Great Stocks

[gfp927z]

Derf, Looks like SMCI is still elevating, and the chart is saying that 1000 'might' be in the cards in this move, yikes. Tough to say, but the financial writers are pointing out how undervalued the stock was and still is, compared to Ai darlings like NVDA. So who knows? Fun to watch, though I only have a tiny position so it's been a lot easier to just ride it up and not worry :o)

Looking at PLTR, I totally missed this move, but did own a little last year during the previous big run up. Back then I grabbed the profits quickly, so sold too early, but this time I'll probably just watch from the sidelines. Looking at their slob of a CEO (Karp) does not inspire confidence, and much of their business comes from the intel community / Deep State, so I wonder how well that can translate into a broader business model? But with the 'Ai revolution' upon us, and lots of hype, who knows. But lots of unknowns with that stock.

Btw, Peter Thiel has another company called Rumble, which is basically a You Tube for conservatives. One theory is that they are mainly assembling a 'dissidents list' for future use by the government, ie people to be surveilled and eventually rounded up, ala China. Who knows, but as an investment I'll probably steer clear. I briefly traded it last year, but was glad to get out roughly even. Same with the Trump SPAC (DWAC), which traders are currently having fun with, but probably best kept in the 'entertainment' category imo.




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[gfp927z]

Derf, >> LEN <<

Yes, the homebuilding related stocks have been doing well, and should benefit from the lower % rates. I see Berkshire has a relatively new position in NVR. I've been considering these, though the sector can be on the volatile / cyclical side.. I have some in related stocks like BLDR, TREX, HD, plus a few REITs -- EQIX, EGP.

Btw, here's the Real Estate and REIT board (below), though some of the stats need to be updated. The data center REITs have been a solid area for the long term (EQIX), and I figure some of the industrial warehouse REITS like EGP should continue to prosper. The commercial office space problems have torpedoed the broader REIT ETFs in recent years, so I guess it's become more of a stock picker's market. The wireless tower sub-sector used to be great (AMT, CCI, SBAC), but I'm not sure what happened exactly. CCI especially got clobbered.


https://investorshub.advfn.com/Real-Estate-Sector-Ideas-25809



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[fung_derf]

Here's a great stock idea. I've been selling off some of these stocks with plans to buy them back again....then forget.
$LEN.....Just raised their dividend and earnings projections look great. Last year I bought at $97 and sold at $120 with intentions of buying it back. It dropped back to $102, but I forgot about it. Now $153....since October!!
Man, I've sold some stocks I shouldn't have lately.

[gfp927z]

>>> Hershey Says ‘Historic’ Cocoa Inflation Could Push Prices Higher


Bloomberg

by Deena Shanker

Feb 8, 2024


https://finance.yahoo.com/news/hershey-says-historic-cocoa-inflation-145226480.html


(Bloomberg) -- Cocoa prices are climbing fast, and Hershey Co. may continue raising prices to keep up.

Prices for the all-important ingredient are reaching “historic” levels, Chief Executive Officer Michele Buck said in the company’s earnings statement Thursday. While the company says its marketing plans, innovation and productivity efforts will help soften the blow, the higher costs are “expected to limit earnings growth this year,” she said.

New York cocoa futures hit a record Thursday morning, after a year that saw prices double as West African growers got hit with extreme weather.

The Reese’s maker said its fourth-quarter confectionery sales in North America increased 2.1%, with prices up but volumes down. It expects net sales to grow 2% to 3% in 2024, mostly driven by higher prices the company has already planned. And prices could go up still more.

Commodities are seeing low-double-digit percentage inflation, Chief Financial Officer Steve Voskuil said on the call with analysts, with cocoa and sugar as the most inflationary. Noncommodity inflation, he said, is much lower, at mid-single digits, putting the average inflation rate for the company at high single digits.

“We can’t talk about future pricing,” Buck said, but added, “given where cocoa prices are, we will be using every tool in our toolbox, including pricing, as a way to manage the business.” If prices do go up, the company will see that benefit in the second half of 2024 and into 2025, she said.

Hershey shares rose as much as 5.5% in New York trading, the most since July 2020. The stock is up 4.2% this year through Wednesday, outpacing the 2.7% gain of the S&P 500 consumer-staples index.

<<<



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[gfp927z]

Speaking of helium, it looks like the shortage will mainly affect the hospital MRI machines, and the semiconductor manufacturing industry -


>>> The world is running out of helium: Nobel prize winner >>>


https://investorshub.advfn.com/boards/read_msg.aspx?message_id=172568528


>>> Federal helium reserve sale may disrupt supplies for MRIs, computer chips <<<


https://investorshub.advfn.com/boards/read_msg.aspx?message_id=173711928






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[fung_derf]

Yeah, I took the quick money on a couple of companies coming out of bankruptcy.
Was it Healthsouth (I think) that was once at like .015?? Can't recall now, but I sold quickly (around .38) then it went to $40 I think.
Did the same with with AMR (now AAL). They were teetering on bankruptcy and a pilot buddy of mine called me before the news hit the wire that they had restructured. I think I bought it like .24 and sold it later in the day for a triple....continued on to $54. I had 50,000 shares.
And lastly, I sold my percentage of a baseball team....then they went to the World Series two months later!

