SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Strategies & Market Trends
Young and Older Folk Portfolio
An SI Board Since April 2021
Posts SubjectMarks Bans Symbol
28102 496 0 SLV
Emcee:  chowder Type:  Moderated
Introduction Market Data Compact
Previous 25 | Next 25 | View Recent | Post Message
Go to reply# or date (mm/dd/yy):
ReplyMessage PreviewFromRecsPosted
25001Tossing this one out there: If you wanted 4% of the portfolio invested in REITsSeeksQuality-January 10
25000WMT is being added to the NASDAQ 100 later this month, so maybe that factored inchowder3January 10
24999Curious list. I would personally put COST well ahead of WMT based on Friday'SeeksQuality1January 10
24998"This piece lists PEP as the third best Consumer Staple to own in 2026. KO dcfleck1January 10
24997Re: COST .. Zone 1 — High-confidence entry~25–30× forward earnings Thischowder1January 10
24996Interesting ... This piece lists PEP as the third best Consumer Staple to own inchowder5January 10
24995My ears started to perk up at a 40x forward valuation, but (as your DSM model suSeeksQuality2January 10
24994re. Regretfully, I missed COST. What would be a good price point to start a posQTI on SI8January 10
24993I currently have an overweight position in Silver (SLV) and Gold (GLD) in the Lechowder2January 10
24992Fantastic post, QTI! Over my many years of investing I have traded a few of theslizardK3January 10
24991COST is pretty uniquely positioned, with above average growth, clearly superior SeeksQuality5January 10
24990I opened a position in COST recently and added to it this week. I plan on addingchowder1January 10
24989I also asked DSM yesterday, which stocks I should add that I currently don'tQTI on SI6January 10
24988Re: COST ... What else is new? Costco added to top picks list by Mizuho Mizuhochowder1January 10
24987 re Avoid stocks - hmmm...I currently own none of these. Good for you. The onlyQTI on SI-January 10
24986I do own GIS and VZ on that list. I had already targeted GIS for sale on Monday,chowder2January 10
24985re Avoid stocks - hmmm...I currently own none of these.cajman11January 10
24984QT: Very interesting. I am looking forward to the discussion that I predict thdan19442January 10
24983RE: Rule: Staples without pricing power are bond proxies with equity risk Ljritz03January 10
24982He also said don't trade NVDA into earnings. I assume that means he expects cemanuel1January 10
24981" Avoid stocks where the dividend is the thesis. Own stocks where the divQTI on SI23January 9
24980James from Invest Answers thinks $95 is the new support level that if we breakthpeterad-January 9
24979Cramer Sez ... CNBC’s Jim Cramer said Friday that investors shouldn’t readchowder4January 9
24978"Feels good!" I know. I remember well when we went over $1M. We wentmykesc20202January 9
24977I now have the Retirement Portfolio value up over $900K. I'm hoping for a 10chowder16January 9
Previous 25 | Next 25 | View Recent | Post Message
Go to reply# or date (mm/dd/yy):
HomeMailHotSubjectMarksPeopleMarksKeepersSettings
Terms Of UseContact UsCopyright/IP PolicyPrivacy PolicyAbout UsFAQAdvertise on SI
© 2026 Knight Sac Media.  Data provided by Twelve Data, Alpha Vantage, and CityFALCON News