# Any Stockpickers out there? **URL:** \ **Category:** Investing / Portfolios\ **Created:** [March 25, 2022, 7:04pm UTC](https://forum.mustachianpost.com/t/any-stockpickers-out-there/8203 "2022-03-25T19:04:03Z")\ **Posts on this page:** 20\ **Page:** 34
**Author:** ![anon17469660](https://forum.mustachianpost.com/letter_avatar_proxy/v4/letter/a/13edae/32.png) [@anon17469660](https://forum.mustachianpost.com/u/anon17469660)\ **Post date:** [May 7, 2025, 12:29pm UTC](https://forum.mustachianpost.com/t/any-stockpickers-out-there/8203/690 "2025-05-07T12:29:03Z")
Guess How Much Time Many Investors Spend on Researching Stock Buys? The median individual investor spends six minutes researching stocks before buying, a study finds. ([Source](https://www.wsj.com/finance/investing/buying-stocks-research-study-2a839a4a?st=MdT7go&reflink=desktopwebshare_permalink)) ---
**Author:** ![noname](https://forum.mustachianpost.com/letter_avatar_proxy/v4/letter/n/58f4c7/32.png) [@noname](https://forum.mustachianpost.com/u/noname)\ **Post date:** [May 9, 2025, 5:26am UTC](https://forum.mustachianpost.com/t/any-stockpickers-out-there/8203/691 "2025-05-09T05:26:28Z")
anybody is still considering buying the dip for anything? or it is gone? ---
**Author:** ![Abs\_max](https://forum.mustachianpost.com/user_avatar/forum.mustachianpost.com/abs_max/32/12379_2.png) [@Abs\_max](https://forum.mustachianpost.com/u/Abs_max)\ **Post date:** [May 9, 2025, 6:04am UTC](https://forum.mustachianpost.com/t/any-stockpickers-out-there/8203/692 "2025-05-09T06:04:44Z")
This is chart for SSAC.SW **ishares MSCI ACWI ETF traded in CHF** There is still plenty of dip to buy in the world market. If you should is up to you ![IMG_0302](https://forum.mustachianpost.com/uploads/default/original/3X/5/5/552573f3e85a759733a6292b590ac0ad50e86d9c.jpeg) ---
**Author:** ![cubanpete\_the\_swiss](https://forum.mustachianpost.com/user_avatar/forum.mustachianpost.com/cubanpete_the_swiss/32/15446_2.png) [@cubanpete\_the\_swiss](https://forum.mustachianpost.com/u/cubanpete_the_swiss)\ **Post date:** [May 9, 2025, 6:42am UTC](https://forum.mustachianpost.com/t/any-stockpickers-out-there/8203/693 "2025-05-09T06:42:44Z")
> [@noname](#): > > anybody is still considering buying the dip for anything? or it is gone? I’m not considering. I do what my mechanical strategies tell me. And that is at the moment just wait with an invested margin multiplier of 125% as of today. Very close to an all-time high by just doing nothing. That is why they call me the **managing siesta director**. My bear market protocol is active until the SP500 is at 95% of its last high. At the moment it is at 92.14%. It will be activated again under 80%. Life is easy if you stop worrying! ---
**Author:** ![Abs\_max](https://forum.mustachianpost.com/user_avatar/forum.mustachianpost.com/abs_max/32/12379_2.png) [@Abs\_max](https://forum.mustachianpost.com/u/Abs_max)\ **Post date:** [May 9, 2025, 8:56am UTC](https://forum.mustachianpost.com/t/any-stockpickers-out-there/8203/694 "2025-05-09T08:56:07Z")
My mechanical strategy is DCA & relax. 🙂 ---
**Author:** ![anon17469660](https://forum.mustachianpost.com/letter_avatar_proxy/v4/letter/a/13edae/32.png) [@anon17469660](https://forum.mustachianpost.com/u/anon17469660)\ **Post date:** [May 9, 2025, 10:05am UTC](https://forum.mustachianpost.com/t/any-stockpickers-out-there/8203/695 "2025-05-09T10:05:32Z")
Same same, plus some FASTgraphs magic fairy dust on top. My trading since the start of April: ![image](https://forum.mustachianpost.com/uploads/default/original/3X/2/8/28120a1478caa12edafb722836e18629a289ad08.jpeg) Imperial Brands, Main Street Capital and Oxford Square Capital are DRIP buys. Eversource, Community Healthcare Trust, Smucker, Pepsi and General Mills are all undervalued and were financed with a couple of sells: got rid of PPL because they’re nicely overvalued with a dividend yield down to 3%, got rid of LTC Properties since they haven’t raised their dividend since I bought them (March 2020, no less!) and gave up a couple of shares of CME since they’re also quite overvalued. Net effect is about $400 more dividends p.a. ($460 if I include the new dividends from DRIP). ---
