Toggle sidebar

For investors out there

W

WVPATX

Freshman
Jan 27, 2005
28,197
91
38
I think Goldman Sachs is one of the if not the best financial advisor in the market. Their analytics are generally superb. Their latest advice is to stay out of stocks for the next quarter. They cite a number of factors.

But for the balance of the year (the last half) they expect 5% stock value appreciation. Their preferred sectors are health care, financials, energy, technology. If you invest in stocks on those sectors that also pay dividends, you could see returns of 8 - 10% over the final 6 months of the year. That is a terrific opportunity.

I would stay away from stocks that are sensitive to interest rate rises (e.g. REIT's).
 
B

Best Virginia

Redshirt
Feb 17, 2017
525
0
0
When they **** the bed again, how much corporate welfare are they expecting from us to bail them out? You should factor that in on your blind praise.
 
W

WVPATX

Freshman
Jan 27, 2005
28,197
91
38
Best Virginia said:
When they **** the bed again, how much corporate welfare are they expecting from us to bail them out? You should factor that in on your blind praise.
Click to expand...

Blind praise? I posted about investment opportunities. Who was I praising? If you mean Goldman, you should know under TARP they paid everything back, with interest.

So the government had no role at all in the 2008 collapse? More importantly, what do you have against business? Perhaps even more importantly, an honest question, are you a socialist? I am just trying to gauge what you think of capitalism since all of your blame seems to go to the private sector.

And do you include the bailout of Freddie and Fannie on your list? BTW, all the banks paid back the money "loaned to them" under TARP.
 
Last edited:
atlkvb

atlkvb

All-Conference
Jul 9, 2004
79,982
1,909
113
WVPATX said:
I think Goldman Sachs is one of the if not the best financial advisor in the market. Their analytics are generally superb. Their latest advice is to stay out of stocks for the next quarter. They cite a number of factors.

But for the balance of the year (the last half) they expect 5% stock value appreciation. Their preferred sectors are health care, financials, energy, technology. If you invest in stocks on those sectors that also pay dividends, you could see returns of 8 - 10% over the final 6 months of the year. That is a terrific opportunity.

I would stay away from stocks that are sensitive to interest rate rises (e.g. REIT's).
Click to expand...


Good stuff PAX. I have some energy and technology positions and honestly I dumped a lot of health care holdings from my portfolio towards the end of last year as major Insurance carriers were bailing on the ACA. I agree with you on the financials, (especially small community lenders) but my best bet is on mid cap start ups with very marginal requirements and easy purchase options. Plenty of quick profits to be made scooping up bargains, and getting out quick as the prices are bid up. Re-position, go back in with more shares and collect more $$$$$$$$.

A big boom is coming once the tax package is finished later this year. Overseas money will pour into the money market, new capital will begin flowing from huge reductions on corporate earnings, and we should see huge spikes of activity in transportation, energy, construction, and real estate. Commercial real estate especially will be very attractive as companies look for new assets to park growing operations.

Agree that GS does nice work.
 
W

WVPATX

Freshman
Jan 27, 2005
28,197
91
38
atlkvb said:
Good stuff PAX. I have some energy and technology positions and honestly I dumped a lot of health care holdings from my portfolio towards the end of last year as major Insurance carriers were bailing on the ACA. I agree with you on the financials, (especially small community lenders) but my best bet is on mid cap start ups with very marginal requirements and easy purchase options. Plenty of quick profits to be made scooping up bargains, and getting out quick as the prices are bid up. Re-position, go back in with more shares and collect more $$$$$$$$.

A big boom is coming once the tax package is finished later this year. Overseas money will pour into the money market, new capital will begin flowing from huge reductions on corporate earnings, and we should see huge spikes of activity in transportation, energy, construction, and real estate. Commercial real estate especially will be very attractive as companies look for new assets to park growing operations.

Agree that GS does nice work.
Click to expand...

Could not agree more on the tax package but also the repatriation plan. Jamie Dimon, who is a terrific manager, said its impact would be as big as the QE program but obviously we won't be printing any money, lol.
'
Between the two, I expect lots of cap ex in the U.S. and easy capital formation from foreign sources.
 
P

PriddyBoy

Junior
May 29, 2001
17,174
282
0
WVPATX said:
I think Goldman Sachs is one of the if not the best financial advisor in the market. Their analytics are generally superb. Their latest advice is to stay out of stocks for the next quarter. They cite a number of factors.

But for the balance of the year (the last half) they expect 5% stock value appreciation. Their preferred sectors are health care, financials, energy, technology. If you invest in stocks on those sectors that also pay dividends, you could see returns of 8 - 10% over the final 6 months of the year. That is a terrific opportunity.

I would stay away from stocks that are sensitive to interest rate rises (e.g. REIT's).
Click to expand...
Infrastructure - There are many good funds or you can build your own portfolio and hope the left gets on board with rebuilding the US. I like CAT, 84 Lum, Cement (probably not Portland and southwestern sourced, and Steel of course. Plenty of private sector money in addition to the Government investment. Google Infrastructure Stocks. Congress needs to earn their paychecks and kick this pig. You have to break CATS to fix CATS and make new ones.
 
atlkvb

atlkvb

All-Conference
Jul 9, 2004
79,982
1,909
113
PriddyBoy said:
Infrastructure - There are many good funds or you can build your own portfolio and hope the left gets on board with rebuilding the US. I like CAT, 84 Lum, Cement (probably not Portland and southwestern sourced, and Steel of course. Plenty of private sector money in addition to the Government investment. Google Infrastructure Stocks. Congress needs to earn their paychecks and kick this pig. You have to break CATS to fix CATS and make new ones.
Click to expand...


You are rolling the right track PriddyBoy with infrastructure stocks. FYI here's a nice cheat sheet on a few of the biggest and best bets right now

http://247wallst.com/investing/2013...t-will-rebuild-americas-aging-infrastructure/
 
W

WVPATX

Freshman
Jan 27, 2005
28,197
91
38
PriddyBoy said:
Infrastructure - There are many good funds or you can build your own portfolio and hope the left gets on board with rebuilding the US. I like CAT, 84 Lum, Cement (probably not Portland and southwestern sourced, and Steel of course. Plenty of private sector money in addition to the Government investment. Google Infrastructure Stocks. Congress needs to earn their paychecks and kick this pig. You have to break CATS to fix CATS and make new ones.
Click to expand...

The problem with companies like CAT, is that the infrastructure spending has already been priced in at least according to most analysts on CNBC and FOX Business.
 
P

PriddyBoy

Junior
May 29, 2001
17,174
282
0
WVPATX said:
The problem with companies like CAT, is that the infrastructure spending has already been priced in at least according to most analysts on CNBC and FOX Business.
Click to expand...
The thing about CAT, and maybe I being presumptive, is their recent Federal raids could cause it to fall. You just know they aren't going away. I'll look into it more.
 
You must log in or register to reply here.
Top Bottom