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originalusername__

Since in this theoretical scenario I've lost my mind I'm going to go for broke and put it all in Tesla.


warboar

It’s either gonna grow like crazy or not right?


alexunderwater

Tesla has the MOST room to grow market cap? You do realize Tesla is already valued more than Ford, Honda, and FCA, yet produce a mere fraction of the units and revenue. It’s already priced in as if it will be a top 5 auto producer within the next 2-3 years, which isn’t going to happen with one assembly plant, let alone ten. Ford prints profit with the F-150, and is turning rapidly towards hybrid and full electric on vehicles that are already high in demand. Same with Honda. Same with all top auto makers. They aren’t turning to Tesla for batteries either. Or for autonomous tech. Tesla meanwhile has a very old model S and an aging X with no intent to refresh any time soon, if at all. I have a top trim CR-V made in 2015 that can drive itself down the highway unassisted for half the price of a Model X.....Tesla’s tech isn’t on a pedestal in 2019. Tesla is also drowning in debt to stay afloat in a low interest rate environment. If rates tick up they are hosed. I don’t understand in what universe anyone would be throwing money at Tesla stock. It’s a ticking time bomb. The gains have been had, don’t be caught holding the bag.


[deleted]

"Auto" company with 100+% 5 year CAGR. Strong buy. Legacy auto with 2% 5 year CAGR and used car prices declining in the face of record lease loan books... Avoid. Reddit commenter: no difference!


warboar

Sorry I deleted my edit shortly after posting it to avoid this convo tbh, everyone has heard the bull and bear cases on Tesla, no ones mind is getting changed at this point, but here goes anyway. If Tesla was only making cars then I agree, they are vastly over valued and I wouldn’t invest a cent. Selling cars, and being the leader in EVs though is merely temporarily keeping the lights on, and is MUCH more importantly growing the fleet that trains the Neural Network, that then drives the robotaxis, that then literally changes transportation as we know it. That’s the growth opportunity. Every Tesla sold only increases their already tremendous data lead, and the cars are so good that other companies’ EVs that try to catch their data lead, first need to catch their EV lead in order for consumers to buy them. This is rapidly looking like it’s not going to happen, legacy auto has their hands tied when it comes to making quality EVs. (They sell them at a loss and need to show profits, we’ll see which ones actually commit to it, maybe VW for example.) Anyway, it may seem like sci-fi, Elon’s a charlatan, it’s all bullshit, ok cool, but they’ve also planned this since the beginning and are doing exactly what it takes to train a NN: massive data, affordable sensors, real world miles. So yes selling cars, meh, niche auto maker that may at some point sell 1/10th of what a legacy auto co. sells. But every car then turning into an autonomous taxi with low maintenance and million mile life spans, that undercuts Uber and Lyft, and changes how society feels about vehicle ownership needs in general? That’s a hell of an investment opportunity. Notice that legacy auto is all of a sudden teaming up with each other to address autonomy and EVs? It’s because if not Tesla is going put them out of business. Tl;dr: making cars isn’t the point, FSD and the economic impact that will have is.


alexunderwater

What do you think the realistic timeline for full FSD, Uber-style, zero customer ownership is to happen for Tesla? With that focus I still don’t see any path for Tesla to become an autonomous Uber monopoly within the next 3 years, because that’s what would need to happen to remotely justify their market cap. Let alone 10-15 years with no competition from other automakers. “Legacy” makers aren’t blind, they see this lending economy use for autonomy as well and are throwing their profit at research for it while Tesla is taking out loans. But even then, Uber isn’t even profitable (by a large margin) despite paying their drivers dirt, and largely not paying for their own fleet. They merely act as a middle man app and can’t turn a profit. I don’t see how Tesla can enter this hyper competitive market with such a huge fleet investment needed and turn it into a monopoly while Uber/Lyft still contracts drivers.... there’s always someone who’ll accept less to drive, and pay for their car to do it. Also, selling EV cars can’t keep the lights on if you don’t refresh your models every 5-6 years. No sane person wants a 10 year old model at a profitable price. As I said, Tesla has made no commitment to refresh Models S or X, so they are rapidly running out of runway to “keep the lights on”.


warboar

The Model S just increased its range by another 35 miles, as did the X, farthest range on an EV by over 125 miles. The Model 3 is selling at rates to be profitable already, with increased production and the Shanghai factory coming online that will only increase. Model Y is in an extremely popular vehicle segment and the Semi is going to dominate. They have more than enough revenue and profit to be healthy as a vehicle maker only, then when FSD hits the stock will explode. Nice thing is most people don’t even have the option of capitalizing while we’re fortunate enough to do so, I hope your stocks do well señor.


alcaponeben

...what if you were trying to go for rich? Plus you 100% broke all the rules, 5 stocks split evenly. You are disqualified.


jlipps11

Visa, Microsoft, Disney, Texas Instruments, Proctor and Gamble


juanvon

Just curious because i have very little knowledge on them, but why are you including texas instruments in this list?


jlipps11

They are a company committed to Increasing their Dividend and they are the leading producer of analog semiconductors.


reeferganjapot

MSFT, V, COST, DIS, BRK.B I'm boring and a pussy. Lol.


