What companies are we buying and holding boys?

Would love to hear what stocks people here think are good long term (5+) year buys. Don't be boring, say something other than AMZN and MSFT

Comments (29)

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  • Associate 1 in IB - Restr
Aug 5, 2021 - 8:48pm

Tellurian (TELL). I think it has serious upside once they get their driftwood project up and running. LNG is growing despite attrition in the oil and gas space overall, and Tellurian's exportation contracts to China will position them well to take advantage of the growth. Their CEO is a rockstar and has delivered on most of his promises to expand the business. They are well capitalized and won't be burdened by a high debt load/interest payments at least for the immediate future with their current cap stack. The plan for me is to hold for a few years. It's definitely one of my high risk picks, but I'm interested to see how this one plays out.

  • Associate 1 in IB - Restr
Aug 5, 2021 - 11:21pm

Nah but fr I am no less or more sure than anyone else. I've spent a good deal of time researching them over the past few months and I like what theyre doing. LNG, in my opinion, is here to stay and it seems like TELL could seriously gain some market share if all goes well

  • Associate 1 in IB - Restr
Aug 9, 2021 - 9:12am

Prob gonna buy more over the next few days with the pullback over the past couple of weeks

  • Analyst 2 in ER
Aug 5, 2021 - 8:58pm

IMPUY - basically the thesis is that with the EV craze, and a push from the current democratic majority to aggressively integrate EVs into the auto market, the US electrical grid will have to be overhauled. This will continue to put pressure on copper supply which Impala can greatly take advantage of. In my view, this has not been fully priced in, and the extent of which copper will be used to fully rebuild the NAM electrical grid is vastly understated. Additionally, other precious metals such as nickel, platinum, and cobalt are all used in various components of EV's. The big threat here is of course the south african risk. There was a pretty contentious thread on here not too long ago, but political forces and general turmoil in the region present an ugly threat. 

  • Prospect in IB-M&A
Aug 5, 2021 - 9:01pm

Used to own IMPUY! Why do you think it hasn't been priced in? Maybe this is less the case with copper, but battery metals seems to get a lot of hype these days

Aug 6, 2021 - 3:29pm

Citi is shitty, esp with regulatory overhang.

There are some interesting banks out there and better rate plays. BAC comes to mind. The card names (COF, SYF, DFS) are also attractive. If you look at smaller/regional banks you take on more risk but more potential upside - SIVB, FRC and CMA are some worth looking into.

  • Prospect in IB - Gen
Aug 6, 2021 - 6:07am

Maxar technologies ($MAXR) - leading satellite and space infrastructure company with significant upside potential over the long term. Stock recently beat estimates but market reacted harshly to delays in their legion satellite constellation to March-July time next year. Great financials and only $2.1 bil market cap!? Take a look.

Aug 6, 2021 - 3:43pm

Not original, buy FB is like 50/60% of my portfolio. They're printing cash like crazy, are cheap compared to comps, and anti monopoly measures against them are exaggerated.

Also got some cheap long term calls on good Chinese companies. Worst case I lose my small investment, best case it's a home run.

Aug 6, 2021 - 3:43pm

Not original, buy FB is like 50/60% of my portfolio. They're printing cash like crazy, are cheap compared to comps, and anti monopoly measures against them are exaggerated.

Also got some cheap long term calls on good Chinese companies. Worst case I lose my small investment, best case it's a home run.

Aug 8, 2021 - 2:02pm

Zymergen - synthetic biology company which is basically derisked at this point. Company makes hyaline which is used for electronic displays. Revenue is immaterial for the next two years but it's just a supply chain issue. 
BB - meme stock but actually has strong cyber security tech for electrical vehicles. Also ceo has a 90 mm bonus if he gets share price to 30$

bitcoin - best performing asset / digital gold 

Aug 8, 2021 - 3:25pm

My challenge to all of you is to change the way you think about investing and not look into "what is the highest ROI and percentage return I can make?" but rather "what is the highest dollar return I can make?" When you change that thinking I think most of you will be better off and be making more money. For example, me personally, I have no problem moving $200k into a specific asset class ETF or generalist technology fund, which could maybe make me something like 20% return. That's $40k in profit. But when it comes to individual stocks no way would I ever feel comfortable or able to place a $200k trade into a stock. $20k maybe. So what's the point of making a bunch of smaller speculative trades on individual stocks when you can just make one or two large asset class trades instead? you would need a 200% ROI on the $20k speculative trade to match my 20% return on my informed $200k asset class trade. 

We're not lawyers. We're investment bankers. We didn't go to Harvard. We Went to Wharton!
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  • Analyst 2 in ER
Aug 8, 2021 - 4:09pm

GridironCEO

My challenge to all of you is to change the way you think about investing and not look into "what is the highest ROI and percentage return I can make?" but rather "what is the highest dollar return I can make?" When you change that thinking I think most of you will be better off and be making more money. For example, me personally, I have no problem moving $200k into a specific asset class ETF or generalist technology fund, which could maybe make me something like 20% return. That's $40k in profit. But when it comes to individual stocks no way would I ever feel comfortable or able to place a $200k trade into a stock. $20k maybe. So what's the point of making a bunch of smaller speculative trades on individual stocks when you can just make one or two large asset class trades instead? you would need a 200% ROI on the $20k speculative trade to match my 20% return on my informed $200k asset class trade. 

Yeah? This reads like a shitty YouTube forex program pitch. Congrats, you figured out how PnL works. % return and PnL are effectively one in the same, just different ways to measure returns. This is a single stock thread, not an ETF thread. People on here aren't trying to get baseline returns - they're trying to get outsized returns with the expectation of greater downside risk. Its pretty well known that concentration + volatility + leverage increases risk and that's exactly what we're going for. 

"you would need a 200% ROI on the $20k speculative trade to match my 20% return on my informed $200k asset class trade." --> Bro what? This is comparing apples to oranges. Are we just assuming the investor has 180k just sitting on the sidelines? In that case its the same amount of portfolio risk if you assuming you have 180k in MMF and the other 20k in a single stock trade that yields 200% return. You need compare the initial principal invested vs return and beta. I can easily just retort "well my $200k single stock portfolio returned 200% ROI vs your $200k asset class trade which only returned 20%!!!" 

  • Prospect in IB - Restr
Aug 8, 2021 - 7:04pm

Bombardier. 

Despite being extremely overlevered, the company is improving profitability by divesting segments with lower margins. The company is running more lean, and the stock price is still very low compared to where it has usually been. Plus, if anything goes wrong, the Canadian government will bail it out as it always does. 

Long on Bombardier, Short on the Canadian Taxpayer.

  • Prospect in IB-M&A
Aug 8, 2021 - 7:10pm

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  • Prospect in IB - Restr
Aug 8, 2021 - 7:17pm

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