Share Picks 2020

beertons

Shoot.

Mach 3

beertons wrote: »

Shoot.

Did 'Share picks 2019' beat the S&P 500?

Portfolios 2020?

Scottie99

Early 2019 I bought heavily in Shopify. It’s a quality stock for keeps, have a look.

bizidea

Would anyone recommend a good book or website where I could learn about investing I want to start investing this coming year probably a couple of hundred a month but nothing too risky

Mad_maxx

smurfit kappa
crh
shell
glanbia ( only because its been beaten down so much )

crushproof

Scottie99 wrote: »

Early 2019 I bought heavily in Shopify. It’s a quality stock for keeps, have a look.

Didn't have the courtesy to share on the 2019 Share Picks? Some returns YTD, can they continue that momentum into the New Year.

For me, a few safe bets for the year ahead. I believe Mastercard and Visa will continue to grow this year as the world continues to move from cash to card. I only bought into both in the past couple of months. Delayed the trigger for ages and finally bought in, the growth over the past couple of years has been relentless.

Facebook will continue to dominate social media advertising revenue so I can the stock continuing its recent upswing.

Scottie99

crushproof wrote: »

Didn't have the courtesy to share on the 2019 Share Picks? Some returns YTD, can they continue that momentum into the New Year.

My apologies. This is the first year I’ve started seriously investing.

Yep Visa/MasterCard is a solid pick. In financials, I’ve invested (small) in Square and Stone Co.

Edit - I did https://www.boards.ie/vbulletin/showthread.php?t=2057977740

Millionaire only not

Mad_maxx wrote: »

smurfit kappa
crh
shell
glanbia ( only because its been beaten down so much )

U were dead right with Disney shares last year

Jim2007

Scottie99 wrote: »

Yep Visa/MasterCard is a solid pick.

Really, take a look at the level of private credit and the the general consensus that personal credit is likely to be the next source of a financial crisis. How are either of those companies set up to take the hit?

Jim2007

Millionaire only not wrote: »

U were dead right with Disney shares last year

0ver a 12 month period it is called being lucky.

Scottie99

Jim2007 wrote: »

Really, take a look at the level of private credit and the the general consensus that personal credit is likely to be the next source of a financial crisis. How are either of those companies set up to take the hit?

These companies are facilitators. Visa doesn't directly lend money to consumers through its branded credit or debit cards. The money being borrowed comes from the financial institution that actually issues the card, such as JPMorgan Chase or Capital One.

Jim2007

Scottie99 wrote: »

These companies are facilitators. Visa doesn't directly lend money to consumers through its branded credit or debit cards. The money being borrowed comes from the financial institution that actually issues the card, such as JPMorgan Chase or Capital One.

You think the brands will survive without the funding..... they need a plan...

And if you think the brands are worth it, then buy when they get hit and everyone else wants out.

Scottie99

Jim2007 wrote: »

You think the brands will survive without the funding..... they need a plan..

Yes they’ll survive, they did during the last Financial Crisis. They’re financially strong..

As for the future - e-commerce had the potential to drive explosive growth for the company.

XMG

SAAS seems to have fallen out of favour, bios for the win in 2020

jon1981

Scottie99 wrote: »

Early 2019 I bought heavily in Shopify. It’s a quality stock for keeps, have a look.

+1 got in to that stock 3 yrs ago. Amazed by it's performance

Mad_maxx

Jim2007 wrote: »

0ver a 12 month period it is called being lucky.

I'm thinking of putting some money in the city of London investment Trust, would you view this choice as a well balanced investment?

I'm slightly put off by the trust being exclusively UK - sterling based?

sternn

I bought some Tesla shares a few months back and has performed very well since. I'm unsure whether growth will stagnate as market cap is already pretty significant - however if they get their supply chain and battery development right in the medium term, they will perform very well.

I also think Workday might have a better year next year but it might take some time to make any decent returns.

Jim2007

Mad_maxx wrote: »

I'm thinking of putting some money in the city of London investment Trust, would you view this choice as a well balanced investment?

I'm slightly put off by the trust being exclusively UK - sterling based?

I'm not familiar with this trust, so my comments will be general in nature.

The first thing to consider is just the act of investing in a UK based trust. The value of a fund is based on it's holdings, so allowing for timing, you should not have much of an FX exposure in that sense.

The second one is the big issue - the holdings. If the fund holds a broad global portfolio, the currency that the fund is designated in is not a big issue, but this fund seems to have a strong bend towards LSE stocks, so you would seem to be investing in the UK economy and not just choosing a currency that the fund is dominated in.

So the question for you is why would a Euroland resident want to invest in the UK economy? Presumable you will also spend in Euros...

Dots1982

Anyone here like Bango?

stretchaq

Banco Santander
GVC HOLDINGS
Nuformix

My three to follow

Mad_maxx

Jim2007 wrote: »

I'm not familiar with this trust, so my comments will be general in nature.