**Author:** ![British\_Guy](https://forum.mustachianpost.com/letter_avatar_proxy/v4/letter/b/8491ac/32.png) [@British\_Guy](https://forum.mustachianpost.com/u/British_Guy)\ **Post date:** [May 10, 2025, 4:41pm UTC](https://forum.mustachianpost.com/t/any-stockpickers-out-there/8203/696 "2025-05-10T16:41:25Z")
I’ve been stockpicking for 2 years, with my entire portfolio. It’s underperformed most indicies but I hate the ETF / bit of everything approach. I focus on “deep value”, particularly in small / micro caps not represented in any major index. Worst performer to date is SMA Solar, down 70%. Best performer was Tower Semiconductor which doubled in price. About 6 weeks ago I went heavily into UK housebuilding due to: 1. net annual immigration between 750k and 1 million 2. increases value of land banks 3. interest rates coming down 4. a Labour government mortally afraid to engage with immigration. They’ll die on a hill fighting for housebuilding and planning reform because (compared with other topics) it’s politically non-contentious. Have more than 20% gain on aggregate on these investments, think it can double. ---
**Author:** ![anon17469660](https://forum.mustachianpost.com/letter_avatar_proxy/v4/letter/a/13edae/32.png) [@anon17469660](https://forum.mustachianpost.com/u/anon17469660)\ **Post date:** [May 10, 2025, 5:59pm UTC](https://forum.mustachianpost.com/t/any-stockpickers-out-there/8203/697 "2025-05-10T17:59:09Z")
Welcome to the forum! ---
**Author:** ![Dr.PI](https://forum.mustachianpost.com/user_avatar/forum.mustachianpost.com/dr.pi/32/5299_2.png) [@Dr.PI](https://forum.mustachianpost.com/u/Dr.PI)\ **Post date:** [May 11, 2025, 9:22am UTC](https://forum.mustachianpost.com/t/any-stockpickers-out-there/8203/699 "2025-05-11T09:22:40Z")
> [@British\_Guy](#): > > a Labour government mortally afraid to engage with immigration. They’ll die on a hill fighting for housebuilding and planning reform because (compared with other topics) it’s politically non-contentious. I have enough of CH and US politics to filter out from this forum. Please keep UK political stuff out of here. ---
**Author:** ![PhilMongoose](https://forum.mustachianpost.com/user_avatar/forum.mustachianpost.com/philmongoose/32/12331_2.png) [@PhilMongoose](https://forum.mustachianpost.com/u/PhilMongoose)\ **Post date:** [May 12, 2025, 8:48am UTC](https://forum.mustachianpost.com/t/any-stockpickers-out-there/8203/700 "2025-05-12T08:48:32Z")
QCOM acquisition deadline extended: [https://www.morningstar.com/news/dow-jones/202505121054/qualcomms-alphawave-takeover-deadline-gets-extended](https://www.morningstar.com/news/dow-jones/202505121054/qualcomms-alphawave-takeover-deadline-gets-extended) ---
**Author:** ![cubanpete\_the\_swiss](https://forum.mustachianpost.com/user_avatar/forum.mustachianpost.com/cubanpete_the_swiss/32/15446_2.png) [@cubanpete\_the\_swiss](https://forum.mustachianpost.com/u/cubanpete_the_swiss)\ **Post date:** [May 13, 2025, 9:09pm UTC](https://forum.mustachianpost.com/t/any-stockpickers-out-there/8203/701 "2025-05-13T21:09:14Z")
It almost hurt, but my robot (me) made me sell LC (never join a club that would even accept you) at a small gain of 22.19% after a year and ASTL at a loss of …ouch… 43.42%. And all that just to buy a boring CVR Energy (CVI) … ![image](https://forum.mustachianpost.com/uploads/default/original/3X/9/a/9a1e5286c177ed15fdc4f088e7ba674c8e4b9331.png) ---
**Author:** ![PhilMongoose](https://forum.mustachianpost.com/user_avatar/forum.mustachianpost.com/philmongoose/32/12331_2.png) [@PhilMongoose](https://forum.mustachianpost.com/u/PhilMongoose)\ **Post date:** [May 13, 2025, 9:48pm UTC](https://forum.mustachianpost.com/t/any-stockpickers-out-there/8203/702 "2025-05-13T21:48:30Z")
UNH - overreact much? bought. ---
**Author:** ![almi](https://forum.mustachianpost.com/user_avatar/forum.mustachianpost.com/almi/32/13414_2.png) [@almi](https://forum.mustachianpost.com/u/almi)\ **Post date:** [May 14, 2025, 12:37pm UTC](https://forum.mustachianpost.com/t/any-stockpickers-out-there/8203/703 "2025-05-14T12:37:19Z")
If the pharma cuts actually go into effect it would also be highly beneficial for them, no? Interesting that the rumors had 0 influence on their stock though. ---
