2025 stock favorites

[save the frogs]

The stock market is gambling.

 

Sometimes the stocks fluctuate for valid reasons - company performance/expansion, new product etc ....

 

And sometimes there is no rhyme or reason for the company's stock change. 

 

[KhunLA]

1 hour ago, KhunHeineken said:

How was the American housing market in 2008, and for some years after that? 

Probably excellent, considering the market now.  I bought in 1980, and tenants paid for all my properties.  I was all out by 2000, and rolled it into the stocks, before Y2K, as better returns.   Been out of the market for about 13ish yrs.

 

Been here in TH for 24 yrs 

 

[KhunLA]

1 hour ago, save the frogs said:

The stock market is gambling.

 

Sometimes the stocks fluctuate for valid reasons - company performance/expansion, new product etc ....

 

And sometimes there is no rhyme or reason for the company's stock change. 

 

Stock market is a total scam, and once you realize that, it's easy to read and extremely profitable.

[save the frogs]

7 minutes ago, KhunLA said:

Stock market is a total scam, and once you realize that, it's easy to read and extremely profitable.

 

So you figured out how to out-wit the criminal mind gangsters who run the joint?

 

Because you are also a criminal mastermind? 

 

 

[Celsius]

what about Thai stocks like SCB which pays over 8% dividend?

[CallumWK]

8 minutes ago, Celsius said:

what about Thai stocks like SCB which pays over 8% dividend?

 

Good question, so I looked up SCB, since that would be an excellent return.

In the last 12 months the share price has fluctuated between 100 and 118 baht.

https://www.set.or.th/en/market/product/stock/quote/SCB/price

For the first half of 2024 they approved a dividend of 2 baht per share.

https://www.scb.co.th/getmedia/c8ebdcdd-3167-45c8-a52f-ed5139b86f96/interim-dividend-first-half-year-2024-en.pdf?ext=.pdf

So 2 dividends per year is 4 baht?

That sounds more like 4%, on which has to be paid 20% of taxes.

 

 

[CallumWK]

1 hour ago, KhunLA said:

Stock market is a total scam, and once you realize that, it's easy to read and extremely profitable.

 

Stock market wasn't a scam before the internet was created, and stocks performed on good or bad results.

Now the share price is controlled by a few people.

[Celsius]

22 minutes ago, CallumWK said:

 

Good question, so I looked up SCB, since that would be an excellent return.

In the last 12 months the share price has fluctuated between 100 and 118 baht.

https://www.set.or.th/en/market/product/stock/quote/SCB/price

For the first half of 2024 they approved a dividend of 2 baht per share.

https://www.scb.co.th/getmedia/c8ebdcdd-3167-45c8-a52f-ed5139b86f96/interim-dividend-first-half-year-2024-en.pdf?ext=.pdf

So 2 dividends per year is 4 baht?

That sounds more like 4%, on which has to be paid 20% of taxes.

 

 

 

But the May 2024 dividend was 7.84

[CallumWK]

7 minutes ago, Celsius said:

 

But the May 2024 dividend was 7.84

 

No idea, but with a guaranteed 7 - 8% dividend  (I even would be happy with 5%), I put all my money in SCB shares.

 

[rimmae2]

7 hours ago, CallumWK said:

 

No idea, but with a guaranteed 7 - 8% dividend  (I even would be happy with 5%), I put all my money in SCB shares.

 

Share price is approx 60% of high in 2014 so this should be taken into account when considering % dividend which in last 2 years has been 75-80% of net profit.

[steven100]

If you want rock solid profit return .......   

 

If you invested US$5,000 in Lockheed Martin ( LMT )  in 2000 

 

now your $5,000 would be worth $120,000 +  dividend payments 

 

That's a whopping  2,300%  increase +  dividends.

 

I say buy LMT all day long as it will be $1,000 a share within a year.  The stock was $600.00 at the end Oct24

 

 

 

 

 

[Digitalbanana]

11 hours ago, save the frogs said:

The stock market is gambling.

 

Sometimes the stocks fluctuate for valid reasons - company performance/expansion, new product etc ....

 

And sometimes there is no rhyme or reason for the company's stock change. 

