Share Picks 2020

bfa1509

bfa1509 wrote: »

Buy a lotto ticket with that €5. Use these numbers: 10,12, 26, 31, 35, 39

Regards,

Person from the future

helimachoptor wrote: »

Will split the winnings with you :rolleyes:

Had you listened, you would have doubled the gain from your investment...

Now because you have no winnings you don't get my share tipoff :P

hottipper

we need a gap down and a halt to get the party started lets hope

Shedite27

I know Jim Cramer isn't everyone's cup of tea so stop reading this post now if you're one of those that's gonna reply with "I wouldn't listen to anything Cramer says"

On Friday's Mad Money he ran his "Rule of 40" test over the cloud based companies that have been dominating the recovery. That basically is a formula that sees if a company is either
1. Low current earnings with a High growth rate (so potential)
2. High current earnings with a Low growth rate (so consistent)

He got to 17 companies that passed his test (bold are ones I currently hold, as you see, a category I have big interest in):
Adobe, Atlassian, Chegg, Crowdstrike, Datadog, Docusign, Dropbox, Dynatrace, Fastly, Livongo, ServiceNow, Salesforce, Veeva, VMWare, Wix, ZScaler, Zoom

Now obviously a lot of these have had prices go through the roof, so he then divided by price/sales multiple, and decided that it would have to be below 5 to represent value. Obviously an arbitary figure. That left the following 6 that he suggested represented the best value in this area:

• Adobe
• Chegg
• Dropbox
• Livongo
• Salesforce
• VMWare

Leaves quite a good list I thought.

Dave elle

Any takers for american express? Now that they have access to chinese market.

Shedite27

Here comes the red

Supercell

US futures down 3% this morning, going to be a bloody day in the markets again, exactly like last Match - crazy up and down days again.

Jim2007

antimatterx wrote: »

Every September without fail, I get a flu. But I finally found a cure last yea- Lemsip + hot whiskey.

Nobody gets flu on a regular basis, you get it twice or perhaps three times in your life. If all the people that claim to have had flu actually did, we’d be seeing a decline in populations!

I’ve had it twice in my life and I would not wish it on anyone, especially someone in their fifties or beyond. It takes about six to eight weeks to recover from it. And trust me there is no way you’ll be up and about a week after you have had it. So no most people claiming they’d flu, have not had it.

Wombatman

Not even going to look today ......

iAcesHigh

I find this quite interesting and what I thought is the reason behind market surge while economies are taking a dip: Trading Sportsbooks for Brokerages, Bored Bettors Wager on Stocks

Kilboor

Mentioned $BBI last week. Up 174% in pre market this morning.

spuddiesal

Anyone here think Norwegian Airlines is a good buy at 0.26? A lot of Airlines down today. I know they are in trouble but I think they will go back upto 0.40...

Shedite27

Placed an order to double my SE holding at opening bell this morning. Checked back in at 5pm to see how it was doing, up 3.5% in 3 hours, nice. Checked my Degiro, no sign of it, looks like I hit sell my existing holding rather than add to it :mad:

Hopefully won't have to wait too long to correct my mistake, might dip towards the end of the day.

Take Your Pants Off

Would you consider buying Airbus at this price or wait a bit longer?

Lex Luthor

Lex Luthor wrote: »

Firearms stocks could do well out of this chaos
$SWBI
$RGR
$VSTO

these 3 firearms stocks I mentioned 2 weeks ago all in the green today, especially SWBI, its up about 20% in last 2 weeks

Bob Harris

Chinese stocks going great guns today. No fears of a second wave there.

hottipper

dump cancelled fed printing again cant even get a decent dump any more :P

https://www.cnbc.com/2020/06/15/the-fed-says-it-is-going-to-start-buying-individual-corporate-bonds.html

Bob Harris

hottipper wrote: »

dump cancelled fed printing again cant even get a decent dump any more :P

https://www.cnbc.com/2020/06/15/the-fed-says-it-is-going-to-start-buying-individual-corporate-bonds.html

Basically nationalisation of the credit market in the US. It's like they are making the goal posts the width of the pitch.

