2014 share picks

Sonnenblumen

Plenty of my leading FTSE 100 etc stocks have been taking a hammering in recent weeks. Apart from an odd few exceptions, much of my picks have in recent weeks seen significant erosion of the 2014 YTD gains.

Some stocks now offer a new opportunity to buy in at lower SPs.

lucky john

Sonnenblumen wrote: »

Some stocks now offer a new opportunity to buy in at lower SPs.

I think markets are hard to call at the minute. There's a fair few reasons to be cautious about investing in stocks anywhere for now. The Ukraine situation, China slowdown, QE ending in US, European bank stress tests. Next couple of week are big for Q1reporting so I'd be inclined to sit on my hands and see how thing settle after that at least.

RobertKK

lucky john wrote: »

I think markets are hard to call at the minute. There's a fair few reasons to be cautious about investing in stocks anywhere for now. The Ukraine situation, China slowdown, QE ending in US, European bank stress tests. Next couple of week are big for Q1reporting so I'd be inclined to sit on my hands and see how thing settle after that at least.

Bought a small amount of Google shares on the German exchange, for earnings report on Wednesday, given the pull back in their SP.
Was lucky before there, had bought some on the NASDAQ at 1065, sold at 1206, and very lucky given the share price is not much different now from when I had bought them originally.

I have found it very easy to lose money at the moment, buy what you think is the bottom and then one finds out it was just the ledge of the next step down.

euroboom13

euroboom13 wrote: »

iseq

1. bank of ireland(26.3c)
2.inm(12c)
3.ptsb(4.72c)

good luck all!!

June 10
1. b.o.i (27.5)
2.inm (16.6)
3.ptsb (8.5

(feel its important time to reinforce predictions with all the negativity here)
I think ptsb wont perform much more ,as for the other 2 sky's the limit(ignore the headline chasers and stay on course)gla

lucky john

Near enough half way through the year.

Smurfitt kappa 18.34 +15%
Air Lingus 1.52 +19% as always with this the strikes are a major drag.
INM .166 +33%

wired117

Inm 15-16 cents +
Zamano 11 cents-
Teg 5.8p +

Halfway through year. Inm expect price to decrease with o reilly having to sell his stack. Zamano should increase cheap business model, Teg group going well with waste digestion plant fully functional

pitrn

SKG price fall to 15.88.. Any idea why so low? is it a good time to buy or wait?

lucky john

pitrn wrote: »

SKG price fall to 15.88.. Any idea why so low? is it a good time to buy or wait?

Totally over sold. Dropped this week because of over supply fears due to extra capacity possibly coming on stream in Europe in 2016. Definite fear about a European economic recovery priced in now. Great company, well run, nice dividend, very manageable debt, profitable. Not that you can always believe brokers but I doubt many would value it at less than €20 a share. Q2 results ant the end of july and I don't think they will disappoint.

Buy or wait? Well its your cash so all I can say is spend a bit of time researching this one and see if its worth a few euro.

spear_mint

RobertKK wrote: »

I sold yesterday for a 216% profit, nice week...

Truth is I do be on stocktwits and I saw a guy mention it, then that day it rose from the mid 0.80's and I decided better join in the party as it was rising fast, then it has a quiet enough couple of days before it went mental. made a nice 5 figure profit but it was by luck really.
Some good guys on stocktwits.

ECTE is awaiting CE approval in Europe is one I have money in, should happen anyday.
For a 50/50 gamble I have a small stake in MNKD. It is a high risk gamble so beware.
Then I took a stake in Vringo, it should have a great year, with all the money it should make from patent infringments by Google, ZTE and others, Microsoft already settled a case with them.
Potential of billions in money owed from patent infringements with rumours ZTE might just buy them as they owe potentially a lot of money, $1.5 billion plus.

