Share Picks 2018

q85dw7osi4lebg

Skelet0n wrote: »

Another trade idea, aTyr Pharma ($LIFE), big insider buying, almost $2 in cash per share. Trading at ~.60

Just hit all time low of $.48. Possibly an opportunity..Risky.

Skelet0n

Saanvi Important Blank wrote: »

Skelet0n wrote: »

Another trade idea, aTyr Pharma ($LIFE), big insider buying, almost $2 in cash per share. Trading at ~.60

Just hit all time low of $.48. Possibly an opportunity..Risky.

Had a patent approved this week too.
https://patents.justia.com/patent/10150958
I’m not sure how the market reacts to anything any more though with all this uncertainty.

q85dw7osi4lebg

BRK B has dropped below 200 again, so looks on course for a yearly loss unless sentiment changes. May be an opportunity for the longs.

Anyone else foreseeing a US recession in 19?

Thargor

FTSE has shed all its gains for THIS CENTURY.

Capital flight hasnt even started:

https://www.bloomberg.com/news/articles/2018-12-14/investors-beat-may-to-brexit-in-record-retreat-from-u-k-stocks

Not a good time to have cash in sterling methinks. If the whole sh1tshow gets called off the rebound could be spectacular though.

q85dw7osi4lebg

The S&P has just broke the 2600 level, near year low.

All 11 S&P sectors down.

Supercell

Skelet0n wrote: »

Had a patent approved this week too.
https://patents.justia.com/patent/10150958
I’m not sure how the market reacts to anything any more though with all this uncertainty.

Where are you seeing the insider buying, not a whole lot looking at this - http://openinsider.com/search?q=life

Do you have another site that shows more?

q85dw7osi4lebg

Saanvi Important Blank wrote: »

Just liquidated 60% of my portfolio. Taking a break. Reducing exposure to the states, horrendous day.

11th day update.

Here's the performance of my holdings that were initially tipped in here since cashing out almost two weeks ago.

VSTM - 16%
NIO + 6.4%
AMZN - 4.7%
BRK B - 4.8%
FB + 4.5%
KO - 0.0%
SPOT - 6.6%
SBUX - 2%
MSFT - 2.4%
BA - 6.7%
ATYR - 23%

Mixed bag really, clearly US focused which doesn't help given the current climate.

Taylor365

Saanvi Important Blank wrote: »

11th day update.

Here's the performance of my holdings that were initially tipped in here since cashing out almost two weeks ago.

VSTM - 16%
NIO + 6.4%
AMZN - 4.7%
BRK B - 4.8%
FB + 4.5%
KO - 0.0%
SPOT - 6.6%
SBUX - 2%
MSFT - 2.4%
BA - 6.7%
ATYR - 23%

Mixed bag really, clearly US focused which doesn't help given the current climate.

I'll be looking to BRKb and BA in the new year, see where they're at in Jan.

Sir_Name

I am tempted to dip my toe into Ryanair, I think they are currently good value and with the sterling weakening recently as well it might even more value in purchasing.
Is anyone else thinking the same or holding off to see what happens with Brexit?

q85dw7osi4lebg

Deanov wrote: »

I am tempted to dip my toe into Ryanair, I think they are currently good value and with the sterling weakening recently as well it might even more value in purchasing.
Is anyone else thinking the same or holding off to see what happens with Brexit?

I bought this week and think they are cheap. That said I've a feeling it could be a year before we see much of a recovery in the share price.

Thargor

The merged AMAL/Tawana starts trading this week under the A40 ticker on the ASX, I made a thread here:

https://www.boards.ie/vbulletin/showthread.php?p=108898497#post108898497

Wheety

Saanvi Important Blank wrote: »

I bought this week and think they are cheap. That said I've a feeling it could be a year before we see much of a recovery in the share price.

Below €10.60 now. I'm holding on for the long term anyway. Good bit down on my initial investment.

I'm liking the break even point column they've added to Degiro. Bought at different times so was a pain to work it out myself.

BEP = 12.9156

Won't even say what it is for BOI.

Pussyhands

Is there any FTSE100 ETFs?

stefanovich

Pussyhands wrote: »

Is there any FTSE100 ETFs?

ISF?

