Share Picks 2022

beertons

What's gonna be the GME or AMC of the year? Money to be made still.

massdebater

If you missed the wild initial pumps, you'd have slowly lost money with GME and AMC this year. I never owned it myself, but I think someone like Nvidia was the real winner of 2021. No idea who that'll be in 2022 though!

patsy_mccabe

Restoration Hardware (RH) and Floor and Decor (FND) are interesting ones to me. Both owned by Berkshire. Ship may have sailed price wise, but they are an interesting choice nonetheless.

Andrea B.

Steris PLC

NYSE: STE

https://www.boards.ie/discussion/comment/118381337#Comment_118381337

Why?

Andrea B.

https://www.boards.ie/discussion/comment/118383098#Comment_118383098

I am not great on financials. Not bad on bigger pictures though.

Through companies I deal with, i know that the technologies they use and continue to develop are very difficult to compete with, growing constantly and here to stay. Their client base is here to stay and if anything increase.

Personally, I have been pumping steadily in to them for 5 years now.

RainInSummer

Going to pick Baselode, $FIND. Uranium explorer working near the Athabasca Basin in Canada.

This is completely a play on their CEO and his track record. It's a binary thing though, they'll either rocket or peter out depending on results in a bouyant energy metals market.

RaggyDays

Banking sector looks like it will have another stellar year and with interest rates now set to start rising again over the next 2 years they will be even more profitable.

Bank of Ireland looks like it will breakout of its current price range once the Government have fully sold out, it's still 10 -12 weeks away yet but the shackles are off at that stage and we should be looking at the start of a share buy back too

AIB is a no no as the Government has indicated that it is to commence selling 71% of the Bank back onto the market so this is a huge downward pressure on the share price, far more than BOI had to endure.

Some Euro banks of interest would be Dutch ABN Amro (ABNRY), Santander (SAN), Erste Bank (EBKDY).

For some UK exposure Lloyds (LYG) 

Outside of banking I'm buying into the BAT (Baidu, Alibaba and Tencent) at current prices they look like a steal

daheff

I'm still liking the shippers.

Maersk

ZIM.

Eagle Bulk Shipping.

Can see them continue to do well for a little while more.

But prob first to fall back if consumer demand starts to wane.

RainInSummer

Oh. Forgot about Pantheon Resources, $PANR.

So for my picks:

PANR

FIND

antimatterx

Maybe a bit of a gamble, but I love Alibaba at price.

I also have Positions in Coinbase, Nio, PayPal, Square. I might add Stripe if they IPO this year.

I think Crypto will outperform stocks this year so I'm allocating a big % of my portfolio to it this year.

Mywifetoldme

Petroneft.

Up 600% last year.

Had lots of them since 2007, doubled up last year.

New people in charge seem to know what they are doing, but I have said that before.

All the best for 22

JimmyCorkhill

Is that Motley Fool stock advisor worth it? Think it is $99 a year, looks like they pick 2 stocks a month.

Anybody used it before? Going to invest a few hundred each month into shares.

https://www.fool.com/premium/stock-advisor/landing/

peacock20

I use MywallStreet, Irish found, same sort of thing, think Motley Fool founders are seen as a hero of sorts to them. Similar price, but regular discounted price. I like them, if only for the snapshots of companies, saves me digging around. They also give 2 picks a month, one at the beginning of month, and one mid month-ish. All transparent, podcast every Friday.

Check them out maybe, buy Irish etc

JimmyCorkhill

https://www.boards.ie/discussion/comment/118402282#Comment_118402282

Thanks for your reply.

Any links to the performance for previous years of their monthly stock selections?

RainInSummer

The Motley Fool are also a hedge fund. I'd be extraordinarily wary of signing up to anything with such a very clear interest in driving buying or selling in a particular direction.

rugbyman

Rain in Summer

I have been a paying subscriber to Motley Fool for two years.perhaps, twice did I see a sell suggestion from them.

Regards

RainInSummer

Cheers.

Their articles are all I'm going on in fairness. They either seem to be pumping individual stocks or trash talking them.

Click in on some of these and you'll see what I mean.

Is their paid service not recommendations?

https://www.boards.ie/discussion/comment/118405691#Comment_118405691

agoodpunt

apple, microsoft and google all cash cows low debt, US financials BOA my choice

JimmyCorkhill

https://www.boards.ie/discussion/comment/118405691#Comment_118405691

How have you found them rugbyman and their monthly recommendations?

Feel free to PM if you dont want to discuss here.

Atlantic Dawn

https://www.boards.ie/discussion/comment/118396419#Comment_118396419

Another I like is Wallenius Wilhelmsen, they primarily ship new cars around the world.

patsy_mccabe

Jeez, Tesla up 10% today. Apple up 2.5%. This madness can't keep going.

whomitconcerns

I just picked up more nio at 28.. If they keep doing what they're doing...I know it's old news but they have to be a good bet

rugbyman

https://www.boards.ie/discussion/comment/118411237#Comment_118411237

I have found Motley Fool quite good. I have invested around 1000 euro in perhaps 20 shares. They have been up and down since. I had set some rules, out of my head, like to sell when up 1000 euro or dollars. Then greed set in.

I sold enough to get back my initial stake in three cases. This was not so good an idea as they improved more.

I cannot check out right now whether I am up or down, probably up.(as I am using my phone)

M. Fool go to great lengths to say I should stay in for five years.

Of the ones doing best are Altassian, Nvidia(++) Upstart,Ford(M.F.?)

