This article will examine individual companies targeted by the investment strategy used by my website capitalistwizard.com. When buying equities, I try and maintain a diversified portfolio. In this way my assets are spread out into all aspects of the economy. The purpose of this article is to review certain categories of industries I am now invested in. I will now focus on food, retail, capital/consumer goods, and marketing. Many of the stores and products I will mention here will sound familiar. These are companies that many of you do business with. One way of looking at this investment strategy is that by owning equities in companies you do business with allows you to spend money on your own investments.
I have invested in consumer products and the food industry. Stock in the two companies listed below have been sold for a profit. PepsiCo(PEP) operates Pepsi Bottling, Frito-Lay, and Quaker Foods. The beverages products include Pepsi-Cola, Gatorade, and Tropicana. Snack foods include Doritos and Ruffles. The Hershey Company(HSY) is a large well-known chocolate manufacturing company with its headquarters in Hershey, Pennsylvania. Hershey produces candy brands like Reese’s and Kit Kat bars. Hershey has purchased the low-calorie chocolate maker Lily’s in order to expand its products into healthier foods. I still own stock in the food producing companies listed below. Kellogg Company(K) is a large cereal, convenience food company. Its products include Keebler, Pringles, Pop-Tarts, Eggo, and Nutri-Grain. I have owned stock in this company since 2017. Kellogg holds its value by paying good dividends. I have recently bought stock in Lamb Weston Holdings(LW). This company is a producer and marketer of potato products and is also a major supplier of French fries to McDonalds.
I have owned stock in companies involved with retail, marketing, and other things. Dicks Sporting Goods Inc(DKS) is a large sporting goods retailer with over seven hundred stores across the country. This investment comes close to holding its equity value if dividends are considered. The rest of the companies listed below have been disappointing. Shutterstock Inc(SSTK) produces commercial digital content that can be images or music. The content can be used in Web-sites or publications. While still owning stock in Shutterstock, I have sold stock in this company for a loss. Target corporation(TGT) is a large discount store company with stores throughout the United States and Canada. This company is expanding its collaboration with Apple which makes Target a good source for Apple products. Advanced Auto Parts Inc(AAP) is a large retailer of auto parts and accessories. Yelp Inc(YELP) has a Web site and mobile app that provides information on local businesses. Users can write reviews on businesses like restaurants and retailers. GameStop Corporation(GME) is a retailer that sells video game hardware, software, and consumer electronics. I have sold stock in this company for a loss.
I will continue to provide updates on these stocks into the
future up to the point of sale. The next article I write describing individual
stocks will cover industries in a different category. Over time I will cover
all the individual equities I own. And I will also provide updates charting the
progress of these individual equities. I provide the ticket symbol for every
equity I mention. In this way you can check the individual stock on a financial
website. You can also go to my website capitalistwizard.com and look the stock
up in the portfolio section. The purpose of these articles is to convey the
progress of each individual stock. In doing this I hope to convey the importance
of maintaining a consistent investment strategy. I don’t just sell out of
reaction to bad news in the market. My strategy aims to hold on to stocks for
the long-term investment.
