Coo’s Hot Stocks

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Coo's Hot Stocks.

A collection of MooMooCoo’s favourite stocks, index and funds shortlist.

Latest Hot Stocks Update

Last Update on 19 April 2019

2019 is a year of Portfolio Balancing. After 9 years of the BULL-RUN, we need to sit back and balance the portfolio. Read this post for more details.

*CLICK TO EXPAND LIST*

Stock Recommendation

UK MARKET

[RIO] – Company with great ethos and well diversified raw mate including lithium ion. Strong Dividend Yield of 5.5% and healthy PE Ratio of 8. Good Long Term share for dividend reinvestment in your portfolio.

Buy if you are looking for commodities and dividend stocks. I like this more than any Oil stocks!

Update – 15th March 2019

[NG.L] – No longer my favourite Dividend return shares. High Debt, ageing assets and rising interest rates will hurt this companies return on investment very much. I personally have offloaded 80% and bought Global Dividends index for risk mitigation.

Update – 15 March 2019

[LGEN] – This is one of my favourite buy and forget shares. With an excellent low PE at under 12 and current dividend yield at 5.77% its the perfect trigger to buy. I am more than excited of the full purchase of CALA homes in march to establish in the housing market which the UK government is pushing for low cost homes. Read Special Report Here.

Update – 15th march 2019

[RB.L] – Home of Durex and Dettol. I am sure most have these two products in your home and always ever stocked. Yes the price have fallen from high £8 to £5.50. Its always been over priced and recent slow in sales worries investors on growth. 

Update – 15th March 2019

[ULVR] – Profits are still growing for Unilever. Brexit are impacting the move and may see slight dip over this political issues. Monitor the stocks closely and buy on the fall. Suggest buy under £40.

Update – 15th March 2019

[GSK] – Not everyone’s favourite share. Many fund manager things they are a bloated company with plenty of deadwood department which needs to be sold. I love their good PE at 12 and Dividend over 6%. This is a long term dividend income generating share for me. My strategy to sell/trade it whenever it hits more than 1680gbx. When it returns below 1300gbx buy again.

Update – 15th March 2019

[RSDB] – A good income generation company with 6% dividend return. Buy if you need some stable oil shares. For me, Oil crisis is over and there are better areas to focused on.

I would sell this share above 2700 and hold the cash. Oil Price most likely to come down and the price may drop below 2400 again.

Update – 15th March 2019

[OCDO] – A rival or a potential buy out to Amazon. OCDO are giving solutions to other food supermarket companies solution for unmanned warehouse sorting facilities. Recently Canada and France have signed up for their expertise. Currently priced the future value. Only time will tell.

M&S joint venture to expand future digital business.

Buy only under £9.00

Update – 15th March 2019

I’ve had a change of heart on Vodafone. I studied and followed Vodafone for last 4 years and never convinced about the business. Sitting between 160-170gbx, I feel the company is better prices just now. 

Telecoms is not an easy business as large capital is required for spectrum licence and infrastructures. Do you know that each time we move to next generation mode (5G, 6G),  the speed increases but the wavelength decreases. Telecoms companies needs to double the amount of infrastructure each time.

I like the 8% dividends. I think 5G will change and disrupt home broadband in future. Who needs home broadband when you ahve 5G on your phone. 5G will boost mobility gaming, streaming and online apps. Vodafone have secured most of the cleaner telecoms spectrum for 5G in Europe, India, South Africa and Australia. Their fortunes will not change overnight but definite in 2020. 

I highly recommend to buy it at this low point for a potential future growing dividends.

Update – 15th March 2019

[DGE] – A Rock solid company who have no distinct rivals.

10th April 2019

[HSBC] – The only Bank I invest my money in. Good dividends and excellent exposure to Asia emerging market.

10th April 2019

US MARKET

[SBUX] – A place which makes you sit in for more than an hour and can be found all over the world. An attractive 2% growing dividends. Recent drops due slow growth, retirement of CFO and customer bully scandal.

Starbucks are not innovating their business enough to buy for long term. Time to sell for other better companies

Update –  5th September 2018

[MCD] – Recent correction making this favourite long term McDonald very attractive with a 2.5% growing dividends.

MacDonalds shares have dropped below 160. Buy only if portfolio seeking dividend growth shares. Otherwise seek elsewhere for better growth stocks

Update – 30th June 2018

[KHC] – Warren Buffetts top 5 holdings. KHC is big enough to take over Unilever if they wants to push. With tech shares growing, investors are not holding on to these dividend paying shares hence the drop. 

Update – 15h March 2019

[AMZN] – I am starting to sell my Amazon shares in stages and move my stocks to elsewhere

Update – 15 March 2019

[DIS] – I really want to recommend this share to buy for long term. With the buy out of FOX, Disney are looking to fight it off with Netflix for the global streaming market. The shares have been stagnant for a 2-3 years despite the box office record each and every time. 

Disney should be breaking out in between 2019/2020

BUY Under $110

Update – 15th March 2019

Time to go airbus after the 2 failed 737 max planes accident this year.

Update – 15th March 2019

[PYPL] – There was a recent correction of >10% because of the breakup with EBAY mandatory payment provider. PayPal is one of my favourite cashless transaction company

Update – 15th March 2019

[ATVI] – E-SPORTS champion of the future. A must jump on bandwagon before it goes beyond $300 in the next 5-7 years. Read here for my report.

Update – 15th March 2019

[BABA] – A share I wish i did not trade. I would re-buy if it goes below $170 again. For a long term view BABA should be a hold for next ten years. It develops in all areas from FINTECH to AI.

Buy below 165.

Update – 15th March 2019

[FB] – FB is one of the best money making companies int he world with excellent low cost margin in their business. Basically making money like Ice vendors. 

