2015 share picks.

lucky john

New year, new thread.

Its always easy to post your big gains after the event. Not so easy to nail your colours to the mast from the start. So this is just a challenge for fun. Pick a company, index, commodity you think will make you money if you were to buy now and sell it this time next year.

I will pick 3 irish companies again this year.

Inm gets booted as far off the new list as possible. Reluctantly droping airlingus, especially with oil dropping like a stone.

Bank of ireland. 33c. I'm invested in here for a long time now but I expect a very profitable year.
Smurfitt kappa. 18.11 still undervalued with big potential.
Green reit. 1.31 the wild card for the year. Experienced management and well invested.

euroboom13

2015 picks(very speculative, want at least 50% on all, but greencore(10/20%))

1)independent news and media (13c)
2)bank of Ireland (33c)
3)Tesco (£1.68)
4)Greencore (£2.90)

Again ,tescos ,indo and bank of Ireland are high risk, so nothing conservative here.Will be watching ptsb and AIB for entry at 2c wish, also if providence(petroceltic 120c) hits 30/50c might take a very risky punt, depending on oil stability .

punts
Good luck

lucky john

Oil is going to be the story of the year. It's just to early to know how to capitalise on it yet. As it stands we are heading for $40 . At that stage the consequences for some companies and even countries will be horrendous. However, there will be big winners by the time this is over. Its going to be one hell of a shake down.

I'll be on the look out for a nice eft in a few months that may reflect the new status.

robp

lucky john wrote: »

Oil is going to be the story of the year. It's just to early to know how to capitalise on it yet. As it stands we are heading for $40 . At that stage the consequences for some companies and even countries will be horrendous. However, there will be big winners by the time this is over. Its going to be one hell of a shake down.

I'll be on the look out for a nice eft in a few months that may reflect the new status.

Are we going to see undervalued oil company stock? I have read the pricing of oil companies poorly reflect poor oil barrel price.

RobertKK

I will pick three from the biotech area.

1. GERN (Geron Corporation) $3.23
Signed a deal with Johnson and Johnson for their drug Imetelstat, early stages but could be worth upto $900 million for the company plus royalties when drug is approved on market. Seen as a breakthrough drug in the treatment of blood cancers.
It has to go through the process of getting the drug approved but JNJ behind them along with the Mayo clinic, so this may be one to buy now for a 2 to 3 year hold for large gains.
JNJ did a similar type deal with PCYC, company went from a market cap of under $200 million to $10 billion in 2 years.
Potential 500% return over the next 2 to 3 years.

2. GNFT (Genfit) €36.75
Expecting good news from this company in March when it releases results from it's NASH trial. Rival company Intercept Pharmaceuticals (ICPT) has a drug too for the disease but it affects the Cholesterol levels in a negative way, which Genfit's drug doesn't.
Initial results for ICPT drove the stock price from $75 to a high of $497 in a matter of a few trading days earlier this year, before the normal pullback and then bad cholesterol data brought it down.
Hoping for a big move for GNFT.

3. MGNX (Macrogenics) $29.75
It uses next generation antibody technology so a molecule can target a diseased cell and kill it. Data has been good for the company.

It's biotech, so it is risky.
Oil will be interesting when market bottoms out, it will be like biotech last April, great buys available and money to be made.

lucky john

robp wrote: »

Are we going to see undervalued oil company stock? I have read the pricing of oil companies poorly reflect poor oil barrel price.

Doesn't need to be an oil producing companies. Could be an oil services, refining or even shipping. If the us decide to start exporting oil, is there opportunity there. Its an open book at the moment.

euroboom13

RobertKK wrote: »

I will pick three from the biotech area.

1. GERN (Geron Corporation) $3.23
Signed a deal with Johnson and Johnson for their drug Imetelstat, early stages but could be worth upto $900 million for the company plus royalties when drug is approved on market. Seen as a breakthrough drug in the treatment of blood cancers.
It has to go through the process of getting the drug approved but JNJ behind them along with the Mayo clinic, so this may be one to buy now for a 2 to 3 year hold for large gains.
JNJ did a similar type deal with PCYC, company went from a market cap of under $200 million to $10 billion in 2 years.
Potential 500% return over the next 2 to 3 years.

