Most people follow the path of least resistance making poor dietary and health choices. People also spend their discretionary income and credit on retail, shiny computer gadgets, smartphones, and cable TV instead of on retirement savings. One can profit from this behavior by buying stock in companies that support other people's bad decisions. I focus on investing long-term in high-quality, dividend-paying companies that tap into poor lifestyle choices across the economic spectrum. I'm long on companies like Coca-Cola (sugar water), Kraft, and Mondelez (pre-packaged junk food), Altria and Philip Morris, Int (smokers), Abbott and AbbVie (drugs and equipment to treat poor lifestyle choices), Intel (computer chips to support shiny gadgets & now mobile phones too), Disney and Comcast for entertainment, internet and cable, and of course who can forget booze (Diageo) and lattes (Starbucks). And since most people don't have a lot of money saved, one can profit from stores that sell cheap clothing (TJX Companies), banks to lend them money (Wells Fargo), and energy to move them about and heat their homes (Williams Companies and Chevron). My complete portfolio currently consists of the following stocks: AbbVie Inc (ABBV) Abbott Laboratories (ABT) Comcast (CMSCA) Chevron Corporation (CVX) Diageo Plc (DEO) Emerson Electric Co (EMR)Gramercy Properties Trust (GPT) The Home Depot (HD)Intel Corporation (INTC) The Coca-Cola Company (KO) The Kraft Heinz Company (KHC) McCormick & Company (MKC) Mondelez International Inc (MDLZ) Altria Group Inc (MO) Norfolk Southern Company (NSC) Proctor & Gamble (PG) Starbucks (SBUX) The TJX Companies, Inc. (TJX) Union Pacific Corporation (UNP) VEREIT (VER)The Walt Disney Company (DIS) Wells Fargo & Co (WFC) Williams Companies (WMB)
Astute student of value investing with a focus on dividend growth. Doing my homework and learning something new everyday. You can't acquire much more than miniscule knowledge of what this vast investing universe is all about, but you can learn what works for your own situation.
Individual Investor. Focused on upcoming retirement (4-8 years from now, perhaps). Seeking a portfolio balance of secure/stable dividend growth stocks and capital growth potential stocks.
Professional Background: Business Insurance Underwriter (Property and Liability) and Risk Manager for a large University.
Biotech & Health Care: JNJ, PFE, CVS.
Consumer: MO, RAI, PM, DPZ, FIZZ, MNST, STZ, SBUX, KHC.
Tech and Content: FB, GOOGL, AMZN, AMD.
Small Caps: MGPI.
Utilities/Telcom: T, SO, D.
Industrial: LMT, RTN.
Financial Payment Processors: V, MC.