Share Picks 2020

Shedite27

Kilboor wrote: »

As a matter of interest how many stocks are people holding at any one time ? I don't like to go above 5 personally, and usually love holding 3 well researched long plays leaving 2 for some swing trading if I'm up for it.

I've 25 in my regular portfolio, plus 6 SPACs. I keep the SPAC's in a seperate tracker as they tend to trade differently (do nothing for a month then 30% in a day.

RIGOLO

somethings going on. Wall St is positioning itself for the election but Ive not yet figured out how they will hedge.

Another red day across the indicies but the value of a diversified portfolio leaves the RIGOLO household in the green
Must be all the penny stocks I trade... or maybe its NIO, guns and SCHW .

SCHW is a safe place to park some cash I believe after a potential profit taking dip in the am, steady earnings announced and an upcoming merger with AMTD proceeding thru the hurdles , to create a trading behemoth

be careful everyone you dont fit into this bracket, outlined in a CNBC read today . I know I dont cos Im not young.. jury is out if im part two though

'Nightmare' U.S. stock valuations driven by 'young, dumb' investors, fund manager says

https://www.cnbc.com/2020/10/15/smead-nightmare-us-stock-valuations-driven-by-young-dumb-investors.html

Shedite27

RIGOLO wrote: »

be careful everyone you dont fit into this bracket, outlined in a CNBC read today . I know I dont cos Im not young.. jury is out if im part two though



https://www.cnbc.com/2020/10/15/smead-nightmare-us-stock-valuations-driven-by-young-dumb-investors.html

Rigolo, you seem more experienced than most here, do you think that these young investors they talk about have enough weight to mvoe the market? I would have thought they are only a drop in the pond compred to the investment banks. Whenever I see a big stock movement it seems to be backed by the kind of volume that college students don't have access to

RedRochey

Shedite27 wrote: »

Rigolo, you seem more experienced than most here, do you think that these young investors they talk about have enough weight to mvoe the market? I would have thought they are only a drop in the pond compred to the investment banks. Whenever I see a big stock movement it seems to be backed by the kind of volume that college students don't have access to

https://ofdollarsanddata.com/robinhood-trader/

Bit of a long read but basically they don't affect most stocks but do have some affect on say Kodak

PHG

Comhra wrote: »

I have eight stock and I'm a newcomer to online trading.

I have one bank, one online retailer, two pharma, two energy, two food and I'm going to pick two cheaper stock in mining or commodities as a bit of a punt. I'm hoping to keep my number of holdings to a max of ten.

Seems like an awful lot of stocks, especially for a newcomer. How will you have time to manage all those shares?

Pharma, energy and mining, you are in for a rollercoaster and hope you aren't getting killed on the spread. Why so many stocks so quick?

Personally, I will never hold more than 5 or 6. Don't have time for much more and I see it as, it is easier to get 4 out or 5 right than 8 out of 10. Will never invest in a non liquid share (IMO is usually below 50miln market cap). As for penny stocks have always stayed away so no experience there. I was told to look at it from the angle of a share going from 1p to 2p. It is the same as going from $100 to $200 but we all see it as just moving a penny to make a fortune, except there will be likely less risk in the latter and a tight spread.

Each to their own though and if you make a killing on them great, if not I hope you are playing with money you can afford to lose.

PHG

RIGOLO wrote: »

somethings going on. Wall St is positioning itself for the election but Ive not yet figured out how they will hedge.

Another red day across the indicies but the value of a diversified portfolio leaves the RIGOLO household in the green
Must be all the penny stocks I trade... or maybe its NIO, guns and SCHW .