2. GNFT (Genfit) €36.75
Expecting good news from this company in March when it releases results from it's NASH trial. Rival company Intercept Pharmaceuticals (ICPT) has a drug too for the disease but it affects the Cholesterol levels in a negative way, which Genfit's drug doesn't.
Initial results for ICPT drove the stock price from $75 to a high of $497 in a matter of a few trading days earlier this year, before the normal pullback and then bad cholesterol data brought it down.
Hoping for a big move for GNFT.

3. MGNX (Macrogenics) $29.75
It uses next generation antibody technology so a molecule can target a diseased cell and kill it. Data has been good for the company.

It's biotech, so it is risky.
Oil will be interesting when market bottoms out, it will be like biotech last April, great buys available and money to be made.

I like a punt, and have never looked into this area, will follow closely.
I am also weary of the dollar, I don't think a strong currency suits them(but drugs are global I suppose)
Goodluck

Sonnenblumen

2015 Picks

Tesco
National Grid
United Utility Group
Hurricane Energy

gene_slackman

1. citi

2. GM

3. michael korrs

ABC101

My picks...based purely on my perspective.

Ormonde mining....I've mentioned this one before, but the last two months of 2014 have been very disappointing indeed, despite the good news of the permit. But I am still positive about ORM for numerous reasons. By year end I would hope to see SP over 8 c.

BoI, more good news coming down the tracks with increasing profitability. But I see two negatives, a recent article that Noonan wants to hold onto the 14% holding to maintain some influence on the BoM. If this is indeed true, I see it as bad news for shareholders.

Second negative is the possibility of greater political instability after next GE, I'm not sure if a group of Marxist socialists could agree to make a decision between themselves for the good of the country. Just appear too flakey. Time will tell anyway, but when one of them state that the revolution of 1917 was the greatest moment in human history I become a touch worried. Choppy water ahead I think! The FG + Lab coalition looks flakey enough as it is!

Third point, BOI require to have a contingency plan in place if R.Bouchers health goes south again and he is forced to retire.

I think 40c by year end is possible.

AIB, could be an interesting bet, but I usupect the Govt want to hold onto this cash cow and milk it for everything. AIB require to update the online banking, but cannot due to political interference. Two cent by year end?

Conroy Gold and Nat Resources, interesting play here, but the spread is v big. I believe they are going to open a mine shortly. Could this be the next Aminex?

INM, probably will nudge up a bit, but I don't see anything spectacular happening, the two main holders will use it for their own purposes, shareholders need to remember they are minnows in the pond with the big fish. But with a recovering irish economy advertising spend should pick up over the year. So the SP should be higher at year end, but not by much.

Outside Ireland, I had hopes for Greek financials, top 4 banks, but with Syriza coming down the tracks anything could happen. Stay away for now I think!

Uranium, with a restart of Japan's reactors (which has been predicted for the last 2 years), this should nudge uranium prices up more, but with oil down, it may be politically / financially more acceptable to keep nuclear switched off. Not sure how the Russian sanctions will effect uranium supply, but Energy Fuels, UR energy, Cameco, Denison mines are all on my watch list.

Energy fuels appears very cyclical, could be a good stock to jump in and out off.

And to finish, I'll probably be wrong on all my predictions, but hey who cares I'm sure there will be good and bad in 2015 for us all!!!

Sonnenblumen

Reading through the posts has made me giggle and reminded me of buying music. You would think the reason(s) why would be obvious, but like music, weird names and cover graphics also played a part in the buying decision.

Anyways whatever your methodology, I wish all well and luck in 2015.

ballyharpat

I am thinking that Oil is going to be a winner, if not in the next 12 months, definitely the next 18.

I am putting 10% of my cash portfolio into:

1-SSL (sasol) I sold earlier in the year after a 100% profit and a nice div, back in again.

2-USO I know nothing about filing taxes for this company, but I believe there is something like a K1? so it will require me to stay on top of taxes.

3-AAPL-Apple-I think there is lots of room for growth with the new payment method becoming popular, as well as the smartwatch and what that may be able to do.

Heres to a profitable 2015-and I keep all cash/stocks in dollars, so I believe in that alone I will make 7-10%

AAPL at $98
SSL at $34
USO at $21.22

RobertKK

RobertKK wrote: »

I will pick three from the biotech area.