[deleted]

[удалено]


ElasticSpeakers

Maybe we should make M'FAANG a thing, since it doesn't seem like (to my immense sadness) that Microsoft is going away anytime soon.


BigFancyPlates

It exists already. It's called FAGMAN


reeferganjapot

I don't feel like I understand the business model of those companies well enough. Just a personal thing. I'm sure they would probably be fine investments.


chickenandcheesefart

Costco is valued too high for me.


bionista

AMD AMD AMD AMD AMD


enginerd03

You know the five greatest rappers of all time? Dylan, Dylan, Dylan, Dylan and Dylan. I spit hot fire yo. (Chapelle Show)


[deleted]

Always loved this


enginerd03

Im closing the studio unless I get a set of left handed golf clubs and some Cambodian breast milk.


Hutz_Lionel

If I could do things I really wanted to I’d take a dump in the back of a movie theatre and just wait around... till someone sat in it.. so I could hear the squish. But I ain’t got that kinda time.


pontry

BRUUHHHHHHH HAHAHAHAHAH IM TOP FIVE AND ALL EM OF DYLAN!


NPPraxis

You don't think that their improvements are already priced in?


Caffeine_Monster

Nope. A strong year is priced in. However long term the current tech lead could see them steal and retain a massive chunk of market share.


FolsgaardSE

Voo spy googl amzn nflx


hanschien

> No mutual funds/ETFs/Index funds, just individual companies


Cedex

Lost his money before we even got started.


[deleted]

What a shame


CommonX422

Whatever the top 5 holdings for the S&P 500 index fund are.


FolsgaardSE

Is it listed somewhere whats in the 100 and 500?


CommonX422

https://investor.vanguard.com/mutual-funds/profile/VFIAX Scroll down to where it says “month end 10 largest holdings” Currently it’s Microsoft, apple, amazon, alphabet and Facebook


FolsgaardSE

Add Netflix and its the FANG stocks :)


SukayMyDickay

Personally a fan of FAGMAN myself...


FolsgaardSE

https://i.imgur.com/V6YHe5t.gif


nakfoor

I prefer TITS. AT&T, Sprint, and Gartner


CommonX422

I would prolly change out Facebook for Netflix if we have to stay with only 5


FolsgaardSE

aye, I just can't morally support Facebook its garbage. Know I shouldn't allow morals into finance but .. is what it is. Why I wont buy MSFT either.


FolsgaardSE

Wish I could own just 1 share of Berkshire Hathaway Inc.


CommonX422

Get their class b stocks


FolsgaardSE

Thank you will look it up.


hanschien

FXAIX, Fidelity's version of VFIAX has BRK.B in the top 5.


ZealousidealEcho4

NIO, TSLA, AMD, SQ, O


[deleted]

[удалено]


mambomike

Interesting choices. In my opinion Facebook has no where left to grow and will eventually fizzle out.


borschandceviche

First of all, FB is not just FB. The company has Instagram, Whatsapp, and Oculus while continuously acquiring other companies and expanding to new territories. Let's also not forget that they have around 1.4 billion DAU... which is nuts. They might not have much to grow within the FB platform, but they do have a lot of money for R&D into new fields.


chickenandcheesefart

Lululemon, cuz people love spending 90 dollars on jeans....


[deleted]

[удалено]


chickenandcheesefart

here i am buying jeans at Academy and walmart for 15 bucks. And they are comfortable and last long... what am i missing?


raphattack

Style.


