Share Picks 2020

Nemeses2050 · 01-06-2020 11:43pm

Bob Harris wrote: »

Up well over 100% after today - I'd expect the vote to be a foregone conclusion and may be a sell the event occasion but I think/hope once this floats as NKLA it will take off a la Beyond Meat. I also have warrants at 11.50 so that might be a very good deal if they really take off.

I jumped in at 24, so decent gains there...yeah that's the worry will it fly or will it tank... I'll sell 50% and the hold the other with a 5% SL.

krissovo · 02-06-2020 12:06am

Shedite27 wrote: »

Zoom looks like it's defintiely setup for a dump in the next 24 hours. Massive buy in today, brings the stock price over $200 (13% today). Reports tomorrow evening, would be very surprised if the user numbers aren't a disappointment (they haven't given an update since April, while Google, Facebook etc have released rival products).

Might be a good day to take your profits.

Thanks for the heads up, mine are getting sold first thing. I bought these mid March at $112 and thought I might get hammered in April. My tech cloud stock strategy during Covid is looking good for a 40% return.

krissovo · 02-06-2020 12:34am

Green&Red wrote: »

Up 8.5% today

ABF are looking good, I just checked and Primark (the cash cow) announced they are opening so I expect queues from the masses of women and kids who have been deprived fast fashion for 2 months to rally.

bcklschaps · 02-06-2020 8:32am

Interesting article this morning.

https://www.irishtimes.com/business/personal-finance/stocktake-arguing-against-rally-is-getting-pricey-1.4265733

... the advice from JP Morgan could be sage.

"JP Morgan last week advised investors not to “overstay their welcome” as the bounce will likely “peter out” in summer."

Lex Luthor · 02-06-2020 9:04am

Lex Luthor wrote: »

Anyone pick up MGI ?

Been doing very well lately

MGI soared yesterday on the report of WU takeover bid

hottipper · 02-06-2020 1:43pm

SWBI flying also smith & wesson :eek:
will avoid though

codrulz · 02-06-2020 1:59pm

bcklschaps wrote: »

Interesting article this morning.

https://www.irishtimes.com/business/personal-finance/stocktake-arguing-against-rally-is-getting-pricey-1.4265733

... the advice from JP Morgan could be sage.

"JP Morgan last week advised investors not to “overstay their welcome” as the bounce will likely “peter out” in summer."

https://www.bloomberg.com/news/articles/2020-06-01/jpmorgan-s-math-shows-why-u-s-stocks-can-keep-rallying?srnd=premium-europe

Green&Red · 02-06-2020 2:49pm

krissovo wrote: »

ABF are looking good, I just checked and Primark (the cash cow) announced they are opening so I expect queues from the masses of women and kids who have been deprived fast fashion for 2 months to rally.

Ya Primark and Sugar are their two majors, I could see them up to £25 before long

Centrica are another good bet I think, I know the spot market for oil is poor but they should only have a small portion of that, no reason they won’t bounce up again

Nemeses2050 · 02-06-2020 4:31pm

Nemeses2050 wrote: »

I jumped in at 24, so decent gains there...yeah that's the worry will it fly or will it tank... I'll sell 50% and the hold the other with a 5% SL.

Sold half at 37.60 and holding half with SL at 32.50.

Lex Luthor · 02-06-2020 7:14pm

Lex Luthor wrote: »

MGI soared yesterday on the report of WU takeover bid

Still going
Up 30% already today

Shedite27 · 02-06-2020 9:07pm

Added some more cash in again today. Back up to about 80% of my pre-Covid value back in stocks.

AmberGold · 02-06-2020 10:41pm

Shedite27 wrote: »

Added some more cash in again today. Back up to about 80% of my pre-Covid value back in stocks.

Would it be nosy to ask into what stocks?

antimatterx · 02-06-2020 11:30pm

Zoom down 4%

Shedite27 · 03-06-2020 7:39am

AmberGold wrote: »

Would it be nosy to ask into what stocks?

Added to a bunch of stuff I already owned: Slack, Paypal, Veeva, Sea, Atlassian, Match, Elastic, Ericsson, and one new punt, GAN

Lex Luthor · 03-06-2020 11:51am

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

Kilboor · 03-06-2020 12:50pm

Sold my holding in $WISA right before market close yesterday.

Up 70% this morning.

https://youtu.be/Ag1o3koTLWM

codrulz · 03-06-2020 1:09pm

Lex Luthor wrote: »

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

I would say most of the juice is squeezed out of them already

AmberGold · 03-06-2020 1:14pm

Zacks has upgraded Tullow to a buy, lots of room for potential.