1. GERN (Geron Corporation) $3.23
Signed a deal with Johnson and Johnson for their drug Imetelstat, early stages but could be worth upto $900 million for the company plus royalties when drug is approved on market. Seen as a breakthrough drug in the treatment of blood cancers.
It has to go through the process of getting the drug approved but JNJ behind them along with the Mayo clinic, so this may be one to buy now for a 2 to 3 year hold for large gains.
JNJ did a similar type deal with PCYC, company went from a market cap of under $200 million to $10 billion in 2 years.
Potential 500% return over the next 2 to 3 years.

2. GNFT (Genfit) €36.75
Expecting good news from this company in March when it releases results from it's NASH trial. Rival company Intercept Pharmaceuticals (ICPT) has a drug too for the disease but it affects the Cholesterol levels in a negative way, which Genfit's drug doesn't.
Initial results for ICPT drove the stock price from $75 to a high of $497 in a matter of a few trading days earlier this year, before the normal pullback and then bad cholesterol data brought it down.
Hoping for a big move for GNFT.

3. MGNX (Macrogenics) $29.75
It uses next generation antibody technology so a molecule can target a diseased cell and kill it. Data has been good for the company.

It's biotech, so it is risky.
Oil will be interesting when market bottoms out, it will be like biotech last April, great buys available and money to be made.

I want to add two more to my list.

4. Avalanche Biotechnologies. AAVL
They are in the eye care area and are developing products using gene therapy to treat eye diseases.
Current price: $54.00

5. Stemline Therapeutics. STML
Developing treatments that target cancer stem cells.
Current price: $17.06


Start of year prices:
Original picks
Gern $3.25, up 3 cents.
Genfit €37.68, up 93 cent.
Macrogenics $35.07, up $5.32.
New years day picks.
Avalanche biotechnologies $54.00
Stemline Therapeutics $17.06

I got my money that I have invested in these put into US dollars earlier last year (2014) so I gained some from a stronger US dollar.
I think the US dollar continues to strengthen this year with the ECB doing quantitative easing.

euroboom13

Massive year ahead

When you see a major currency slip like Russia , and oil price plummet, you are going to see an equal or opposite movement in every area.

No stone to be left unturned 2015(may take 2 or so yrs thou/2015/6/7)

Just a thought.
Good luck and be brave

wenxue

LC $25

True $23

Ire $15

euroboom13

Yanks hate a strong $,and if you are relying on a strong dollar you will need a truck load of HOPE.

Well done so far ,brave long term move! good luck

ballyharpat

euroboom13 wrote: »

Yanks hate a strong $,and if you are relying on a strong dollar you will need a truck load of HOPE.

Well done so far ,brave long term move! good luck

I think the Market is a balancing act, it's an educated gamble, I believe that most US stocks are not solely dependent on the US, so they are diversified. While the USA may not like a strong dollar, against the euro, they do not have much of a choice at the minute, their economy has strengthened and with that positive the dollar also strengthens, it's now up to the euro to strengthen through QE of their own, I believe this has to happen to a degree, although the Germans would prefer this not to happen.

wenxue

ballyharpat wrote: »

I think the Market is a balancing act, it's an educated gamble, I believe that most US stocks are not solely dependent on the US, so they are diversified. While the USA may not like a strong dollar, against the euro, they do not have much of a choice at the minute, their economy has strengthened and with that positive the dollar also strengthens, it's now up to the euro to strengthen through QE of their own, I believe this has to happen to a degree, although the Germans would prefer this not to happen.

Totally agree with you,I think we will see 1$:1 euro at 2016-2017 even 1.1 euro change 1 dollar.if Ukraine conditions change worse,that time will getting quicker.

ballyharpat

wenxue wrote: »

Totally agree with you,I think we will see 1$:1 euro at 2016-2017 even 1.1 euro change 1 dollar.if Ukraine conditions change worse,that time will getting quicker.