Observe the stock derivatives, they will give you the probabilities of where a price will move between over a period, and always realize the volatility will always revert to a mean.

[save the frogs]

2 minutes ago, Digitalbanana said:

Observe the stock derivatives, they will give you the probabilities of where a price will move between over a period, and always realize the volatility will always revert to a mean.

thanks, einstein !

 

[Digitalbanana]

8 hours ago, CallumWK said:

Stock market wasn't a scam before the internet was created

 

[gearbox]

On 1/2/2025 at 8:54 PM, jas007 said:

Have you ever pondered the returns of the Mag 7 over the lifetime of those stocks?  Some people have a time horizon longer than four years. The gains are astronomical.

 

I've had some of them since the inception.  Not all, but some. Apple, Microsoft, and Tesla.  And every time I sold a little bit, it was a mistake. I used to trade Tesla, for the most part, but decided to buy a bigger chunk for the long term late in the game.  Still, I'm up big time and may well buy more this morning. I can't lose, unless planet earth is destroyed, in which case it won't matter. 

Tesla is going to be the American version of the USSR Lada. It would eventually rely only on the tariff protected US market. It sells nearly 40% of its cars in China, it is a matter of time before loses these sales.

[Chivas]

That stock i mentioned earlier in the thread "MOS"  Mobile Streams (and I had absolutely no idea) has been featured by Motley Fool as a growth stock recommendation this weekend

Price action when it opens Monday here in UK will be volatile

 

Year ago I was close to closing the position and taking the hit...there but for the grace of god !

[KhunLA]

2 hours ago, gearbox said:

Tesla is going to be the American version of the USSR Lada. It would eventually rely only on the tariff protected US market. It sells nearly 40% of its cars in China, it is a matter of time before loses these sales.

Tesla is a trophy car, overpriced for best tech, which you'll probably never need or use.  Yes, as competition gets established, Teslas market share, as shown already, will slide from it's previous dominance, as top dog in the BEV market.

 

Without tariffs, no auto maker is safe from BEVs from CN.  BYD has proved that, even with tariffs, they are taking over the market in Europe.

 

ICEV market will die off, way before the predicted 2035 mark, with or without mandates.  People are waking up, fast & furious, especially if concerned about performance & overall lower cost of ownership.

 

As far as Tesla's stock price goes, Musk could care less.  

[newnative]

14 hours ago, KhunHeineken said:

How was the American housing market in 2008, and for some years after that? 

     Well, it took a big dip, didn't it?   But, then it came back, didn't it?  Dips also happen with stocks, from time to time.   With both, though, the average long-term trajectory has been up, over time.   Just one example.  My late Dad no longer has his stock portfolio but I kept a list of his stocks on Yahoo Portfolio Manager, which I still have.  In 2009, when he died, the portfolio, held in a family trust, was worth about $600,000.  No stocks were bought or sold after his death, with the portfolio kept intact. 

     In April 2011, for some reason I can't remember, I did a printout of his stocks at that time, which I kept.  The portfolio was then worth about $747,000.  MSFT at $25.63!   LLY at $35.68.  DOW, on the other hand, a subject of several posts on this thread, was $36.70 then--and not much different today--$39I.40.

    In December 2019, when my Mom passed away, the portfolio was worth $1.88 million--I still have the Merrill Lynch printout.  Then, in 2020, covid hit and the portfolio took a huge dip--I think at one point it was down to around $1.2 or 1.3 million.   By the time probate was finally finished and the portfolio distributed, it was back up to a little over $1.8 million.  Today, had it not been liquidated, it would be worth $2.3 million.  So, dips, but a rising trajectory over time.

    Same, with housing.  Just one example.  One of the last condos I owned in the US, in Reston, VA, I bought  in 2008 for $216,500.  Fixed it up and a year later sold it for $244,250.  Zillow tells me it is now worth $325,700.  The original owner, by the way, bought the condo for $93,580 in 1993.   One of the things I like about owning property is not only do you put a roof over your head but you also have the potential to make some money--on that rising trajectory.  

