Share Picks 2017

EscherehcsE

I took some other poster's 'advice' in another thread and after coming into an unexpected inheritance I invested over 1K in the Canadian Cannabis market in Between January and March (I'm just sitting on it now hoping recreational legalisation takes place). Some of the Canadian companies are in talks with other countries to supply medicinal oil (like Germany HERE).

Google Finance-1.jpg

At one stage I was up 25% (thanks to Snoop Dog interest and Canopy changing it's ticker to WEED!) but now it appears to have stabilised at +5% so it's better than a deposit account.
Many of the companies are purchasing real estate at a phenomenal rate to prepare to increase production, but at the moment they are in the medicinal/research area of production.
It's like a tech bubble with a lot of speculation but if I can get in and get out at the right time then I'll be happy.
Emerging AgroSphere ETF will be set up soon on the NYSE but I think their a little late to the party!

Any one else taking a punt?

BrokenArrows

EscherehcsE wrote: »

I took some other poster's 'advice' in another thread and after coming into an unexpected inheritance I invested over 1K in the Canadian Cannabis market in Between January and March (I'm just sitting on it now hoping recreational legalisation takes place). Some of the Canadian companies are in talks with other countries to supply medicinal oil (like Germany HERE).

Google Finance-1.jpg

At one stage I was up 25% (thanks to Snoop Dog interest and Canopy changing it's ticker to WEED!) but now it appears to have stabilised at +5% so it's better than a deposit account.
Many of the companies are purchasing real estate at a phenomenal rate to prepare to increase production, but at the moment they are in the medicinal/research area of production.
It's like a tech bubble with a lot of speculation but if I can get in and get out at the right time then I'll be happy.
Emerging AgroSphere ETF will be set up soon on the NYSE but I think their a little late to the party!

Any one else taking a punt?

Haha. Love the WEED ticker

Pawwed Rig

Pawwed Rig wrote: »

Hubspot might be worth a punt if you can get it for less than $50 (the company has a target of $200 over the next few years so believe that at your own risk). I think 20% gains are achievable but could be volatile

Up 30% since I posted this in January. Personally I am up 15% on them. Not sure on where they are going from here though so am thinking a selling. There is nothing that is standing out for me to buy though.
Trump has been great for the markets

trobbin

Pawwed Rig wrote: »

Up 30% since I posted this in January. Personally I am up 15% on them. Not sure on where they are going from here though so am thinking a selling. There is nothing that is standing out for me to buy though.
Trump has been great for the markets

Trump has been good for markets, but low rates have forced markets up everywhere. FED have finally increased rates again to 1% base, and this isn't gonna stop. This will be great for bank shares eventually, plus deposit accounts will become popular again. Tons of money will be leaving EU and UK for higher returns, so I expect big rate increases in coming years.

ftse100

ftse100 wrote: »

Anglesey up 30% on Friday...Hopefully they finally get Parys back up and running soon. Zinc is well up over the past 12 months. Weak GBP should help too from an external and domestic POV. Pretty concerned with the age of the BOD though.. Near 70s. Could be a buyout down the line possibly.. I still think they are massively undervalued @ 4.8GBX

AYM still on the rise @ 5.5 GBX. Expecting the PFS (Scoping study) this week.

RobertKK

RobertKK wrote: »

Up 62% since I posted this.
Personally up 93.5%

Holding as a longer term investment as I expect it will eventually be bought out.

The story of Esperion shares -

https://marketexclusive.com/esperion-therapeutics-inc-nasdaqespr-get-cheap/84209/

Esperion closed out the session last Thursday at around $30 a share. By Friday morning, and subsequent to the Amgen release, the company went for as low as $20 a share – a more than 30% dip. By Friday close, Esperion had recovered to around $23 a share, and premarket on Monday this week, the company is up around the $26 mark, but still remains down on Amgen’s news.

Currently at $37/share up over 57% on Friday's close.
Panic sellers on Friday based on Amgen news really lost out as shares hit 52 week highs.

Thargor

What kind of target do you have in mind?

Wombatman

Activision Blizzard, Inc.

NASDAQ: ATVI

Their Overwatch game released May last year is outdoing all predictions. New COD Game due in 2017 rumored to be based on Vietnam war. Destiny 2 also due out in 2017.

RobertKK

Thargor wrote: »

What kind of target do you have in mind?

In the past this stock was at $120, then it's pathway to approval by the FDA became very unclear, and it went all the way down to the $9s.
Now the issue that caused the huge drop no longer exists, before that some analysts like UBS and others had price targets of around $300 a share if bought out.