[fung_derf]

Man! You sure follow a lot of sectors and caps!!
World running out of helium?? Didn't even know that was possible. Where does one mine helium? From clowns?

[gfp927z]

In the 'ones that got away' category, I had some Amgen (AMGN) back in the mid 1980s when they were just starting out. It went up 30% so I gleefully took profits. I figured out later that those shares would now be worth in the gazillions. Instead, I took the 30% profit and lost most of it in another bio stock. Dumb, but who knew??

As Buffett says --> know your circle of competency. The circle can be widened / broadened via knowledge and experience, but I figure avoiding an overly cavalier attitude toward money is the best way to stay out of trouble, and having a sensible asset allocation model is key. Penny stocks I would forget about completely, but some microcaps can be fun to follow -


https://investorshub.advfn.com/Micro-Cap-Ideas-28748



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[fung_derf]

Ya can't own everything.
You hit some, you miss some....you move on. I once owned some Apple back in the Steve Jobs days, many many splits ago and sold it for a small loss. How do you lose money in APPLE?? I own 1700 shares of it now for about 52% gain since 2021, but I don't want to even consider what I would have had.

"That means that $10,000 in AAPL stock purchased 20 years ago would be worth about $5.08 million today, assuming reinvested dividends."
Geez, shouldn't have looked that up!

I once had a ton of MSFT options.....I mean a LOT! Someone convinced me to sell them for a break even. The very next day they announced a split and the options went up $12. I would have made a killing.
Too many stories like that. Gotta remember the good ones.

[gfp927z]

Derf, >> RTX <<

I'm still kicking myself for not owning United Technologies before the big merger with Raytheon. UTX had the Carrier and OTIS side, which gave it more balance and diversification, and those both took off as independent stocks. Years ago I tried to get my dad to diversify his GE position with some UTX (he was a retired aero engineer from GE's Space Division), but unfortunately he stuck with the GE stock.

Fwiw, for exposure to the Aerospace / Defense sector, I decided to go with the ETF (PPA), which has a better / smoother chart than the individual stocks like LMT, NOC, RTX. For individual stocks with Defense / Aerospace exposure I went with CACI Intl (CACI) and Transdigm (TDG), which have phenomenal long term charts, and also some Booz Allen Hamilton (BAH) -


Aerospace Sector -

https://investorshub.advfn.com/Aerospace-Sector-36968


Defense Sector -

https://investorshub.advfn.com/Defense-and-Homeland-Security-Sector-Ideas-22340



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[fung_derf]

BTW, hope to buy RTX in the next couple of days. I'm thinking, under $90 is good enough. Hate to get too greedy though.

[fung_derf]

I do two things on IHUB....

1) Look for smart investors I can follow
2) Expose scam penny stocks

Sadly, I've done way more of number 2 than number 1.
As I tell people in penny stocks, if I'm posting on your board, that's not a good thing. I'm still at 100% on exposing scams.

Funny thing is, when it comes to penny stock mullets, they'd rather people lie to them with positivity, than tell them the truth what they don't want to hear.
Over the years, I've converted a fair amount of people away from the pennies, but not nearly enough. Ironically, people send me private messages saying they wish they had listened sooner. Very few ever state it publicly though....and several later, bring me another penny stock with the promise that "oh, this one's different!!"....then they get mad at me all over again when I tell them it isn't.
Interestingly, sometimes the CEO's of the companies don't even know their stock is being manipulated. Knew a guy who was the CEO of a penny stock. The stock started going crazy, ran from pennies to $6. When I asked him why, he had no clue.....turned out it was very thinly traded and easy to manipulate and a pump and dumper started the rumor Warren Buffet was buying it up.

[fung_derf]

The RSI is nearing 90, so near term overbought based on that, but it had formed a lengthy base with the 8 month consolidation, and when that happens the breakout can be more dramatic and sustained (at least that is what is taught at 'chart school' lol). Also, as various articles have noted, SMCI's valuation is still very cheap when compared to Ai darlings like NVDA, and revenues should continue to climb at a rapid clip.

All true.
My long term holds need to have a dividend (well I guess not entirely true since I hold GOOG).
I think SMCI has more left in it, just expected the pullback. It actually DID pullback to my buy back price, but only stayed there for 15 minutes and I missed it. I'm not a big fan of putting in limit orders though.