They are my plays, I like a bit of risk.

anytime ive bought penny stocks , ive been stung by the enormous spread and the huge commission rates on trades , only penny stock ive ever made money on is patagonia gold on the london exchange but that was two years ago , its worth almost nothing today

pitrn

Hi, would anyone know what exactly this means..
"Smurfit Kappa is pleased to announce that it has successfully completed a new five year trade receivables securitisation programme of up to €240 million maturing in June 2019, utilising the Group’s receivables in France , the United Kingdom and Germany.

The new programme will be used to refinance a similar facility which matures in 2015. The programme complements the Group’s existing €175 million securitisation facility."

Is this a positive or negative news for shareholders?

lucky john

pitrn wrote: »

Hi, would anyone know what exactly this means..
"Smurfit Kappa is pleased to announce that it has successfully completed a new five year trade receivables securitisation programme of up to €240 million maturing in June 2019, utilising the Group’s receivables in France , the United Kingdom and Germany.

The new programme will be used to refinance a similar facility which matures in 2015. The programme complements the Group’s existing €175 million securitisation facility."

Is this a positive or negative news for shareholders?

from the bit you posted there it looks like a debt roll over. Skg have their borrowing well under control and this is just part of managing that. Small positive as it just reaffirms its financial position.

Skg is generating a nice free cash flow. It will be interesting to see what they do with it. M & A or return to shareholders.

euroboom13

euroboom13 wrote: »

iseq

1. bank of ireland(26.3c)
2.inm(12c)
3.ptsb(4.72c)

good luck all!!

1. Bank of Ireland 28
2. I n m 13
3. ptsb 7.4

20 august update, Long year!!!
2/3 of the year nearly complete, all well below peak 38c/19c/14c but up all the same ,another run left this year! we will see....... good luck

lucky john

Skg 16.30 +2.2%
Inm .13 +8.3%
Airlingus 1.36 +6.3%

Skg still a steal at this price.
Inm... hmmmmm
Airl the same old story, unions and pensions

1st dalkey dalkey

Been looking at the reits lately, and how they have been spending their ipo cash and leveraging. Anyone got any insights into these;
Green
Hibernia
IRES

from_the_past

smurfit kappa has a forward PE of a little below 10 and a ( 5 yr expected ) PEG of a mere .72

its very good value

from_the_past

one share which i would avoid right now is paddy power , all the bookies have had an awful year due to the threat of a goverment imposed levy by the uk goverment , paddy power delivered very poor results two days ago although it sees a better second half of 2014

it was very over valued for eighteen months and is still twice as expensive as the likes of smurfit kappa , will likely drop to 40 euro before resuming any kind of climb , if you want an expensive share , buy ryanair , at least its growing very well

Grecco

The Cuban wrote: »

Mediatek Inc. (2454.TW)-Taiwan

A mature microchip maker who have over the last 18 months taken a huge piece of the Chinese phone market with their low to mid priced CPUs. Just after releasing a 2 ghz 8 core chip which is now shipping.
They have developed a great business model whereby they sell the phone CPU and motherboard to other Cellphone manufacturers who tailor them (or kit them out) to their own spec. So basically you end up with a huge number of manufacturers installing the Mediatek chips in their phones.
The rate of growth of their market share has really accelerated over the last 5 months , the benefits of which will not be seen until July 2014 dividend which I suspect is going to be very good.
Also with Intel failing to make inroads into the cellphone CPU market with their Atom processors they are soon to go after a chip maker like this, if only to use up the spare cash and spare Manufacturing capability that Intel have.
The Taiwan dollar has lost some ground to the Euro over the last year and with the Euro starting to weaken it should recover again before the end of 2014

Good spot Cuban.
I threw a few quid at this earlier this year now its doing nicely thanks!!
Up $100 to $500 a share now, got $15/share dividend and it looks like the growth is going to continue.
New 64bit 8 core SoC chip released with LTE
Just release a 2k display smart phone
Gained serious round on its main rival qualcomm
Started selling to the massive smartphone crazy Indian market
Rumors that Intel is now circling...........

pitrn

from_the_past wrote: »

one share which i would avoid right now is paddy power , all the bookies have had an awful year due to the threat of a goverment imposed levy by the uk goverment , paddy power delivered very poor results two days ago although it sees a better second half of 2014

it was very over valued for eighteen months and is still twice as expensive as the likes of smurfit kappa , will likely drop to 40 euro before resuming any kind of climb , if you want an expensive share , buy ryanair , at least its growing very well

IS smurfit Kappa expensive for 15 euro price? Is it overly priced?