Nemeses2050 · 03-06-2020 1:23pm

Kilboor wrote: »

Sold my holding in $WISA right before market close yesterday.

Up 70% this morning.

https://youtu.be/Ag1o3koTLWM

We have all done that...:o If only I had held on to my positions my portfolio would be double by now

Supercell · 03-06-2020 1:26pm

Nemeses2050 wrote: »

We have all done that...:o If only I had held on to my positions my portfolio would be double by now

Amen!, hindsight is always 20:20, no point in thinking about it though maybe you can learn from it a little, can't change it, move on.

Kilboor · 03-06-2020 2:23pm

Supercell wrote: »

Amen!, hindsight is always 20:20, no point in thinking about it though maybe you can learn from it a little, can't change it, move on.

Definitely lads, still love to vent these publicly not only my wins

AmberGold · 03-06-2020 2:48pm

Kilboor wrote: »

Sold my holding in $WISA right before market close yesterday.

Up 70% this morning.

https://youtu.be/Ag1o3koTLWM

Had a look at their report from March and I would have sold also, have to wonder whats driving the growth.

Kilboor · 03-06-2020 2:54pm

AmberGold wrote: »

Had a look at their report from March and I would have sold also, have to wonder whats driving the growth.

Was a stupid play from me to get into them anyway, not my usual strategy or sector.

q85dw7osi4lebg · 03-06-2020 3:23pm

Took profits on Ryanair today with a 35% gain, letting the rest ride for now.

Padre_Pio · 03-06-2020 3:44pm

Caiden Immense Porterhouse wrote: »

Took profits on Ryanair today with a 35% gain, letting the rest ride for now.

I sold half mine last week, right as they announced layoffs. It's still climbing.

TTD is the gift that keeps on giving. Up 70% in the last few months.

Shedite27 · 03-06-2020 3:45pm

Padre_Pio wrote: »

I sold half mine last week, right as they announced layoffs. It's still climbing.

TTD is the gift that keeps on giving. Up 70% in the last few months.

It's in my top 4 with Google, Amazon and Shopify.

jams100 · 03-06-2020 3:59pm

Cashed out on Draftkings today...they're taking a bit of a hammering over the last couple of days.
Most stocks seem to be way over valued right now especially considering we are in/heading into the worst recession possibly ever

theboringfox · 03-06-2020 4:21pm

Definitely agree with sentiment on here. So tough to see trade happen just at wrong time. I am relatively new to all this and on a learning curve. That is despite working in finance as part of day job. I notice I definitely have to fight emotional investing and in particular where that feeds into negativity bias. I always focus on the bad thing that happened in portfolio and not good. Hits me hard on missed opportunities too. Where I decide on stock but wait too long and then it rises so I go oh Im too late and keeps going up. Same with stocks I sold that then go on. Like seeing an ex do way better without you:)

My biggest lesson has been to pick and stick. I find I look to get out too quick as stocks fall even though I bought it based on taking a long term view. That was my bad one recently where I pretty much bought Southwest before it went on big downward rally and then on the Monday it rocketed up and has been taunting me since. I left a small few shares so it shows me every day what I did wrong.

Nemeses2050 · 03-06-2020 4:43pm

theboringfox wrote: »

Definitely agree with sentiment on here. So tough to see trade happen just at wrong time. I am relatively new to all this and on a learning curve. That is despite working in finance as part of day job. I notice I definitely have to fight emotional investing and in particular where that feeds into negativity bias. I always focus on the bad thing that happened in portfolio and not good. Hits me hard on missed opportunities too. Where I decide on stock but wait too long and then it rises so I go oh Im too late and keeps going up. Same with stocks I sold that then go on. Like seeing an ex do way better without you:)

My biggest lesson has been to pick and stick. I find I look to get out too quick as stocks fall even though I bought it based on taking a long term view. That was my bad one recently where I pretty much bought Southwest before it went on big downward rally and then on the Monday it rocketed up and has been taunting me since. I left a small few shares so it shows me every day what I did wrong.

Ha ha, only last week I had LATAM, got in after the big fall at 1.07 and then came across the news it's going to be delisted and it was yo-yoing so got out at 1.22 on thursday and since then it's doubled :mad:

tamova · 03-06-2020 4:50pm

I'm a complete noob but I've bought in to KO (Coca Cola) for 46-47$. I can't see it not returning to it's pre-COVID level eventually, so I think it's a decent hold.

My first purchase Nike has gone up 18.2% since I bought in at 84.74$

Share Picks 2020

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