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Fear & Greed Trader
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INDEPENDENT Financial Advisor / Professional Investor- with over 30 years of navigating the Stock market's "fear and greed" cycles that challenge the average investor. Investment strategies that combine Theory, Practice and Experience to produce Portfolios focused on achieving positive... More
My company:
RTR LLC
My blog:
Stocks4Income.com
  • Core Holdings - Portfolio 20 comments
    Jul 21, 2013 6:44 PM | about stocks: AAPL, GS, V, CSCO, EBAY, CVX, DLR, GE, INTC, LINE, MRK, T, CAT, UAN, FCX, RIG, NVDA, QCOM, BBBY, CXO, WLL, O, OHI, EPD, GMLP, LEG, AFL, PG, UBSI, ESV, FB, TGT, XOM

    Here is a list of my top core Holdings --(purchased at various prices- over a period of time ) UPDATED 3/20/15

    No real surprises here , anyone that has been here on SA has seen me mention most of these names many times over.

    REITS

    (NYSE:O) Aristocrat in the REIT space - a LT holding

    (NYSE:OHI) - selling continues with weakness in REIT sector. can start adding - price represents value @29

    (NYSE:DLR) - Sold most of my position on 10/30 after earnings disappointed again.. Plan to sell remaining shares if we get a bounce back above 50 .

    MLP's

    (NASDAQ:LINE) - grossly oversold - add low mid 20's ( rebound has materialized now back to 32) hold to the 38-39 level with a great yield to boot. Sold entire position as the price of Crude has come down , looking for replacements in the space.

    (NASDAQ:GMLP) added in '13 @ $32, Global LNG shipping story.

    (NYSE:EPD) core holding in the MLP space

    CCLP, HCLP, MEMP added as the selling in the oils sector has taken these down to attractive levels with good yields. Details here

    seekingalpha.com/instablog/706857-fear-a...

    Stocks - Div. Aristocrats

    (NYSE:CVX) - Div. Aristocrat & Fav for LT acc'ts added 10/14, added MORE ON 3/15 @ $100.42.

    (NYSE:XOM) - at low end of trading range - great value - added 10/14

    http://seekingalpha.com/instablog/706857-fear-greedtrader/2283752-adding-2-div-aristocrats-initiate-xom-adding-to-cvx

    ADDED oxy @ $79 , 12/14

    (NYSE:MCD) - Fairly Valued - would luv a pullback - Just Increased Div.

    I got the pullback I was looking for --ADDED 12/14 @ $91.65

    MCD & OXY adds are here :

    seekingalpha.com/instablog/706857-fear-a...

    (NYSE:LEG) - solid Div aristocrat - 40 yrs of Div growth

    (NYSE:T) - solid , can be added now for 5% yield, switched out of T to VZ Dec '14

    (NASDAQ:UBSI) - paid Div for 40 Yrs.

    (NYSE:TGT) added 9/13 - http://seekingalpha.com/instablog/706857-fear-greedtrader/2245052-market-update-9-22-so-the-fed-didnt-taper-dont-fret#comment-23816782 paid div for 46 yrs. 10 yr Div Growth 18% - added more TGT @ 57.95 - 1/28/14

    Solid-- undervalued at these levels. and now (3/15)has risen to new highs after the CCard breach is history.

    Stocks - CORE

    (NASDAQ:INTC) - solid div. yield ---8.5% FCF yield =Value,

    (NASDAQ:CSCO) - market didn't like quarter , if it gets to low 20's add (added more in Dec '13 @ $20.58 my comeback "kid" for '14 TGT - 28-30

    (NASDAQ:QCOM) - acquired during '13 @ $61.40 ,A Strong Favorite for div growth & appreciation - no cracks in this price or story.

    (NYSE:MRK) - solid div yield - strong growth ahead, added @ $57 -12/14

    (NYSE:NVS) LT story continues with this drug giant

    (NYSE:JPM) - favorite in banking sector -good yield - - added to portfolio @ 52

    http://seekingalpha.com/instablog/706857-fear-greedtrader/2245052-market-update-9-22-so-the-fed-didnt-taper-dont-fret#comment-23832302

    (NYSE:BAC) - can add for LT growth on any weakness for a move to 20-21

    (NYSE:GS) - added to position Oct.'13 @ $159.60

    http://seekingalpha.com/instablog/706857-fear-greedtrader/2328872-goldman-sachs-gs

    (NASDAQ:AAPL) - started new position in '13 - added @ 390 , Add on weakness.. added more @ 523 for a 'trade on 3/3/14. Reported huge earnings beat on 4/23 - 7 for 1 stock split , increased div. by 8% , increased stock buyback plan. "Patience is paying off. 5/6/14- Sold the June 615 mini contracts @ 9.59 after this big run .. Lowers cost basis to $412. This LT story is now a "double" . (3/15) More to go .

