tMoA

~ The only Home on the Web You'll ever need ~


    Stock Investment Portfolio

    Share
    avatar
    Carol
    Admin
    Admin

    Posts : 22561
    Join date : 2010-04-07
    Location : Hawaii

    Stock Investment Portfolio

    Post  Carol on Sat Apr 26, 2014 10:44 pm

    When seeking help in purchasing stocks there are two types of advisers. Fee based (most banks where they collect a fee on the sale and purchase of each stock every time the stock is traded) and *commissioned" based: a commissioned adviser who is paid by the company he uses to place your contract and trades. Then gets paid only on new invested funds as they are invested and only once except if the fund is sold or traded for another fund family if traded outside an annuity or life contract . You never pay the commissions. Vanguard Funds only deal in indexes, have the lowest fees and high returns for their investors.

    Brokerage Account: Seek advice from a tax attorney and a CPA.

    For more information, see www.greencompany.com/EducationCenter/GTTRecCommodities.shtml And, of course, consult a tax attorney before proceeding.

    [ ] Do you have a Certified Financial Planner (CFP)

    Self-directed Brokerage Account is where you control the buying or selling of your stock OR just let it ride. The bank can't buy or sell without your permission. One can also work through someone like Vanguard Funds. And/or one can split their stock holdings in two and see how the CFP does as compared to the bank and/or self-directed brokerage account. A reputable company like Vanguard Funds can help you purchase and manage your stock portfolio. Keep your stock certificates in a safe place (in your possession) as they can be redeemed later when wishing to cash out or exchange.

    The following stocks are some investments various family and friends own. Below is a selection to do some research on. Google each stock that is of interest to check it's performance over the past few years. Read articles and collect them to include in your Stock Portfolio Notebook along with charts and graphs where various stocks performances can be tracked. Select five to ten to research and consider as a possible future investment. Take time to research and look for long term stable stocks to invest in. Most stable stocks have been around for 10 years or more so they have long term income interest history credibility. The 3-D Printer and Marijuana stocks are new up and coming stocks of the present and future.

    Stock prices vary day-to-day. Get a set point in time on a stock value and then watch it for a few months as you begin to research stocks you're interested in. For those with little or no experience it's best to work with someone who is experienced - like Vanguard Funds. Vanguard 500 Index Fund (the Fund) is an open-end investment company, or mutual fund. The Fund offers four classes of shares. https://www.google.com/finance?q=vanguard+funds&ei=ZSNdU4DVN8iOiAKGwQE


    [ ] AT&T (T) $33.48
    [ ] *Amazon.com Inc. (AMZN) $397.54
    [ ] *Alliance Data Systems Corporation (ADS) $263.70
    [ ] American Express (AXP) $89.74
    [ ] Bank of Hawaii Corp (BOH) $57.99
    [ ] Bank of Montreal NYSE (BMO) $66.78
    [ ] Bank of Novia Soctia BNS $61.50
    [ ] Chevron Corporation (CVX) $124.35
    [ ] Coca-Cola (KO) $39.69
    [ ] *ConEdison (ED) $53.45
    [ ] *CORP PIMCO Investment Grade Corporate Bond / Index ETF $99.48
    [ ] Dominion Resources (D) $63.51
    [ ] *DST Systems, Inc. (DST) $90.18
    [ ] *ExOne (XONE) (3D) $65.24
    [ ] Firstenergy Corp (FE) $32.01
    [ ]*First Hawaiian Bank / French owned bank (BNP:FP) €55.68 EUR
    [ ] *Franklin Biotechnology Discovery Fund Class A (FBDIX) $131.18
    [ ] Franklin Templeton Investment Funds Franklin Growth Series Class A (FKGRX) $64.74
    [ ] *Google Inc (GOOG) $1,105.00
    [ ] *The Home Depot, Inc (HD) $81.01
    [ ] *International Business Machines Corp (IBM) $186.64
    [ ] Intel Corporation (INTC) $25.78
    [ ] *Johnson & Johnson (JNJ) $91.85
    [ ] *Kinder Morgan Partners (KM)) $ 76.54 / third largest energy company / earns about 7% interest
    [ ] *Lockheed Martin, NYSE (LMT) $147.06
    [ ] *McDonald’s (MCD) $96.54
    [ ] *MedBox (MDBX) $28.74 (medical marijuana)
    [ ] *Nestle (NSRGY) $73.37
    [ ] *Nextera Energy (NEE) $84.36
    [ ] NOBIA AB ADR $42.93 ?
    [ ] NuStar Energy L.P. NYSE: (NS) $50.62
    [ ] *Novartis AG (ADR) (NVS) $79.11
    [ ] *PepsiCo, Inc. (PEP) $82.24
    [ ] *Procter & Gamble (PC) $80.45
    [ ] *Starbucks Corporation SBUX $75.46
    [ ] *Stratasys, Ltd. (SSYS) $136.46 (3D printer)
    [ ] Target Corporation (TGT) $63.49
    [ ] *The Home Depot, Inc (HD) $81.89
    [ ] *The Walt Disney Company (DIS) $76.11
    [ ] Verizon Communications Inc. (VZ) $48.42
    [ ] *VMware, Inc. (VMW) $89.42
    [ ] *Wal-Mart NYSE: (WMT) $78.65
    [ ] Wells Fargo Advantage Discovery Fund Investor Class (STDIX) $33.40 ?
    [ ] *3D Systems Corp (DDD) $96.42