[gfp927z]

Derf, >> Put $100k into it <<

Wow, it sounds like you have a huge pile of $ to work with.. On the one hand that gives you the luxury to be conservative, while on the other hand it allows a portion to be safely used for fun / trading. So an enviable position to be in :o)

Btw, I see you are following CYDY (?). I followed that turd loosely back in the early Covid days, and the CEO sure seemed like a crook. So not surprising to see the slime ball in mega hot water. lol. I followed bio stocks for years, but best to stay out of the sector imo. Charts and TA are of very limited value with bio stocks since it's so 'event' driven (clinical trial results, etc). I still follow the sector loosely, out of general interest -

Biotech Ideas -

https://investorshub.advfn.com/Biotech-Ideas-37829



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[gfp927z]

Derf, >> 4 week rally SMCI <<

I'm looking at it as a longer term buy / hold, and the position is small. But if the move gets too crazy, I might take profits and try to reload lower. One time tested strategy is to have a core position, plus a trading position, but all my individual stocks are relatively tiny positions.

The RSI is nearing 90, so near term overbought based on that, but it had formed a lengthy base with the 8 month consolidation, and when that happens the breakout can be more dramatic and sustained (at least that is what is taught at 'chart school' lol). Also, as various articles have noted, SMCI's valuation is still very cheap when compared to Ai darlings like NVDA, and revenues should continue to climb at a rapid clip.

Btw, I picked up some LECO and also Mueller Industries (MLI) to add to the long term holdings (now up to 119 stocks and 2 sector ETFs). Also picked up a little HSY as a longer term buy / hold. Based on the chart it appears the bottom 'should' be in, although still have to be careful with these turnaround stocks.


Deere, Lincoln Elect, Mueller Industries -- >>> Manufacturing Marvels: 3 Industrial Stocks Set for Success <<<


https://investorshub.advfn.com/boards/read_msg.aspx?message_id=173772901



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[fung_derf]

I have many stocks I prefer not to watch. I might be enticed to do something stupid like sell. Just looked at my $LLY.
Put $100k into it (mostly back in 2019). Took the dividends on about 90% of it and reinvested 10% of it (don't remember why). Should have reinvested all since the dividend has doubled.
Anyway, just noticed this morning it's worth $676k.
Remind me why anyone needs penny stocks?

[fung_derf]

Great! I'm thrilled to read that anyone is actually listening to me. Don't know if you follow my board or not, but I may be a tad subjective, but I think it's worth it.
Now, SMCI is over $600 as the weekend gave people time to read about it.
Funny, was watching Dumb Money movie last night and they talk about the meteoric rise of Gamestop. Supermicro is doing the same except it's a real company.
Only problem is, I really thought I had the pullback read correctly. It was a rookie mistake by me to sell all shares.
Rarely do I see a 4 week rally. It's almost always 3 weeks. Be careful.

[gfp927z]

Deere, Lincoln Elect, Mueller Indust - >>> Manufacturing Marvels: 3 Industrial Stocks Set for Success


Investor Place

by Will Ashworth

Jan 18, 2024


https://finance.yahoo.com/news/manufacturing-marvels-3-industrial-stocks-184428692.html


The S&P 500 generated a 24.23% return (26.44% with dividends) in 2023. Of the 11 sectors in the index, industrial stocks had the fourth-best performance, up 16.04%. Only technology (56.39%), communication services (54.36%), and consumer discretionary (41.04%) did better.

How did smaller industrial stocks do?

According to S&P Dow Jones Indices, industrials in the S&P MidCap 400 had a 30.10% return in 2023, the best performance of the 11 sectors. In the S&P SmallCap 600, industrial stocks returned 30.36%, the best-performing sector, behind only consumer discretionary at 30.74%.

So, as you can see, industrial stocks in the S&P Composite 1500, which makes up the three sub-indexes, had an excellent year.

Fidelity Investments’ outlook for industrial stocks in 2024 is quite encouraging. David Wagner, Fidelity Sector Portfolio Manager, stated:

“I believe the current environment offers reasons for bullishness on industrials. After decades of underinvestment in the U.S. industrial base, supply-chain difficulties during the pandemic and geopolitical tension have highlighted the advantages of greater U.S. self-sufficiency.”

So, industrial stocks should do well in 2024 and beyond unless we go into a severe recession this year.

Here are three that are set for success, one from each sub-index.


Deere & Co. (DE)

Representing the S&P 500 is Deere & Co. (NYSE:DE), One of the world’s leading agriculture and construction equipment manufacturers. In recent years, the Moline-based company has emphasized technology innovation for its end-user customers.

The more technologically advanced its customers are, the more profitable and successful they will be, leading to further purchases of their products. It’s Business 101.

The company estimates that its three addressable markets, Production & Precision Agriculture, Small Agriculture & Turf, and Construction & Forestry, generate more than $150 billion annually.

In 2015, Deere’s OROA (operating return on operating assets) was 15%. In 2022, it had increased to 40%. In 2022, its SVA (shareholder value added) — defined as NOPAT (net operating profit after tax) minus its cost of capital — was $5.8 billion, the highest amount since the company started using SVA as a critical measure in 2001.

