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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 (smokers), Abbott Labs and AbbVie Pharmaceuticals (drugs and equipment to treat poor lifestyle choices), Intel (computer chips to
support shiny gadgets & now mobile phones too), Disney for entertainment.
And of course 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 (Total S.A.).
Finally, I find investing in office, retail and healthcare REITs as a nice way to collect rent money from businesses, shopping centers and healthcare providers who service the glutinous and unhealthy masses. My REITs include HTA, MPW, OHI, O, ARCP, and WPC.
My complete portfolio currently consists of the following stocks and REITS:
AbbVie Inc ABBV
Abbott Laboratories ABT
AmREIT Inc AMRE
American Realty Capital Properties Inc ARCP
The Walt Disney Company DIS
Healthcare Trust Of America Inc HTA
Intel Corporation INTC
The Coca-Cola Company KO
Kraft Foods Group Inc KRFT
Mondelez International Inc MDLZ
Altria Group Inc MO
Realty Income Corp O
Omega Healthcare Investors Inc OHI
The TJX Companies, Inc. TJX
TOTAL S.A. (ADR) TOT
Union Pacific Corporation UNP
Wells Fargo & Co WFC
W.P. Carey Inc. REIT WPC
Dividend stock ideas & income, Mutual funds, REITs, Retirement savings, Stocks - long
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