Investing 102

[GregWeld]

Originally Posted by Woody

Greg,

I haven't been posting much lately, but I still check this thread several times a day. I think you are providing some great information which has really got me more interested in researching individual stocks.

One of the sectors that I have not seen mentioned yet is alcohol. I figured it should rank up there with tobacco. I was doing some research on alcohol stocks and came across DEO. The dividend is slightly less than 3.0, but the stock has a pretty good growth record over the last 10 years. It looked to me to be one of the better choices in this industry. Any thoughts about the alcohol industry. I also took a look at BUD, TAP, SAM,HINKY, & PDRDF. SAM has had phenominal growth, but does not pay a dividend.

Thanks

I haven't had a drink in 27 years -- so I really don't know much about the brands etc -- but I have looked at Diageo (DEO) and have considered buying it. My personal problem is --- with beers and alcohol is that I personally don't track with what is popular... so I stay away from what I don't know. Remember I'm always preaching to buy things you know and understand... so from a purely personal perspective I have to follow my own advice. That is not to say Budweiser (BUD) would't be a good fit for someone else's portfolio - or any of the other brewers or alcohol firms. So with that

[GregWeld]

Originally Posted by Sieg

If I may, I'll speculate that like myself many might be hesitant to post comments or questions for fear of exposing their perceived lack of investing/financial knowledge or be labeled neglegent for not addressing investing or retirement funding matters earlier in their life.

A very astute perspective and one that I hadn't thought about....

So we'll just assume there are readers out there -- and when they want to chime in -- then feel free.

I just finished having dinner with Rodger (Ironworks) and Jason (WAR) and after the flight down -- and going over to the show and messing around a bit - I'm too tired to do the re-cap... so that will have to wait.

Tomorrow we hit Waldens before the show opens up...

[Sieg]

Originally Posted by GregWeld

A very astute perspective and one that I hadn't thought about....

So we'll just assume there are readers out there -- and when they want to chime in -- then feel free.

I just finished having dinner with Rodger (Ironworks) and Jason (WAR) and after the flight down -- and going over to the show and messing around a bit - I'm too tired to do the re-cap... so that will have to wait.

Tomorrow we hit Waldens before the show opens up...

Have a great time! I expect to see a lot of pictures from that fancy iPhone 4s. The company you keep reminds me of your portfolio's.

[GregWeld]

Originally Posted by Sieg

Have a great time! I expect to see a lot of pictures from that fancy iPhone 4s. The company you keep reminds me of your portfolio's.

I did manage to buy this tonight -- snagged it before the show opens
tomorrow!! Everyone needs shop art!

[Sieg]

That's cool! What carb(s)?

[Bucketlist2012]

Originally Posted by GregWeld

I haven't had a drink in 27 years -- so I really don't know much about the brands etc -- but I have looked at Diageo (DEO) and have considered buying it. My personal problem is --- with beers and alcohol is that I personally don't track with what is popular... so I stay away from what I don't know. Remember I'm always preaching to buy things you know and understand... so from a purely personal perspective I have to follow my own advice. That is not to say Budweiser (BUD) would't be a good fit for someone else's portfolio - or any of the other brewers or alcohol firms. So with that

Diageo has been one to look at.. I am busy, so I have no numbers for you, but look at it's performance..

And yes, we will keep sharing Investment thoughts, because it is so Important..

Man, Investing is everything.. Without it, inflation over time will drain anything you have saved...So we need Investing 102.

Also I don't know if there are Guys out there that aren't managing their money well, and have nothing to invest.

But I think the few that continue to post have the income and cash to invest.. But for those who don't....It is all about what you bring in, and what you spend...If it ain't working, something has to change. Either more income, or less going out...Because you have to be in the game to win. And this Investing 102 Thread, is your Ticket to the Big Game....

[GregWeld]

Originally Posted by Sieg

That's cool! What carb(s)?

The artist and his wife were kinda busy trying to set up the booth ... so I didn't take a look at the carbs... I just spent some time picking out the one I wanted.


RE: Investing 102

Man I was sure hoping FORD (F) was going to blow away this quarter... This is where we see the effects of Europe on "our" companies. Mind you -- they still did fine they just "missed" the estimates. When companies "miss the estimates" they go down. I don't own any Ford but was kinda keeping an eye on it as a possible.

[Sieg]

Regarding Ford - What factors would trigger you to purchase shares?

[GregWeld]

Originally Posted by Sieg

Regarding Ford - What factors would trigger you to purchase shares?

Growing sales and profits and raising the dividend. The dividend just isn't there to cover the risk with the world economy still "struggling". If it paid me 4.5% or so to sit on my hands -- I'd be okay with that. Or -- that ever present stellar growth to offset the stinky little 1.64% dividend.


Remember this when investing. YOU ALWAYS HAVE CHOICES --- so why CHOOSE to invest in something that is a "maybe" or doesn't meet your criteria when there's 100's of companies that do?

[Sieg]

Originally Posted by GregWeld

Remember this when investing. YOU ALWAYS HAVE CHOICES --- so why CHOOSE to invest in something that is a "maybe" or doesn't meet your criteria when there's 100's of companies that do?

Words to live by right there.

At times I find myself so fixated on company "ABC" just because it catches my eye like big boobs when in reality there are so many others that have much better bodies overall but no fake boobies.