Stocks Of The Month: CMCSA, MSFT, SBUX

First, another sale...(definitely) my final of 2019. (We're down to 26 stocks, which is pretty exciting!) BlackRock (BLK) was first bought in May 2013. It went up; I bought some more; then it flattened out - rolled over, really - over the past 2+ years. The anemic -2% revenue growth sealed its fate. I've sold it at a modest 15% gain (2% annualized). I used the proceeds from this sale to help fund additional purchases of three stocks that I identified at the beginning of the year, including one that continues its slow climb from a "5" to a "16"...


Comcast (CMCSA)

• $206.9B market cap
• 1.9% dividend yield
• $103.7B revenue
• 24% revenue growth
• $26.0B operating cash flow
• $13.1B free cash flow

Microsoft (MSFT)

• $1.05T market cap
• 1.3% dividend yield
• $125.8B revenue
• 12% revenue growth
• $52.2B operating cash flow
• $30.9B free cash flow

Starbucks (SBUX)

• $115.0B market cap
• 1.5% dividend yield
• $26.1B revenue
• 8% revenue growth
• $12.4B operating cash flow
• $3.8B free cash flow

Here's my current portfolio (buy and hold). As always, I believe in all of these stocks - until I sell them.

Amazon (AMZN) 14.82%
NVIDIA (NVDA) 12.80%
Apple (AAPL) 12.68%
Microsoft (MSFT) 9.59%
Tesla (TSLA) 8.37%
Alphabet (GOOGL) 6.17%
Facebook (FB) 4.28%
Intuitive Surgical (ISRG) 3.59%
Adobe (ADBE) 2.74%
Visa (V) 2.52%
Nike (NKE) 2.29%
Starbucks (SBUX) 2.26%
Comcast (CMCSA) 2.23%
Salesforce (CRM) 2.14%
Intel (INTC) 1.96%
UnitedHealth Group (UNH) 1.96%
Waste Management (WM) 1.79%
Costco Wholesale (COST) 1.55%
American Water Works (AWK) 1.19%
Union Pacific (UNP) 0.93%
Autodesk (ADSK) 0.87%
Norfolk Southern (NSC) 0.86%
CSX (CSX) 0.84%
Advanced Micro Devices (AMD) 0.80%
Canadian National Railway (CNI) 0.40%
Kansas City Southern (KSU) 0.36%