[newnative]

1 hour ago, newnative said:

     Well, it took a big dip, didn't it?   But, then it came back, didn't it?  Dips also happen with stocks, from time to time.   With both, though, the average long-term trajectory has been up, over time.   Just one example.  My late Dad no longer has his stock portfolio but I kept a list of his stocks on Yahoo Portfolio Manager, which I still have.  In 2009, when he died, the portfolio, held in a family trust, was worth about $600,000.  No stocks were bought or sold after his death, with the portfolio kept intact. 

     In April 2011, for some reason I can't remember, I did a printout of his stocks at that time, which I kept.  The portfolio was then worth about $747,000.  MSFT at $25.63!   LLY at $35.68.  DOW, on the other hand, a subject of several posts on this thread, was $36.70 then--and not much different today--$39I.40.

    In December 2019, when my Mom passed away, the portfolio was worth $1.88 million--I still have the Merrill Lynch printout.  Then, in 2020, covid hit and the portfolio took a huge dip--I think at one point it was down to around $1.2 or 1.3 million.   By the time probate was finally finished and the portfolio distributed, it was back up to a little over $1.8 million.  Today, had it not been liquidated, it would be worth $2.3 million.  So, dips, but a rising trajectory over time.

    Same, with housing.  Just one example.  One of the last condos I owned in the US, in Reston, VA, I bought  in 2008 for $216,500.  Fixed it up and a year later sold it for $244,250.  Zillow tells me it is now worth $325,700.  The original owner, by the way, bought the condo for $93,580 in 1993.   One of the things I like about owning property is not only do you put a roof over your head but you also have the potential to make some money--on that rising trajectory.  

Just noticed a typo.  DOW should be $39.40, not $391.40.

[steven100]

8 hours ago, gearbox said:

Tesla is going to be the American version of the USSR Lada. It would eventually rely only on the tariff protected US market. It sells nearly 40% of its cars in China, it is a matter of time before loses these sales.

absolutely correct .....  you only have to see the new cars sitting in the storage parking lot from space to see it's not going to work.  

Go buy LMT stock and wait 10 years .... you'll be happy   !!

[steven100]

21 hours ago, KhunLA said:

Stock market is a total scam, and once you realize that, it's easy to read and extremely profitable.

what a silly ascersion  ....  some areas are manipulated with regards to close ties to government but outside is open to retail buying. 

[KhunLA]

8 hours ago, steven100 said:

what a silly ascersion  ....  some areas are manipulated with regards to close ties to government but outside is open to retail buying. 

Ignorance is bliss.  You apparently have no idea how the market makers control the trading.  You may need better software for your trading, unless you simply buy & hold things like Mag 7.   

 

But if day trading, you need software to show you every trade.  When the market makers sell 1 share of stock, and ignore the hi/lo market price of pending buys & sells, that tells me everything I need to know.

 

It's a SCAM.

[steven100]

2 hours ago, KhunLA said:

Ignorance is bliss.  You apparently have no idea how the market makers control the trading.  You may need better software for your trading, unless you simply buy & hold things like Mag 7.   

 

But if day trading, you need software to show you every trade.  When the market makers sell 1 share of stock, and ignore the hi/lo market price of pending buys & sells, that tells me everything I need to know.

 

It's a SCAM.

I agree MM's control the sp movement ... hence, the market.

 

do you like LMT as a buy and hold 2,3 4 years ...    

[KhunLA]

22 minutes ago, steven100 said:

I agree MM's control the sp movement ... hence, the market.

 

do you like LMT as a buy and hold 2,3 4 years ...    

Personally never did defense stocks, as morally against them, though very profitable.  Usually due to the war mongering.  May want to hold off, till after Trump administration, and see who wins in 2028.

 

Maybe buy 7 months out of the election, if the Dem run someone who can even come close to beating a Vance / Gabbard ticket in 2028.  Then sell a day before the election 

 

See it peaked just before the Nov election, and now down 20+% from $614.   Trump being anti war isn't going to help their stock price for the next 4 years.

 

Guess rumor buying pre-election and people actually thought Harris might win, and why you should not listen to MSM ... oops 

 

[Chivas]

5 hours ago, KhunLA said:

Ignorance is bliss.  You apparently have no idea how the market makers control the trading.  You may need better software for your trading, unless you simply buy & hold things like Mag 7.   

 

But if day trading, you need software to show you every trade.  When the market makers sell 1 share of stock, and ignore the hi/lo market price of pending buys & sells, that tells me everything I need to know.