The first thing to consider is just the act of investing in a UK based trust. The value of a fund is based on it's holdings, so allowing for timing, you should not have much of an FX exposure in that sense.

The second one is the big issue - the holdings. If the fund holds a broad global portfolio, the currency that the fund is designated in is not a big issue, but this fund seems to have a strong bend towards LSE stocks, so you would seem to be investing in the UK economy and not just choosing a currency that the fund is dominated in.

So the question for you is why would a Euroland resident want to invest in the UK economy? Presumable you will also spend in Euros...

It has a solid reputation but perhaps is more suitable for UK residents?

It's difficult to buy funds without being stung for the exit tax after seven - eight years?

Thargor

Is anyone in cash waiting for a drop?

JMMCapital

Thargor wrote: »

Is anyone in cash waiting for a drop?

Buffet is.... 130B+

Darc19

Jim2007 wrote: »

Really, take a look at the level of private credit and the the general consensus that personal credit is likely to be the next source of a financial crisis. How are either of those companies set up to take the hit?

Visa / mastercard are payment processors


And where is this "general consensus"

Just because there was a deep recession recently, doesn't mean there's one coming anytime soon.

Before the last recession, the previous one was in the mid 80's

Mad_maxx

Darc19 wrote: »

Visa / mastercard are payment processors


And where is this "general consensus"

Just because there was a deep recession recently, doesn't mean there's one coming anytime soon.

Before the last recession, the previous one was in the mid 80's

Do you mean in an Irish context?

Irish recessions have no effect on global equities, there was a recession in the US post 9-11

Scottie99

jon1981 wrote: »

+1 got in to that stock 3 yrs ago. Amazed by it's performance

Yep, you must have bought at a fantastic (looking back) price. The forecast stock price for the next 5 years looks encouraging (no guarantees). Know doubt they’ll be ups and downs along the way..

Supercell

Long term holds BAM, BIP, STOR. The oil stocks also are interesting, watching OXY there, seems to be in recovery (early days, watching for a cross of the 100 ema and staying there before buying) but like all others in the sector oil prices need to continue their recent upward trajectory.
Short term speculative (targeting $12 in 2020 , currently around $7): APPS
May add SPG to long term hold/dividend account if price stabilises, not convinced we are there yet. MAC is another REIT I'm watching for the same reasons.

antimatterx

If it wasn't for the deemed disposable rule I'd just invest in the S&P 500. Are there any funds that Irish tax residents can invest in, allow the value to roll up, and only pay tax when we sell?

cosybeach

petrel resources best performing aim stock in 2019 hoping for a similar bounce in 2020

JMMCapital

Stock Buybacks

2019: $705B*
2018: $810B
2017: $520B
2016: $535B
2015: $575B
2014: $550B
2013: $480B
2012: $400B
2011: $400B

Sectors*

Tech: 32%
Fins: 24%
ConsDesc: 10%
Indust: 9%

*20 companies account for 50% through Q3, Citi data.

via @BearTrapsReport

No wonder we’re seeing such high PE ratios...

Mach 3

None of the above tech was around at the end of 2009.
As above - tech buybacks 2019 ~ 34%

What are people's thoughts on Shopify?

JMMCapital

[Deleted User] wrote: »

What are people's thoughts on Shopify?

P/E of 641.26 compared to the Internet Services industry's P/E of 32.20

The companies total revenue for 2018 was just 1.073 billion with a total market cap of 46 billion.

The stock is clearly way too overvalued I’d stay well away...

Kickstart1.3

If you followed the Bank of Ireland thread you'd know I got locked in for most of last year thanks to Brexit.
I'm finally in profit now that Boris is in with a big majority. I expected €5 on the result and it has delivered. I'm expecting it to test €6 some point in the next 12 months.
I'd like to diverge but cant justify some of the huge valuations a lot of the S&P stocks have. Especially the Tech stocks like AMD hitting a 20 year high! Many of these Techies are getting analysts saying BUY at the stocks all time highs. Yet you can be sure they are selling themselves.
If anything I'm thinking it might be time to start offloading to cash the closer the S&P gets to 3500

Parom

I just stated investing last year April, currently watching miners: FCX (copper play), VEDL, AG, GOLD, CDE.
Will continue to add more to XOM, RDS.B and ET.
Waiting on MPW to drop a bit in price and also want to add more GEO, but i have full position already.

hottipper

greedy lot :pac::pac::pac: set your stops alot of money on the table.

https://money.cnn.com/data/fear-and-greed/

bcklschaps

Happy New Year to all the Share Tippers.

Quick question, I am being asked by Degiro for my pps number ... I wonder what they are planning on doing with that ? and will they require proof that it is indeed my actual pps number ?