Buy when everyone is fearful (or pissed off).

Facebook is no longer a social media. Future outlook

-dating app service

-video streaming service

-sports media live tv

gaming streaming

-business website build within fb

-workplace tools for business

-cashless transaction on WhatsApp and messenger

-future fintech with bank or credit loans

The price currently have not priced the above in.

Will you buy more today at 170?

Me?

I have bought loads. If it drops below 160 I will buy a lot more.

Update – 15th March 2019

[BRK-B] – The godfather of all shares. My strategy for this share is to buy every-time there is a major correction or recession.

Update – 15th March 2019

[NVDA] – A CEO with a vision. It goes from gaming, crypto-mining and AI clustering. Whats not to like about NVDA. Everyone loves it as much as Netflix and Boeing. Nvidia is the Future.

Update – 15th March 2019

[AMD] – We all love Lisa SU. Too many bears lurking around this share every-time. 

Not anymore. I was wrong about AMD! If AMD hit eh $8bn revenue at the current PE ratio, it should be worth between $40-50 a sharthe

Update – 15th March 2019

[APPL] – My top holding share. Apple is the best company in the world in my opinion. The super growth days are over, however the innovation still continues. A company stock which i would put in all types of portfolio. A hold here are there are plenty of opportunity to buy.

Read here for research.

I am selling to take some profit

Update – 15th March 2019

Update – 30th June 2018

[MSFT] – MSFT generation 3 is a different company focusing on innovating and cloud computing. Diversified into their Azure, Xbox gaming and cloud platform office bringing in steady revenue with a handsome dividend of 2,5%

 

Update – 10th April 2019

[LYFT] – A very overvalue company. Wait for UBER IPO to see the real value surface. Expect to drop in coming months.

Update – 10th April 2019

[COST] – The only retail company I am happy to invest in. A company Amazon cannot compete with. Walking to Costco on weekend is a family day out.

Update – 10th April 2019

EU MARKET

[BMW] – BMW needs to show the world they are killing their own Diesel and moving to full time electric before we see growth again. It can be difficult to grow when new factories needs to be built for full time electric cars. Good Dividend Long term Share.

Read the 7 key reasons to buy BMW.

BUY at 71 and below

Update – 15th March 2o19

[ADS] – This company have surpassed NIKE. Kids today feels Adidas is a household item to own. I think the boat has sailed as an investment stock. What else can Adidas do to justify the stock to cost 250 euros per share?

Update – 15th March 2019

An establish company growing at a young company’s rate. Young Millennial prefer Adidas over Nike.

Nike is back to reign 2019

Update – 15th March 2019

Recent IPO released, read my review of this company shares

The company is currently only worth $18bn. I think this company will soon be moving into the $30bn mark in next 18-24 months.

err…the current price already accounts for that just now at 600 a share.

Take the risk and plunge! This company has more likelihood to succeed more than any other companies out there. Same for Spotify

 

Update – 15th September 2018

Spotify is only worth $30bn while Netflix is worth $120bn?

Netflix has 120m versus 71m for Spotify subscribers.

Do the maths! 

I would buy for growth!

Update – 19 November 2018

ASIAN MARKET

[TCEHY] – One of the top 10 most expensive companies int he world. From E-Sports, online shopping, FINTECH, social media. Tencents owns almost everything including UBER and Spotify! The price have grown 100% last 12 months. Plenty of room to grow still.

Update – 15th March 2019

[1337.hk] – If you are looking for a hidden gem, you may have found an unpolished diamond. Read for my report.

I know it has lost 60% of its value. I recommend to buy and hold for for next ten years before it starts reaping. Give it time to grow.

Make sure you do not exceed 10% of your overall portfolio with Razer shares. You need to control your risk!

Update – 19 November 2018

[TSMC] – Everyone in this world owns a TSMC component in their home from phones, computer to speakers. Good dividend, steady growth company to own for long term.

Time to buy back in!

Update – 15th March 2019

Funds and Index

LOW COST INDEX FUNDS

LEGAL & GENERAL GLOBAL TECHNOLOGY INDEX 

At a low fees of 0.35% you can own Apple, Microsoft, Facebook and Google in a single index fund.

Read my recommendation here

LEGAL & GENERAL UK 100

This is basically the FTSE100 index investment. One of the lowest fees out there.

Fees at 0.06%

HSBC AMERICAN INDEX

All the great mega cap American companies from JNJ, Apple, Amazon, FB, Exxon. All at a very ultimate low fees of 0.06%.

Fees at 0.06%

 

MANAGER FUNDS

BAILLIE GIFFORD EMERGING MARKETS GROWTH

Asian Emerging Markets tends to have slightly higher fees. This one is going for 0.8%

This funds contains AliBaba, Tencents, Taiwan SemiConductor and Samsung. Four of the biggest east Asia shares in a single fund.

LINDSELL TRAIN JAPANESE EQUITY

 A very well diversified portfolio with under 20 stocks. Covers Nintendo, Kao and Shishedo which are stables Japanese consumer products.

Fees at 0.85%

LINDSELL TRAIN GLOBAL EQUITY

Global Equity which contains the world favourite consumer brands. A total of under 20 stocks which are all household names.

Discounted Fees at 0.54%

VANGUARD LOW COST INDEX

Global Emerging Markets Fund

Index of 160 global stocks for accumulation growth. More weighted to American and Japan Financials & Industrials.

Ongoing charge of 0.8%

S&P 500 US

A super low fee S&P 500 index funds. This fund have been recommended by Warren Buffett for many years. This index have beaten almost managers funds out in the market.

Fees at 0.07%

This is a an index funds of the best 50 stocks in Europe. Contains Total, Siemens, Daimler, BNP Paribas and more

Discounted Fees at 0.10%

AVOID

UK MARKET

US MARKET