    Last edited by Carol on Sun Apr 27, 2014 11:26 am; edited 5 times in total


    _________________
    What is life?
    It is the flash of a firefly in the night, the breath of a buffalo in the wintertime. It is the little shadow which runs across the grass and loses itself in the sunset.

    With deepest respect ~ Aloha & Mahalo, Carol
    avatar
    Carol
    Admin
    Admin

    Posts : 22561
    Join date : 2010-04-07
    Location : Hawaii

    Re: Stock Investment Portfolio

    Post  Carol on Sun Apr 27, 2014 10:15 am

    Amazon.com Inc. (AMZN)

    Amazon.com, Inc.
    NASDAQ: AMZN - Apr 25 4:00 PM ET
    $303.83-33.32 (-9.88%)
    https://www.google.com/finance?q=NASDAQ:AMZN&sa=X&ei=7RpdU9nPLcegyAHqjYHYBA&ved=0CDEQ2AEwAA

    Description
    Amazon.com, Inc. (Amazon.com) serves consumers through its retail websites and focus on selection, price, and convenience. The Company offers programs that enables sellers to sell their products on its Websites and their own branded Websites and to fulfill orders through them , and programs that allow authors, musicians, filmmakers, application developers, and others to publish and sell content. The Company operates in two segments: North America and International. The Company serves consumers through its retail websites, and focus on selection, price, and convenience. The Company designs its Websites to enable millions of products to be sold by the Company and by third parties across dozens of product categories. Customers access its Websites directly and through its mobile Websites and apps. It also manufactures and sells Kindle devices. In October 2013, Amazon.com Inc acquired TenMarks Education Inc. Effective February 5, 2014, Amazon.com Inc acquired Double Helix Games LLC.


    _________________
    What is life?
    It is the flash of a firefly in the night, the breath of a buffalo in the wintertime. It is the little shadow which runs across the grass and loses itself in the sunset.

    With deepest respect ~ Aloha & Mahalo, Carol
    avatar
    Carol
    Admin
    Admin

    Posts : 22561
    Join date : 2010-04-07
    Location : Hawaii

    Re: Stock Investment Portfolio

    Post  Carol on Sun Apr 27, 2014 10:18 am

    Alliance Data Systems Corporation (ADS)
    $236.12 -5.18 (-2.15%)
    Dow Jones 16,361.46 -0.85%
    S&P 500 1,863.40 -0.81%
    Industrials -0.96%
    ADS 236.12 -2.15%
    https://www.google.com/finance?q=*Alliance+Data+Systems+Corporation+%28ADS%29&ei=7R5dU9CCLsiOiAKGwQE

    Description
    Alliance Data Systems Corporation is a provider of transaction-based, data-driven marketing and loyalty solutions serving consumer-based businesses in a variety of industries. The Company offers a portfolio of integrated outsourced marketing solutions, including customer loyalty programs, database marketing services, marketing strategy consulting, analytics and creative services, direct marketing services and private label and co-brand retail credit card programs. It focuses on facilitating and managing interactions between its clients and their customers through all consumer marketing channels, including in-store, on-line, catalog, mail, telephone and email, and emerging channels, such as mobile and social media. Its products and services operate under three segments: LoyaltyOne, Epsilon and Private Label Services and Credit.