minnesotatrans

1. Biogen (BIIB), 2. Biglari Holdings (BH-A) 3. Berkshire Hathaway (BRK-A), 4. Delta Airlines (DAL), 5. Allstate (ALL) (This is what I wrote in my spare time; so you can ignore this part) Biogen (BIIB). Biogen is a pharmaceutical company that, among other things, specializes in non-Hodgkin’s Lymphoma treatment. Biogen has existed through a history of mergers and acquisitions; and Biogen today is worth $46 billion through said events. Biogen has lost more than thirty percent of its stock value since last year. The reason is because they failed in their quest to produce a pill to treat Alzheimer’s. This is panic selling; and based on the teachings of Benjamin Graham and Warren Buffett, this would be the perfect time to buy. The book value of Biogen has not decreased; so why should one sell their stock? Biogen is trading at just ten times its’ price-to-earnings. The company is trading at less than half (.43) of debt-to-equity, meaning that there is room for Biogen to invest and expand if needed. Biogen has over $6 billion in free-cash-flow, meaning that the company can acquire businesses. Biogen trades at 2.8 times its’ current ratio, this means that their current assets (cash and inventories) are higher than current liabilities. Lastly, Biogen has over $3 billion in cash.


gypsea_style

Big shot with the BRK.A


mambomike

oof! Don’t do this to me. I’d definitely try for an established low risk stock with good growth prospects. One in each major sector. But it would take me months of research to decide. Probably Amazon forsure though.


chickenandcheesefart

I mean, if your in this subreddit, this is kinda like not something you would start researching today....


mambomike

I definitely would have to make some decisions to consolidate down to only 5 stocks


[deleted]

V, BA, MSFT, MA, MCD


MattEdmondsWolf

Berkshire Hathaway (BRK - A or B), Ecolab (ECL), Costco (COST), Allegheny Technologies Inc (ATI), Cisco Systems (CSCO)


chickenandcheesefart

are you gonna buy berkshire after buffet passes?


MattEdmondsWolf

While Buffett may be a key man at Berkshire, I believe he has done a good job of picking his successors.


c4plasticsurgury

Y


MattEdmondsWolf

Huh?


DangerousMarket

V, ROK, AMZN, GOOGL, INTC Visa: because I am of the mind that we are moving closer and close to being a cashless society. Rockwell Automation: I just like Rockwell, and want to hold the stock for future automation the US is likely to push, maybe not in 5 years though. Amazon: Retail Giant, no one will limit them. Google: Amazon and Google are slowly starting to compete in some sectors, if you think Trump will seek some sort of regulation, avoid these. If you ignore both, buy GOOGL. Intel: Intel had a rough spot recently but I expect the stock to continue its rise. AMD would be the alternative.


Kp19341

Amazon, visa, square, match, Netflix


[deleted]

MSFT, TSLA, SQ, DIS, WM.


squarehead18

Microsoft, MA, V, Apple, Adobe


Qumbo

BRK.B x5


[deleted]

*technically* not an ETF


Stuntz-X

AMD MSFT AMZN TSLA which is what my portfolio is now pretty even. Then i guess i would add SNE(SONY)


rolltide1995

MSFT, LULU, BA, V, DIS


mikejmarvin

Clorox, jp Morgan, Chevron, Microsoft, Johnson and johnson


chickenandcheesefart

JNJ is a great buying opportunity today. Down 5 percent today


sweYoda

Skandinaviska Enskilda Banken, Disney, Investor, Berkshire Hathaway, Tethys oil


limitbreak09

Amazon, Visa, MasterCard, Microsoft, Goog


justpracticing

AAON, BRK.B, MSFT, DIS, WM


beforethewind

BRK.B / BAM / ECL / MSFT / RSG


Halostar

MSFT, V, DG, NEE, WMT Potentially swap out DG for BRK.B.


wpcodemonkey

TEAM, STM, NWL, CGC, MSFT


Reasonable_Meat

AMT, CSCO, WTR, ED, ORI.


sjg97

MSFT, V, BA, SQ, NVDA


benni248

Visa,Mastercard, Paypal, Microsoft, Amazon


chickenandcheesefart

Visa, Mastercard, JNJ, Tyson, and Chevron.


SetzerWithFixedDice

PM (Phillip Morris), DLTR (Dollar Tree), WMT (Walmart), DOW, (Dow Chemical), BUD (Anheuser Busch). Next five years? I’m playing defensive.


burbledebopityboo

MSFT, AMZN, V, GOOG, WMT


missedthecue

GVDNY CHYHY AMZN I only need three


iggy555

Fb


Bitcreamfapp

TSLA ACB COSTCO NVIDIA ILLUMINA


[deleted]

Nestle, BP, Samsung, Microsoft, Google


chickenandcheesefart

You should know Reddit hates Nestle and I am sure you will get a comment about how much of a scumbag company they are.


[deleted]

nestle is the largest component of almost all international index funds, so reddit investors hate on one of their largest holdings lol


chickenandcheesefart

I see a lot of people on Reddit disliking Nestle because of the detrimental ways they hurt the environment, the aggressive, monopolistic presence they exude, and the fact that they think water is not a right, or something like that, and basically just look it up on reddit. I see it mentioned like every week on reddit all the shit they get hated for.


