# Any Stockpickers out there?
**URL:** https://forum.mustachianpost.com/t/any-stockpickers-out-there/8203
**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:** 66
### Author:  [@cubanpete\_the\_swiss](https://forum.mustachianpost.com/u/cubanpete_the_swiss)
#### Post date: [January 21, 2026, 1:31pm UTC](https://forum.mustachianpost.com/t/any-stockpickers-out-there/8203/1352 "2026-01-21T13:31:53Z")
I like Flowers too. But this is just to reinvest some of my dividends. Flowers is interesting for a new position.
I hold GIS since 2014, had a nice run, exactly the type of volatility I need for my “buy low sell high” part of my dividend strategy. Which is: “Invest dividend to a position still on buy and less than 4% of portfolio value in sequence of last buy. Sell down to 5% of portfolio value when over 6%”.
I’ll buy some today. It is not my choice, the dividend reinvestment is mechanical. 🤑
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### Author:  [@PhilMongoose](https://forum.mustachianpost.com/u/PhilMongoose)
#### Post date: [January 21, 2026, 1:49pm UTC](https://forum.mustachianpost.com/t/any-stockpickers-out-there/8203/1353 "2026-01-21T13:49:21Z")
BRK causing more turbulence for my portfolio: [dumping KHC](https://seekingalpha.com/news/4540794-berkshire-may-unload-275-kraft-heinz-stake---filing).
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### Author:  [@Mirager](https://forum.mustachianpost.com/u/Mirager)
#### Post date: [January 21, 2026, 2:39pm UTC](https://forum.mustachianpost.com/t/any-stockpickers-out-there/8203/1354 "2026-01-21T14:39:26Z")
Yeah, they need to make space for MSTR you see now that the (pre)boomer deadweight is finally gone. Edit /s not to get misunderstood…
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### Author:  [@cubanpete\_the\_swiss](https://forum.mustachianpost.com/u/cubanpete_the_swiss)
#### Post date: [January 21, 2026, 5:11pm UTC](https://forum.mustachianpost.com/t/any-stockpickers-out-there/8203/1356 "2026-01-21T17:11:55Z")
I have only 3 requirements regarding cash flow: OCF/Debt \>0.1 (0.33), FCF \> Dividend, EV/FCF \< 34 (11.5). The questions answered are “Does it have reasonable low debt?”, “Can it pay the dividend without taking on more debt?” and “Is it too expensive?”.
Year and quarter numbers for Flowers OK therefor.
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### Author:  [@PhilMongoose](https://forum.mustachianpost.com/u/PhilMongoose)
#### Post date: [January 22, 2026, 8:36pm UTC](https://forum.mustachianpost.com/t/any-stockpickers-out-there/8203/1357 "2026-01-22T20:36:57Z")
Regretted selling the silver miners. Bought back in today.
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### Author:  [@PhilMongoose](https://forum.mustachianpost.com/u/PhilMongoose)
#### Post date: [January 23, 2026, 8:10am UTC](https://forum.mustachianpost.com/t/any-stockpickers-out-there/8203/1358 "2026-01-23T08:10:01Z")
While we are talking consumer staples, there’s also Conagra Brands CAG. I think this has about an 8% dividend yield 😮
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### Author:  [@cubanpete\_the\_swiss](https://forum.mustachianpost.com/u/cubanpete_the_swiss)
#### Post date: [January 23, 2026, 9:24am UTC](https://forum.mustachianpost.com/t/any-stockpickers-out-there/8203/1359 "2026-01-23T09:24:46Z")
> [@PhilMongoose](#):
>
> Conagra Brands CAG
Cash flow was not OK for me for the first two quarters. Could be a seasonal problem, I would wait for next quarter and then check.
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### Author:  [@Obbiia](https://forum.mustachianpost.com/u/Obbiia)
#### Post date: [January 25, 2026, 7:58pm UTC](https://forum.mustachianpost.com/t/any-stockpickers-out-there/8203/1360 "2026-01-25T19:58:44Z")
I am working on a scoreboard for my individual stock picks, rating each stock of a candidate pool on technicals, valuation, solvency, sentiment, and market mechanics. Let me know if this is of interest to anybody.
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### Author:  [@Obbiia](https://forum.mustachianpost.com/u/Obbiia)
#### Post date: [January 25, 2026, 10:10pm UTC](https://forum.mustachianpost.com/t/any-stockpickers-out-there/8203/1362 "2026-01-25T22:10:56Z")
Rev growth and yf’s forward PE essentially. Some of the value indicators may better be placed in the sentiment category also… but yes, it is still an early version. Meta is another candidate that I feel is scored too high. I will refine over the next days and post progress and methodology if people are interested.
