Message Font: Serif | Sans-Serif
 
No. of Recommendations: 0
Many, if not most II members place income and capital preservation
above growth. The II value is quite conservative, but keep in mind
that if they are still listed as active picks they are a "Hold"
not a sell.

That means if you have them, keep them but if you have new funds
to put to work there are other picks that are under valued that
would be a safer play.

In early 2011 I had a good size chunk of money to put to work,
I really wanted to own WM but it was close to 40 and very close to it's
stated II valuation so I waited, then in August of 2011 WM dropped
and I got it for a little over 30. Now it's back over 40.

It can be frustrating for new members to see a big list of stock
recommendations and 60% of them are a "Hold", but keep in mind
that in most cases it's a good thing because it means a stock was
added as a new "Buy" and then the price went up over it's valuation
and then was put on "Hold".

There are still many "Buy First" and "Buy" stocks to chose from
and the II Team is always re-evaluating their picks,
if the price drops or the fundamentals improve then a "Hold"
will be changed to a "Buy", and of course new monthly picks
are always started as a "Buy".

In May 2013 the II Team picked AAPL as the new monthly pick
it was about $450 but AAPL started paying a dividend in mid 2012
it was around $650 and it was climbing fast, it was hot and
everyone loved it! A lot if dividend investors are sitting
here now wondering if they will ever get their 650 back
but if you bought at 450 I think you will have good dividend
payer for years to come without having that big capital loss.
Print the post  

Announcements

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.