Electric Boobs

pitrn wrote: »

IS smurfit Kappa expensive for 15 euro price? Is it overly priced?

Well he said it had a forward PE! It's a pity he got banned!

Diairist

Any decent online share platforms you'd recommend? Something cheaper than Davy but ... reliable

Thanks, people.

Electric Boobs

Diairist wrote: »

Any decent online share platforms you'd recommend? Something cheaper than Davy but ... reliable

Thanks, people.

I trade in my Daddy's account. Considering €32 transaction charges, and the convenience of not having to pay annual fees, I'd just leave it that way for now

ABC101

Anybody any thoughts on Ormonde mining ? Possibly on the verge of breaking out when they get a mining permit in Spain.

Grawns

Topped up today as there was a dip. keeping a close eye and hoping for good news on Ormonde very soon.

ABC101

Grawns wrote: »

Topped up today as there was a dip. keeping a close eye and hoping for good news on Ormonde very soon.

It's a long time coming.....so near and yet so far!

Ace2007

Grawns wrote: »

Topped up today as there was a dip. keeping a close eye and hoping for good news on Ormonde very soon.

What's with the love for Ormonde?

ABC101

Ace2007 wrote: »

What's with the love for Ormonde?

Apparently they are on the cusp of a breakthrough..... awaiting a final permission for a mining permit in Spain.

However the final word was supposed to be out a few weeks ago... yet no word yet.

It is possible that this stock will go 'Nova'.... .but then that has been the expectation for the last few years.

Patience is a virtue!!

Ace2007

ABC101 wrote: »

Apparently they are on the cusp of a breakthrough..... awaiting a final permission for a mining permit in Spain.

However the final word was supposed to be out a few weeks ago... yet no word yet.

It is possible that this stock will go 'Nova'.... .but then that has been the expectation for the last few years.

Patience is a virtue!!

Yea I've heard about the permission thing before, but thought that was just a formality, as they got a permit already?

Stupid Question, what you mean go Nova?

ABC101

Ace2007 wrote: »

Yea I've heard about the permission thing before, but thought that was just a formality, as they got a permit already?

Stupid Question, what you mean go Nova?

Ehhh no AFAIK the final permit has not been issued, but it is expected imminently.

Nova is just a personal term of mine, ie supernova, when a star explodes, which is what a lot of people are hoping for with Ormonde share price soon.

Then it might be subject to a take over nxt year, who knows?

Should be a interesting 12 months!

Ace2007

ABC101 wrote: »

Ehhh no AFAIK the final permit has not been issued, but it is expected imminently.

Nova is just a personal term of mine, ie supernova, when a star explodes, which is what a lot of people are hoping for with Ormonde share price soon.

Then it might be subject to a take over nxt year, who knows?

Should be a interesting 12 months!

ha, there was me googling Nova for about 20 mins before asking.
Yea I'm read up on it before, at the moment it's just a plot of land with no planning permission so to speak, but getting that permit could see the share price rise fast, seen someone people talking mid teens/20 cent a share by end of 2015.

Ace2007

ABC101 wrote: »

Apparently they are on the cusp of a breakthrough..... awaiting a final permission for a mining permit in Spain.

However the final word was supposed to be out a few weeks ago... yet no word yet.

It is possible that this stock will go 'Nova'.... .but then that has been the expectation for the last few years.

Patience is a virtue!!

And so "nova" begins, up 22% today....