SCHW is a safe place to park some cash I believe after a potential profit taking dip in the am, steady earnings announced and an upcoming merger with AMTD proceeding thru the hurdles , to create a trading behemoth

be careful everyone you dont fit into this bracket, outlined in a CNBC read today . I know I dont cos Im not young.. jury is out if im part two though



https://www.cnbc.com/2020/10/15/smead-nightmare-us-stock-valuations-driven-by-young-dumb-investors.html

Read the article, talking about PE ratios which have been proven to be outdated and largely irrelevant since pricing developed. PE cannot be taken solely either and minimum at a sector level if at all.

This guys funds are doing poor too, not one even close to beating the S&P BEFORE FEES since 2008. His best losing fund this year is 15% behind the S&P too!! The fund manager is full of s***

Comhrá

PHG wrote: »

Seems like an awful lot of stocks, especially for a newcomer. How will you have time to manage all those shares?

Pharma, energy and mining, you are in for a rollercoaster and hope you aren't getting killed on the spread. Why so many stocks so quick?

Personally, I will never hold more than 5 or 6. Don't have time for much more and I see it as, it is easier to get 4 out or 5 right than 8 out of 10. Will never invest in a non liquid share (IMO is usually below 50miln market cap). As for penny stocks have always stayed away so no experience there. I was told to look at it from the angle of a share going from 1p to 2p. It is the same as going from $100 to $200 but we all see it as just moving a penny to make a fortune, except there will be likely less risk in the latter and a tight spread.

Each to their own though and if you make a killing on them great, if not I hope you are playing with money you can afford to lose.

I'm retired and have all day for this. I have some other investments so I'm not totally new to the game and I have a certain amount of money set aside for this online venture.

I have learnt some investment lessons the hard way in the past so hopefully I'm a bit more savvy at this stage of my life. Just feeling my way along with a newly opened DeGiro account. Some great info and advice here on this forum.

One More Toy

I'm at least 25 stocks

I figured I can't buy us etfs anymore (thanks EU you robbing b#stards) so ill buy the top companies in the s+p 500

Slowly making my way through the top holdings

It's very boring, DKNG and NVTA are about as exciting as my portfolio gets

PHG

Comhra wrote: »

I'm retired and have all day for this. I have some other investments so I'm not totally new to the game and I have a certain amount of money set aside for this online venture.

I have learnt some investment lessons the hard way in the past so hopefully I'm a bit more savvy at this stage of my life. Just feeling my way along with a newly opened DeGiro account. Some great info and advice here on this forum.

When you said newcomer I automatically assumed student or early 20's :pac:

That's good to hear you have cash set aside. Good luck with it and congrats on the retirement.


There is a book Trading in the Zone by Mark Douglas, highly recommend it. It is about the psychology of trading. Would also recommend The Naked trader by Robbi Burns, he waffles on a bit but the book is easy to read but his principles are sound. My trading strategy is not dissimilar to his (hence why I probably like it but I use a bit more TA for entry points) but I would class these 2 books as must reads for starting out.

Yes there is decent info but remember we are all keyboard warriors and could be talking pure ****e .

Atlas_IRL

I have about 10-15, mostly spac's which have all been a bit screwed by nikola tbh. They are not the same cashcow as they were.

My best-performing stocks are the ones mywallst picked. Seriously if I didn't have to save for a mortgage I'd be putting money into their stock of the month every month. Their performance is insane. If you want stocks you can just pick and hold and not even look at i'd pay the yearly sub and just pick and forget. I think its around 80-90e a year. I have got that back already with some of their picks 60% up in a month or two.

Jim2007

One More Toy wrote: »

I figured I can't buy us etfs anymore (thanks EU you robbing b#stards) so ill buy the top companies in the s+p 500

Unless you have very deep pockets, you cannot replicate performance that way. There are only two strategies that work when investing in individual stocks, for Joe or Mary and that is growth or value and this is neither.

You’re constructing an old man’s portfolio, something you’d expect someone in my position to hold - income plus a little exposure to growth in retirement.

Have you considered investment trusts etc as an alternative?

Jim2007

Atlas_IRL wrote: »

Seriously if I didn't have to save for a mortgage I'd be putting money into their stock of the month every month. Their performance is insane.

