Monday, December 30, 2019

2020 , a new year and decade and a list of selected stocks to get you started. Put a 20% money market fund base in first, then pick some stocks.


2020, moving to a bold new decade trying to figure out where to find value in these stock markets. I came up with a "diversified list of stocks that I feel have the best chance to give the highest total return including their dividend and that also provide you a margin of safety by either being really cheap or really "market tested" good". I am also suggesting this year that you put 20% of your funds in Money Market to be available for purchasing opportunities that will arise in what is expected to be a very volatile market year.

 Occidental Petroleum - (OXY) a merger asset value play
I had grouped stocks together in 4 groups of 4 stocks last year and it worked out really well so I am doing it again for the 2020 picks. I think an overriding theme this year  is ,"Quality and Opportunity" , with a fairly "Case-hardened" list of stock picks.

Group A
___________

Occidental Petroleum (Symbol OXY)
Boot Barn Holdings Inc. (Symbol BOOT)
Waste Management Inc. (Symbol WM)
Phillip Morris International Inc. (Symbol PM)

Group B 
___________

Paypal (Symbol PYPL)
Goldman Sachs Group Inc. (Symbol GS)
Goodyear Tire & Rubber Co. (Symbol GT)
Progressive Insurance (Symbol PGR)

Group C
___________

Eli Lilly (Symbol LLY)
Nestle S.A. (Symbol NSRGY)
Berkshire Hathaway Inc. - B shares (Symbol BRK.B)
Timken Co. (Symbol TKR)

Group D
___________

Adobe Systems (Symbol ADBE)
Levi Strauss & Co. (Symbol LEVI)
Medtronic PLC (Symbol MDT)
Mylan Labs (Symbol MYL) -  ***(Merging with Pfizer's Upjohn division to form new company, "Viatris")

Those are my picks after about 5 revisions. I wanted to make sure that each pick was worthy to stand on its own.



I love these Memes with the cat! They were the best thing from 2019, aside from my stock picks!

I hope that 2020 brings you a healthy, happy and prosperous new year. I am making these picks on 12/30/2019, but the clock will start 01/01/2020 for calculating returns. 

This is the 11th year of Freewilly's Stockpicker Blog and my hopes are that these are my best suggested picks ever. As always, contact your licensed financial advisor to go over any investments you are going to make to be sure that they are appropriate for your particular financial situation. 

All the best.....  Freewilly




1 comment:

  1. Hey Mr Willy,
    What is the significance of the 4 groups?
    Thanks and all the best in the new year.

    ReplyDelete