Share Picks 2019

Supercell

Reading up about Cannabis stocks and took a punt on ACB and APHA last Friday, already up over 10%, bonkers!

Mad_maxx

Asher Wooden Coupon wrote: »

Doubled down on Ryanair at 10.88. Results not terrible. BEP now 10.40.

They weren't terrible but can't see much more gains this side of brexit

q85dw7osi4lebg

Mad_maxx wrote: »

They weren't terrible but can't see much more gains this side of brexit

Happy enough to sit for now anyway.

Current holdings:


AAPL
RGSE
HIVE
AVEO
ILMN
GM
Ryanair
SBUX
NIO

evolving_doors

Supercell wrote: »

Reading up about Cannabis stocks and took a punt on ACB and APHA last Friday, already up over 10%, bonkers!

Welcome to the rollercoaster. I'm up 300% odd (small investment) between the big 4. Acb canopy aphria organigram . But in it for the very long haul and not buying any more.
I think it's an international game at this stage so do your research if you are going to buy in any more. I reckon there'll be more dips to come.

vargoo

evolving_doors wrote: »

Welcome to the rollercoaster. I'm up 300% odd (small investment) between the big 4. Acb canopy aphria organigram . But in it for the very long haul and not buying any more.
I think it's an international game at this stage so do your research if you are going to buy in any more. I reckon there'll be more dips to come.

What little ads I see online, most have lads in sharp suits advising people to buy weed stocks ...even my father was talking about them!

evolving_doors

vargoo wrote: »

What little ads I see online, most have lads in sharp suits advising people to buy weed stocks ...even my father was talking about them!

Ya it's a bit like the dotcom or Bitcoin frenzy... but at the same time the main companies are producing/selling/heading towards profit.

q85dw7osi4lebg

Asher Wooden Coupon wrote: »

Doubled down on Ryanair at 10.88. Results not terrible. BEP now 10.40.

Probably my best trade of the year so far.

bcklschaps

Davy StockBrokers released a research note on their client, Kenmare Resources yesterday. Kenmare are mining for titanium in Mozambique. Davy reckon its massively underpriced at €2.50 on the ISEQ...and this doesn't reflect the fact that they have brought the mine to production. They have a target of €6. Thats a whopping 140% upside for believers :-o

Personally it does indeed look undervalued ...but exploration stocks are getting a kicking worldwide at the moment, soo it might be a mid or long term play

Mad_maxx

bcklschaps wrote: »

Davy StockBrokers released a research note on their client, Kenmare Resources yesterday. Kenmare are mining for titanium in Mozambique. Davy reckon its massively underpriced at €2.50 on the ISEQ...and this doesn't reflect the fact that they have brought the mine to production. They have a target of €6. Thats a whopping 140% upside for believers :-o

Personally it does indeed look undervalued ...but exploration stocks are getting a kicking worldwide at the moment, soo it might be a mid or long term play

Broker notes are not worth the paper they are printed on, goodbody put a 40 euro price target on crh last summer when it was at 30, it dropped 30%. Afterwards

bcklschaps

Mad_maxx wrote: »

Broker notes are not worth the paper they are printed on, goodbody put a 40 euro price target on crh last summer when it was at 30, it dropped 30%. Afterwards

I don't disagree with you. But maybe an interesting one to keep on the backburner watchlist all the same.

incidently CRH in the news today and sp has taken a good jump.

https://www.rte.ie/news/business/2019/0206/1027818-crh-shareholding/

Bob Harris

bcklschaps wrote: »

Davy StockBrokers released a research note on their client, Kenmare Resources yesterday. Kenmare are mining for titanium in Mozambique. Davy reckon its massively underpriced at €2.50 on the ISEQ...and this doesn't reflect the fact that they have brought the mine to production. They have a target of €6. Thats a whopping 140% upside for believers :-o

Personally it does indeed look undervalued ...but exploration stocks are getting a kicking worldwide at the moment, soo it might be a mid or long term play

Unsurprisingly Davy is listed on the Kenmare site as one of their 3 stockbrokers.
https://www.kenmareresources.com/investors/shareholder-information/advisers-and-registrars

bcklschaps

Bob Harris wrote: »

Unsurprisingly Davy is listed on the Kenmare site as one of their 3 stockbrokers.
https://www.kenmareresources.com/investors/shareholder-information/advisers-and-registrars

Davy StockBrokers released a research note on their client, Kenmare Resources

:rolleyes:

Wheety

Asher Wooden Coupon wrote: »

Probably my best trade of the year so far.

I didn't manage to get mine down that low. BEP is 12.09. Bought a good few more when it was around 10 to bring it down to that. Was only getting started when they were around 16. Will only buy more if they drop again with Brexit but the news of O'Leary staying on and the restructuring has given it a bounce.

Currently 11.67 so not too far from breaking even. Didn't think it'd happen so quickly.

q85dw7osi4lebg

Wheety wrote: »

I didn't manage to get mine down that low. BEP is 12.09. Bought a good few more when it was around 10 to bring it down to that. Was only getting started when they were around 16. Will only buy more if they drop again with Brexit but the news of O'Leary staying on and the restructuring has given it a bounce.