It is insane because it’s a false comparison used by most stock picking services. Asset allocation accounts for the biggest part of a portfolio’s return not stock picking, but they ignore it and that’s how they get the crazy figures. They are basically doing the easy part and leaving you to do the difficult part on your own.

Starting out, the Gardner brothers used to do the asset part and while the figures were reasonable, their business only really took off when they dropped the asset allocation part

One More Toy

Jim2007 wrote: »

Unless you have very deep pockets, you cannot replicate performance that way. There are only two strategies that work when investing in individual stocks, for Joe or Mary and that is growth or value and this is neither.

You’re constructing an old man’s portfolio, something you’d expect someone in my position to hold - income plus a little exposure to growth in retirement.

Have you considered investment trusts etc as an alternative?

I know it has its limitations as you say, I will go back to EU based etfs soon. Bloody deemed disposal is a nightmare

Mickiemcfist

Jim2007 wrote: »

It is insane because it’s a false comparison used by most stock picking services. Asset allocation accounts for the biggest part of a portfolio’s return not stock picking, but they ignore it and that’s how they get the crazy figures. They are basically doing the easy part and leaving you to do the difficult part on your own.

Starting out, the Gardner brothers used to do the asset part and while the figures were reasonable, their business only really took off when they dropped the asset allocation part

Agreed it's not the solution to how to make millions on the stock market, but I don't really have the time to read each listed companies prospectus, earnings, future opportunities, look into their management, product pipeline etc. figure out which businesses are appealing & which ones are duds.

I use the Motley fool as a stock market scanner, they highlight ones worth looking into & so I do a deep dive on those and pick my highlights of their highlights. I'm 30 & put €300 per month into my account and divy it out relatively evenly across c.20 stocks, in the hope that over the longer term it'll average decent enough. Again, I don't have the time to monitor these stocks very closely as 20 is quite high, but when you have favourites on Motley fool you get updates on when their guidance changes or when it's in the news. I have 5 stocks that are picked from other sources so I have to watch those closer.

Started this "strategy" 2 years ago, 30% ARR but that's too short a timeframe to read anything into, there isn't a hope in hell of it staying that high over any sort of long term. But without a stock picking service of some sort I'd definitely be slower to find stocks I like, so they have their uses.

Shedite27

Jim2007 wrote: »

It is insane because it’s a false comparison used by most stock picking services. Asset allocation accounts for the biggest part of a portfolio’s return not stock picking, but they ignore it and that’s how they get the crazy figures. They are basically doing the easy part and leaving you to do the difficult part on your own.

Starting out, the Gardner brothers used to do the asset part and while the figures were reasonable, their business only really took off when they dropped the asset allocation part

Do ya mean which stocks to put the most cash into?

RIGOLO

Shedite27 wrote: »

Rigolo, you seem more experienced than most here, do you think that these young investors they talk about have enough weight to mvoe the market? I would have thought they are only a drop in the pond compred to the investment banks. Whenever I see a big stock movement it seems to be backed by the kind of volume that college students don't have access to

Trading volume by new investors is off the charts. Stimulus checks and sitting at home have left millions of them with little to do but invest. And good luck to them, my bitter comments on them are jests, its tough being a young person these days but get over it and no reason to stop taking hte piss lifes too short.

Anyways you add up millions of new investors with access to a reasonable starting stake , plus availability of options and it all adds up to a sizeable money chest that Wall St is only too happy to scoop up.
The big firms dont make their money purely by doing 8 or 9 figure deals, they have or had floors of eager beavers picking up a few k here and there on a trade from young investors.
Drop a dollar on Wall St some time and wait to see how many suits bend over to pick it up.

