So what lies ahead for the new year 2019. I will present what I think are the best value stock purchase opportunities for the year. Good Luck.

Dow Jones Industrial Average 23,995.95 (UP) Week ending 1/11/2019
S & P 500 2596.26  

Well here we are again,  resisting the call of those swanky growth stocks and bringing to the table the best ideas in the Value stocks, that I think that will present the best chance for you to make a very good return on your invested money.  

I decided to put them in groups of four this year because there are 16 stock picks. We will start the clock on Jan. 1st and end 12-31-2019.

So here they are stating with Group A:


Group A:

Alibaba Group Holding Ltd (BABA:NYSE)

United Rentals Inc (URI:NYSE)

Citizens Financial Group Inc (CFG:NYSE)

Altria Group Inc (MO:NYSE)

Group B:

Alphabet Class A (GOOGL:NASDAQ)

Capital One Financial Corp (COF:NYSE)

Penn Virginia Corp (PVAC:NASDAQ)

AT&T Inc (T:NYSE)

Group C: 

Whirlpool Corp (WHR:NYSE)

Bristol-Myers Squibb Co (BMY:NYSE)/Celgene Corp (CELG:NASDAQ) (Merger)

FedEx Corp (FDX:NYSE)

Intel Corp (INTC:NASDAQ)

Group D:

Micron Technology Inc (MU:NASDAQ)

Oshkosh Corp (OSK:NYSE)

ZTO Express (Cayman) Inc (ZTO:NYSE)

Blackstone Group LP (BX:NYSE)

Some of these names I have mentioned during the year and continue to support them in 2019,  while others are totally new ideas. Some like Altria , are disrupting into other businesses of Juul Vape and Marijuana. Some are merging into powerhouses like BMY/CELG and will be dominant leader in the cancer medicine business. Others like Whirlpool are strongly focused on creating shareholder value.

There were lots of automotive stocks that look cheap here like FCAU, GM, and KMX,  but I steered away from them this year for now. My concern is revenue growth with them. 

Well the other thing going on this afternoon is the Saints/Eagles football game. I think my cat Bowie has placed his vote for the winner.

I hope that you have a healthy and prosperous new year.

Freewilly

Battered but still standing and holding value stocks, the 2018 trading year is mercifully over. Here are the results of last years picks as of 12/27/2018.

Dow Jones Industrial Average 23,327.46  (Down)  as of 12-27-2018
S & P 500 Index  - 2506.85  (Down)

Like Rocky Balboa the famous Philadelphia fighter we are battered and bloodied but refuse to go down and remain standing with our Value stock holdings. Some of them had been up during the year where you could have sold them off, two of them actually got bought out but if you continued to hold the stock of the purchasing company you ended up being down. 

Truth be told, if you had closed out your positions at the end of September you would have been up on most of the stocks.

So here are the results for better or worse:

Alaska Airlines- Symbol ALK   (-19.12%) add 2.12% dividend offset
J.P. Morgan - Symbol JPM        ( -10.17%)  add 3.13% dividend offset
Andeavor ANDV, bought by Marathon Petroleum Symbol MPC - (12.79%)  add 3.16% dividend.

InTEST Inc. - Symbol INTT    (-33.18%)  
Express Scripps-  Symbol ESRX , bought be CIGNA Symbol CI -( 7.11%)
Gilead Sciences-  Symbol GILD - (14.62% ) add 3.68% dividend offset

.... and now the three winners: Mastercard -Symbol MA - +22.66% plus 0.71% dividend add
                                              Square - Symbol SQ - +59.04% 
                                              Discovery Communications -Symbol DISCA - + 9.27%

and then there were three more losers..........

Manulife Insurance Symbol MFC (-33.43%) add 5.31% dividend offset

Jazz Pharmaceutical - Symbol JAZZ - (-10.89%)

Brown Forman B issue - Symbol BF.B - (-13.82%) 

If you wring that all out overall,  and count the dividends in,  you end up with a (-14.34% Loss for the year for the overall portfolio.  That is better than the 16 % YTD loss for the S &P 500 and the 21.5% loss for the NASDAQ, but if you add in the dividends they are about on par with the average losses in the market. (I.E. Value investing this year was no better at protecting you than what the Index averages would have given you.)

But remember Howard Marks said that the top performing value mutual fund managers are often in the lowest quarter percentile for some years, so some hope there.

Next week my Value Picks for 2019.

 "Good time to buy some Value stocks, but only in small increments."

Have a great 2019 investing year,

Freewilly