DE stock is up 131% over the past five years, 1.7x the index.


Lincoln Electric (LECO)

Lincoln Electric (NYSE:LECO) represents the S&P MidCap 400. It has a 5-year return of 151%, 3x the index. I recently recommended the welding company’s stock as an income opportunity in addition to its capital appreciation potential.

Although its bread-and-butter is welding equipment, I like its move into DC fast EV chargers. American-made, they’ll do very well once America gets back on the renewable energy bandwagon.

In June 2020, I wrote about 10 cash-rich stocks to buy for peace of mind. The two metrics I used were free cash flow to net income, an indication of how much free cash flow a company generates from its net income — more than 100% is ideal — while the second was total cash to total debt. The higher, the better.

In the trailing 12 months ending September 30, 2023, Lincoln Electric’s free cash flow was $572 million, 115% of its $498 million net income. It’s over 100%. That’s good. Its cash was $343 million, 31% of its $1.11 billion in total debt. While it’s not overly cash-rich, it has plenty for its capital allocation decisions.

Its 1.3% yield is an excellent industrial stock for total returns.


Mueller Industries (MLI)

Mueller Industries (NYSE:MLI) represents the S&P SmallCap 600. It’s the top stock from a performance perspective over the past five years, up 259%.

The Memphis-based industrial company’s first sentence in its November presentation emphasizes why you must own MLI stock: “Profitable throughout all economic cycles.”

It doesn’t get much better than that. Or does it?

Mueller specializes in manufacturing copper and copper alloy products for many uses, including building construction, appliances, defense, energy and automotive. It also produces products made from aluminum, steel and plastics. Given it’s been around since 1917, it’s learned a thing or two about manufacturing quality products, which has led to tremendous financial performance.

Here are a few key numbers.

Its EBITDA margin in 2022 was 23% on $4.0 billion in revenue. It had a net debt of $0 at the end of 2022. That hasn’t changed. It’s got a net cash position of $1.07 billion. Its return on invested capital is a high 42%. About 85% of its $4 billion in revenue have operating margins of 24-29%, which helps explain its $11.64 per share earnings in 2022.

Its products touch every part of America. The demand for its products isn’t going away.

As for cash-rich companies, it meets the test. In the trailing 12 months ended Sept. 30, its free cash flow was $658 million, 106% of its $623 million in net income. Its cash was $1.11 billion, 3,154% of its $35 million in total debt.

What’s not to like?

<<<



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[gfp927z]

Derf, >> 400 shares SMCI <<

That's still a nice size position, and at 37 that's a 15 bagger, so nice going (!)

After seeing one of your posts on another board I picked some up SMCI at 469, and within a week it's up to 579, so not too shabby :o) I had never heard of the stock prior to your post, but SMCI looks very well positioned, the numbers and chart look good, so what the heck. On the 6 month chart it looked near term overextended, but the 3 year chart shows it had been in a 8 month sideways consolidation and the recent move is a breakout. So that puts an entirely new light on the recent strength, and on a fundamental basis it sounds like the valuation may actually still be on the cheap side, compared to other Ai oriented stocks. SMCI supplies gear to the data centers, and these have been solid longer term investments (Equinix / EQIX). Anyway, thanks for the heads up on SMCI :o) I only have a small position, but looks like a nice longer term buy / hold.


>>> Why Super Micro Computer Stock Rocketed to New Highs This Week


by John Ballard

The Motley Fool

Feb 1, 2023


https://finance.yahoo.com/news/why-super-micro-computer-stock-000323378.html


Week to date, shares of Super Micro Computer (NASDAQ: SMCI) were up 23% through Thursday's market close, according to data provided by S&P Global Market Intelligence. The demand for artificial intelligence (AI)-driven computing is driving accelerating revenue growth and profits for this leading supplier of rack-scale solutions for data centers.

Despite the stock's massive run over the last year, the company is seeing market share gains for its products and raised full-year revenue guidance.

Why Super Micro Computer revenue was up more than 100% in the fiscal second quarter

In the company's fiscal 2023 annual report, CEO Charles Liang said the ongoing growth in AI computing could be potentially more impactful to the world than the industrial revolution over 200 years ago. His company is certainly growing like it. Earlier this week, Super Micro reported a record $3.66 billion in revenue for the fiscal second quarter ending Dec. 31, a year-over-year increase of 103%.

The company continues to benefit from the demand for Nvidia's graphics processing units (GPUs), so as those chips are coming into better supply, it is driving more sales of Super Micro's rack systems for AI.

Management expects fiscal 2024 revenue to double to between $14.3 billion to $14.7 billion "With AI applications booming, I expect the $20 billion annual revenue target to be just a few years away," Liang said in his annual letter to shareholders last year.