I do think the dollar will get stronger, but I can't really seeing it going above 0.9euro vs$1

Again, anything could happen, but I think the world economy would be very unbalanced if the dollar got to par with the euro and stayed there very long....

colman1212

Hortonworks (HDP) on the NASDAQ.
This company specializes in big data technologies which are going to be huge over the next few years. The IPO happened last month and the shares were sold in the primary market at $16, Currently at $27. Expect a big 2015 from them.

wenxue

colman1212 wrote: »

Hortonworks (HDP) on the NASDAQ.
This company specializes in big data technologies which are going to be huge over the next few years. The IPO happened last month and the shares were sold in the primary market at $16, Currently at $27. Expect a big 2015 from them.

Net profit margin -309.48% -258.68%

very brave！

colman1212

wenxue wrote: »

Net profit margin -309.48% -258.68%

very brave！

Yeah its speculative but I work in this industry and I've seen the potential of this technology, Big data technologies is what the framework of facebook, linkedin, google, amazon etc is built on.

As we move forward companies are collecting more and more data but have no way of handling it, it was too expensive to store so was effectively ending up in the bin. Hortonworks provide a solution to this problem so that companies can derive value from their data through storage and analytics and more and more companies are going down this road. Their costs out weigh their earnings right now as they are trying to get this thing of the ground but it will take off.

wenxue

colman1212 wrote: »

Yeah its speculative but I work in this industry and I've seen the potential of this technology, Big data technologies is what the framework of facebook, linkedin, google, amazon etc is built on.

As we move forward companies are collecting more and more data but have no way of handling it, it was too expensive to store so was effectively ending up in the bin. Hortonworks provide a solution to this problem so that companies can derive value from their data through storage and analytics and more and more companies are going down this road. Their costs out weigh their earnings right now as they are trying to get this thing of the ground but it will take off.

yes，you are right,I like this company well,and Cloudera,MapR ect, I trust Big data technologies will have good future,
But,
please know that,Good business is not always good share,like 3d print industry,I know their future and trust its new industry revolution,but please check their price.....

colman1212

wenxue wrote: »

yes，you are right,I like this company well,and Cloudera,MapR ect, I trust Big data technologies will have good future,
But,
please know that,Good business is not always good share,like 3d print industry,I know their future and trust its new industry revolution,but please check their price.....

Yeah everyone says to avoid it but I guess I may have to learn the hard way :-)
http://seekingalpha.com/article/2790945-should-you-invest-in-hortonworks

Grecco

Stobart Group Ltd LON: STOB Will benefit immensely from the cheap Oil, new routes been developed, lots of potential to expand. Share price at £1.09, should hit £1.50 before the years out.

UCB Pharma EBR: UCB A medium size Pharmaceutical co. which has a good revenue stream, and some nice revenue earning drugs. Opened a new Bio-pharma plant this year, 3 Blockbuster drugs at final stages of approval, an one of them will catapult this co forward. Currently trading at €63 should easily hit €75 by mid 2015.

Qualcomm (QCOM)
"The company hit a rough patch in 2014 as an investigation by China's National Development and Reform Commission for monopolistic practices has hurt its ability to collect licensing fees on some handsets manufactured in China. These licensing issues hurt earnings per share by roughly 5 percent over the last two quarters. Ultimately, China and Qualcomm need each other. China would like to grow its nascent foundry business (semiconductor production), and Qualcomm shifting some production to China would be a good start. On the flip side, China is approving licenses for 4G service and the growth in 4G handsets in China is a significant and growing driver of global handset growth. Average handset prices are declining, though the rate of decline is likely to moderate as emerging market middle classes grow and buy more expensive phones. " -- not my own words but a good summary from CNBC
Qualcom should hit $100 by the end of 2015

Finally
Put cash into Sterling. A full-scale quantitative easing in the euro zone looked all but certain as the German economy is now starting to struggle especially now that the Russian market is getting hammered. Expect the Euro to fall to as low as 70p by the year end.

lucky john

A lot of bets on a big decline in the euro. At this point in time its hard to disagree with that. My only concern would be how the US and even UK will deal with been such a strong currency as others decline at a rate of knots. A weak dollar is responsible for an improved US economy as much as qe. With Europe, Russia, Japan and a few others in free fall that will leave the US consumers bearing the job of carrying the economy forward. With debt there still high it can't be a forgone conclusion that they can do that. At some point there will have to be a reaction to a strengthen dollar. They may be happy enough to accept 1 euro to 1.20 dollars but alarm bells will surely start ringing after that. The UK dito. A strong sterling won't be good for them either. It is possible sterling will be held back by the elections there and the prospect of the UK leaving the euro zone. Time will tell. Definitely an interesting year in prospect with central banker to the fore again.