Bob Harris

Shedite27 wrote: »

FMCI (Forum Merger II Corporation).
This is a blank shell corporation that was setup to accept a reverse merger, allowing a company to go public without the IPO process. Same route that VEctoIQ/Nikola took to great success this week.
The rumour was that this would be Impossible Foods, which is a rival to Beyond Meat which is flying this week, and the price went from $10-$15 on that rumour (Full disclosure, I bought at $13.50)
T.

I picked up some on Friday and sorry now I didn't get a whole lot more as I was poised to do but played it safe and got half of what I was going to. Doing well so far and hopefully will run to the merger. Any dips and I'll be adding a few more.
Thanks for the heads up.

helimachoptor

bfa1509 wrote: »

Had you listened, you would have doubled the gain from your investment...

Now because you have no winnings you don't get my share tipoff :P

I tip my hat :pac:

Bob24

Bob Harris wrote: »

Basically nationalisation of the credit market in the US. It's like they are making the goal posts the width of the pitch.

Made stuff if you ask me. It is getting very hard to call this system capitalism.

peterofthebr

so if the FED dont continue to buy up, the vultures will be at the gates..anyone got Buffets email?- i bet hes not buying..yet anyway.

Thargor

The Fed targeting individual equities for investment is basically promising to financially ruin any companies or individuals that dont praise the powers that be, its 9/11 conspiracy stuff. Id say there will be an almighty drop after the election in November especially a Biden win.

Atlas_IRL

Bob Harris wrote: »

I picked up some on Friday and sorry now I didn't get a whole lot more as I was poised to do but played it safe and got half of what I was going to. Doing well so far and hopefully will run to the merger. Any dips and I'll be adding a few more.
Thanks for the heads up.

I'm waiting to add more as well. i also have Gordon Pointe Acquisition Corp as well and there are a few more spac i want to get into as well like OPES

Kilboor

Closed out $BBI for 110% gains albeit with small money.

Holding CLRB with a price target of 1.40+ currently.

Also opened back into NBRV to catch some run up for expected FDA approval Friday - I'm not confident this will go ahead as expected so I'll look to close this position on Thursday price permitting. PT 1.10+

Shedite27

iAcesHigh wrote: »

I find this quite interesting and what I thought is the reason behind market surge while economies are taking a dip: Trading Sportsbooks for Brokerages, Bored Bettors Wager on Stocks

Speaking of betting, DraftKings and GAN (Irish owned gambling IT system) had big days yesterday, fulled by
1. The golf tournament at the weekend was the biggest golfing gambling event of all time
2. Casinos beginning to reopen
3. Other sports starting to reopen

Can see both going higher in the next few weeks. GAN have results this week

Nemeses2050

Bob Harris wrote: »

Chinese stocks going great guns today. No fears of a second wave there.

Looking to get into NIO, if sales figures are not fudged then it's a great buy for future think.

Timmaay

The roller-coaster continues!

Bob Harris

Nemeses2050 wrote: »

Looking to get into NIO, if sales figures are not fudged then it's a great buy for future think.

Despite a 200% rise in the last few months I'm only only getting into green here.
Bought a falling knife at 7.20 way back and held since. Great upside potential still and they are fantastic cars but really need to up sales beyond the 3000 or so per month.

Shedite27

Timmaay wrote: »

The roller-coaster continues!

Yesterday's futures were about down 2%, ended up 2%
Today futures are up 3%, presume it'll go the other way?

Fulled today by another potential drug breakthrough and good US sales figures.

MikeSoys

buy the dips?
if you watch the talking heads on cnbc/bloomberg... they are all very cautious!!. dare i say it even Trump said its was a bubble back in the day..see below... FED is bailing out market (new cold war) but the market being up is too quick IMO- you can 'ride the wave' and make money but usa is opening up even though cases(covid) are increasing.. caution needed.
pick long term stocks outlook >=10yrs
dont forget about brexit, india-china issue,covid wave +=1...

if the market tanks you probably wont get a buyer for stocks
its gone crazy so im on side lines until a see march 17 like drop.. note usd will go up initially on recession( fed will bail out usd) but you need to consider ur trade fee and Xe rates...a record no of fund manager think is overvalued 78%.. i think we need a bear market..money is moving into tech plc.

https://fortune.com/2016/08/09/trump-right-about-stocks/