Why the stock has room to run

Despite rocketing 700% over the last 12 months, the stock is still reasonably priced. It reported adjusted earnings per share of $5.59, up from $3.26 in the same quarter last year. That's an annual run rate of $22.36, which gives a forward price-to-earnings ratio of 25.9.

Given that fair valuation, Super Micro's run is likely not over.

<<<



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[fung_derf]

OK, so a pretty conservative portfolio. I don't have any CTAS or RSG, but it's funny how well some of the boring stocks can do. My biggest holding is KO. (well I think it still is? )
I may suggest looking into some of the new RILA's to replace your treasuries. You can stay in the market and get a higher income rate for life. I guess I have about 10% of my portfolio in various annuities. I'm a HUGE fan of income for life. I think taking away pensions and replacing it with 401k's was terrible for your average investor.

Sadly, I did not put $100k into $SMCI. I didn't understand the company enough and only bought 400 shares around $37.

[gfp927z]

Derf, >> 25% in stocks? <<

Yes, 25% is the current allocation in stocks, with most of that in the S+P 500 index, and the rest in the individual stocks listed (116 stocks and 2 sector ETFs). The individual stocks are small positions, but together they add up to a decent amount. I have them equally weighted, with a few slightly bigger (CTAS, RSG).

For bonds, the current allocation is 30%, plus 20% in T-Bills. The bonds are laddered monthly out 3 years, and are mostly in Treasury notes plus a few corporates and CDs. I'm retired (68), so taxes aren't much of a problem, therefore no munis currently, though I had some back in the day.


>> I typically am looking to put $100k into a stock <<


Yikes, that's some serious dough :o)




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[fung_derf]

I was gonna ask what's wrong with the chart? Up 100% in three years. Plus a dividend that rises every year.

[gfp927z]

Derf, >> LECO <<

Yes, I have them on my extended list (link below), but no position yet. Their numbers do look good, and the chart is also nice, although not quite as steady as some of my other industrial sector stocks. Industrials turned out to be my biggest sector (30 stocks), so I'm somewhat over-weighted there. But upon further examination, the LECO chart looks plenty good, so I'll probably add some to the portfolio. Thanks for the heads up :o)

https://investorshub.advfn.com/Elite-Stocks-38031



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[gfp927z]

>>> Lincoln Electric Holdings, Inc. (LECO, through its subsidiaries, designs, develops, manufactures, and sells welding, cutting, and brazing products worldwide. The company operates through three segments: Americas Welding, International Welding, and The Harris Products Group. It offers brazing and soldering filler metals, arc welding equipment, plasma and oxyfuel cutting systems, wire feeding systems, fume control equipment, welding accessories, and specialty gas regulators, as well as consumables used in the brazing and soldering alloys market. In addition, it is involved in the retail business in the United States. Further, the company manufactures copper and aluminum headers, distributor assemblies, and manifolds for the heating, ventilation, and air conditioning sector in the United States and Mexico. The company serves general fabrication, energy and process, automotive and transportation, and construction and infrastructure industries, as well as heavy fabrication, ship building, and maintenance and repair markets. It sells its products directly to users of welding products, as well as through industrial distributors, retailers, and agents. The company was founded in 1895 and is headquartered in Cleveland, Ohio.

<<<


https://finance.yahoo.com/quote/LECO/profile?p=LECO


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[fung_derf]

BTW, if you've never looked into $LECO, you owe it to yourself.
Very intriguing company. Bonuses to employees is typically equal to their annual salary, all based on production.
Every year, the employees vote for their bosses. One giant happy environment that makes the best warranty products and the place running smoothly.

[fung_derf]

Nice. I'll check out your other links hopefully later today. I use much of the same criteria, but not as detailed. I'm more a technical analyst, and other than a handfull of stocks, mine are not hold forever. I typically am looking to put $100k into a stock, although sometimes I do it in pieces, and sometimes all at once.
The older I get, the more its about the strength and growth rate of the dividend.

If you don't mind me asking, you state you have 25% in stocks? Or is that in the market altogether?
Do you buy bonds? (One of the best things I've ever done was ladder out muni bonds to mature every year for 20 years). I did this long ago.
Also, do you do any annuities? I find most people don't really understand them. They have replaced the pension (if you find the right ones).

Also wondering if you wouldn't mind sharing your 10 biggest holdings.
FWIW, off the top of my head, my hold forever stocks are
LECO
EMR
CMI
Those are the core 3....
KO (but for a different reason)

added in the last 10 years...
AAPL
MSFT
PG
XOM
G used to be one

You have earned one of my coveted gold stars and will be preserved in my list of people to follow for good reasons.

[gfp927z]

Derf, >> criteria <<

The initial screening criteria is the trajectory and steadiness of the longer term chart (going back to 2010). This eliminates most cyclicals, and favors steady type growth stocks. I figure the long term chart provides the best quick summary of not only the steadiness of the business, but the overall quality of management, profitability, persistence of earnings, etc.