Johnny Jukebox

colman1212 wrote: »

Yeah everyone says to avoid it but I guess I may have to learn the hard way :-)
http://seekingalpha.com/article/2790945-should-you-invest-in-hortonworks

Hard to argue with any of the above.... but there is precedent for building a very successful company on open source application software - take JBoss for example.

Of course, their ultimate success depended on been taken out by a bigger player in the space (Red Hat) but still...

euroboom13

being bullish on further $ strength now is wishful, if not foolish.

Definitely some good $ listed companies, but I would be very cautious on relying on more $ strength.

America in the past like ,Russia last few weeks ,have taken dramatic overnight devaluation, and ,IMO, this is likely 2015.(not a popular view, but invest some thought in it)

Good luck.

delux

I'll pick two from the UK market,
Supergroup (SGP.L)
Iomart (IOM.L)

jank

Handy image here showing the ups and downs of various indexes, currencies and commodities in 2014. Energy being a big loser last year so I have to go with that.
http://www.businessinsider.com.au/2014-futures-performance-2014-12


A share pick for me is ASX:QBE

As for an index, well if the FTSE dipped by more than 7% early on I would put some cash into a linked ETF.

colman1212

jank wrote: »

A share pick for me is ASX:QBE

Why QBE out of interest?
I assume you are here in Oz too so a question I have is, would you currently hold off investing in the US market given the weakness of the AUD against the greenback? Cheers.

jank

QBE is a bit of a hedge against the USD although it has not materialized as of yet. 2013 and 2014 have been terrible years for QBE after excess M&A from previous years but it seems the worst is over and 2015 may be a good one for this stock. Good EPS and DIV are forecast-ed. I have been a holder now for a while and doubled my holdings recently after a dip. To me this is a long term holding but 2015 onwards I think will be good for QBE.

ABC101

Just looking at the USD Euro rate on x rates there, quiet a drop over the last 12 months, from 1.36 to 1.18 and still on a downward trajectory.

I see Greek bank stocks are down 6% this morning, comments that Angela is not too worried about a Greek euro exit.

What surprises me is the speed at which the markets can turn, certainly the decline in euro / USD since May has been surprising. Well to me anyway!

Ace2007

No risk no reward is what they say.

1. Kenmare - Share price has plummet in the last 12 months from high of 24c to about 3.5c currently, next few weeks are crucial but if they get over that i think could be onto a good return even over one year.

2. Ormond minining - everything they need is in place, bar the funding, - current share price is 4.5c - but all reports sound positive:

John Meyer, mining analyst at SP Angel, talks (LSE) (03.01.15) about the outlook for metals in 2015. He is optimistic that it will be a better year for mining than the one just ended and mentions two or three companies that are worthy watchlist candidates. His short list includes Ormonde, whose Barruecopardo project he describes as "world class' and whose negotiations re funding should come good, he reckons,"early in the New Year".

3. BOI - 30.4c - have been following this one for a while, in terms of risk/reward, if economy continues to grow, and the total shares in circulation was to be reduced, then the share price could grow in 2015.

ballyharpat

aaaggggghhhhhh!!!!!!

If it wasn't for me holding a lot of cash in dollars, I would be down nearly 10% in my portfolio over the last 3 weeks.....Having said that, I am confident that it will improve, as I had stated I am in oil for 12/18 months before I believe I will start seeing a profit......

Here is an article that raises some interesting points though and may topple my idea of making profit.
https://blogs.cfainstitute.org/investor/2015/01/13/whats-really-behind-the-plunge-in-oil-prices/

Farmer Pudsey

It is hard to predict stock from start of year. However opportunities this year

PTSB buy below 6c/share expect it will recover after it funding is started. I think it onlt requires to fund 100 million to sort it EU target. It will do well if QE is undertaking as it costs of funds will reduce. As well it may becom a take over target as banks look to renter the Irish market.