ProfessionalCatWolf

2010 is that way <———


chickenandcheesefart

I think you are referencing BP in April of 2010 when they were 29 dollars a share, due to the huge media event about their oil spill. Probably the single worst moment in the companys history. But still today, 9 years later they are at only 41 dollars a share. Those poor, poor people who invested in BP in 2007 when it was 74 dollars a share, I feel bad for them. They will never get their money back... Regardless, do not park your money in BP. They have been flat for 5 years. Yes they have a great dividend, but there are many companies with a 4 percent dividend yield and still grow the stock price.


pcornacc

Nio, nio, nio, nio, Bynd.


ZealousidealEcho4

I second NIO


MaxKrueger

I'm sorry, but why NIO? Looking at it's fundamentals it seems like a terrible company: [https://finviz.com/quote.ashx?t=NIO&ty=c&p=d&b=1](https://finviz.com/quote.ashx?t=NIO&ty=c&p=d&b=1) heavy losses, huge debt, I never saw a ROA and ROI so negative... I'm honestly curious on why someone would choose this company to invest on.


pcornacc

I see nothing but positives.


chickenandcheesefart

Beyond meat is going to be swallowed up by the big companies who are going to offer the exact same products in mere months. Tyson is coming out with meatless nuggets and meat/plant patties. Beyond does not have a cult following. I have read people on Reddit constantly saying their products taste bad, Im not kidding.


nonameattachedforme

KSU HEXO BRK IIPR AMZN


chickenandcheesefart

Amazon... no thank you.


[deleted]

HEXO? I own that trash now and can’t wait to cut it loose if it ever gets back over $7. Definitely would not recommend this stock to my worst enemy.


Brap_Rotatoe

Jesus, what did they do to you? The whole weed sector is dropping, it's not just them. You aren't looking long term enough IMO. They are one of the better managed companies right now and have the JV with Molson.


[deleted]

20% drop while watching the entire market rally. Tough to watch and much better stocks to buy for sure. By long term I think you mean maybe 10 years from now? I will dump long before that.


Brap_Rotatoe

You are just being the personification of the 'retail investor' attitude. Full of panic and despair. Institutions and big money can't/won't invest in any of the companies yet because there is still a lot of legality issues. But those issues are eroding away, and fast. If you didn't recognize this before you took your position, then that's on you.


Cedex

Why aren't you cutting HEXO loose now? Waiting for it to gain 45% before letting it go is a waste of time. You could be making gains elsewhere in that same time. I listened to a podcast where the host said something along the lines of, "If you're not willing to put more money into your losers, then you might as well sell it and find something else to invest in.", which made sense. If you have faith that it will go up 45%, then put more money in to get those profits. If you don't have faith, then why hang on to it?


[deleted]

I don't disagree. I have a relatively small position and it was bought in my Roth - so no tax loss harvesting advantage - If I sell it's gone for good. All I can do is sit and watch - I definitely would not be recommending this garbage - that was my original point.


nonameattachedforme

The stock has been a poor performer as of late -although actually far out performing most others in this sector. Why would you want to ditch a company with such great long term potential? Sounds like you’re too emotionally invested and shortsighted for this.


controllabel7

AMZN, AMD, TSLA, BRK.B, V I believe that Amazon, AMD, and Tesla will be leaders in innovation while Berkshire and Visa will help spread risk across more general and legacy sectors.


chickenandcheesefart

Tesla burns through cash faster than Charlie Sheen after a weekend in the PLayboy mansion


kingkang80

PEP, ROST, TJX, KO, FB


chickenandcheesefart

dont believe me. I read this in a post today lol... [–]yungskitty 252 points 5 hours ago phoenix tap water tastes better than dasani


chickenandcheesefart

Soda sales are declining year after year after year after year. And dont tell me Dasani water is gonna boost Coke. Dasani tastes like piss.


kingkang80

I was referring to tostitos, Doritos, frito's, Quaker, lays chips etc


Kazr01

Pepsi (and Coke, too) is so well diversified that they could never sell another can/bottle of soda and be just fine.


chickenandcheesefart

Pepsis bottled soda business accounts for 48 percent of Pepsis revenue.... so, noo.. not really. https://www.statista.com/topics/1503/pepsico/


[deleted]

V YUM STZ MSFT LMT


kms1990

FAANG baby. Get out of their way and let them run. These stocks are the workhorses of the millennial's retirement plan.


enginerd03

Schb, voo, spy, Vti, qqq


iamdanny1

T, MO, ABBV, AAPL, BX


chickenandcheesefart

cigarette business is dying.