Next I scan through the company's basic financial stats from Yahoo Finance. --- PE, PEG, ROE, ROA, operating and profit margins, revenue, rev growth, earnings, earnings growth, net income, cash, debt, cash flow, shorts, shares outstanding, dividend, and div payout ratio. That only takes a few minutes, and the company especially needs to show positive net income, not too much debt, good cash flow, dividend payout % not too high, not too many shorts, etc.

A lot of these stocks have been on my lists for a long time. None of us have Buffett's stock picking ability, so I put most of the stock allocation in the S+P 500. These individual stocks are small positions, and enough of them so that a mega blowup of a few doesn't mean disaster. Also, I figure having a group of individual stock positions (118 so far) will make it hard to bail, so these are meant to be long term buy / hold. If the time comes to lower the stock allocation (currently at 25%), portions of the S+P 500 component can be jettisoned quickly, while the individual stocks remain as permanent longs.

Anyway, that's the basic strategy. I remember Peter Lynch saying that some of his best investments were in relatively dull / boring (but profitable) sectors. He said one of his best long term investments was a company that owned a rock quarry, so the duller the better, as long as the profitability and steadiness is there.

I also have some contrarian value / turnaround stock ideas (link below), but don't usually own many of these. When asked about turnarounds, Buffett said the problem with turnarounds is that they rarely turn around. There are some other boards for higher risk sectors like cybersecurity, cloud computing, biotech, alternate energy, etc, but these are mostly for general interest, though I do have several semiconductor related stocks (AVGO, KLAC, MPWR). Also boards for bonds / fixed income, and asset allocation -


https://investorshub.advfn.com/Contrarian-Value-Ideas-30183

https://investorshub.advfn.com/Bonds-and-Fixed-Income-31578

https://investorshub.advfn.com/Asset-Allocation-Strategies-36260




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[fung_derf]

So, I'm curious....what is your criteria for finding these stocks??
I do agree with the board title, these ARE great stocks....however, you are posting them a bit late in their cycles.
Are you finding them earlier and posting them late, or finding them late?
I'm always on the lookout for a good stock picker.

[gfp927z]

>>> RELX PLC (RELX), together with its subsidiaries, provides information-based analytics and decision tools for professional and business customers in North America, Europe, and internationally. It operates through four segments: Risk; Scientific, Technical & Medical; Legal; and Exhibitions.

The Risk segment offers information-based analytics and decision tools that combine public and industry specific content with technology and algorithms to assist clients in evaluating and predicting risk.

The Scientific, Technical & Medical segment provides information and analytics that help institutions and professionals to progress in science and advance healthcare.

The Legal segment provides legal, regulatory, and business information and analytics that help customers in decision-making, as well as increases the productivity.

The Exhibitions segment is involved in the business that combines face-to-face with data and digital tools to help customers learn about markets, source products, and complete transactions. The company was formerly known as Reed Elsevier PLC and changed its name to RELX PLC in July 2015. RELX PLC was incorporated in 1903 and is headquartered in London, the United Kingdom.

<<<


https://finance.yahoo.com/quote/RELX/profile?p=RELX



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[gfp927z]

>>> Murphy USA Inc. (MUSA) engages in marketing of retail motor fuel products and convenience merchandise. The company operates retail stores under the Murphy USA, Murphy Express, and QuickChek brands. It operates retail gasoline stores principally in the Southeast, Southwest, and Midwest United States. The company was founded in 1996 and is headquartered in El Dorado, Arkansas.

<<<


https://finance.yahoo.com/quote/MUSA/profile?p=MUSA



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[gfp927z]

>>> Medpace Holdings, Inc. (MEDP) provides clinical research-based drug and medical device development services in North America, Europe, and Asia. It offers a suite of services supporting the clinical development process from Phase I to Phase IV in various therapeutic areas. The company also provides clinical development services to the pharmaceutical, biotechnology, and medical device industries; and development plan design, coordinated central laboratory, project management, regulatory affairs, clinical monitoring, data management and analysis, pharmacovigilance new drug application submissions, and post-marketing clinical support services. In addition, it offers bio-analytical laboratory services, clinical human pharmacology, imaging services, and electrocardiography reading support for clinical trials. Medpace Holdings, Inc. was founded in 1992 and is based in Cincinnati, Ohio.