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### Author:  [@Butch](https://forum.mustachianpost.com/u/Butch)
#### Post date: [January 25, 2026, 10:46pm UTC](https://forum.mustachianpost.com/t/any-stockpickers-out-there/8203/1363 "2026-01-25T22:46:44Z")
Any chance of one of those fancy graphs for Rheinmetall and also a recent IPO in the defense space (CRG, listed in Amsterdam)?
Even if (hopefully) the Russia/Ukraine war ends, Europe (Germany especially) will be investing heavily in the coming years given the Europe-US rupture.
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### Author:  [@xerox5003](https://forum.mustachianpost.com/u/xerox5003)
#### Post date: [January 26, 2026, 6:34am UTC](https://forum.mustachianpost.com/t/any-stockpickers-out-there/8203/1364 "2026-01-26T06:34:29Z")
> [@Butch](#):
>
> Europe (Germany especially) will be investing heavily in the coming years given the Europe-US rupture.
I think, this is heavily priced in. I sold my remaining stocks last week and I am focusing more on US companies.
But as a longterm factor, RHM is definitely interesting!
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### Author:  [@Fliss](https://forum.mustachianpost.com/u/Fliss)
#### Post date: [January 26, 2026, 8:03am UTC](https://forum.mustachianpost.com/t/any-stockpickers-out-there/8203/1365 "2026-01-26T08:03:01Z")
> [@xerox5003](#):
>
> But as a longterm factor, RHM is definitely interesting!
With a 100x P/E ratio?
I don’t quite see that getting into reasonable territory anytime soon at current valuation..
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### Author:  [@PhilMongoose](https://forum.mustachianpost.com/u/PhilMongoose)
#### Post date: [January 26, 2026, 8:18am UTC](https://forum.mustachianpost.com/t/any-stockpickers-out-there/8203/1366 "2026-01-26T08:18:08Z")
**Bloomberg Commodity Index Component Target Weights for 2026**
| **Group / Commodity** | **2026 Target Weight (%)** |
| --- | --- |
| Energy | |
| [Brent Crude Oil](https://en.wikipedia.org/wiki/Brent_Crude) | 8.36% |
| [Natural Gas](https://en.wikipedia.org/wiki/Natural_gas) | 7.20% |
| [WTI Crude Oil](https://en.wikipedia.org/wiki/WTI_crude) | 6.64% |
| Low Sulphur Gas Oil | 2.89% |
| ULS Diesel | 2.19% |
| [RBOB](https://en.wikipedia.org/wiki/Reformulated_Blendstock_for_Oxygenate_Blending) Gasoline | 2.15% |
| **Energy Total** | **29.44%** |
| Grains | |
| Corn | 5.53% |
| Soybeans | 5.36% |
| Soybean Meal | 2.93% |
| Soybean Oil | 2.82% |
| Wheat | 2.72% |
| HRW Wheat | 1.79% |
| **Grains Total** | **21.15%** |
| Industrial Metals | |
| [COMEX Copper](https://en.wikipedia.org/wiki/Copper) | 6.36% |
| [LME Aluminum](https://en.wikipedia.org/wiki/LME_Aluminium) | 3.97% |
| [LME Zinc](https://en.wikipedia.org/wiki/LME_Zinc) | 2.25% |
| [LME Nickel](https://en.wikipedia.org/wiki/LME_Nickel) | 2.23% |
| [Lead](https://en.wikipedia.org/wiki/Lead) | 0.95% |
| **Industrial Metals Total** | **15.76%** |
| Precious Metals | |
| [Gold](https://en.wikipedia.org/wiki/Gold) | 14.90% |
| [Silver](https://en.wikipedia.org/wiki/Silver) | 3.94% |
| **Precious Metals Total** | **18.84%** |
| Softs | |
| Sugar | 2.95% |
| Coffee | 2.91% |
| Cocoa | 1.71% |
| [Cotton](https://en.wikipedia.org/wiki/Cotton) | 1.59% |
| **Softs Total** | **9.17%** |
| Livestock | |
| [Live Cattle](https://en.wikipedia.org/wiki/Live_cattle) | 3.86% |
| [Lean Hogs](https://en.wikipedia.org/wiki/Lean_Hog) | 1.78% |
| **Livestock Total** | **5.64%** |
Anyone know of good ETFs to invest in the sub-groups: Industrial metals and miners, Softs, and Livestock?