Its all rigged, against the newbie I dont see it ending well . I could be wrong.
Among other things, if you knew how the system worked you would know that HFTs (high frequency trading firms) are paying your broker to access your order flow before its even executed. Lightning fast computers and fibre optics are giving them an edge in the mili secs in takes for your trade to go thru.
Bernie Maddoff mastered this back in the day, and we all know where he ended up . Its legal buried somewhere in the small print. How else do you think RH and discount brokers can give you 'free' services.. theres no such thing .

I dont have time to get into the debate on PE ratios that an earlier poster took umbrage at, I could list 20 metrics that wall st are ignoring in their valuations of some stock market stars, I just picked one for ease of posting.

NCYT doing well this morning up 5%, hope everyone enjoyed this weeks roller coaster.
They bought a company ITS this week, a supplier , great move bringing them in house for only 10million , and there seems to be brokers note from Numis setting a £15 valuation on them. Climb aboard the next segment of track is all up.

as to how many in the portfolio including options positions lets just say more than 50 less than 100 . Ive learned to ignore the portfolio for large stretches, if I made the right calls then I shouldnt have to check in regularly. IF I didnt its on me. ITs only money , suns out early cycle today methinks.

Jim2007

Shedite27 wrote: »

Do ya mean which stocks to put the most cash into?

Pretty much. I don't maintain a database for back testing anymore because I'm retired...


But if you have a good database for back testing and access to the old newsletters you can test different strategies yourself. Start with say 50k and add say another 1k per month. If you try and hold every position, even if one doubles it will have very little difference in the overall return. On the other hand if you are selective and have to make the sell decisions alone, then your own decisions will have the biggest impact on the over all return, not the stock picker.


I would take these newsletters as good stock suggestions for investigation, but I'd pay no attention whatsoever to the returns claims - but unfortunately many people do.

littlevillage

RIGOLO wrote: »

Ive ridden the NYCT ride for months, and these dips are buying oppurtunitys, (8.97 euro) after the big scare today . IVe seen this patttern repeated 10 times in 5 months but each time we reocver and go onto higher highs.
MCAP is south of 700M and recent contract with NHS is north of 450M , with profit margins over 60%, cases are growing around the world, this virus is with us , everytime we open up cases explode. Expect an RNS update on sales and contracts this month.
Im buying up a chunk more , Ive already multi-bagged so Feb 2021 is the time I will reveiw .

NYCT having a good day. .

I'm nicely in the green already. Nice shout RIGOLO

DutchYurt

I've gone in big on Fastly, wish me luck!

sirboby

Sold Amazon and most of my Disney shares on prime day

Intel is having a strong month.
Albertsons is having a strong month.
Grafton Group is doing fine considering I only have a very small amount.
Increased my position in 4D pharma, tempted to average down if it hits the high 80's.

I have about 30% my position in cash at the moment so I am open to suggestions.

DutchYurt

DutchYurt wrote: »

I've gone in big on Fastly, wish me luck!

Its not going well :pac:

sirboby

DutchYurt wrote: »

Its not going well :pac:

Oof, what did you buy at?

DutchYurt

sirboby wrote: »

Oof, what did you buy at?

91.10 and its just dripped down since, should have waited for it to settle a bit, going to try some averaging down if I can

RIGOLO

Looks like HTZ are back in business.
I had written off that investment I made in them a few months ago and put it down to a learning lesson.
They have jumped 100% 2.08 today , back in green for me.. looks like its a different lesson to be learnt.
HTZ too big to fail, too much losses for the big boys tied up in it,

They have accepted an offer for a 1.5 billion loan. The loan is waiting court approval . When it does I expect this will jump again , considering taking another dip. This is a HIGH RISK stock, tied up in bankruptcy court , loans , bailouts you name it .. throw your dice and roll a 7.