<<<


https://finance.yahoo.com/quote/MEDP/profile?p=MEDP



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>>> Synopsys, Inc. (SNPS) provides electronic design automation software products used to design and test integrated circuits. It operates in three segments: Design Automation, Design IP, and Software Integrity. The company offers Digital and Custom IC Design solution that provides digital design implementation solutions; Verification solution that offers virtual prototyping, static and formal verification, simulation, emulation, field programmable gate array (FPGA)-based prototyping, and debug solutions; and FPGA design products that are programmed to perform specific functions. It also provides intellectual property (IP) solutions for USB, PCI Express, DDR, Ethernet, MIPI, HDMI, and Bluetooth low energy applications; logic libraries and embedded memories; processor cores, software, and application-specific instruction-set processor tools for embedded applications; security IP solutions; IP solutions for automotive market; and system-on-chip (SoC) infrastructure IP, datapath and building block IP, and verification IP products, as well as mathematical and floating-point components, and Arm AMBA interconnect fabric and peripherals. In addition, the company offers HAPS FPGA-based prototyping systems; virtual prototyping solutions; and Platform Architect solutions for SoC architecture analysis and optimization, as well as optical products, and mechatronic simulations. Further, it provides security and quality testing products, managed services, programs and professional services, and training that enable its customers to detect and remediate security vulnerabilities, and defects in the software development lifecycle, as well as manufacturing solutions. Additionally, the company provides intelligent orchestration solution, software risk manager, and black duck software composition analysis tools. It serves electronics, financial services, automotive, medicine, energy, and industrial areas. The company was incorporated in 1986 and is headquartered in Sunnyvale, California.

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https://finance.yahoo.com/quote/SNPS/profile?p=SNPS



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>>> Tetra Tech, Inc. (TTEK) provides consulting and engineering services in the United States and internationally. The company operates through two segments, Government Services Group (GSG) and Commercial/International Services Group (CIG).

The GSG segment offers early data collection and monitoring, data analysis and information management, science and engineering applied research, engineering design, project management, and operations and maintenance services; and climate change and energy management consulting, as well as greenhouse gas inventory assessment, certification, reduction, and management services. This segment serves federal, state, and local governments; and development agencies in water resources analysis and water management, environmental monitoring, data analytics, government consulting, waste management, and a range of civil infrastructure master planning and engineering design markets.

The CIG segment provides early data collection and monitoring, data analysis and information management, feasibility studies and assessments, science and engineering applied research, engineering design, project management, and operations and maintenance services; and environmental remediation and reconstruction services, and industrial water treatment services. This segment serves natural resources, energy, and utilities markets, as well as sustainable infrastructure master planning and engineering design for facilities, transportation, and local development projects. Tetra Tech, Inc. was founded in 1966 and is headquartered in Pasadena, California.

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https://finance.yahoo.com/quote/TTEK/profile?p=TTEK


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>>> Broadcom Inc. (AVGO) designs, develops, and supplies various semiconductor devices with a focus on complex digital and mixed signal complementary metal oxide semiconductor based devices and analog III-V based products worldwide. The company operates in two segments, Semiconductor Solutions and Infrastructure Software. It provides set-top box system-on-chips (SoCs); cable, digital subscriber line, and passive optical networking central office/consumer premise equipment SoCs; wireless local area network access point SoCs; Ethernet switching and routing custom silicon solutions; serializer/deserializer application specific integrated circuits; optical and copper, and physical layer devices; and fiber optic components and RF semiconductor devices. The company also offers RF front end modules and filter; Wi-Fi, Bluetooth, and global positioning system/global navigation satellite system SoCs; custom touch controllers; inductive charging; attached small computer system interface, and redundant array of independent disks controllers and adapters; peripheral component interconnect express; fiber channel host bus adapters; read channel based SoCs; custom flash controllers; preamplifiers; optocouplers, industrial fiber optics, and motion control encoders and subsystems; light emitting diode, ethernet PHYs, switch ICs, and camera microcontrollers. Its products are used in various applications, including enterprise and data center networking, home connectivity, set-top boxes, broadband access, telecommunication equipment, smartphones and base stations, data center servers and storage systems, factory automation, power generation and alternative energy systems, and electronic displays. Broadcom Inc. was founded in 1961 and is headquartered in Palo Alto, California.

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https://finance.yahoo.com/quote/AVGO/profile?p=AVGO



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>>> Costco Wholesale Corporation (COST), together with its subsidiaries, engages in the operation of membership warehouses in the United States, Puerto Rico, Canada, Mexico, Japan, the United Kingdom, Korea, Australia, Taiwan, China, Spain, France, Iceland, New Zealand, and Sweden. The company offers branded and private-label products in a range of merchandise categories. It offers merchandise, such as sundries, dry groceries, candies, coolers, freezers, deli, liquor, and tobacco; appliances, electronics, health and beauty aids, hardware, garden and patio products, sporting goods, tires, toys and seasonal products, office supplies, automotive care products, postages, tickets, apparel, small appliances, furniture, domestics, housewares, special order kiosks, and jewelry; and meat, produce, service deli, and bakery products. The company also operates gasoline, pharmacies, optical, food courts, hearing-aid centers, and tire installation centers; and offers business delivery, travel, grocery, and various other services online. It also operates e-commerce websites. The company was formerly known as Costco Companies, Inc. and changed its name to Costco Wholesale Corporation in August 1999. Costco Wholesale Corporation was founded in 1976 and is based in Issaquah, Washington.