Bank of Ireland buy at or below 30c/share it volitility is it strenght. Exit at 35c/share and watch reentry point again.

Providance resources it may well climb strongly when oil prices recover as it has some of it funding for development of narryroe field sorted

With funds at disposal 40% PTSB, 40% BOI and 20% Providance

Prezatch

RobertKK wrote: »

2. GNFT (Genfit) €36.75
Expecting good news from this company in March when it releases results from it's NASH trial. Rival company Intercept Pharmaceuticals (ICPT) has a drug too for the disease but it affects the Cholesterol levels in a negative way, which Genfit's drug doesn't.
Initial results for ICPT drove the stock price from $75 to a high of $497 in a matter of a few trading days earlier this year, before the normal pullback and then bad cholesterol data brought it down.
Hoping for a big move for GNFT.

Up around 40% already to 53.... nice pick, you must be very pleased

RobertKK

JoeyD wrote: »

Up around 40% already to 53.... nice pick, you must be very pleased

Yeah, I bought at €40 and then for my pension account I bought some more a couple of days back.
When I recommended it I was at a loss...as they had issued new shares, but they did the right thing, issued when the price was high.
It is rising now ahead of the data release in March. If the data is very good, the rise so far would be just the starters.
ICPT have a market cap over $3 billion, GNFT has a market cap of €1.3 billion, and it is the Liver disease of NASH that they are targetting which has a huge market of currently unmet need.
So if data is very good, in my opinion the stock could double or more in value.
There is always risk, but I believe the biggest gains are still to come, with the biggest factor being how effective is the drug rather than if it is effective.
Could be wrong, but I feel confident.

https://twitter.com/genfit_pharma/status/540911057557266432

euroboom13

euroboom13 wrote: »

2015 picks(very speculative, want at least 50% on all, but greencore(10/20%))

1)independent news and media (13c)
2)bank of Ireland (33c)
3)Tesco (£1.68)
4)Greencore (£2.90)

Again ,tescos ,indo and bank of Ireland are high risk, so nothing conservative here.Will be watching ptsb and AIB for entry at 2c wish, also if providence(petroceltic 120c) hits 30/50c might take a very risky punt, depending on oil stability .

punts
Good luck

Update 29jan
1)INM (13c) down to 12.5c (-5%)
2)BOI (33c) down to 27c (-20%)
3)Tesco (168p) up to 227p (+35%)
4)greencore (290p)up to 303p(+5%)

ballyharpat

my current gains/losses, Weighting of stock inequity portfolio in brackets, I'm heavily invested in oil, and also have PBW and SPWR, very energy heavy, but it's temporary....

AAPL at $98 now 117 (10%)
SSL at $34 now 37 (10%)
USO at $21.22 now 17.84 (10%)

I bought OIL YESTRDAY AT 9.99, NOW 10.70 (5%)

I'm happy enough with them, wasn't expecting USO to drop 20% though. I have practically no cash on hand, not something I like, I like to have a few grand in case I see something I really like, but such is life....

RobertKK

Year to date:
Geron (GERN) -2.15%
Macrogenics (MGNX) -9.18%
Genfit (GNFT) +52.6%
Avalanche biotechnologies (AAVL) -26.52%
Stemline (STML) -9.26%

Gern is going to be a slow burner but could easily get break through designation (BTD) which would send them soaring.
Past week performance -1.55%

Macrogenics has no new news to move it, this was around $20 for a lot of last year, consolidating at the moment.
Past week performance -2.53%

Genfit is on fire, ICPT who have a drug in development got BTD last night and went up over 17%, Genfit tweeted how good the news was for the NASH treatment area. Genfit was given fast track designation for their NASH drug a year ago.
Past week performance +25.18%

Avalanche biotechnologies, ok I did not buy at the start of year price, but it is now in an area good to buy. Gene therapy drugs are the future, I still expect a great year for this company, potential for the share price is huge. Their drug if is successful and the belief is it will be, gives this company a potential to increase share price 4 to 5 times current share price.
The drug is a gene therapy thhat cures a certain type of blindness that currently has no good treatment.
More on gene therapy drug companies here: http://www.bloomberg.com/news/articles/2015-01-30/with-1-million-price-tags-gene-therapy-revival-gains-momentum
This is how hot the area is:

Shares of Spark jumped to close at $50 in New York Friday after pricing at $23, becoming the latest stock to benefit from the industry’s growing momentum. Shares of Bluebird Bio Inc. have risen fivefold since a June 2013 IPO, while Avalanche Biotechnologies Inc. shares climbed from $17 at its stock-market debut in July to $60 in January, when the company announced a secondary offering.

