Stocks 2 Hold

On this page, my goal is to suggest which stocks I am buying and what metrics I use to inform my decisions. In general, I use the following metrics below:

  1. How much percent is it above the 52 week low. In order to make money, you have to be able to buy low!

  2. Is it a blue chip stock? I consider a blue chip stock as any company that is more than 1-2 billion in market cap.

  3. Low PE ratio relative to the stock's respective industry PE.

  4. How much percent did it drop on that day? I consider a big drop anything more than -10% in which case I see a buying opportunity especially when it comes to blue chip quality stocks.

Also, as a general rule of thumb, if the stock hits the first 2 or first 3 points from above, then it is usually a no brainer to buy that stock.

On another note, I want to write this down to remind you to dollar cost average (DCA) the below stocks, but also to dollar cost average these index funds (for the purpose of simplicity, I also use the word ETF and mutual funds interchangeably with index funds). Here are some zero cost ETFs from Fidelity:

  • FNILX = 0.00% expense ratio = U.S. large cap specific

  • FZIPX = 0.00% expense ratio = U.S small to mid cap specific

  • FZROX = 0.00% expense ratio = U.S small to large cap specific. This fund covers the broad range is is pretty much all you need to buy/rebuy!

  • FZILX = 0.00% expense ratio = internationally focused index fund on emerging and developed foreign stocks

02/01

K, KHC = really strong blue chip stocks that do well during down turns that give decent dividends and also are near a 52 week low
GSK, GILD, MRK, KMB, LMT = near a 52 week low
LFC = low PE ratio
MO = high dividends for a strong blue chip stock
RKT = I believe this stock has the technology to change the way we screen for loans
CEO, ORAN = oil companies are overall just down. these happen to be down significantly

01/28

IBM, INTC, LFC, BTI = definitely a great buy because they are a blue chip stock + near a 52 week low + have relatively low PE in their industry + gives decent dividends