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https://finance.yahoo.com/quote/COST/profile?p=COST


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>>> Illinois Tool Works Inc. (ITW) manufactures and sells industrial products and equipment worldwide. It operates through seven segments: Automotive OEM; Food Equipment; Test & Measurement and Electronics; Welding; Polymers & Fluids; Construction Products; and Specialty Products.

The Automotive OEM segment offers plastic and metal components, fasteners, and assemblies for automobiles, light trucks, and other industrial uses.

The Food Equipment segment provides warewashing, refrigeration, cooking, and food processing equipment; kitchen exhaust, ventilation, and pollution control systems; and food equipment maintenance and repair services.

The Test & Measurement and Electronics segment produces and sells equipment, consumables, and related software for testing and measuring of materials and structures, as well as equipment and consumables used in the production of electronic subassemblies and microelectronics.

The Welding segment produces arc welding equipment; and metal arc welding consumables and related accessories.

The Polymers & Fluids segment produces adhesives, sealants, lubrication and cutting fluids, and fluids and polymers for auto aftermarket maintenance and appearance.

The Construction Products segment offers engineered fastening systems and solutions for the residential construction, renovation/remodel, and commercial construction markets.

The Specialty Products segment offers beverage packaging equipment and consumables, product coding and marking equipment and consumables, and appliance components and fasteners. It serves the automotive OEM/tiers, commercial food equipment, construction, general industrial, and automotive aftermarket end markets. The company distributes its products directly to industrial manufacturers, as well as through independent distributors. Illinois Tool Works Inc. was founded in 1912 and is based in Glenview, Illinois.

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https://finance.yahoo.com/quote/ITW/profile?p=ITW




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>>> CGI Inc. (GIB), together with its subsidiaries, provides information technology (IT) and business process services. Its services include the business and strategic IT consulting, systems integration, and software solutions. The company also provides application development, modernization and maintenance, holistic enterprise digitization, automation, hybrid and cloud management, and business process services; intellectual property-based solutions; business consulting; managed IT services; and IT infrastructure services. It serves clients operating in government, banking and capital market, health, utility, communication and media, oil and gas, space, manufacturing, insurance, life sciences, retail and consumer service, and transportation and logistics sectors. The company operates in Canada, France, Spain, Portugal, the United States, Germany, Sweden, Norway, the United Kingdom, Australia, Finland, Poland, Baltics, the Netherlands, Denmark, Czech Republic, India, the Philippines, Asia Pacific, and internationally. Western and Southern Europe; Australia; Scandinavia; Finland, Poland, and Baltics; the United States; the United Kingdom; and the Asia Pacific. The company was formerly known as CGI Group Inc. and changed its name to CGI Inc. in January 2019. CGI Inc. was founded in 1976 and is headquartered in Montreal, Canada.

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https://finance.yahoo.com/quote/GIB/profile?p=GIB




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>>> Parker-Hannifin Corporation (PH) manufactures and sells motion and control technologies and systems for various mobile, industrial, and aerospace markets worldwide. The company operates through two segments: Diversified Industrial and Aerospace Systems.

The Diversified Industrial segment offers sealing, shielding, thermal products and systems, adhesives, coatings, and noise vibration and harshness solutions; filters, systems, and diagnostics solutions to ensure purity and remove contaminants from fuel, air, oil, water, and other liquids and gases; connectors used in fluid and gas handling; and hydraulic, pneumatic, and electromechanical components and systems for builders and users of mobile and industrial machinery and equipment. This segment sells its products to original equipment manufacturers (OEMs) and distributors who serve the replacement markets in manufacturing, packaging, processing, transportation, construction, refrigeration and air conditioning, agricultural, and military machinery and equipment industries.

The Aerospace Systems segment offers products for use in commercial and military airframe and engine programs, such as control actuation systems and components, engine build-up ducting, engine exhaust nozzles and assemblies, engine systems and components, fluid conveyance systems and components, fuel systems and components, fuel tank inerting systems, hydraulic systems and components, lubrication components, avionics, sensors, pneumatic control components, thermal management products, fire detection and suppression systems and components, and wheels and brakes, as well as fluid metering, delivery, and atomization devices. This segment markets its products directly to OEMs and end users. The company markets its products through direct-sales employees, independent distributors, and sales representatives. Parker-Hannifin Corporation was founded in 1917 and is headquartered in Cleveland, Ohio.

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https://finance.yahoo.com/quote/PH/profile?p=PH



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>>> S&P 500 closes at record high for first time in two years <<<


https://www.cnn.com/2024/01/19/markets/stocks-sp500-record-high/index.html



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Ramble Tamble -

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Albert Flasher -

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Possum Goes to Prague -

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Fire on the Mountain -

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Long Live Rock -

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#41 - Dave Matthews / Tim Reynolds -

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Dream of Freedom -

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Blue Wind -

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Ice 9 -

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Goodbye Stranger -

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Live While I'm Young -

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