Past week performance: -0.6%

Stemline was on a run but like the above share, they issued more shares which drove the share price down from the $18s to a low in the $12s, currently in the $15s, one of their drugs was given orphan drug designation on Friday, which means the drug treats a rare disease and the drug will get special financial incentives like a longer copyright period.
Company has huge potential.
Past week performance +17.18%

As always biotechnology is a high risk area to invest in, but with high risk there is also the potential for high return.

ballyharpat

ballyharpat wrote: »

my current gains/losses, Weighting of stock inequity portfolio in brackets, I'm heavily invested in oil, and also have PBW and SPWR, very energy heavy, but it's temporary....

AAPL at $98 now 119 +20% (10%)
SSL at $34 now 42 +26% (10%)
USO at $21.22 now 19.50 -10% (10%)

I bought OIL YESTRDAY AT 9.99, NOW 11.93 +20% (5%)


So far so good, no idea what the next few days will hold, I will hold SSL until at least 50, AAPL for the long haul, USO until 40 and oil at about 22, I believe I can double my money on them....If I see a major correction, I will sell AAPL and buy low, also will buy KO and VZ if a correction happens...

jank

Don't see much more growth in KO personally. Was going to jump in last year when it hit $37 but I figured my money would have been better elsewhere.

ballyharpat

jank wrote: »

Don't see much more growth in KO personally. Was going to jump in last year when it hit $37 but I figured my money would have been better elsewhere.

If you had jumped in, youd be up over 10% right now, not a bad profit...plus the dividend. I wouldn't buy now, but when there is a correction in the market, I always buy blue chips, they are the first to come back, other stocks may disappeaar and/or take a long time to return to their original levels. The dividend is high as well in a correction, eg VZ-I bought at $25held for 3 years then sold at 50, I was making a dividend of 5%, which was 10% of my initial investment.
My milestone in trading is to beat the market. Over the last 10 years I have. that means if the market loses 15% and I lose 10, I beat the market. I am currently beating the market in equities, but I also have properties and they are beating the market. I do my own renovations and that help my yields a lot even after I take out my wage for work.

the butcher

Jumped into BOI at 26 cent there the other day.

RobertKK

Rumours today in France that Genfit could about to be bought out, if the clinical trial I posted about before is good, due 4 weeks time.
Could be a very nice payday if it worked out, Deutsche Bank believe Genfit could have about 30% market share in the NASH market which is valued at $30 billion plus.
Shares rose 7% on the news.

ballyharpat

RobertKK wrote: »

Rumours today in France that Genfit could about to be bought out, if the clinical trial I posted about before is good, due 4 weeks time.
Could be a very nice payday if it worked out, Deutsche Bank believe Genfit could have about 30% market share in the NASH market which is valued at $30 billion plus.
Shares rose 7% on the news.

Go away, you suck :P just kidding, nice job RobertKK

dtm

Sorry guys for such a simple question but what platforms/ websites do you mainly use these days for buying/selling? IG?

Thanks

Tugboats

I use IG and interactive brokers
https://www.interactivebrokers.com
http://www.ig.com/t/uk/

tommylimerick

I had a disaster year last year but this year
anip 62.69
c&c 3.75
green reit

ABC101

Ormonde Mining:

http://ormondemining.com/uf/ORM%20Barruecopardo%20Update_20150218_Final.pdf

New RNS posted, they have secured financing... but have also allowed Oaktree a majority share in the mine. They have also got funding for exploration of the phase 2 works.

2.4 million shares bought a few days ago on the ISEQ. Still a very illiquid stock.

The BoM have announced mid 2016 when paydirt should be rolling out of the mine.

I think it is positive news... however whether the market will buy into the stock at all remains to be seen. The SP could stay in the doldrums for a while yet.

But things are getting interesting... certainly getting closer to the day... end of the tunnel is in sight etc