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    Stock Market - Share your long term portfolio with us!

    December 08, 2017

    Stock Market - Share your long term portfolio with us!

    Share your long term portfolio with us!

    Posted: 08 Dec 2017 03:01 PM PST

    I created a video today on my long term portfolio and the different stocks I have in there: https://www.youtube.com/watch?v=Dm5sU7x_ob8

    For those of those who won't want to watch the video (I know, it's a bit long, but I wanted to get my reasoning for each position across!) here is my breakdown:

    • Total # of positions: 7

    • Largest to smallest: WYNN, SHOP (TSX), AMZN, BABA, TCEHY, SNAP, APH (TSX)

    Here's a quick 1 sentence on the reasoning for each:

    • WYNN - opened Wynn Palace in China this year, Macau gambling keeps rising MoM by big amount (sometimes 20+%), should continue to see massive growth here in the coming months as more and more people continue to go to Macau. Wynn is also the go-to Casino for VIPs.

    • SHOP - largest eCommerce provider, 500k+ merchants (probably close to 1M now), more and more merchants want to sell products online (including social media influencers) and they like using Shopify's platform for this. Citron drop was a good buying opportunity and I used it to add to my position

    • AMZN - not much needs to be said here. They are absolutely dominating, and their numbers from this holiday season should beat expectations. As they continue to expand (pharmacy, whole foods, etc.) I feel better and better about this hold.

    • BABA - Largest merchant in China - singles day blew numbers expected out the water. Growth is there, profits are there, and the CEO is driven. As they continue to expand worldwide (India, etc.) I see the company's profits increasing substantially.

    • TCEHY - Tencent is the largest company in China I believe (they passed 500B market cap) yet their profits are still growing at ridiculous amounts (60%+). They are the dominant platform in China for anything social media related, transaction related, and tons of other stuff as well that the app is capable of. Skype recently banned in China, and although it won't affect Chinese consumers much, it's another win for Tencent.

    • SNAP - Hated stock on Wall St., but I believe their user base is one of the strongest. Tencent also holds a stake in them (10% or so). They are THE platform for millennials, and social media influencers have been using Snapchat for selling merch, promotion, etc. As social media continues to grow, I believe Snapchat will become more and more relevant.

    • APH - Aphria is a marijuana company based out of Canada. I chose to invest in them as Canada is legalizing next year (2018) and I believe Aphria is in a position to overtake Canopy to become the #1 provider. They have strong fundamentals and will also be one of the biggest providers to the US once states start to legalize. More of a speculative play here as the industry is just starting up, but I believe some exposure to this is good for a long term hold.

    So those are my positions. Please share yours (don't post swing trades, but rather companies that you are holding for the long term and believe in - and let us know why). I will be adding another stock or two this month to my portfolio so take a guess as to what you think it is.

    submitted by /u/blackdragon1299
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    The stock market has 5% returns on average when the max decline in the previous year is low. This year lacked a 3% correction meaning next year will be weak if the average holds. The realized volatility in 2017 was the 2nd lowest since 1965.

    Posted: 08 Dec 2017 07:40 PM PST

    Tencent stock

    Posted: 08 Dec 2017 09:27 AM PST

    Does anyone know the difference between TCEHY and TCTZF? They have almost same price, and both are Tencent Holdings Ltd. Any feedback appreciated.

    submitted by /u/kalaalo
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    What happens after the U.S. stock market rises 8 months in a row

    Posted: 08 Dec 2017 02:16 AM PST

    Contrary to popular assumption, this is not a bearish sign. It means 1. There will be more small corrections/pullbacks next year. 2. There will not be a significant correction within the next few months.

    http://bullmarkets.co/what-will-the-sp-500-do-after-rising-8-months-in-a-row/

    submitted by /u/markethistory
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    Stock market on December 8, 2017: thoughts and outlook

    Posted: 08 Dec 2017 12:36 PM PST

    1. There is a really strong (+0.9) correlation between the S&P 500 and the 2 year Treasury yield. The 2 year Treasury yield is extremely overbought on every time frame. 2 year yield decline = S&P decline?
    2. this was a solid jobs report. and no, the current economic expansion isn't long-in-the-tooth
    3. tax cut will cause M&A to boom. long term bullish factor for U.S. stock market.

    http://bullmarkets.co/stock-market-on-december-8-2017-thoughts-and-outlook/

    submitted by /u/markethistory
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