EDIT : 2.58 now , 150% .. that was a quick buck on a dip

DutchYurt

RIGOLO wrote: »

Looks like HTZ are back in business.
I had written off that investment I made in them a few months ago and put it down to a learning lesson.
They have jumped 100% 2.08 today , back in green for me.. looks like its a different lesson to be learnt.
HTZ too big to fail, too much losses for the big boys tied up in it,

They have accepted an offer for a 1.5 billion loan. The loan is waiting court approval . When it does I expect this will jump again , considering taking another dip. This is a HIGH RISK stock, tied up in bankruptcy court , loans , bailouts you name it .. throw your dice and roll a 7.

EDIT : 2.58 now , 150% .. that was a quick buck on a dip

WOW nice jump, will wait for the next dip to jump in, recover some fastly losses

Nemeses2050

Fastly close to the buy range now....anyone interested in commodities should look at Schlumberger.

jams100

Was watching amazons stock price during the last few minutes of trading.
In about the last 30 seconds their share price dropped an extra 2%.
Step back for a second. That equates to about 30 billion, to Rigolos point a day or two ago, these institutions have such a weight they can move a stock very quickly. (I'm just presuming that it was a large holder and not lots of smaller holds considering the very, very short time it took for the stock to drop 2%).

I know it has risen again a tiny bit in after hours.
Edit (Deleted previous post after posting wrong image ).

manonboard

jams100 wrote: »

Was watching amazons stock price during the last few minutes of trading.
In about the last 30 seconds their share price dropped an extra 2%.
Step back for a second. That equates to about 30 billion, to Rigolos point a day or two ago, these institutions have such a weight they can move a stock very quickly. (I'm just presuming that it was a large holder and not lots of smaller holds considering the very, very short time it took for the stock to drop 2%).

I know it has risen again a tiny bit in after hours.
Edit (Deleted previous post after posting wrong image ).

Yeah was very surprised by that sudden drop. With earnings coming up I believe they are in for a very nice record.
Can't imagine a better time for online retail and more importantly cloud tech. I domt remember the last time saw medium or bigger company not moving into thier cloud. Still years ahead of others imo.

Jim2007

jams100 wrote: »

That equates to about 30 billion, to Rigolos point a day or two ago, these institutions have such a weight they can move a stock very quickly.

Unless you have access to the order book and watch it regularly it is difficult to draw and strong conclusions, but even a large cap very rarely makes up even 1% of a portfolio, so there are maybe a handful of institutions that can have that kind of impact. It is why we advise individual investors to stick to main stream stocks - they are difficult to manipulate.

If you have access to the order book and depending on the stock, you will notice the price adjustments often happen at certain times of the day. This is when the funds providers execute the orders that Joe and Mary investor made. For instance a certain European bank does Europe morning at 12:17, usually about 7 billion, European afternoon at 16:56, around 3 billion and US all day at 19:13 around 11 billion. And so on.

manonboard wrote: »

Yeah was very surprised by that sudden drop. With earnings coming up I believe they are in for a very nice record.

Watch the order books, this is typically practice. Remember fund managers are not there to make you a profit, they are there to make their employer a profit and the best way to do that is retain the client. So you sell of before the release and buy back after it. That way you can assure the client his fund does not hold any of the stock on bad news and vice versa. Of course if it is really good news the fund will suffer on the buy back.... That is is why we advise people to examine the stock churn on a fund before investing.

RIGOLO

DutchYurt wrote: »

WOW nice jump, will wait for the next dip to jump in, recover some fastly losses

MArkets closed so Saturday is time to read the FT weekend section and pontificate or spout bs over coffee.
Class is in session , quite at the back . Been some people on here looking for advice, arent we all. fwiw HTZ are going to give a newbie who chooses to trade them more education in the next few weeks than any book , link or other resource. Those all have their place, but theres nothing like jumping on a roller coaster like HTZ to learn the ropes.

Newbies buy some HTZ and you will learn alot with little risk of major loss (dont bet the farm on it). The lessons you learn will stand to you on some bigger trades. This company is going thru so much litigation, speculation, shorting, manipulation that it will be a case study in years to come when lectures are back in our failing educational institutions.

