Skip to main content
No. of Recommendations: 1
Good points...more info:

I'm 27 years old and, and my time horizon (assuming nothing changes the fundamentals of these companies while I hold them) for this cash is at 5-10 years. I have a high risk tolerance, and enjoy investing primarily in small to mid-cap stocks with decent growth prospects and good cash flow...or anything selling at a discount to its intrinsic value.

LL (in my opinion) is selling at a discount because of its (most recent) hugely disappointing quarter...blamed on a new SAP software implementation which should improve the overall efficiency of the company. Couple that with their rapid growth and decent cash position, and I enjoy the investment immensely.

I have great faith in MKL's management (esp. Thomas Gayner) and their (his) ability to beat the market investing their float over the LOOOOONG term. I wouldn't have any problem holding MKL for 30 years, but hoped to get in under $370 per share, where I see them as a good value (and they currently trade at $380). In the end, I'm not to worried about buying within 3% of my target, though.

I like C because of their rapidly changing (for the better) balance sheet, and believe they will reinstate their dividend by 2012...government unloaded their stake, institutional buyers stepping in...

I like AKAM for their growth prospects and cash position, but feel they may have a pull back before the next runup. (haven't done a tremendous amount of DD there, but one for my watchlist)

I like YUM because of their cash position, overseas growth, dividend growth, and market position.

Perhaps one of my biggest problems in investing is that I don't focus heavily on diversification, but rather tend to view each security by essence how good I feel about holding individual stocks without seeing them as a group of investments in an overall portfolio. This haphazard strategy has served me well so far (though I've only been investing for ~5 years), but I feel like I should perhaps be a little more cautious and methodical with my money.

Are there any stocks you have your eyes on which would be a decent fit in my portfolio, or any changes in allocation any of you might suggest to adjust my existing holdings.?
Print the post  


The Retirement Investing Board
This is the board for all discussions related to Investing for and during retirement. To keep the board relevant and Foolish to everyone, please avoid making any posts pertaining to political partisanship. Fool on and Retire on!
What was Your Dumbest Investment?
Share it with us -- and learn from others' stories of flubs.
When Life Gives You Lemons
We all have had hardships and made poor decisions. The important thing is how we respond and grow. Read the story of a Fool who started from nothing, and looks to gain everything.
Contact Us
Contact Customer Service and other Fool departments here.
Work for Fools?
Winner of the Washingtonian great places to work, and Glassdoor #1 Company to Work For 2015! Have access to all of TMF's online and email products for FREE, and be paid for your contributions to TMF! Click the link and start your Fool career.