Share Picks 2020

dinneenp

ChuckieEgg wrote: »

Microchip Technology inc. are in for a good few years ahead. With the incoming surge in home automation and IoT they are well set up for this and will reap huge rewards.

Do you mean 'Microchip (MCHP)' or the microchip technology industry?

Lex Luthor

as much as my portfolio seems to be going up in USD each week, the ex rate seems to be keeping it at par

One More Toy

Lex Luthor wrote: »

as much as my portfolio seems to be going up in USD each week, the ex rate seems to be keeping it at par

Yes I'm finding the same unfortunately

ChuckieEgg

dinneenp wrote: »

Do you mean 'Microchip (MCHP)' or the microchip technology industry?

Microchip Technology Inc.
NASDAQ: MCHP

outonawing

jams100 wrote: »

Pretty bad week

Amazon +5%
Alphabet - 3.5%
British American Tobacco - 4.5%
Coca Cola - 3.5%
DraftKings - 11.9%
GAN - 9.3%
Intel - 7%
Manulife - 4.5%
Microsoft - 0.2%
Penn - 3.1%
Pfizer -+ 0.6%
Shell - 7.7%
SSE (unchanged)
Sony + 1%

Think British American Tobacco is good value where it stands

I feel your pain, am holding 5 of the list that are down this week

Lex Luthor

Sums up Intel at the moment

Bob24

Lex Luthor wrote: »

Sums up Intel at the moment

Yep :-D - and you could have the same for a few other US corporations TBH (Boeing comes to mind).

One More Toy

Draftkings looks to be at an attractive entry point, what's everyone's thoughts?

AmberGold

One More Toy wrote: »

Draftkings looks to be at an attractive entry point, what's everyone's thoughts?

GAN looking good also.

plasmin

Any thoughts on Micron Technologies?

con747

plasmin wrote: »

Any thoughts on Micron Technologies?

Have a look here, I use the free version to get info. https://marketchameleon.com/Overview/MU/

Shedite27

For those who continue to ask, "why is the stock market not tanking with the job losses and recession on the way", here's a nice image to show what the market would look like without FAANG. It's basically 5 companies who have balaneced out the losses of the other 495 companies. Kinda reflective of the real world shift from Shops to Amazon, Cinemas to Nteflix etc

Bob24

Yeah, and even before the crisis the disconnect between the few top tech stocks and the rest of the S&P was massive (basically almost 50% of the S&P’s gains of the past few years come from just 5 companies).

AmberGold

This chart is a good representation of why I've made f'all since starting to seriously invest back in April, my main problem at the time was viewing FAANG as overvalued considering they hadn't dropped much.

dinneenp

Siemens Healthineers in advanced talks to buy Varian for $15 billion

It's public knowledge but if the deal goes through I presume Varian share price would jump significantly.

Cute Hoor

dinneenp wrote: »

Siemens Healthineers in advanced talks to buy Varian for $15 billion

It's public knowledge but if the deal goes through I presume Varian share price would jump significantly.

Agreed price of $177.50, so unless you already hold Varian shares you are unlikely to be able to benefit, they should open tomorrow around the $177 mark, buyers over the last week have made a nice few bob.

outonawing

AmberGold wrote: »

GAN looking good also.

Holding both DKNG and GAN

One More Toy

outonawing wrote: »

Holding both DKNG and GAN

Might follow you into them tomorrow!

Jim2007

AmberGold wrote: »

This chart is a good representation of why I've made f'all since starting to seriously invest back in April, my main problem at the time was viewing FAANG as overvalued considering they hadn't dropped much.

Today's nifty fifty...

But remember that you don't need to hold any of them to make money....

Deleted User

Deleted User wrote: »

Change of tack - I see SPCE dropping. I've gone in it with a buy order for $16.20. Neither a long term hold or a day trade.

While the Dragon crew is Tesla owned, I think a successful return of the Dragon module with it's crew end of July/Early August will see SPCE skike also.

Interesting to see how SPCE performs tomorrow. Currently $22.45.

Underground

Thanks for that graph. Really hammers home the dominance of a few large players, we all knew it to be the case but helpful to see the scale of it. Have most of my money in an SNP 500 tracker at the moment but gonna lighten up on it soon, surely a correction due soon.

Microsoft having a strong day, must be the talk of the Tiktok acquisition.

Can someone check to see if IAG (airline) and Edsa are still trading under their profile on DeGiro? I cannot trade them currently. Neither are they showing up on a search. It would be appreciated.

howiya

Deleted User wrote: »

Can someone check to see if IAG (airline) and Edsa are still trading under their profile on DeGiro? I cannot trade them currently. Neither are they showing up on a search. It would be appreciated.

I can see them both when searching for them

ExMachina1000

Anyone watch the free live market day coverage on Yahoo. Finance?

Some of it can be interesting. I have it on in the background most days.

howiya

howiya wrote: »

I can see them both when searching for them

Still can't. Still prohibited from buying them.

Bizarre.

One More Toy

ExMachina1000 wrote: »

Anyone watch the free live market day coverage on Yahoo. Finance?

Some of it can be interesting. I have it on in the background most days.

No never heard of it, do you have a link?

I dip in and out of cnbc

Timmaay

Lex Luthor wrote: »

by the way, the guy that tipped me to AMD back in 2018, has said he is seriously looking at $UMC now. He doesnt mess around when it comes to investing in these companies (he's mentioning putting 5 figures into them now), he has religoulsy stuck to 4-5 in that sector for years and has done very well from them

2.80 to 4.20$ in about a week! Have 500 shares that I'm happy to sit on longterm.

plasmin

Timmaay wrote: »

2.80 to 4.20$ in about a week! Have 500 shares that I'm happy to sit on longterm.

Is this available on Degiro, can't find the ticker.

Zulare

Deleted User wrote: »

Still can't. Still prohibited from buying them.

Bizarre.

Have you taken the new 'appropriateness test' yet on Degiro - it's in settings. If you don't take it (and pass it) you may be prohibited from trading some products.

One More Toy

plasmin wrote: »

Is this available on Degiro, can't find the ticker.

I can see it under UMC