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### Author:  [@PhilMongoose](https://forum.mustachianpost.com/u/PhilMongoose)
#### Post date: [January 26, 2026, 8:53am UTC](https://forum.mustachianpost.com/t/any-stockpickers-out-there/8203/1367 "2026-01-26T08:53:17Z")
Top holdings today:
1. AMLP
2. BTI
3. NEM
4. AEM
5. VICI
6. KAP
7. WDS
8. B
9. GLDM
10. MO
11. NESN
12. GDX
13. NANR
14. URNM
15. O
16. PFE
17. FDS
18. UEC
19. XOM
20. GLD
A buy order triggered on NESN today moving it up above GDX.
Quite imbalanced as 7 of the top 10 stocks are resource/commodity stocks.
Of the top 20 the only stocks that are not resource stocks are either Tobacco (MO, BTI) or real estate (VICI, O) or NESN/PFE/FDS.
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### Author:  [@Butch](https://forum.mustachianpost.com/u/Butch)
#### Post date: [January 26, 2026, 9:54am UTC](https://forum.mustachianpost.com/t/any-stockpickers-out-there/8203/1368 "2026-01-26T09:54:04Z")
12 month price target by UBS is 2500 Euro and this is based on 3.5% of GDP defense spending
I believe 100 PE was 2024. Current is more around 40. Projected (2029, based on current stock price) would be around 18 which is industry avg.
I’m late to the party but am intrigued by the idea of a diversifying trade
- War continues = good for Rheinmetall, not so good for rest of economy
- War ends = good for rest of economy, not so good for Rheinmetall over time
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### Author:  [@cubanpete\_the\_swiss](https://forum.mustachianpost.com/u/cubanpete_the_swiss)
#### Post date: [January 26, 2026, 10:18am UTC](https://forum.mustachianpost.com/t/any-stockpickers-out-there/8203/1369 "2026-01-26T10:18:18Z")
Good idea with the top 20. Mine is not fair as the initial position in the dividend strategy is higher than the one in the momentum strategy and there are less positions. M for momentum, D for dividend strategy:
1. TPC (M)
2. CMI (D)
3. CAT (D)
4. EMR (D)
5. MO (D)
6. LMT (D)
7. IBM (D)
8. GILD (D)
9. ABBV (D)
10. PFG (D)
11. MET (D)
12. HST (D)
13. CSCO (D)
14. O (D)
15. CIB (M)
16. SMCI (M)
17. JNJ (D)
18. CNA (D)
19. MT (M)
20. MRK (D)
TPC is the biggest position by far, did multiply by more than 6 since first buy in 2024, double position. I am not allowed to sell because it is still on buy. I even may buy a third position if needed, my capt’n will tell me. However, I don’t like the risk involved with such big positions. But then, whenever I didn’t like something it used to be a good earner…
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### Author:  [@PhilMongoose](https://forum.mustachianpost.com/u/PhilMongoose)
#### Post date: [January 26, 2026, 5:10pm UTC](https://forum.mustachianpost.com/t/any-stockpickers-out-there/8203/1371 "2026-01-26T17:10:38Z")
It’s amazing how different the portfolios can look.
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### Author:  [@PhilMongoose](https://forum.mustachianpost.com/u/PhilMongoose)
#### Post date: [January 26, 2026, 5:55pm UTC](https://forum.mustachianpost.com/t/any-stockpickers-out-there/8203/1372 "2026-01-26T17:55:02Z")
Knife-catcher’s club. Just bought BAH on news govt cancelled contracts after employee leaked Trump’s tax returns:
> **[BAH - Booz Allen Hamilton Holding Corp Stock Price and Quote](https://finviz.com/quote.ashx?t=BAH&ty=c&p=d&b=1)**
>
> BAH - Booz Allen Hamilton Holding Corp - Stock screener for investors and traders, financial visualizations.
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### Author:  [@Mirager](https://forum.mustachianpost.com/u/Mirager)
#### Post date: [January 27, 2026, 8:01am UTC](https://forum.mustachianpost.com/t/any-stockpickers-out-there/8203/1373 "2026-01-27T08:01:59Z")
> [@xerox5003](#):
>
> RHM
Ah yes, one more missed opportunity for Mirager, thought to buy a year ago, obviously didn’t because “it’s already run up, it’s priced in”. Goes on to 3X…
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### Author:  [@FRD](https://forum.mustachianpost.com/u/FRD)
#### Post date: [January 27, 2026, 2:37pm UTC](https://forum.mustachianpost.com/t/any-stockpickers-out-there/8203/1374 "2026-01-27T14:37:08Z")
Hi all
Any opinion here about BY6 (BYD on Frankfurt Market) ?
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