The graphs below are up to date graphs from one year ago to the latest available market price. I am not a fan of technology stocks will list them here for reference.
Favorite list:
ADP
GOOGL and
CTSH (no dividend)
The graphs below shows share prices in the last 12 months. The companies highlighted in GREEN are what I consider to be more stable in earnings. The names that are BOLDED are what I consider high quality companies.
| Software & IT Services |
IBM - International Business Machines Corporation
|
MSFT - Microsoft Corporation
|
ADP - Automatic Data Processing, Inc.
|
PAYX - Paychex, Inc.
|
CTSH - Cognizant Technology Solutions Corporation
|
ACN - Accenture plc
|
| Communications Equipment |
CSCO - Cisco Systems, Inc.
|
QCOM - QUALCOMM Incorporated
|
| Consumer Devices | Online Retail |
AAPL - Apple Inc.
|
AMZN - Amazon.com, Inc.
|
| Semiconductors |
INTC - Intel Corporation
|
AVGO - Avago technologies Limited (Singapore)
|
| Internet |
GOOGL - Alphabet Inc.
|
FB - Facebook, Inc.
|
QCOM
ReplyDeleteI updated the list. QCOM added.
DeleteGreat information. I really like your blog site. I've gotten a lot of good info. Just one question. Why did you get rid of your apple stock? I just bought some last week.
ReplyDeleteThanks
Shane
My roughly $2500 in AAPL was liquidated some weeks ago because Apple was a speculative position and I wanted to reduce speculative positions as the market continued to hit newer highs and experience P/E expansion. Apple is a technology stock and for the most part I avoid technology aside from a few dividend aristocrat names which aren't really techy like ADP.
DeleteTechnology is a rapidly changing industry. It isn't the same as peanut butter, toilet paper, and toothpaste. Those things don't change much but technology changes every sub-decade. Since I work in the high tech industry I know how things can change really fast and the old guard is bound to change. I want to protect my dividends and my investment philosophy is slow and steady. Highly sporadic and changing industries ain't for me. If investors want high growth, tech has it. However it has its risks. Its analogous to the turtle and the hare. I prefer the turtle. I personally don't want to take that risk since I believe I can hit my goals with lower risk blue chips.
Makes sense. Thanks for the response!
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ReplyDeleteHey Y/D
ReplyDeleteWhat are your thoughts on Microsoft? Do you think it's a safe investment, since it's a tech stock? It seems like it's a good buy and has a really good future because of its financial strength and being one of only two companies with a AAA credit rating.
Thanks
Shane
My thoughts on MSFT as of this day: I would own this if I had the opportunity. It is one of the strongest tech companies in the world and it is recently pushing forward a nice dividend policy. I am sure they will be dividend aristocrat status one day. They are one of the safest tech companies around and their balance sheet is pristine. I consider MSFT less risky and cyclical than other technology companies due to its maturity and stable business model.
ReplyDeletewhat, no APH or TXN!?
ReplyDeleteThose 2 are wonderful companies that are likely to compound shareholder value for a very long time. Very sticky businesses as well as shareholder friendly companies.
Delete