As I said in an earlier post, this is a long term hold for me, given the company is still only valued at $742 million.
I think it is a really nice potential takeover target, but even without that I think this year it should go back to previous highs given momentum will be building for phase 3 trial results which are expected in the second quarter of 2018.
Previously the drug - bempedoic acid had a 2022 timeframe for approval, now it could be on the market in the 1st half of 2019.
The 74% surge today comes from the FDA giving positive feedback about the drug saying the current trial is enough for approval.
Be interesting to see what it does after today, the last two trading sessions have been wild.

y0ssar1an22

y0ssar1an22 wrote: »

possibly activision blizzard. announced good results today. with overwatch killing it, and their next cod should be back in Vietnam, i expect continued rise. currently trading at $47. hoping this to rise to 60-70 by june/july.

Wombatman wrote: »

Activision Blizzard, Inc.

NASDAQ: ATVI

Their Overwatch game released May last year is outdoing all predictions. New COD Game due in 2017 rumored to be based on Vietnam war. Destiny 2 also due out in 2017.

great minds!!

One More Toy

A little look into my "buy and hold forever" portfolio if any of you are interested, i used to work in investment management so have a bit of a grasp on stocks.


Apple - $140.64

Bought this on a dip last year when it hovered around $100 mark. Apple is a licence to print money, period. At least for now. What made me get into apple is the loyal fanbase, and also the fact that any business phone I have ever seen and used (And ive worked in huge companies) is an iPhone due to the relatively secure architecture. Will hold for at least 3-5 years more, and will reasess the market, if it loses its licence to print money status, eg. upheavel by android platform

Hibernia REIT - €1.25
Anytime i make any "extra money" eg. by selling old scrap, I always put it into HBRN. Reason being, it owns a lot of commercial real estate, a lot with upward only rent reviews. With the advent of Brexit, im taking a gamble that the real estate in Dublin will be scarce. Has a tasty dividend also. Strong buy from me

AMD - $13.70
A specualtive buy from me, obviously we will have to see on the uptake of the new ryzen processors, but its beating all estimates so far. I project with decent growth an exit price close to $20

Nokia - €4.96

Nokia is back, although it never really left. In the sense that they do a great deal of work on network deployment, and in my opinion are well placed for 5g upgrades globally. Also, with the relaunch of their mobile phone manufacturing (albeit by proxy), I do think that the 30-45 years old group will have a strong feeling of quality carried over from their teens/mid twenties. Not to mention it might be a reminice buy.....

Mastercard & Visa

A recent purchase from me, there is no denying that the world is shifting away from cash, with the uptake in contactless impressive. One thing i noticed in coffee shops is that contactless payments seem the norm. Everytime you tap your card, these two companies take a cut. Strong buy from me.

Glencore plc 319GBX

Speculative Copper play, i really do think the average person should stay away from commodities trading. Though a diversified company such as Glencore with a modest dividend could be a better play.


Thats it from me. I doubt anyone wants to hear about my etf holdings, they even bore me to tears

ste

One More Toy wrote: »

A little look into my "buy and hold forever" portfolio if any of you are interested, i used to work in investment management so have a bit of a grasp on stocks.


Apple - $140.64

Bought this on a dip last year when it hovered around $100 mark. Apple is a licence to print money, period. At least for now. What made me get into apple is the loyal fanbase, and also the fact that any business phone I have ever seen and used (And ive worked in huge companies) is an iPhone due to the relatively secure architecture. Will hold for at least 3-5 years more, and will reasess the market, if it loses its licence to print money status, eg. upheavel by android platform

Hibernia REIT - €1.25
Anytime i make any "extra money" eg. by selling old scrap, I always put it into HBRN. Reason being, it owns a lot of commercial real estate, a lot with upward only rent reviews. With the advent of Brexit, im taking a gamble that the real estate in Dublin will be scarce. Has a tasty dividend also. Strong buy from me

AMD - $13.70
A specualtive buy from me, obviously we will have to see on the uptake of the new ryzen processors, but its beating all estimates so far. I project with decent growth an exit price close to $20

Nokia - €4.96

Nokia is back, although it never really left. In the sense that they do a great deal of work on network deployment, and in my opinion are well placed for 5g upgrades globally. Also, with the relaunch of their mobile phone manufacturing (albeit by proxy), I do think that the 30-45 years old group will have a strong feeling of quality carried over from their teens/mid twenties. Not to mention it might be a reminice buy.....

Mastercard & Visa

A recent purchase from me, there is no denying that the world is shifting away from cash, with the uptake in contactless impressive. One thing i noticed in coffee shops is that contactless payments seem the norm. Everytime you tap your card, these two companies take a cut. Strong buy from me.