TooOldBoots

bcklschaps wrote: »

Happy New Year to all the Share Tippers.

Quick question, I am being asked by Degiro for my pps number ... I wonder what they are planning on doing with that ? and will they require proof that it is indeed my actual pps number ?

PPS No
Passport/Drivers licence
Proof of address

All pretty standard stuff for account set up. The pps no. can be used for tax purposes. IE to give you an end of year report or if Revenue request information from them which they are obliged to give them

bcklschaps

TooOldBoots wrote: »

PPS No
Passport/Drivers licence
Proof of address

All pretty standard stuff for account set up. The pps no. can be used for tax purposes. IE to give you an end of year report or if Revenue request information from them which they are obliged to give them

Its not a new account setup. (I have been using Account for about a year now). They have just asked for PPS number this week and want it by the end of Jan. Anybody else being asked?

Umaro

You're probably being investigated by the Revenue.

timetogo1

bcklschaps wrote: »

Its not a new account setup. (I have been using Account for about a year now). They have just asked for PPS number this week and want it by the end of Jan. Anybody else being asked?

I was asked for mine. I opened my account in 2016 and was asked for my tax stuff in Jan 2017. They probably just have regulatory stuff to update in the new year.

Jim2007

Umaro wrote: »

You're probably being investigated by the Revenue.

And you have absolutely no idea....

Jim2007

bcklschaps wrote: »

Its not a new account setup. (I have been using Account for about a year now). They have just asked for PPS number this week and want it by the end of Jan. Anybody else being asked?

It is not unusual for banks and brokers to do a recheck every so often.

Howard the Duck

I'm a newbie when it comes to shares but I am looking at Beyond Meat, Smartsheet and Appfolio for longterm.

JMMCapital

Howard the Duck wrote: »

I'm a newbie when it comes to shares but I am looking at Beyond Meat, Smartsheet and Appfolio for longterm.

Beyond meat is a fad, you would be better off shorting the stock. the stock is grossly overvalued you can tell this by a quick comparison to the actual meat processing companies and looking at the PE ratio which is 195. I just don't see how it can realistically grow into these earnings. The two other stocks you mentioned sound like fads too I've never heard of them a word of advice ignore all the hype you hear surrounding stocks especially tech/software specially from street (Wall Street) they're always looking for a sucker to make a quick buck off.

Bob Harris

Howard the Duck wrote: »

I'm a newbie when it comes to shares but I am looking at Beyond Meat, Smartsheet and Appfolio for longterm.

I'd agree with JMM. BYND - 4.65b mkt cap on sales of 90m.

It appears to be a very replicable product.

retalivity

I had appfolio 2+ years ago, when it was ~$30ish, Sold out before makimg any money on it.
Think its a solid stock but overvaluedand would notbbe surprised to see it dip this year. If it get <90 id have a look again

maca007755

I'm expecting a recession. First Majestic Silver

bradygaz

Newbie investor 6 months ago and boy have i learned!! Education never comes for free, sometimes you have to pay the man for it unfortunately!

Invested in an agtech company based in Oz but operating in USA with company announcements all very positive and had expanded in to growing a major trial hemp farm. Shady management now it seems held back serious operational info with the trail farm a total bust and dodgy insider trading out. Now in a suspended trading status.

For 2020 will be saving monthly and making a play on Wellard (shipping) in the short term and keeping an eye on Falcon Oil and Gas as stages moving positively on their big play in Australia after 2 year delay due to fracking ban.

Anyone else looking at Falcon as a long term play?

Kilboor

bradygaz wrote: »

Newbie investor 6 months ago and boy have i learned!! Education never comes for free, sometimes you have to pay the man for it unfortunately!

Invested in an agtech company based in Oz but operating in USA with company announcements all very positive and had expanded in to growing a major trial hemp farm. Shady management now it seems held back serious operational info with the trail farm a total bust and dodgy insider trading out. Now in a suspended trading status.

For 2020 will be saving monthly and making a play on Wellard (shipping) in the short term and keeping an eye on Falcon Oil and Gas as stages moving positively on their big play in Australia after 2 year delay due to fracking ban.

Anyone else looking at Falcon as a long term play?

These are quite high risk plays, essentially you're looking at more gambling like strategies investing in these types of companies but that's fine if you can accept the risk. Remember to only invest what you can afford.

I don't really understand why you would want to invest in an Australian Oil and Gas company with the current worldwide push for greener energy as well as the ongoing issues in Australia itself which will prompt the government to introduce stricter greener measures. Unless you really think the market has oversold and profits are still there for it.

My advice for investing in Australia is future rare minerals and electric car related materials such as cobalt and vanadium.

Bob Harris

bradygaz wrote: »

Newbie investor 6 months ago and boy have i learned!! Education never comes for free, sometimes you have to pay the man for it unfortunately!

I can only echo Kilboor's post and question whether you really have learned!