    (NYSE:COH) - acquired in '13 One of my biggest winners in '13 sold @ 55 in Nov. (disappointed earnings again in 1/14, on my 'wait & see' list)

    (NYSE:LVS) - hold a LT position - my cov. call position was called away, Reduced my LT position on the recent strength @78. Added shares on 5/23 @ 73.15 - Now back to a full position -- Target 85-90

    (NYSE:GE) - LT turnaround story continues, strong LT chart in the making and a 15% div increase in '13

    (NYSE:PG) - Fairly valued, core holding

    (NYSE:V) - Added in Sept '13 @ 182 now in the mid 220's, 4- 1 stock split trading @ 67 , (3/15) values the shares originally purchased @ $268.

    Intermediate holdings

    (NASDAQ:BBBY) - acquired - Nov '12 @ $55 - Called away in Aug @ $72.5

    Crushed again after earnings that weren't that bad now @ 65 and back on the "radar" list for purchase. Purchased 1/28/14 @ 65.05

    seekingalpha.com/instablog/706857-fear-a...

    (NASDAQ:GILD) Bought @$69.70 on 3/24 , sold the Apr 75 calls for $1.53. Great way to get involved in this space after a decent sell off in the biotech names. This is the "baby' that was thrown away with the bathwater..

    seekingalpha.com/article/2144273-gilead-...

    Added more to GILD on 12/22 @ 94.31 during the "Abbvie scare"

    Added on 3/23 on the "labeling scare " @ 98.46- My comment

    seekingalpha.com/instablog/11150861-land...

    (NYSE:WLL) - acquired in '13 (42.35)- took profits @ 63.55 in Oct, back in @ $57 in DEC '13 - TGT 70 (Hit target on 4/4 sold @ 71.05)

    (NYSE:CXO) - acquired in '13 @ 81 called away @ 100 in Sept. /repurchased in Dec '13 @ 99 - TGT 130.. Target was achieved sold @ 131.65 May '14

    (NYSE:PXD) added in Dec @ $ 177 -- Calls were written along the way reducing the cost to $171 /share ---- Sold the May 220 calls for $3.47 -- Sold calls as oil sold off , reduced cost to $147 /share where I still hold a small position

    (NASDAQ:CTRP) - added Dec '13 @ 46 , one of my picks for '14 - TGT -65-70

    added to position @ 45 on 1/3/14 "china" worries have hurt these shares. Year is not over just yet..

    (NYSE:CAM) - added in Dec '13 @55 as one of my picks for '14 - TGT 70

    http://seekingalpha.com/instablog/706857-fear-greedtrader/2495221-dec-15th-eye-on-the-fed-stocks-for-14

    seekingalpha.com/article/2152683-cameron...

    Target achieved Aug 2014, with prices now slashed to the $45 level ,due to the drop in WTI , I may look to add here.

    (NASDAQ:FFIV) - acquired in '13 -@90.20 , http://seekingalpha.com/instablog/706857-fear-greedtrader/1672221-the-great-rotation-time-for-ffiv

    I was real early on this one but still believe - Target 105-110. Target achieved this past week 1/24/14 as shares hit 108- Bought back in @ 103.80 on May 12 - New Target 115 after stellar earnings report. LT target $130. TARGET ACHIEVED IN DEC '14 @ $133.25

    (NASDAQ:NVDA) Purchased in '13 @ 14.78, has been solid, can go higher - TGT 21-22 ,nice yield, great LT chart .. sold the Apr 19 calls , lowered my cost to $14.38..Sold the June 19.5 calls lowering cost basis to $13.71 -- Earnings are robust here with a nice Div.

    This Growth story continue with shares now trading @ $22 - in 2015

    (NASDAQ:FB) - acquired in '13 @ 24- next big thing, maybe ? Sold calls to lower my purchase price to $22.47. Holding on to my 'lottery Ticket" continues on upward slope Target 70' s ? Sold the March $72.50 calls, lowering purchase price to $21.98. Another blowout quarter reported on 4/23 , story is still in tact. New Target $80 ...

