[GregWeld]

Originally Posted by GEN_X

Greg,

I have read most of the thread and at one point back around 2013 you mentioned several stocks:
Consolidated Edison Inc. (ED) --- Still a core holding - it's a "utility" stock - people have to buy and pay for - power.


iShares iBoxx $ High Yield Corporate Bond ETF (HYG) -- I'll do two with one stone HYG and JNK -- are "yield" plays - that ARE INTEREST RATE SENSITIVE!! So I'm in and out of these two names all the time - I consider them as places to "PARK" cash - since they pay MONTHLY dividends. I also use PFF for this same type of holding. These are not buy and forget names - they are used for their correct purposes.


Johnson & Johnson (JNJ) -- I don't personally hold this and haven't for many years --- but this is a great name and can be part of anyones holdings.


SPDR Barclays Capital High Yield Bond ETF (JNK) - SEE HYG


Kimberly-Clark Corporation (KMB) -- this is the same response as JNJ


The Coca-Cola Company (KO) -- Same response as JNJ and KMB -- long term great name with growth and safety and dividend... and comfortable to own.


McDonald's Corporation (MCD) -- I think there is a fundamental change in the wind with this STYLE of food.... and warned a long time ago that I was selling my holdings and moving on. I'd far prefer to own Chipotle Mexican Grill (CMG). I don't want my money in a business that struggles to make sales numbers.


Altria Group, Inc. (MO) -- A core holding of mine - booze and smokes -- sin stocks! People with drink and smoke til they're dead - and I'll take the dividend and go on vacation. Thank you drinkers and smokers.



Annaly Capital Management, Inc. (NLY) -- Warned about selling this name long ago -- it's paid a big dividend -- but this name is super interest rate sensitive and gets killed in a rising rate market.


PepsiCo Inc. (PEP) -- This and names like Coke and AT&T and Verizon - etc - these are sleep well long term buy and holds.... not saying to load the boat with them - if you read the thread -- I'll say to make core investments in these kinds of names and offset them when you can with some more risk ONCE YOU OWN THE CORES in the proper amounts!


The Procter & Gamble Company (PG) -- Lump this with Coke - JNJ - KMB - PEP etc -- there's others in this category and you need to do your homework on all of these kinds of names to find the right amount/balance of Total Return - dividends - etc but don't load up on all "CONSUMER" names... even though these have been good for years.


Philip Morris International Inc. (PM) -- Like MO above. And like I said in the P&G response -- just do your homework and then choose which of these sin stocks fits your personal portfolio.



saying that you felt that these stocks were worth investigating. Now that it is several years later how do you feel about the stocks? A lot has changed within the market with energy stocks. I was just curious of your input. Thanks again for taking the time to add your thought and advise to this thread.

Good question! I'll do my response in blue above.