Glencore plc 319GBX

Speculative Copper play, i really do think the average person should stay away from commodities trading. Though a diversified company such as Glencore with a modest dividend could be a better play.


Thats it from me. I doubt anyone wants to hear about my etf holdings, they even bore me to tears

Nice comments. Good points on MC and Visa.

I've made 4 investments recently, no rush for an exit if they dip for a bit.

Ryanair - I've liked this company for a long time and their cash generation is just epic. Risks abound and not cheap (vs. historical price) but excellent leadership and solid.

Hibernia REIT - I think this is solid

Twitter - $11billion market cap. SNAP is $26bil. Facebook is $408bil. I just think Twitter is too important to die. I can see the risk and downside mind you. The upside tempted me!

Gilead Sciences - $88bil market cap. Been in the wars a bit but have cash and may go on an M&A run. Price tempted me. Again I can see risk here but lots of upside too.

One More Toy

ste wrote: »

Nice comments. Good points on MC and Visa.

I've made 4 investments recently, no rush for an exit if they dip for a bit.

Ryanair - I've liked this company for a long time and their cash generation is just epic. Risks abound and not cheap (vs. historical price) but excellent leadership and solid.

Hibernia REIT - I think this is solid

Twitter - $11billion market cap. SNAP is $26bil. Facebook is $408bil. I just think Twitter is too important to die. I can see the risk and downside mind you. The upside tempted me!

Gilead Sciences - $88bil market cap. Been in the wars a bit but have cash and may go on an M&A run. Price tempted me. Again I can see risk here but lots of upside too.

Only one for me there I dont agree on - Twitter. I can see much more growth in its future. Also, basing investing decisions on market cap is not wise in my opinion. First and foremost is growth, sales and cashflow

Then again this is coming from a man with no social media presence

ste

One More Toy wrote: »

Also, basing investing decisions on market cap is not wise in my opinion.

Agree
Financial review & market/peer research

12 months we'll see where Twitter at!

championc

SXX.L - Potash Mining - Planning Permission Granted a few months ago

One to be held for a few years, a long burner

It'also just moved from the AIM to the main LSE

London: The UK has showcased projects worth a combined value of estimated Ã႒‚£14bn on the second day of Qatar-UK Trade an Investment Forum, before the potential Qatari investors in Birmingham, yesterday. Of the projects unveiled, the mega project in terms value is in the mining industry infrastructure. The $2.9bn worth project, coming up in North Yorkshire, is expected to The start the first production in 2021. The company is looking for $1.8bn investment in 2018. The London Ã႒¢â‚¬â€œlisted Sirius Minerals intends to build the first potash mine in the UK for over 40 years, in Teesside, North Yorkshire. The Project involves the large scale extraction and granulation of polyhalite for use as for use as multi-nutrient fertilizer.

cork93

One More Toy wrote: »

A little look into my "buy and hold forever" portfolio if any of you are interested, i used to work in investment management so have a bit of a grasp on stocks.

Hibernia REIT - €1.25
Anytime i make any "extra money" eg. by selling old scrap, I always put it into HBRN. Reason being, it owns a lot of commercial real estate, a lot with upward only rent reviews. With the advent of Brexit, im taking a gamble that the real estate in Dublin will be scarce. Has a tasty dividend also. Strong buy from me

I'm curious what made you choose Hibernia over other REITs such as Green REIT?
I have most of my capital in Green REIT for now as I feel it will preserve capital well in the event of a general market downturn (which surely can't be too far away).
Like ste I also have a small amount of Gilead shares, that's purely speculative though not an investment.

Wheety

ste wrote: »

Nice comments. Good points on MC and Visa.

I've made 4 investments recently, no rush for an exit if they dip for a bit.

Ryanair - I've liked this company for a long time and their cash generation is just epic. Risks abound and not cheap (vs. historical price) but excellent leadership and solid.

Ryanair dropping like a stone today. Down to 14.12 at the moment. I bought a few more earlier at 14.18. Why didn't I just wait to see where they'd go :mad:

I won't be selling anytime soon so should be ok. I think they'll fly back up if there's an announcement next year of a deal with Britain. Pun intended

Wheety

Ryanair back up to €15.12 since my last post. 7% increase in a week.

irishgeo

I got lucky with ryanair. Bought at 7ish sold at 14.

Cute Hoor

Wheety wrote: »

Ryanair back up to €15.12 since my last post. 7% increase in a week.