    Target achieved , held position , sold the May $87.50 calls on 3/22 for $2.11 .... reducing my cost basis to $19.87 - a 400 % increase since purchase.

    (NASDAQ:EBAY) added 12/2 @ 51.30 - Entered for a trade based on the latest online retail sales reports. The LT story is there as well for this company .. 60-65 price target.

    (NASDAQ:MU) initiated a position @ $23.87 on 1/8 , added more @ $23.05 on 1/28 -- Explosive earnings , Sold calls on both blocks , lowering prices to $22.78 & 22.09 , respectively.

    (NYSE:ALR) added on 2/12/14 @ 34.70 on recent weakness after another great earnings quarter -- TGT 40-42 -- ACHIEVED 3/15

    (NYSE:CPA) Added 2/25/14 @ $135.42 Earnings Beat, Raised guidance and Raised dividend - TGT $190 2.8% yield..

    seekingalpha.com/instablog/706857-fear-a...

    Disappointing story unfolded SOLD ENTIRE POSITION @ $117.

    (NYSE:LAZ) Added 3/3/14 @ $44.35 - Earnings beat and Increased M & A activity are the catalysts here .

    seekingalpha.com/instablog/706857-fear-a...

    NEW INTERMEDIATE POSITIONS ADDED in Dec '14 and early '15

    Details and updates here .

    seekingalpha.com/instablog/706857-fear-a...

    I will continue to maintain this older post for long time readers, , however going forward I will use the format I have laid out in the link above. That will allow readers to view all purchases with links and track the sales or updates as they develop

    In addition to collecting dividends , I will write covered calls to enhance yield .

    Also use a portion of my portfolio dedicated to specific BUY /WRITE strategies which I have covered here in this blog.

    Themes: Portfolio Stocks: AAPL, GS, V, CSCO, EBAY, CVX, DLR, GE, INTC, LINE, MRK, T, CAT, UAN, FCX, RIG, NVDA, QCOM, BBBY, CXO, WLL, O, OHI, EPD, GMLP, LEG, AFL, PG, UBSI, ESV, FB, TGT, XOM
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Comments (20)
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  • Fear & Greed Trader
    , contributor
    Comments (6566) | Send Message
     
    Author’s reply » Commentary added 8/18 on each holding
    18 Aug 2013, 06:27 PM Reply Like
  • Fear & Greed Trader
    , contributor
    Comments (6566) | Send Message
     
    Author’s reply » MY portfolio updated 9/22/13
    22 Sep 2013, 10:34 AM Reply Like
  • dc984
    , contributor
    Comments (637) | Send Message
     
    Thanks FGT, a new follower here...a suggestion - would be useful to add in dates on your comments so the readers would know when you've made the advice??

     

    Enjoy your common sense approach to investing, thanks!
    22 Sep 2013, 10:21 PM Reply Like
  • Fear & Greed Trader
    , contributor
    Comments (6566) | Send Message
     
    Author’s reply » Steak
    thanks for the comment,, Most of my portfolio has been purchased over a long stretch , I added some of the new additions with dates & prices as i started to build this blog.
    However, I will take your advice and either add a link to back to the comment or blog post to indicate when i make that recommendation either to buy or sell .

     

    I Realize it would be difficult now to go back and sift thru my commentary to see where for example, I said to buy COH , etc..

     

    So for the sake of transparency , its a good idea

     

    Thanks for the suggestion
    23 Sep 2013, 09:14 AM Reply Like
  • astarr66
    , contributor
    Comments (236) | Send Message
     
    Thanks FGT for your professional opinions which I follow.

     

    Question: I like your GMLP holding and it's LT growth LNG profile. Why not consider GLNP? It is the General Partner of GMLP, has a lower distribution but a better distribution growth profile? Also, it files 1099, not K-1, simpler for tax preparations.

     

    Your thoughts?
    23 Sep 2013, 04:26 PM Reply Like
  • Fear & Greed Trader
    , contributor
    Comments (6566) | Send Message
     
    Author’s reply » astarr,

     

    cant argue with what you have stated , i chose GMLP because of the higher dist. , really comes down to one's preference ,, i do believe GMLP dist. growth will be ok in future

     

    As far as the 1099/ k-1 issue , i know it bothers most but i have never had an issue with filing on any of the mlp's i have owned ,, i use turbo tax and it does the job.. but u r correct the 1099 is easier..