1 BILLION shares traded in HTZ yesterday , (that answers our recent debate if Robinhooders were numerous enough to swing a market) . But this isnt all small investors, the instituions are playing this stock, heck we landed right on the 2.50 mark putting all those calls otm.
1 billion shares traded that was so cool to watch the number rise , effectively every share was traded 7 times in the day and 300 million shorted.
Talk of a loan. Court appeals pending , 100% + swings. A long term investor patience may pay off but its also a day traders delight. Creditors exposed. Lots of physical assets... the list goes on and on , HTZ is capitalism condensed everyone can learn from this , do some research follow the behind the scense events and grab a jumbo seat and popcorn.
Its only 2.50 , the cheapest roller coaster ride in lockdown.

EDIT : Rumour is OCT 29th is the Court date to rule if HTZ can take up the 1.5Billion loan, which is only 12 sleeps ...

Happy to have parked some cash (relative risk free but no major jump expected) in some companies that trade in a narrow band and are relatively immune to covid. flour, soup and high quality glass... GIA, CPB (edit B.. not E ) , GLW

bfa1509

jams100 wrote: »

Was watching amazons stock price during the last few minutes of trading.
In about the last 30 seconds their share price dropped an extra 2%.
Step back for a second. That equates to about 30 billion, to Rigolos point a day or two ago, these institutions have such a weight they can move a stock very quickly. (I'm just presuming that it was a large holder and not lots of smaller holds considering the very, very short time it took for the stock to drop 2%).

I know it has risen again a tiny bit in after hours.
Edit (Deleted previous post after posting wrong image ).

That was a glitch-out by Degiro. I nearly had heart attack when I saw it down 3.98% at close. I new there was something wrong when I saw the bid price about $200 higher than the ask price.

I'm sure it will correct itself on Monday.

Edit: Ok on further inspection it wasn't a glitch by degiro:

So the heart attack was justified :O

manonboard

bfa1509 wrote: »

That was a glitch-out by Degiro. I nearly had heart attack when I saw it down 3.98% at close. I new there was something wrong when I saw the bid price about $200 higher than the ask price.

I'm sure it will correct itself on Monday.

Edit: Ok on further inspection it wasn't a glitch by degiro:

So the heart attack was justified :O

I was surprised by that dip given its coming up to earnings.. but perhaps some just profit taking.

Im super bullish amazon.
We have 3 companies that every mid n large size company is going to move thier IT infrastructure into. They ain't pulling back out after converting to cloud and its inevitable it gets more expensive n more load once in. Of these three..amazon has a massive head start.
Imagine the profit from being the host of every major companies IT over the next few years n decade. A dream for amazon which I think will come true. It will seem so obvious in hindsight.

Im 25pc invested in them fyi. Will hold for a decade or two unless a fantastic surge happens too quickly. A stock split will happen soon enough too I think. Another bump in price (for silly reasons)

PHG

manonboard wrote: »

I was surprised by that dip given its coming up to earnings.. but perhaps some just profit taking.

A drop on any share price just before and/or on earnings is common due to profit taking.

For smaller shares also common due to MM's trying to pick up shares before result releases.

The above is just a general point, I do not hold or have much interest in US stocks.

Nemeses2050

RIGOLO wrote: »

MArkets closed so Saturday is time to read the FT weekend section and pontificate or spout bs over coffee.
Class is in session , quite at the back . Been some people on here looking for advice, arent we all. fwiw HTZ are going to give a newbie who chooses to trade them more education in the next few weeks than any book , link or other resource. Those all have their place, but theres nothing like jumping on a roller coaster like HTZ to learn the ropes.

Newbies buy some HTZ and you will learn alot with little risk of major loss (dont bet the farm on it). The lessons you learn will stand to you on some bigger trades. This company is going thru so much litigation, speculation, shorting, manipulation that it will be a case study in years to come when lectures are back in our failing educational institutions.