One of my best performers, bought in 2006, 7 & 8, and held on through thick and thin despite being tempted several times. These have been gyrating between late 13's and early 15's for the last couple of months, not for the fainthearted but there might be a few bob to be made trading them if you could time it right. Of course they are only one piece of bad news away from a significant drop.

Wheety

Ryanair are just below €17 now. I'm not a big investor by any stretch of the imagination. My total investment is only 1545.92 at the moment. I will be adding more on a monthly basis. But Ryanair has given me an increase of 222.46 on 90 shares :-o

ste

ste wrote: »

Nice comments. Good points on MC and Visa.

I've made 4 investments recently, no rush for an exit if they dip for a bit.

Ryanair - I've liked this company for a long time and their cash generation is just epic. Risks abound and not cheap (vs. historical price) but excellent leadership and solid.

Hibernia REIT - I think this is solid

Twitter - $11billion market cap. SNAP is $26bil. Facebook is $408bil. I just think Twitter is too important to die. I can see the risk and downside mind you. The upside tempted me!

Gilead Sciences - $88bil market cap. Been in the wars a bit but have cash and may go on an M&A run. Price tempted me. Again I can see risk here but lots of upside too.

Up 8% + on this basket of stock since posted this.
Twitter is best performer followed by Ryanair. Gilead is only neg (v slightly). Happy to stick with Gilead & hopefully they get s jump from some m&a this year or next.
I guess I'll stick with them all & enjoy the ride, I'm sure some bumps ahead!

Lostinlife

Cute Hoor wrote: »

Anybody read Michael Murray in the SBP, he tipped Burford back in August when they were 3.90, now 7.50, also tipped DCC when they were at 24.38, now 70.10, BATS at 34.87, now 50.90, Kuka at 37 now 97.69. Doesn't always get it right of course but seems to have a good record.

What's the sbp?

Del.Monte

Lostinlife wrote: »

What's the sbp?

Sunday Business Post.

hill_walker

anyone think smurfit kappa might be about to break out ? , been in a range now for two years and the PE is low

debt very high though

earnings were ok yesterday , nothing amazing

jive

jive wrote: »

REGN $381.20

Down 35% last year, more than sector average, good pipeline and likely approval of a new blockbuster drug in March. Fairly volatile stock, looks likely to rebound this year.

I don't invest in individual stocks, only ETFs, I like to pick a few to follow just for interests sakes.

This is at $450.41, up a little over 18% since the $381.20 price in January.

Given the volatility of it I'd sell now if I held any stock (as mentioned in this thread I only invest in 3x ETFs). I see no reason why it won't go higher but it would also be a pretty good time to sell on the back of good earnings and regulatory approvals. Be interesting to see how it plays out until year-end which I guess is the point of this thread.

Cute Hoor

RobertKK wrote: »

Risky but high risk reward.
Esperion is already up 70%+ this year and at $21 it is still way off its highs which were well over $100, it lows were at $9s
The pathway for their cholesterol drug looks clearer.
For the record I bought some at $13s and more in the $18s.
Despite the already huge gains, I believe ESPR still has a long way to go.

Well done sir on this suggestion back on 11th February, up 133% since you posted and 171% and 275% on your own investments in ESPR. I hope you held on and that you have millions invested.

Unfortunately I didn't jump on board :(:(:(:(

g0g

Anyone got any good current tips? Have a few quid in DeGiro just for fun and to learn a bit! Have a random portfolio and will share results end of year

crushproof

g0g wrote: »

Anyone got any good current tips? Have a few quid in DeGiro just for fun and to learn a bit! Have a random portfolio and will share results end of year

Someone else previously mentioned Lipocine - LPCN. Strong contender for some very good gains but take a look first. I got in at 3.30 at the start of the year and it's been steadily gaining, especially in the last month or so. Hovering around 5.00 now. I'm sticking with it long term as the prospects are fantastic. So if you're looking for a long term investment I'd go with these guys.

lightspeed

Hi all, just recently ive started looking at investing in stocks and little to no knowledge in it.

Im curious to hear opinions on some stocks.

Im thinking of investing in permanent TSB shares currently trading at €1.90 per share.

Im aware from recent news that they still have a large amount of underperforming loans and are Irelands most indebted bank.

However, my theory is that as with the other banks, this debt will be cleared in next few years and company should return to higher profits.

I saw bank of ireland is €7.00 a share and its not like they were not heavily indebted just few years ago.

Am i wrong to think that few years from now permanent TSB share price could grow to were BOI is now?

Are there much better returns to be had elsewhere that its not worth investing in PTSB?

To me it seems albeit a more longterm holding, it should be a decent investment.