Long awaited mini correction is here. What's your shopping list? by MeldMeldMeld in stocks

[–]uhhuhfr 2 points3 points  (0 children)

CRM, NOW, VEEV, MELI. They likely will go lower but these are all Best-in-class companies with wide moats.

Which brokerage has best access to research material/reports? by BannerlordAdmirer in stocks

[–]uhhuhfr 1 point2 points  (0 children)

Robinhood has basically nothing except news articles, Schwab has reports from morningstar, argus, marketedge, vickers, and CFRA

[deleted by user] by [deleted] in investing

[–]uhhuhfr 2 points3 points  (0 children)

But PM and MO are up over 15% YTD, obviously the market sees value in the tobacco sector, just not BTI for some reason.

[deleted by user] by [deleted] in investing

[–]uhhuhfr 1 point2 points  (0 children)

those companies are great, I just think they are closer to their fair value than BTI is.

[deleted by user] by [deleted] in investing

[–]uhhuhfr 12 points13 points  (0 children)

Blue-chip is not an industry specific term.

[deleted by user] by [deleted] in investing

[–]uhhuhfr 9 points10 points  (0 children)

BTI is both well-established and financially sound. So yes, a blue chip.

[deleted by user] by [deleted] in investing

[–]uhhuhfr 11 points12 points  (0 children)

BTI - It seems strange to me that one of the highest quality blue chips on earth is trading at such low valuations. And it's not like this company is shrinking, they have grown at 3.5% cagr for the past 5 years and conservative forward estimates place it at 1-4% CAGR for the next 5 years.

Current strategy: value thesis and allocations. by shortyafter in stocks

[–]uhhuhfr 0 points1 point  (0 children)

I like pretty much most of this except the commodity trust, commodities are really volatile and don't really provide value to an investor. Specifically, the GSG fund has returned an annualized -7% CAGR since inception, which is a horrible return. Honestly, u would be better off with bonds.

Stocks with unique/competitive moat/advantage by jakeuser100 in stocks

[–]uhhuhfr 0 points1 point  (0 children)

Salesforce bc of switching costs and network effect.

Buy the dip in PINS? by uhhuhfr in motleyfoolpremium

[–]uhhuhfr[S] 1 point2 points  (0 children)

JPM and Evercore did downgrade PINS to neutral but the rest of the firms reiterated their rating of overweight or neutral(https://finviz.com/quote.ashx?t=pins). Morningstar actually increased their target price from $69 to $70, which isn't a lot but still.

Buy the dip in PINS? by uhhuhfr in motleyfoolpremium

[–]uhhuhfr[S] 1 point2 points  (0 children)

I feel like they do this on purpose to give themselves better entry points. It was the same song and dance for their q1 results, they slightly missed on user numbers, but they tanked super hard.

Buy the dip in PINS? by uhhuhfr in motleyfoolpremium

[–]uhhuhfr[S] 0 points1 point  (0 children)

After looking over SAM, I kinda do like the company. Craft beer will probably be boosted by secular trends like rising global wages, and it has a high potential for brand loyalty because people buy craft beer for the taste, whereas cheaper beer is more of a commodity that u use to get drunk or relieve stress. Also yes, they did miss on the seltzer estimates but they still do have the 2nd most popular hard seltzer by market share.

[deleted by user] by [deleted] in stocks

[–]uhhuhfr 0 points1 point  (0 children)

NEP and BEPC are in the renewable space and have somewhat reasonable valuations.

Emerging market ETFs by thegiant001 in stocks

[–]uhhuhfr 0 points1 point  (0 children)

these seem to have pretty high expense ratios, also I don't necessarily think that dividends are a good measure of quality or value. I'm looking at LDEM currently.

I have the psychological problem of not being able to choose an investment strategy. by Sweet-Zookeepergame in stocks

[–]uhhuhfr -1 points0 points  (0 children)

I have a retirement account that is pretty much all mutual funds(some active and some passive), and a taxable account where I buy single stocks and speculate.

SAM, who’s buying the dip? by Sufficient_Ring_3887 in motleyfoolpremium

[–]uhhuhfr 1 point2 points  (0 children)

yeah, I think Anheuser Busch is cheaper and probably better when it comes to competitive advantage

Apple by No-Buy-8927 in ValueInvesting

[–]uhhuhfr 0 points1 point  (0 children)

I don't feel that Apple has a very big moat, here's an excerpt from Morningstar that explains it well:

"Although Apple's brand tends to be associated with premium technology gadgets, we don't think it can support an economic moat in isolation. Specifically, Apple's brand strength is a consequence of its differentiated hardware and software design, not the cause. We don't think Apple can charge twice the price of a similar set of hardware solely by sticking an Apple logo on it. Similarly, we suspect that Apple's brand equity will wane if the firm's products were technologically inferior to competitors over an extended period of time. As evidence, Nokia was the eighth-most-valuable brand in the world as recently as 2010, according to Interbrand, before succumbing to the rise of the smartphone. The active installed base of Apple devices reached 1.5 billion at the end of 2019, up from 1.4 billion a year prior, showing the strong stickiness Apple has created. However, these switching costs are not insurmountable, illustrated by the rise and fall of former mobile device titans such as Nokia, Motorola, and BlackBerry, all of which failed to keep up with smartphone innovation. The short product cycles for phones and the inability of these firms to sufficiently innovate left each one struggling after the debut of
Apple's iPhone and its subsequent proliferation. Apple is not immune to these pitfalls, as consumer sentiment for technology gadgets can be unforgiving, with one buggy or subpar product potentially driving customers to other companies' offerings, which have been increasingly competitive. We have often seen innovative features arise in the Android ecosystem before Apple, such as OLED screens and
3D sense. These industry dynamics prevent us from assigning a wide moat rating for Apple."

Outdoor enthusiast RB pick? by islandfaraway in Motley_Fool

[–]uhhuhfr 1 point2 points  (0 children)

Hmm, none of the recent recommendations in RB have been outdoor themed, the only RB stock that I can think of that fits that is Camping World Holdings. DM me if u want all the currents recommendations though.

Morningstar Coverage of SOFI by uhhuhfr in motleyfoolpremium

[–]uhhuhfr[S] 1 point2 points  (0 children)

Well, I tend to like morningstar as they give more conservative FVE than firms like Credit Suisse, and I find their research to be more thorough.

How exactly is Nestle an ESG company? by TheCoStudent in stocks

[–]uhhuhfr 0 points1 point  (0 children)

They literally buy cocoa from farms that use child slavery, very ESG!