.3%

    Google (GOOG), $1,120.71: Total Return of 89.1%

    MasterCard (MA), $835.46: Total Return of 142.1%

    Under Armour (UA), $87.30: Total Return of 106.8%

    The Total Return of the Portfolio is 93.6%

    The Total Return of the S&P 500 (SPY) is 54.4%

    Stats and chart courtesy of low-risk-investing.

    So there you have it, these five great stocks continue to outperform the S&P despite Apple continuing to slightly lag the market. This shows that during strong markets, strong brand companies with growing sales and earnings can produce out-sized returns. Apple's stock price is beginning to make a strong comeback since my last update and I am sure is going to become one of the great dividend growth stocks going forward.

    In conclusion, I once again am feeling pretty confident that going forward these five stocks will continue to beat the S&P 500.

    Disclaimer: All articles are written as an opinion of the writer or writers. The contributors on this website are not professional investment advisors. These articles are written to share investing ideas that may be of interest to the reader. Always seek the advice of a professional investment advisor before investing.

    Disclosure: I am long MA, UA.

    Tags: AMZN, AAPL, GOOG, MA, UA, SPY
    Jan 05 11:32 PM | Link | Comment!
  • The Five Greatest Stocks Two-Year Update

    The last two years have been good for the overall market through this period, but many investors could have opted for a selection of individual stocks that could have beaten the market as represented by the S&P 500 (SPY), yes they would have taken a risk, but could have reduced that risk by investing in great businesses. Two years ago I felt these five companies were at the leading edge and would most likely be able to outperform the Index. In these two years these Five Greats are still leading companies with only Apple (AAPL) starting to show slowing sales growth. Below are the performance numbers of the Five Greats compared to the S&P 500. All total returns include dividends reinvested.

    Amazon (AMZN), $364.03: Total Return of 70.5%

    Apple (AAPL), $522.70: Total Return of 32.8%

    Google (GOOG), $1,030.58: Total Return of 73.9%

    MasterCard (MA), $717.10: Total Return of 107.8%

    Under Armour (UA), $81.15: Total Return of 92.3%

    Total Return of the portfolio for this period is 75.4%.

    Total Return for the S&P 500 for this period is 46.2%.

    Charts and stats courtesy of low-risk-investing.

    Once again, Apple continues to lag the market and is really the only chink in the Five Greats portfolio. The company is just not growing revenues and earnings as fast as the other four Greats. Will this continue? Only time will tell. Even with lackluster performance from Apple I continue to have confidence in The Five Greats going forward.

    Disclaimer: All articles are written as an opinion of the writer or writers. The contributors on this website are not professional investment advisors. These articles are written to share investing ideas that may be of interest to the reader. Always seek the advice of a professional investment advisor before investing.

    Disclosure: I am long UA, MA.

    Tags: AAPL, AMZN, GOOG, MA, UA, SPY
    Nov 05 11:19 PM | Link | 1 Comment
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