1 BILLION shares traded in HTZ yesterday , (that answers our recent debate if Robinhooders were numerous enough to swing a market) . But this isnt all small investors, the instituions are playing this stock, heck we landed right on the 2.50 mark putting all those calls otm.
1 billion shares traded that was so cool to watch the number rise , effectively every share was traded 7 times in the day and 300 million shorted.
Talk of a loan. Court appeals pending , 100% + swings. A long term investor patience may pay off but its also a day traders delight. Creditors exposed. Lots of physical assets... the list goes on and on , HTZ is capitalism condensed everyone can learn from this , do some research follow the behind the scense events and grab a jumbo seat and popcorn.
Its only 2.50 , the cheapest roller coaster ride in lockdown.

EDIT : Rumour is OCT 29th is the Court date to rule if HTZ can take up the 1.5Billion loan, which is only 12 sleeps ...

Happy to have parked some cash (relative risk free but no major jump expected) in some companies that trade in a narrow band and are relatively immune to covid. flour, soup and high quality glass... GIA, CPB (edit B.. not E ) , GLW

Rigolo - I wouldn't recommend HTZ to anyone let alone newbies even if it's small amount and TBH don't think they'll pick-up much either as you know HTZ equity is doomed to be wipedout...

Jim2007

Nemeses2050 wrote: »

Rigolo - I wouldn't recommend HTZ to anyone let alone newbies even if it's small amount and TBH don't think they'll pick-up much either as you know HTZ equity is doomed to be wipedout...

Agreed, in newbies would be well advised to ignore most of what is said here they have the skill to filter out the BS.


@Rigolo

But this isnt all small investors, the instituions are playing this stock, heck we landed right on the 2.50 mark putting all those calls otm.

Do you have access to the order books, in sufficient detail to back up this statement with actual facts, or are you just repeating what the talking heads are saying?

Kilboor

Not sure if I've mentioned it before but Store Capital $STOR is a company I've been looking at the last month or so. It's difficult to put a value on it currently with it being a real estate company but they are well managed, pay a nice dividend yield of approx 5.5%, have nice growth potential depending on how long Covid will be around for, have the backing of Warren Buffett who owns 10% of the outstanding shares, and a somewhat different letting strategy focusing on companies whose sales won't be as impacted by future ecommerce growth.

It's a risky long play but might be worth a punt.

Joseph Carlson has an excellent Youtube channel for investing in general but here's his video on Store Capital

https://youtu.be/h8lTZgAKsJU

Wombatman

I wonder what the premium coffee drinking Robinhood millennials are up to this morning after the block parties they had at the weekend?

Mickiemcfist

Kilboor wrote: »

Not sure if I've mentioned it before but Store Capital $STOR is a company I've been looking at the last month or so. It's difficult to put a value on it currently with it being a real estate company but they are well managed, pay a nice dividend yield of approx 5.5%, have nice growth potential depending on how long Covid will be around for, have the backing of Warren Buffett who owns 10% of the outstanding shares, and a somewhat different letting strategy focusing on companies whose sales won't be as impacted by future ecommerce growth.

It's a risky long play but might be worth a punt.

Joseph Carlson has an excellent Youtube channel for investing in general but here's his video on Store Capital

https://youtu.be/h8lTZgAKsJU

It's probably a good option to go long on while shorting other REITs, but I wouldn't be brave enough to be exposed to what may be a wholesale closure of shops over the next few years. If it was cheaper I'd be tempted but it's the same price it was two years ago but is inherently more risky than it was 2 years ago. (IMO)

RIGOLO

Jim2007 wrote: »

Agreed, in newbies would be well advised to ignore most of what is said here they have the skill to filter out the BS.
@Rigolo

Do you have access to the order books, in sufficient detail to back up this statement with actual facts, or are you just repeating what the talking heads are saying?