Currently 11.67 so not too far from breaking even. Didn't think it'd happen so quickly.

I reckon we will see close to 14 again before end q2 so I'm hanging around for now.

Captainsatnav

Providence Resources creeping up the last few weeks, almost nudging its 1 year high. Have sell order of everything in at €0.20 which was what it opened at this morning but no takers yet. stand to make a few bob at that price which I may either punt on weed or be sensible and try get my Ryanair BEP down from €16

littlevillage

bcklschaps wrote: »

I don't disagree with you. But maybe an interesting one to keep on the backburner watchlist all the same.

incidently CRH in the news today and sp has taken a good jump.

https://www.rte.ie/news/business/2019/0206/1027818-crh-shareholding/

That announcement seems to have put the afterburners on CRH sp. Up 5% today. But still only approaching my €28 BEP point now (shows how bad a 6 months they have had) :rolleyes:

littlevillage

Captainsatnav wrote: »

Providence Resources creeping up the last few weeks, almost nudging its 1 year high. Have sell order of everything in at €0.20 which was what it opened at this morning but no takers yet. stand to make a few bob at that price which I may either punt on weed or be sensible and try get my Ryanair BEP down from €16

Fair play captain

and a lot of people on the Share Picks 2018 thread guffawed when I (and somebody else) suggested Providence might be a good place to throw a bit of spare change. Got in and out myself last year and was waiting, waiting, waiting for it to go down to 11c for a buy in again but it never did

greenfield21

There's just no volume moving providence though, looking on the lse trades it's so quiet. Could see a lot of manipulation. The an taisce survey challenge put a downer on it. Also with drilling far away so I think it will fall back. Hopefully an rns with survey approval and maybe some other farmouts might change things. Maybe get more mug punters on board with more media coverage. Its gambling a binary bet.

Captainsatnav

greenfield21 wrote: »

There's just no volume moving providence though, looking on the lse trades it's so quiet. Could see a lot of manipulation. The an taisce survey challenge put a downer on it. Also with drilling far away so I think it will fall back. Hopefully an rns with survey approval and maybe some other farmouts might change things. Maybe get more mug punters on board with more media coverage. Its gambling a binary bet.

Yea I have just under 1500 shares locked and loaded with a sell order at the market price since about10am this morning. Haven't shifted

Mad_maxx

littlevillage wrote: »

That announcement seems to have put the afterburners on CRH sp. Up 5% today. But still only approaching my €28 BEP point now (shows how bad a 6 months they have had) :rolleyes:

Crh is below where it was in 2007, its a dividend payer, like smurfit kappa, no real growth

q85dw7osi4lebg

Big drop with TTWO today, picked up a few just now.

littlevillage

Mad_maxx wrote: »

Crh is below where it was in 2007, its a dividend payer, like smurfit kappa, no real growth

Interesting observation. CRH fell from a high of €35 in 2007 to a low of € 11 in 2011. As cyclicals I wonder would both now also be close to their highs again given that we are arguably at the top of another Economic cycle?

(I currently hold a nice bit of CRH and a small few Smurfit shares)

retalivity

From the other thread a few months ago:

Atlassian @78
Alibaba @140

Currently $103 & $170, will cash a few of them out. Also got skyworks around the same time for $65, sold out today at $82 after earnings. Where to go now???

q85dw7osi4lebg

Took my NIO profits, great day at the races. Still long with a decent holding.

Cute Hoor

Cute Hoor wrote: »

SAN.MC €4.10 (Target €4.51)
BUR.L £15.78 (Target £17.36)
MONC.MI €28.37 (Target €31.21)
RYA €10.41 (Target €11.46)
VOO $224.50 (Target $246.95)

Four out of five in now

MONC.MI €28.37 (Target €31.21) - Reached €31.67 9/1/2019 - now €34.21
BUR.L £15.78 (Target £17.36) - Reached £18.08 today 24/1/2019 - now £18.66
RYA €10.41 (Target €11.46) - Closed €11.56 today 6/2/2019
VOO $224.50 (Target $246.95) - Closed $250.79 today 6/2/2019

Just one to go now, the dream of lolling in a hammock sipping a Carribean Stallion on La Plage Du Maui lives on!

cefh17

Ya cute hoor! Did you sell them right once they hit target sp?

Cute Hoor

cefh17 wrote: »

Ya cute hoor! Did you sell them right once they hit target sp?

No I haven't sold any yet, tempted to (and probably will) sell some MONC, I have them a few years and have made a tidy profit, probably should have made that decision in the middle of last year but cest la vie, the sp flip flops a bit so if I sell some I would be looking at an opportunity to get back in if there is a drop. Something similar for BUR.

I expect to be holding VOO indefinitely.

Pussyhands

all 8 of my stocks down right now, down 2.5% overall.

Supercell

Pussyhands wrote: »

all 8 of my stocks down right now, down 2.5% overall.

Horrible day here too, all down except TTWO thanks to InstaSte mentioning its drop yesterday so I took a punt in that.
Can't all be green days!

ct5amr2ig1nfhp

Got in myself at 92.50 Missed out the last time it was tipped.

Asher Wooden Coupon wrote: »

Big drop with TTWO today, picked up a few just now.