Long Term Stock Plays
That time frame makes me think about things with finite resources that are and will stay in demand. Also, of industries where there are huge barriers to entry.
KMP - it's a stock I used to own.
VZ pays a nice dividend, is reasonably priced and has a near duopoly with AT&T.
CVX only pays 3.4% but oil is going higher. Google Peak Oil if you are not familiar with that theory.
Look at the oil sands companies in Canada. SU and CVE are the biggest and I own both. Both pay a decent dividend and I believe are a no-brainer for nice appreciation. The really annoying thing is the Canadian government does steal, I mean tax, 15% of all dividend income which is really annoying.
Another theme you could play is agriculture. It will be my next big research project. There are more than one billion poeple entering the middle class around the world in the next 20-25 years. They will buy cars (oil, metals, energy - I own TTM in several accounts), they will buy larger houses (wood, metal, energy), and they will eat more meat (easy is YUM and MCD for their massive Asian growth) . It's the meat and agriculture that I have yet to really look at but there will be a massive demand for it.
Altria - MO is purely a domestic business, the international operations are handled by PM
I would caution against the buy, hold and never worry again mentality. I thought I could treat my 401k in this manner - that didn't work out so well. Now, I do a quarterly checkup on the 401k funds and at least rebalance.
I know Cramer seems like a crazy guy jumping around and slapping buttons, but I agree with his mantra of "buy and homework".
Also have SYY for its good dividend history, and my guess of its continued good business prospects -- somebody's got to deliver food products to restaurants, hotels, etc.
Consider buying a utility --- gas, electric, water -- one that's local to you and that you write a check to each month. The idea is you pay them, they pay you. And being local, and holding the stock for years, eventually you should become knowledgeable with the company and its prospects. I'm doing this with my local water/elect/gas companies.
I'm partial to the food companies because they can expand in the emerging markets. So I hold WMT, PEP, DEO. Also PM. These companies for me for a 25 year hold. Assuming I might live that long.
CSA (Cogdell Spencer) is a REIT that has been good to me over the past half a year or so. They pay a nice dividend (about 5%), and have been steadily going up in share price. Still well off their historic highs.
I was looking at SeaDrill (SDRL), it looks pretty solid. Anyone have any insight on this stock?
Has never cut the dividend over the last 5 years, has increased the dividend several times.
Currently trading at 35.65
One year low: 32.02
One year high: 38.00
5 year low: 27.21
5 year high: 61.00
Pays $.55 dividend per quarter (currently 6.17%) and you can sell calls against the stock if you so desire.
LLY that I recommended earlier is up $2.11 from $35.65 since 9/14. Making new high ground, but then a lot of stocks are up in this recent bull run. Proceed with caution everyone.