**Author:** ![PhilMongoose](https://forum.mustachianpost.com/user_avatar/forum.mustachianpost.com/philmongoose/32/12331_2.png) [@PhilMongoose](https://forum.mustachianpost.com/u/PhilMongoose)\ **Post date:** [May 15, 2025, 4:05pm UTC](https://forum.mustachianpost.com/t/any-stockpickers-out-there/8203/704 "2025-05-15T16:05:32Z")
Now even cheaper today! 😅 What happened to sell in May and go away? 🤔 ---
**Author:** ![Mirager](https://forum.mustachianpost.com/user_avatar/forum.mustachianpost.com/mirager/32/12344_2.png) [@Mirager](https://forum.mustachianpost.com/u/Mirager)\ **Post date:** [May 15, 2025, 7:15pm UTC](https://forum.mustachianpost.com/t/any-stockpickers-out-there/8203/705 "2025-05-15T19:15:42Z")
Sounds like a falling…guillotine? It’s weird though, I was under the impression that it’s trading at 50% revenue which is crazy? ---
**Author:** ![cubanpete\_the\_swiss](https://forum.mustachianpost.com/user_avatar/forum.mustachianpost.com/cubanpete_the_swiss/32/15446_2.png) [@cubanpete\_the\_swiss](https://forum.mustachianpost.com/u/cubanpete_the_swiss)\ **Post date:** [May 15, 2025, 8:51pm UTC](https://forum.mustachianpost.com/t/any-stockpickers-out-there/8203/706 "2025-05-15T20:51:23Z")
Bought Dollar Tree (DLTR) today for my momentum strategy. Sold CUBI (+58.35%) and UAA (-34.82%). ![image](https://forum.mustachianpost.com/uploads/default/original/3X/0/9/0943f4887d1379900340af6b441576eb48567fef.png) ---
**Author:** ![conquestador](https://forum.mustachianpost.com/letter_avatar_proxy/v4/letter/c/9dc877/32.png) [@conquestador](https://forum.mustachianpost.com/u/conquestador)\ **Post date:** [May 16, 2025, 8:02am UTC](https://forum.mustachianpost.com/t/any-stockpickers-out-there/8203/707 "2025-05-16T08:02:35Z")
@anon17469660 May I please ask you for a Fastgraph analysis of Sika? Seemed very expensive for a long time but has lowered down and looks attractive to me now also with infrastructure programs globally. ---
**Author:** ![anon17469660](https://forum.mustachianpost.com/letter_avatar_proxy/v4/letter/a/13edae/32.png) [@anon17469660](https://forum.mustachianpost.com/u/anon17469660)\ **Post date:** [May 16, 2025, 10:52am UTC](https://forum.mustachianpost.com/t/any-stockpickers-out-there/8203/708 "2025-05-16T10:52:58Z")
![image](https://forum.mustachianpost.com/uploads/default/original/3X/6/e/6efc817ef7cbdf1decd064296c982d2b1576bada.jpeg) ---
**Author:** ![Pablo11](https://forum.mustachianpost.com/user_avatar/forum.mustachianpost.com/pablo11/32/12464_2.png) [@Pablo11](https://forum.mustachianpost.com/u/Pablo11)\ **Post date:** [May 16, 2025, 11:32am UTC](https://forum.mustachianpost.com/t/any-stockpickers-out-there/8203/709 "2025-05-16T11:32:07Z")
Anyone has a view on Estee Lauder (EL)? Looks like Michael Burry is bullish! > **['The Big Short' Fame Michael Burry Doubled Estée Lauder Stake Despite Slump,...](https://www.benzinga.com/markets/equities/25/05/45461072/the-big-short-fame-michael-burry-doubled-estee-lauder-stake-despite-slump-bet-against-nvidia-and-dumps-china-stocks-amid-trade-war-jitters-in-q1)** > > 'The Big Short' famed investor Michael Burry, who accurately predicted the 2008 housing market crash, has turned bearish on most equities while doubling his stake in cosmetics giant Estée Lauder Companies Inc. during the first quarter, according to... ---
**Author:** ![conquestador](https://forum.mustachianpost.com/letter_avatar_proxy/v4/letter/c/9dc877/32.png) [@conquestador](https://forum.mustachianpost.com/u/conquestador)\ **Post date:** [May 16, 2025, 12:56pm UTC](https://forum.mustachianpost.com/t/any-stockpickers-out-there/8203/710 "2025-05-16T12:56:27Z")
What a great service 🥰 thanks a lot @anon17469660 for the quick response [Previous page](https://forum.mustachianpost.com/t/any-stockpickers-out-there/8203.md?page=33) [Next page](https://forum.mustachianpost.com/t/any-stockpickers-out-there/8203.md?page=35)