Share Picks 2018

Pussyhands

evolving_doors wrote: »

You called?


Canopy growth corp
Aphria
MPX (5cb in Europe)
Everything is down for the summer same as last summer.

Sarcasm or real? Hhaa

evolving_doors

Pussyhands wrote: »

Sarcasm or real? Hhaa

October 17th is lift off .
Very real

Bob Harris

evolving_doors wrote: »

October 17th is lift off .
Very real

The good thing about weed shares is they like to get high.

drunkmonkey

Still liking Disney to stomp home this year, up nicely since I called it a while back, it's got more to give but still a little volitile until things calm down. https://www.investopedia.com/news/disney-stock-could-hit-150-after-3year-triangle-breakout/

ct5amr2ig1nfhp

Ryanair taking another dive. I'll be buying some more.

Pussyhands

Anyone got any good picks for AR or VR companies?

Talking potential gamechangers in a few years?

Captainsatnav

I took a little punt on EVR holdings a couple of months ago based on a tip here. Down a wee bit. But involved with Facebook I believe and what they do is kinda cool. Vr recording of concerts.

OwlsZat

Pussyhands wrote: »

Anyone got any good picks for AR or VR companies?

Talking potential gamechangers in a few years?

Don't see it being game changing until 4k is available. Until then it's a bit clunky. Not to mention you already need a super computer with 4k still years away.

Pussyhands

OwlsZat wrote: »

Don't see it being game changing until 4k is available. Until then it's a bit clunky. Not to mention you already need a super computer with 4k still years away.

Yes but gates, Cuban etc all said they'd study ai if they could go back in time. You'd expect it explode in a few years like Facebook and Twitter and the likes did.

I'm talking about any young companies with small share price that could be top 500 in 5 years or so.

drunkmonkey

Pussyhands wrote: »

I'm talking about any young companies with small share price that could be top 500 in 5 years or so.

Think your looking at it wrong, why not pick successful companies now who should grow stronger over the next 5 years. The share price doesn't matter it's your ROCI that matters.

I love penny stocks but their in and out plays preferable in the same day, certainly not stocks for pussyhands starting off.

You want to snooze, Microsoft, Intel, Coca Cola, Disney etc on a long enough time scale they always rise.

Pussyhands

drunkmonkey wrote: »

Think your looking at it wrong, why not pick successful companies now who should grow stronger over the next 5 years. The share price doesn't matter it's your ROCI that matters.

I love penny stocks but their in and out plays preferable in the same day, certainly not stocks for pussyhands starting off.

You want to snooze, Microsoft, Intel, Coca Cola, Disney etc on a long enough time scale they always rise.

What about a diverse portfolio with a small holding on penny stocks?

Captainsatnav

Pussyhands wrote: »

drunkmonkey wrote: »

Think your looking at it wrong, why not pick successful companies now who should grow stronger over the next 5 years. The share price doesn't matter it's your ROCI that matters.

I love penny stocks but their in and out plays preferable in the same day, certainly not stocks for pussyhands starting off.

You want to snooze, Microsoft, Intel, Coca Cola, Disney etc on a long enough time scale they always rise.

What about a diverse portfolio with a small holding on penny stocks?

How much money are you thinking of putting in to degiro? Hundreds or multiple thousands?

Pussyhands

Captainsatnav wrote: »

How much money are you thinking of putting in to degiro? Hundreds or multiple thousands?

Long term thousands. Short term hundreds.

Captainsatnav

Pussyhands wrote: »

Captainsatnav wrote: »

How much money are you thinking of putting in to degiro? Hundreds or multiple thousands?

Long term thousands. Short term hundreds.

Maybe start of then with 30/40% in some magic beans (Hive, Providence Resources, I like Botswana Diamonds too) for the hobby/thrill factor and bang the rest in a blue chip as Drunken monkey says. Good timing
to buy a couple of Ryanair shares perhaps?

drunkmonkey

Pussyhands wrote: »

What about a diverse portfolio with a small holding on penny stocks?

Here's a penny stock for you, It's average volume is 50k, over 3.5 million shares moved today on takeover news, not sure if it'll go more tomorrow but returned 150% today. I know nothing about bio-tech so not for me.
https://www.nasdaq.com/article/txcell-stock-surges-on-deal-to-be-bought-by-usbased-sangamo-20180723-00143
It hit a high of 9.61 in August 15 so could have a lot more to run.

You need to be so careful with penny stocks, so keep tight stop losses and don't be afraid to take profit an hour after buying it.

TXCELL EURONEXT:​TXCL

Pussyhands

Where is Ryanair listed on degiro? I'm clicking on the plc but not showing a price.

What do people think of Ryanair and brexit? Hard brexit might mean difficulties in flying between uk and Ireland.

Captainsatnav

Pussyhands wrote: »

Where is Ryanair listed on degiro? I'm clicking on the plc but not showing a price.