    _________________
    What is life?
    It is the flash of a firefly in the night, the breath of a buffalo in the wintertime. It is the little shadow which runs across the grass and loses itself in the sunset.

    With deepest respect ~ Aloha & Mahalo, Carol
    avatar
    Carol
    Admin
    Admin

    Posts : 22561
    Join date : 2010-04-07
    Location : Hawaii

    Re: Stock Investment Portfolio

    Post  Carol on Sun Apr 27, 2014 10:27 am

    Chevron Corporation (NYSE:CVX)
    $123.99 -0.31 (-0.25%)
    https://www.google.com/finance?q=Chevron+Corporation+%28CVX%29&ei=KR9dU8CjCYKJiALUpgE

    Description
    Chevron Corporation (Chevron) manages its investments in subsidiaries and affiliates and provides administrative, financial, management and technology support to the United States and international subsidiaries that engage in fully integrated petroleum operations, chemicals operations, mining activities, power generation and energy services. Upstream operations consist primarily of exploring for, developing and producing crude oil and natural gas; processing, transportation and regasification associated with liquefied natural gas; transporting crude oil by international oil export pipelines; transporting, storage and marketing of natural gas, and a gas-to-liquids project. Downstream operations consist primarily of refining crude oil into petroleum products; transporting crude oil and refined products by pipeline, marine vessel, motor equipment and rail car, and manufacturing and marketing of commodity petrochemicals, plastics for industrial uses and fuel and lubricant additives.

    Check Related Companies

    BP in green.

    BP (ADR)(NYSE:BP)
    $49.72 +0.33 (0.67%)
    https://www.google.com/finance?q=NYSE%3ABP&ei=5R9dU9D3B87bigKJaw

    Oil & Gas Stocks In News: ConocoPhillips (NYSE:COP), BP plc (ADR) (NYSE:BP), Chevron Corporation (NYSE:CVX), Noble Corporation (NYSE:NE)
    http://www.technews.org/oil-gas-stocks-in-news-conocophillips-nysecop-bp-plc-adr-nysebp-chevron-corporation-nysecvx-noble-corporation-nysene/295216/
    ConocoPhillips (NYSE:COP) and General Electric represent the energy sector dividend aristocrats of Buffet’s portfolio. Johnson & Johnson and Sanofi, a French pharmaceutical company, take up the healthcare portion. ConocoPhillips (NYSE:COP) stock performance was 0.63% in last session and finished the day at $74.49. Traded volume was 5.25million shares in the last session and the average volume of the stock remained 5.82million shares. The beta of the stock remained 1.18. ConocoPhillips (NYSE:COP) insider ownership is 0.02%.

    BP plc (ADR) (NYSE:BP) had its buy rating reissued by analysts at Deutsche Bank. BP plc (ADR) (NYSE:BP) rose 1.19 percent to $49.39 Thursday on volume of 4.96million shares. The intra-day range of the stock was $48.96 to $49.50. BP plc (ADR) (NYSE:BP) has a market capitalization of $152.21billion.

    Chevron Corporation (NYSE:CVX) plans to run higher-sulfur Alaskan and Middle Eastern crudes when it completes work at Northern California’s largest refinery in 2016, not the Bakken oil helping spur the U.S. path to energy independence. Chevron Corporation (NYSE:CVX)’s stock on Apr 24, 2014 reported a decrease of -0.31% to the closing price of $124.30. Its fifty two weeks range is $109.27 -$127.83. The total market capitalization recorded $236.63billion. The overall volume in the last trading session was 5.19million shares. In its share capital, CVX has 1.90billion outstanding shares.

    To gain competitive advantage over peers like Seadrill (NYSE:SDRL), Transocean (NYSE: RIG) and Noble Corporation (NYSE:NE), the company has invested $4.5 billion in Ultra deep water floaters and high specification units. These will be delivered in the next 2 years and is estimated to contribute around 80% of the Atwood’s EBITDA in 2015. On Thursday, shares of Noble Corporation (NYSE:NE) advanced 2.71% to close the day at $31.79. Company return on investment (ROI) is 6.90% and its monthly performance is recorded as 0.22%. Noble Corporation (NYSE:NE) quarterly revenue growth is -2.84%.