Like I said HTZ is an oppurtunity for a newbie at low risk with a low stake to experience many vagaries of market action in a short space of time. It will be very volatile for the next month and give both an education and a roller coaster ride.

Its a free world people can take it or leave it, I took my own advice , nice 142% gain on Friday , bought a dip and picked up another 25% and looking green this morning too as shorts get a squeeze. Its called Chapter 11 Bankruptcy protection..'protection' being the key word, the story hasnt ended yet, and where theres lawyers theres hope...

asking about an order book and if institutions are buying in after 1 billion shares have traded in as single day in a single stock, is like asking someone how do they know it rained alot if they didnt read a weather forecast, as they stand in 5 feet of water in their flooded living room...

Edesa, my main play up 24% before the bell. FDA approval for stage 2 Trials for Covid Therapy. Already had been approved in Canada. Waiting on government funding now. Had hoped for a bigger move, but hopefully no spike with more steady climb.

RedRochey

What are people's opinion on a logistics/warehouse REIT? No doubt there will be higher demand for warehouses in the future

littlevillage

Deleted User wrote: »

Edesa, my main play up 24% before the bell. FDA approval for stage 2 Trials for Covid Therapy. Already had been approved in Canada. Waiting on government funding now. Had hoped for a bigger move, but hopefully no spike with more steady climb.

Previous spikes have been followed by big falls. Looking that way again??

DutchYurt

Deleted User wrote: »

Edesa, my main play up 24% before the bell. FDA approval for stage 2 Trials for Covid Therapy. Already had been approved in Canada. Waiting on government funding now. Had hoped for a bigger move, but hopefully no spike with more steady climb.

I'm also in, unfortunately fastly is just taking any gains I have at the moment

Nemeses2050

One to watch Corsair gaming, it listed few weeks ago and with holiday season it looks ripe for decent growth...GS have price target of 32...I picked some last week in low 18's.

Fastly coming under pressure again, reckon it test the support around 78-79 levels.

RIGOLO

Jim2007 wrote: »

Agreed, in newbies would be well advised to ignore most of what is said here they have the skill to filter out the BS.

@Rigolo

Do you have access to the order books, in sufficient detail to back up this statement with actual facts, or are you just repeating what the talking heads are saying?

hit an 18% gain this morning, 200% since Friday took my top slice .. its a free ride from here on it..
.. the wifes in the shopping centre with the kids, I told her get them all new clobber , HERTZ are paying .. happy wife happy life
hows that for filtering bs .

Bob Harris

^^^^^^^^^^

DutchYurt

Can I get peoples thoughts on Fastly or is anyone else in?

I thought it would have started to correct today but it still seems to be dripping down. Lots of sell volumes coming in but can also see ARK adding. I'm truly stumped. I have a feeling it might go mid 70s

RIGOLO

DutchYurt wrote: »

Can I get peoples throughts on Fastly, I thought it would have corrected today but the sell volumes keep coming however I can see ARK are adding but I'm now stumped on what to do.. I think there might be more pain to mid 70s before a bounce

Honestly I think cloud is done, regarding stocks price and company valuations, sure it will intrude more into our lives, but the gains have been made , and the over valuations are catching up.
FSLY is just the first to fall, but others will follow soon.
Profit margins are shrinking, everyones in on the game, businesses are complaining about cloud complexity , Amazon moving their Outposts on premises, cheaper hw all round.

I could be wrong, I only caught a small bit of the cloud rise , so what do I know. Good luck..

Rothmans

[Deleted User] wrote: »

Edesa, my main play up 24% before the bell. FDA approval for stage 2 Trials for Covid Therapy. Already had been approved in Canada. Waiting on government funding now. Had hoped for a bigger move, but hopefully no spike with more steady climb.

Jaysis. That didn't last long anyway!

One More Toy

RedRochey wrote: »

What are people's opinion on a logistics/warehouse REIT? No doubt there will be higher demand for warehouses in the future

Which ones are you looking at out of curiosity?