Which companies do you think are a must for your portfolio?

[BlackPeter]

Staples in the US have taken a hit YTD..

defensive and not in demand at the moment it appears..

Good point.

We probably need to clarify as well what type of portfolio we are talking about.

If people want a dividend portfolio, then they need other "must have" stocks then if they want a high growth portfolio.
If they want the potential of high rewards, then they must be prepared to take high risks.
If they want to preserve their capital, then they must be prepared to accept lower income.
If they are traders, than their portfolio will look quite different to that of long term investors.

Playa, which type of portfolio are you thinking about?

[Waltzing]

the type of portfolio that can survive the next invasion...TWA.

it appears there is always a next one.

not talking the aviator here.

[BlackPeter]

the type of portfolio that can survive the next invasion...TWA.

it appears there is always a next one.

not talking the aviator here.

Well, in that case staples might not be a bad idea - even if their SP will jitter as other stocks do as well ;

People always buy food with priority - and they are even happy to (well, not sure about happy, but they do ...) pay a significantly higher price than before the last crisis.

Food is good for investors looking for a rather steady income stream without huge ups and downs.

Obviously - unless the company board is inept or playing games (as it used to be the case with SAN), or one buys the shares from Private Equity or in any IPO where owners are selling into (MFB). Ah yes - and always mind the gap at the end of any cycle ;

[Waltzing]

amazing how out of favour staples are in the US at the moment... obviously they dont think there is anything disruptive coming..

hmmm sure looks like 1905 from here... build up of arms... in fact looks like we missed investing in RM... german autos might be out of favour by Germany Armour is not out of favour and in fact looks to ahead of the US... many versions of the panther and the germans looks to be far better at manufacture than the US as long as they can get their gear to be reliable in the field...

[Red Baron]

In your opinion

Vhich zhare vould be ze last released vrom my cold dying hands as my portvolio eez liquidated??    Ze one beginning vith 'Z', Zkellerup.  But zhat could be because I ztore my zhare records alphabetically een a box.

RB

[Playa]

Good point.

We probably need to clarify as well what type of portfolio we are talking about.

If people want a dividend portfolio, then they need other "must have" stocks then if they want a high growth portfolio.
If they want the potential of high rewards, then they must be prepared to take high risks.
If they want to preserve their capital, then they must be prepared to accept lower income.
If they are traders, than their portfolio will look quite different to that of long term investors.

Playa, which type of portfolio are you thinking about?

Buy and hold, growth and divvy