    BP plc (ADR) Receives “Buy” Rating from Societe Generale (BP)
    http://tickerreport.com/banking-finance/196629/bp-plc-adr-receives-buy-rating-from-societe-generale-bp/
    BP plc (ADR) (NYSE:BP)‘s stock had its “buy” rating reiterated by research analysts at Societe Generale in a report released on Friday, AnalystRatings.NET reports.
    BP plc (NYSE:BP) traded up 0.67% on Friday, hitting $49.72. The stock had a trading volume of 4,697,283 shares. BP plc has a 52-week low of $40.51 and a 52-week high of $51.02. The stock has a 50-day moving average of $48.02 and a 200-day moving average of $47.16. The company has a market cap of $154.2 billion and a price-to-earnings ratio of 6.69.

    BP plc (ADR) (NYSE:BP) last announced its earnings results on Tuesday, February 4th. The company reported $0.90 EPS for the quarter, beating the Thomson Reuters consensus estimate of $0.89 by $0.01. The company had revenue of $93.72 billion for the quarter, compared to the consensus estimate of $62.13 billion. During the same quarter in the prior year, the company posted $0.67 earnings per share. The company’s quarterly revenue was up 2.4% on a year-over-year basis. On average, analysts predict that BP plc will post $4.72 earnings per share for the current fiscal year.

    BP has been the subject of a number of other recent research reports. Analysts at Canaccord Genuity reiterated a “buy” rating on shares of BP plc (ADR) in a research note on Friday. Separately, analysts at Jefferies Group initiated coverage on shares of BP plc (ADR) in a research note on Friday. They set a “buy” rating on the stock. Finally, analysts at Deutsche Bank reiterated a “buy” rating on shares of BP plc (ADR) in a research note on Thursday. Ten research analysts have rated the stock with a hold rating and ten have given a buy rating to the company. BP plc (ADR) has a consensus rating of “Buy” and a consensus price target of $54.20.
    BP p.l.c. (NYSE:BP), is an integrated oil and gas company.


    _________________
    What is life?
    It is the flash of a firefly in the night, the breath of a buffalo in the wintertime. It is the little shadow which runs across the grass and loses itself in the sunset.

    With deepest respect ~ Aloha & Mahalo, Carol
    avatar
    Carol
    Admin
    Admin

    Posts : 22561
    Join date : 2010-04-07
    Location : Hawaii

    Re: Stock Investment Portfolio

    Post  Carol on Sun Apr 27, 2014 10:39 am

    Franklin Biotechnology Discovery Fund Class A (MUTF:FBDIX)
    $125.94-4.11(-3.16%)
    https://www.google.com/finance?q=Franklin+Biotechnology+Discovery+Fund+Class+A+%28FBDIX%29&ei=ZSNdU4DVN8iOiAKGwQE

    Description
    The investment seeks capital appreciation. Under normal market conditions, the fund invests at least 80% of its net assets in securities of biotechnology companies and discovery research firms. It predominantly invests in equity securities, primarily common stock. In addition to its investments in biotechnology companies, the fund may also invest up to 20% of its net assets in equity or debt securities of any type of foreign or U.S. issuer. It is non-diversified.

    Performance
    Trailing returns
     
    1 year   +32.79%

    3 years*   +28.38%

    5 years*   +26.69%

    *annualized
    Best 3 month return +161.00%
    Worst 3 month return -38.14%
    Trailing returns details on Morningstar »
    Morningstar statistics
    Morningstar category: Health

    Return Risk Rating
    3 years Above Average High
    5 years Average Above Average
    10 years Average Above Average
    Overall Average Above Average


    _________________
    What is life?
    It is the flash of a firefly in the night, the breath of a buffalo in the wintertime. It is the little shadow which runs across the grass and loses itself in the sunset.

    With deepest respect ~ Aloha & Mahalo, Carol

    Sponsored content

    Re: Stock Investment Portfolio

    Post  Sponsored content


      Current date/time is Tue Jan 23, 2018 11:59 am