 

It's a SCAM.

 

Clueless

 

Fortunately long experience in share buying right back to 1979 the first time says otherwise

 

Which stock did you get rammed on !

[KhunLA]

26 minutes ago, Chivas said:

 

Clueless

 

Fortunately long experience in share buying right back to 1979 the first time says otherwise

 

Which stock did you get rammed on !

My trading days were quite successful.  Part of my retiring @ 45 yrs old.

 

Dec 1979, I was just getting out of my Sex, Drugs & RR mode, 1st marriage, (25 yrs old) and hadn't even bought my first house.  

 

Didn't even start trading till a year or so before the Y2K scam   

 

Rolled RE holdings (liquidated) into the market, for better return than a savings account, till I decided where to retire at.

 

Those Y2K stocks doubled & split a few times, and sold right before they all crashed.   

 

Switched over to day trading, pennies/options, and did even better.  In was in the market <5 yrs, with one hold exception, as simply didn't need any more, so retired, and sold the last one that popped about 2006.  Only one I held after 2003.

[Chivas]

22 minutes ago, KhunLA said:

My trading days were quite successful.  Part of my retiring @ 45 yrs old.

 

Dec 1979, I was just getting out of my Sex, Drugs & RR mode, 1st marriage, (25 yrs old) and hadn't even bought my first house.  

 

Didn't even start trading till a year or so before the Y2K scam   

 

Rolled RE holdings (liquidated) into the market, for better return than a savings account, till I decided where to retire at.

 

Those Y2K stocks doubled & split a few times, and sold right before they all crashed.   

 

Switched over to day trading, pennies/options, and did even better.  In was in the market <5 yrs, with one hold exception, as simply didn't need any more, so retired, and sold the last one that popped about 2006.  Only one I held after 2003.

 

lol

 

YOU said it was a Scam

Try and stay on a topic that you "introduced" to the thread

 

Incidentally my mother always claimed I retired at 32 !

[KhunLA]

53 minutes ago, Chivas said:

 

lol

 

YOU said it was a Scam

Try and stay on a topic that you "introduced" to the thread

 

Incidentally my mother always claimed I retired at 32 !

My brother felt the same about me, but opposite, said I never worked a day in my life.   

 

Never had a steady job till 1988, 33 yrs old, one that I was at more than 1 year.  With a few exceptions, lucky if I lasted a month.

 

Even the first 3 airlines I worked for were only about a year each.  2 others with career possibilities (steel & printing), but only worked there about a year, went belly up.   3 of 4 airlines filed bankruptcy and 2 went belly up.

 

Which actually was the game changer for me, after leaving the 3rd one, as went self employed, and concentrated on my RE holdings.

 

Best thing that ever happened, as showed me I can only trust and rely on myself in the future.

[KhunHeineken]

On 1/4/2025 at 3:56 PM, KhunLA said:

Probably excellent, considering the market now.  I bought in 1980, and tenants paid for all my properties.  I was all out by 2000, and rolled it into the stocks, before Y2K, as better returns.   Been out of the market for about 13ish yrs.

 

Been here in TH for 24 yrs 

 

You graph proves my point.

 

See years 2009 and 2011?  Prices dropped. 

 

You said this:  "Unless you are inside trading, then land & RE are never losers"  Your own graph shows this as incorrect.

 

If you said words like, "over the long term, property only gains in value" or similar, I would have agreed, but you said "property never losers" and that's incorrect. 

[swissie]

On 1/4/2025 at 4:56 PM, KhunLA said:

Probably excellent, considering the market now.  I bought in 1980, and tenants paid for all my properties.  I was all out by 2000, and rolled it into the stocks, before Y2K, as better returns.   Been out of the market for about 13ish yrs.

 

Been here in TH for 24 yrs 

 

Nice yield over time. But as a comparison:

In the early 1980 the Dow Jones Industrial hit 1000. Today it's over 42'000.

Conclusion: R/E is good, stocks are better.

Caution: The DJI reflects "industrial growth", not to be repeated in western economies for the next 50 years. High Tech may bring similar stellar performances for the next 50 years. Maybe/possibly/perhaps/hopefully.