Taylor365

Into the red we go!

retalivity

Jesus christ what happened today? Im on a long weekend, just logged in and seen im down 4.5% today alone

MidMan25

Haven't been here in a while. What happened to VSTM?! Bought on a tip here and it has been plummeting ever since, down over 50% on it....

Mad_maxx

im almost 40% down on my crh investment , huge amount considering its the largest company on the iseq.

dreadful year for irish stocks .

crushproof

Mad_maxx wrote: »

im almost 40% down on my crh investment , huge amount considering its the largest company on the iseq.

dreadful year for irish stocks .

Becoming a dreadful year all round! Any profit has been wiped out

Captainsatnav

The new DeGiro break even price display is depressing. Especially on Hive and Verastem. Gambles that went badly wrong!

Bob Harris

Captainsatnav wrote: »

The new DeGiro break even price display is depressing. Especially on Hive and Verastem. Gambles that went badly wrong!

If the reason you bought the stock is still valid then hold out. Just wait it out.
If fundamentals haven't changed then be patient.

Put it this way - would you sell a share at a loss for another that might appreciate 20% when the shares you have you believe will increase 50 or 100%?

That is the Warren Buffet quote about the market transferring money from the impatient to the patient right there.

Take VSTM - in 1/3/5 years I'd say it's guaranteed to be valued a lot higher than it is now. You can take a 50/60% loss that you'll never get back once you've sold
or hold with the reasonable expectation of 100% + gains in say 3 years.

Captainsatnav

Bob Harris wrote: »

If the reason you bought the stock is still valid then hold out. Just wait it out.
If fundamentals haven't changed then be patient.

Put it this way - would you sell a share at a loss for another that might appreciate 20% when the shares you have you believe will increase 50 or 100%?

That is the Warren Buffet quote about the market transferring money from the impatient to the patient right there.

Take VSTM - in 1/3/5 years I'd say it's guaranteed to be valued a lot higher than it is now. You can take a 50/60% loss that you'll never get back once you've sold
or hold with the reasonable expectation of 100% + gains in say 3 years.

Ah yea of course - trouble is, Hive needs to increase about 600% for me to break even :eek:

Bob Harris

Captainsatnav wrote: »

Ah yea of course - trouble is, Hive needs to increase about 600% for me to break even :eek:

I've seen them mentioned here but know nothing about them.

If you sell HIVE and get say a hundred quid you could buy another company and get a 50% return. If HIVE still have sound fundamentals could they go up 200%? You'd still be down a few hundred quid but have €300 instead of €150.
If you think HIVE is a basket case then there's only one thing for it.

Austria!

Might be a separate thread, but why are american stocks so much better than european ones historically?

q85dw7osi4lebg

S&P throwing away earlier rebound. Could smell it a mile away.

Any recommendations for defensive stocks in a downturn?

amacca

Saanvi Important Blank wrote: »

S&P throwing away earlier rebound. Could smell it a mile away.

Any recommendations for defensive stocks in a downturn?

Think about businesses that continue to trade and poor people keep buying from + the cohort of poor people increases and thus customers buying their products increases during a downturn. People have to eat and console themselves.

Fast food/pizza usually does well in a downturn afaiw.

Buy some Dominos stock to begin with.

Mad_maxx

Austria! wrote: »

Might be a separate thread, but why are american stocks so much better than european ones historically?

1. America is far more corporate friendly.

2. More innovative economy in terms of technological new ideas, European markets reliant on slow growth financial and energy companies

3.american population far more inclined to buy stocks due to no socialised retirement European style pension system

RedRochey

Austria! wrote: »

Might be a separate thread, but why are american stocks so much better than european ones historically?

https://seekingalpha.com/article/4073006-u-s-versus-world

Might help explaining some of this. Most of the US outperformance has occurred since 2008, so it could be argued that the US government handled the recovery better than Europe did.

q85dw7osi4lebg

Fed rate increase of .25%, might be time to watchlist some value stocks.

RedRochey

Saanvi Important Blank wrote: »

Fed rate increase of .25%, might be time to watchlist some value stocks.

Hardly surprising that they increased rates yesterday, was is surprising is their forecast of two hikes next year rather than a wait & see approach