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5 Ideas For The Holiday Season

Nov. 02, 2017 3:00 PM ETAAPL, AMZN, ATVI, EA, FDX, M, TTWO, UPS, WMT63 Comments


  • Instead of putting together a shopping list for gifts, I decided to focus on stocks.
  • I've included 5 ideas, 3 bullish and two bearish, with regard to upcoming Q4 catalysts.
  • I like AAPL, ATVI, AMZN, UPS, and FDX; I don't like EA and M.

With Halloween over and done with, I suspect it won't be long before we'll all start seeing advertisements for the holiday shopping season. Now that Black Friday as morphed from a massive shopping day into about a week, gift givers across the country (and even the world) will soon have to begin planning their assault on all of the holiday sales. Personally, I've never bought into this hype. To me, Thanksgiving is about turkey, macaroni and cheese, mashed potatoes and gravy, cranberry sauce, and football…not shopping. I'll be using a combination of the Internet and the classic mad dash on Christmas Eve to buy my Christmas gifts. Instead of spending my time and energy trying to plan out the gifts I'll be giving this year (I'll leave that up to Santa Clause), I'd like to put together a potential shopping list for myself, as an investor, as we head into the very lucrative Q4. So, here are five of my favorite investing ideas headed into the year's end with holiday inspired catalysts.

The Nice List: Apple (AAPL)

The first idea of my "Nice List" is the largest holding in my portfolio, Apple. To me, owning this company is about as easy as they come. Sure, just like any equity, AAPL carries risks, but with this company's brand name, ecosystem, and top notch balance sheet, I feel very comfortable being very overweight AAPL shares. What's more, in a strong economy, I think the momentum that its new hardware brings into Q4 makes the stock a nearly no-brainer equity to own.

I know there have been rumors flying all over the place with regard to demand for the iPhone 8 and more importantly, the high margin iPhone X. Just a few weeks ago AAPL shares sold off to ~$150 because of rumors that the company's

This article was written by

Nicholas Ward profile picture
Maximize your income with the world’s highest-quality dividend investments

University of Virginia, class of 2011 B.A English

Senior Investment Analyst at Wide Moat Research.

Contributor for Safe High Yield, The Dividend Kings, iREIT, and The Forbes Real Estate Investor.

I am also the former  editor-in-chief and portfolio manager at The Intelligent Dividend Investor.  

Check out my youtube channel for other investing ideas: https://www.youtube.com/channel/UCP7AhF_TqJSE7fN7CFwxKlg?view_as=subscriber

Ranked #18 overall blogger by TipRanks for 2014.

Former contributor at TheStreet.com (where I cover stocks held in Jim Cramer's Action Alert PLUS Charitable Trust Portfolio), Investing Daily, and Sure Dividend.

Former Editor-in-Chief of The Dividend Growth Club and The Income Minded Millennial.

I am a young investor focused primarily on dividend growth stocks. Seeking Alpha, and more specifically, the dividend and income community that exists here, has played a significant role in my development as a portfolio manager. I am not a professional, though I do manage my family's finances. I enjoy the process; the research, the decision making, the strategic planning...and not paying a financial adviser to do the work for me.

I've built what I believe to be a conservative, diverse, and balanced dividend growth portfolio currently consisting of ~60 positions. At the end of every month I break down the portfolio in my Nicholas Ward's Dividend Growth Portfolio Updates.

Thus far, I've been able to meet by goals from income, income growth, and capital appreciation standpoints. I use a wide variety of metrics, both fundamental and technical, when establishing fair value when doing my due diligence on an individual company. All of my methods are discussed in my work here.

I hope this work inspires debate, conversation, and education - this is why I write for Seeking Alpha, to give back to the community that has helped me so much and to hopefully contribute, in some way...even if its by posing a question, to the growth of others.

*I should note that all articles that I write here are done so for my personal informational/educational purposes only. Any purchases that I make or opinions that I express are not meant as recommendations for anyone else. Please perform your own due diligence before following my lead into or out of a position. I am not a professional. I am not a financial adviser of any sort.  I enjoy investing and the open discussion that articles on this site inspire - this is why I write, not to influence anyone else's decisions, but to enhance my own ability to make sound financial choices. That being said, I wish the best of luck to everyone. May we all meet our own financial goals.

Analyst’s Disclosure: I am/we are long AAPL, ATVI, AMZN, UPS, FDX. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.

Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body.

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