     

    thanks for the comment

     

    best regards
    23 Sep 2013, 04:53 PM Reply Like
  • dnorm1234
    , contributor
    Comments (1126) | Send Message
     
    Thanks F&G.

     

    I enjoy your contributions.
    23 Sep 2013, 05:58 PM Reply Like
  • maykiljil
    , contributor
    Comments (472) | Send Message
     
    Very good. I liked it. Thanks F&G.
    28 Sep 2013, 01:42 AM Reply Like
  • Fear & Greed Trader
    , contributor
    Comments (6566) | Send Message
     
    Author’s reply » Portfolio revised to reflect the addition of TGT & add to my position in JPM .. Both undervalued at these levels...
    28 Sep 2013, 09:33 AM Reply Like
  • Fear & Greed Trader
    , contributor
    Comments (6566) | Send Message
     
    Author’s reply » Updated 10/4 reflects XOM addition to portfolio - and added to my CVX position
    Div. Aristocrats, Undervalued with yield , Core holdings for any portfolio
    5 Oct 2013, 09:49 AM Reply Like
  • Fear & Greed Trader
    , contributor
    Comments (6566) | Send Message
     
    Author’s reply » 10/7 -- Sold FB Nov 60 calls today @ 1.53
    7 Oct 2013, 12:48 PM Reply Like
  • Fear & Greed Trader
    , contributor
    Comments (6566) | Send Message
     
    Author’s reply » DLR & GMLP can be added here at these prices - DLR 53-54 range , GMLP 32-33 range.. solid yields , growing distributions
    7 Oct 2013, 06:59 PM Reply Like
  • Fear & Greed Trader
    , contributor
    Comments (6566) | Send Message
     
    Author’s reply » Update 10/21 to include new purchase of (GS)
    21 Oct 2013, 01:53 PM Reply Like
  • Fear & Greed Trader
    , contributor
    Comments (6566) | Send Message
     
    Author’s reply » Update 10/31

     

    (DLR) disappointed again with their latest earnings announcement yesterday. More importantly they lowered guidance again.. While the distribution is well covered and yielding 6.3% , the shares will be under pressure and can be viewed as 'dead' money ..

     

    I took most of my position off of the table yesterday and would not suggest that investors add here. I believe I can find another opportunity to put that money to work. Perhaps selecting a situation where a simultaneous buy and write call to make up for the distribution income that will be lost..
    31 Oct 2013, 10:55 AM Reply Like
  • Fear & Greed Trader
    , contributor
    Comments (6566) | Send Message
     
    Author’s reply » Updated portfolio list to add EBAY - purchased today ..
    2 Dec 2013, 03:44 PM Reply Like
  • Fear & Greed Trader
    , contributor
    Comments (6566) | Send Message
     
    Author’s reply » Added more CSCO today @20.58--- as it is in my "buy" range .
    It is my Favorite "dogs of the dow" play for '14
    PE 11, FCF% yield 10% ,div yield 3.3% - it is undervalued
    18 Dec 2013, 10:43 AM Reply Like
  • Fear & Greed Trader
    , contributor
    Comments (6566) | Send Message
     
    Author’s reply » added to my (CTRP) position today @ 45.
    3 Jan 2014, 03:06 PM Reply Like
  • Fear & Greed Trader
    , contributor
    Comments (6566) | Send Message
     
    Author’s reply » Added (ALR) today 2/12 @ 34.70 - complete write up to follow
    12 Feb 2014, 05:45 PM Reply Like
  • Fear & Greed Trader
    , contributor
    Comments (6566) | Send Message
     
    Author’s reply » Added (CPA) today @ 135.42 - An intermediate holding with nice upside and a 2.8% yield..
    25 Feb 2014, 04:13 PM Reply Like
  • Fear & Greed Trader
    , contributor
    Comments (6566) | Send Message
     
    Author’s reply » Since i have a number of TRoll here on SA looking to discredit my blog. I will caution that this page has not been updated since MAy '14 .. that is my unfortunate error

     

    unfortunately some are willing to use any info posted here as if I have never made any changes to my holdings.

     

    the entries in my instablog since this portfolio was first put on SA demonstrates differently . 
    17 Mar, 03:32 PM Reply Like
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