What do people think of Ryanair and brexit? Hard brexit might mean difficulties in flying between uk and Ireland.

Plenty of other destinations than the UK.

They're listed as Ryanair Holdings PLC (ISIN- RY4C). Current price €14.305

Captainsatnav

drunkmonkey wrote: »

Here's a penny stock for you, It's average volume is 50k, over 3.5 million shares moved today on takeover news, not sure if it'll go more tomorrow but returned 150% today. I know nothing about bio-tech so not for me.
https://www.nasdaq.com/article/txcell-stock-surges-on-deal-to-be-bought-by-usbased-sangamo-20180723-00143
It hit a high of 9.61 in August 15 so could have a lot more to run.

You need to be so careful with penny stocks, so keep tight stop losses and don't be afraid to take profit an hour after buying it.

TXCELL EURONEXT:​TXCL

Nah - flattening steady this morning. Ah - Just as well. Broke this month with holidays and saving for a mortgage

drunkmonkey

Hasn't competition heated up for Ryanair also trouble in the camp, I dunno if I'd be catching that knife right now.
I think Porsche might make a run again before the end of the year sold my shares at the start but it's getting into buy territory. Mission E could see a few shaky bagholders from Tesla. There also a huge shareholder of VW shares if the take off Porsche will rise, VW are putting in a lot of infrastructure in the US and Canada for fast charging points.

drunkmonkey

Captainsatnav wrote: »

Nah - flattening steady this morning. Ah - Just as well. Broke this month with holidays and saving for a mortgage

Wise idea, hopefully Uncle Franky comes through with his $5 help with the mortgage.

Captainsatnav

drunkmonkey wrote: »

Wise idea, hopefully Uncle Franky comes through with his $5 help with the mortgage.

Hive will end up covering the deposit yet! Blind faith.

s3ndnudes

I'm not buying into RyanAir myself (purely from a risk management perspective of my own portfolio) but I do think it's at a good price in the E14 range the stock has taken several dips greater than 10% (over short periods- of recent highs) and has never gone below the E14 range in the last 52 weeks.

I also think the valuation (in terms of PE) is pretty attractive (taken from Morningstar) -

Price/Sales: 2.57
Price/Earnings: 12.26
Consensus Forward P/E: 13.21
Price/Book: 3.53

I'm not sure how great the upside is, but i'd imagine in the next few months it'll be bouncing back in the high E15/E16 range. I don't think the downside risk is too high. In terms of the competitive landscape- I think RyanAir is more than capable of holding it's own- great occupancy rates, a low (but increasing) cost base and a good management team (ok the last one is a bit contentious). In any case, even if this provides headwinds in the short-term I do think RyanAir will come out on top in the medium term at least.

evolving_doors

drunkmonkey wrote: »

Think your looking at it wrong, why not pick successful companies now who should grow stronger over the next 5 years. The share price doesn't matter it's your ROCI that matters.

I love penny stocks but their in and out plays preferable in the same day, certainly not stocks for pussyhands starting off.

You want to snooze, Microsoft, Intel, Coca Cola, Disney etc on a long enough time scale they always rise.

That's no fun.

Captainsatnav

s3ndnudes wrote: »

I'm not buying into RyanAir myself (purely from a risk management perspective of my own portfolio) but I do think it's at a good price in the E14 range the stock has taken several dips greater than 10% (over short periods- of recent highs) and has never gone below the E14 range in the last 52 weeks.

I also think the valuation (in terms of PE) is pretty attractive (taken from Morningstar) -

Price/Sales: 2.57
Price/Earnings: 12.26
Consensus Forward P/E: 13.21
Price/Book: 3.53

I'm not sure how great the upside is, but i'd imagine in the next few months it'll be bouncing back in the high E15/E16 range. I don't think the downside risk is too high. In terms of the competitive landscape- I think RyanAir is more than capable of holding it's own- great occupancy rates, a low (but increasing) cost base and a good management team (ok the last one is a bit contentious). In any case, even if this provides headwinds in the short-term I do think RyanAir will come out on top in the medium term at least.

What's the P/E for the sector?

ct5amr2ig1nfhp

Ryanair just dipped below 14.

s3ndnudes

There goes my strong resistance at E14 :L Be interesting to see how much lower it will go- can't imagine there's a huge amount more downside?

drunkmonkey

Captainsatnav wrote: »

Hive will end up covering the deposit yet! Blind faith.

It's alive today better not mention it in here again though as it's still probably not considered a real company.

q85dw7osi4lebg

Any thoughts on Facebook over the last 24 hours? Possibly oversold in after hours ?

drunkmonkey

I wouldn't be touching it until the dust settles and it finds a base probably best keep clear.

Bob Harris

Saanvi Important Blank wrote: »

Any thoughts on Facebook over the last 24 hours? Possibly oversold in after hours ?

I had an FB account once upon a time. Closed it when it was at about $32.
I remember it went down for a few days after. They missed me that much.
Fcukers don't miss me anymore.