Stocks for the Long Term

[antioch6]

Bought 0.7% position in RAD at 3.578. Going to add triple the size over the next months.

[antioch6]

Bought 0.6% positions in FUD, RJA, SGG, JO.
FUD at 25.014
RJA at 8.428
SGG at 57.79
JO at 25.274
Will add similar to RAD.

[antioch6]

Today feels like the day I'll get my pullback in gold and silver. I'm buying SLW CEF RGLD IAG GDX GDXJ SSRI PVG on weakness today. My ideal entry is 22.00 on silver.
SLW 5.2%
CEF 2.6%
RGLD 2.6%
IAG 2.6%
GDX 1.3%
GDXJ 1.3%
SSRI 1.3%
PVG 1.3%

[billyjoe]

antioch, Just reread your first post and realized that we are mostly in agreement on INTX in fact I bought quite a bit this week and hope to ad to the position. My reason for buying is mostly for the dividend any appreciation would just be frosting on the cake. If you go to the dividendchannel.com you'll see they have rated INTX as one of the top dividend paying stocks for at least 2 years running. I've got a portfolio of div. payers I keep and continue reinvesting into more stock in a retirement account. It is at the point where I can almost live off the generated $$ and it continues to grow at a remarkable rate. Some of the holdings : AI, INTX, PM, NJR, HQL ,NYCB, CODI, KKR, FTR......

-------------------------billy

[antioch6]

Billy that dividend really is great on INTX. Seems nice and steady. The reasons why I was expecting some capital gains is because of the long term support on the chart, and from a possible investor appetite for security software companies when all the cyber threats/terror nonsense.

Silver didn't quite mini crash like I thought it would. I was feeling a bit gloomy and confused when I saw it pop after the fed minutes, but it ended down nicely for the day. I'm targeting $24-$25 for SLW and $20.00 for silver futures to help me decide when to start buying. After the recent selloff and if SLW/silver get to my targets, I feel confident in my analysis and will put between 25-30% of my portfolio in these stocks. This long term idea is starting to turn into an "Outsmart the Market" trade since I don't believe silver and gold have ultimately bottomed.

[antioch6]

Finally. I feel the wait is over and tomorrow I'll buy my targets. I'm deciding to exclude PVG and instead include SIL (an ETF of silver mining stocks) to make my position about an even 30% of my account. I think the timing here is perfect for the next few weeks.

CEF 11.0%
SLW 5.5%
RGLD 2.75%
SSRI 2.75%
IAG 2.75%
SIL 2.0%
GDX 1.3%
GDXJ 1.3%

I'll post the prices I got after I buy. Let's make this money.

[antioch6]

Sold SGG and JO to raise some cash for other trades. I like FUD and RJA better anyways, so I'll add to them over time instead. Sold:

SGG 57.311
JO 23.80

[billyjoe]

Antioch, I'm buying FB at this level for a long term investment. I've lost before getting in too early but now FB shows signs of being another long term runner.

--------------billy

[antioch6]

I'm not sure what to think of Facebook. During the IPO I subscribed to the bear case that they were completely overvalued because they didn't make enough money yo justify their market cap. Now I'm skeptical to the bear case, and wonder if they can monetize their HUGE traffic. Also, I can picture a future where everyone across the world using the internet also uses Facebook. People in America will talk to their friends in Europe and Asia or Australia and post pictures and videos and stuff. I just wish I could see clearly where the money would come from besides advertising. It's on my list for a long term investment, but I want to wait for more evidence before buying. Also, the stock is a little hot right now and the market is overvalued. I'm confident I will get a chance to buy it lower sometime in the next 2 years.

[antioch6]

It's time to analyze some companies in areas of interest. Taking into account future trends and themes, I want to look deeply into some companies in the following areas: Solar Power, Oil and Oil related sectors, Food and Agriculture, Mobile Technology and Communications, Cyber and Web security, Medical Instruments and Robotics, Transportation and Travel Leisure, Water and Environmental Cleanup, and Gold/Silver.

This is a long list and there are probably more areas to cover. The goal here is to find great businesses in these areas, and buy them at a good value during the next market downturn. It will take some time but slow and steady should give us something worthwhile. Let's try to find at least 3 strong companies from each.

The first area we'll look is Solar Power.