I will do a tot up later

rugbyman

Quick tot up, am up 2000 ish, having invested 35 k ish. Was higher. Several of recent fallers are still recommended e.g. Teladoc. Am reluctant to buy more, no idea why.Nvidia big winner. Stock prices rose 20/21 ,maybe anyone could pick winners.

On balance ,am happy enough

Wingman2010

https://www.boards.ie/discussion/comment/118411785#Comment_118411785

Would have to agree, a great time to start a position in Nio IMO. I’ve been picking up more Nio shares the last few weeks. Also; worth looking at $STEM. I’m building a position in this one. It’s essentially a smart energy storage company and it uses AI to allow customers to optimise enrage usage. It’s one of the better DeSpac’s. It has a lot of Fortune 500 clients already and this is going to be a massive industry in the next 5-10 years. Also at a good entry price now as it was hammered in Q4 in 21 like a lot of growth Companies.

JimmyCorkhill

https://www.boards.ie/discussion/comment/118412283#Comment_118412283

Thanks.

I signed up there, for the year. I think I can cancel within 30days. Was 99usd for the year.

Taking the 24 stocks they recommended in 2021 at the advised price and investing 1000 dollars in each recommendation and checking the closing price at 31st Dec 2021,the performance would be a negative -8.2% for the year. Now, as you mentioned they mention holding for 5 years etc.

I may look to see how did their 2020 picks do to the year ended 2020 & 2021.

massdebater

https://www.boards.ie/discussion/comment/118413503#Comment_118413503

Not great, in a year the S&P was up 26%. It's the boring choice but often the best. Mind you, they probably beat it in 2020, think the S&P was up around 18%(?), but tech stocks did great that year.

80s Child

Hi folks,

I want to invest in the SP500 on Degiro. When I enter the code I get online, I get a number of different options to choose from. My question, which is the "correct one", so to speak?

Many thanks and best of luck to all for the year ahead.

Andrea B.

https://www.boards.ie/discussion/comment/118412283#Comment_118412283

Novice but doing well here. Some thoughts if that is ok?

I think your strategy ( and possibly low level of investment vs qty of stocks taking in to account trade cost and spreads) is flawed.

You mention setting a gain $ and then selling. You should be setting % limits.

Then you say some of them kept on climbing and you regretted sale?

Believe me, I know bias. However, some years back I bought and sold Tesla, with a small gain around the 250 region. No regrets, as I was biting at 5% gains at the time.

Set yourself same % rules on prices falling. That is a harder one. Bias stops us from selling and they keep falling. We may make bigger losses. We then start making risky decisions and breaking our own rules, on other stocks to try recoup those losses.

neris

https://www.boards.ie/discussion/comment/118414110#Comment_118414110

SPY is the main one

theboringfox

Seems to be turn out of tech growth stocks into leisure and travel related stocks today. Some of these tech stocks you would think are starting to see some value. Looking at starting into Okta and Twilio. Bought some Zimmer. Looking at maybe adding to Salesforce, Polaris, Ionis and Intel. Maybe another google but just chunky share to buy in one go.

TalleyRand83

Bit of a car crash for my tech heavy portfolio today! Was hoping the tide might turn since the bleeding started in Oct.

Bit of a crossroads as I feel determined to keep punting the 28 stock mix but feel a bit exposed as not enough solid non tech picks in there

JimmyCorkhill

https://www.boards.ie/discussion/comment/118413503#Comment_118413503

Ok, so I have also looked into how their 2020 picks did for A) Year to 31st Dec 2020 & B) Year to 31st Dec 2021.

I could only see 23 selections during the 2020 calendar year.

Anyway, up to the end of Dec 2020, assuming an investment of $1,000 in each stock/share selection the portfolio would have been up 77.2%. A large reason for this increase is the strong performance of Tesla which was a suggestion at the start of 2020. Excluding Tesla, the portfolio would have been up 48% to the year ended Dec 2020.

The performance up to the end of Dec 2021 of the 2020 picks would have seen the portfolio up 77.3% from initial investment, so overall no real increase (0.1%) from the end of December 2020. Excluding Tesla the portfolio would have been up 30% from initial investment to the year ended Dec 2021 compared to being up 48% to the year ended Dec 2020.

Pussyhands

Pretty amazing that Apple can increase their market cap by 50 billion in a day, which is 25% of Intels market cap.

Apple is seen as a bank nowadays where people store their cash. It's really incredible to think of a stock like that.

Pussyhands

For people talking about Motley Fool, their free articles are just clickbait but their paid service I have read actually gives great returns.

Someone said they don't give any sell recommendations because they're picks are all long term. Their returns from the paid service are apparantly very good.

There's a lot of submitted opinion articles too, so it's not like all articles you see are from MF employees.

RainInSummer

https://www.boards.ie/discussion/comment/118419415#Comment_118419415

Cheers. I was judging them on their articles alone.

Treppen

Thanks for the tip on Neo on sale, have stocked up.

Pussyhands

Nice little pop from BRK.B today. Gonna sell my LMND, DKNG on next green pump and put it in BRK.B and will only add to be BRK.B position going forward.

BRK.B is now up v SPY on the 6 month and 1 year charts.

Layne

https://www.boards.ie/discussion/comment/118422287#Comment_118422287

This is something I am looking into also. Torn between this and Vanguard S&P 500 ETF.

BRK.B is much simpler to manage from a tax payment point of view.

Have you any concerns regarding age of Buffett and Munger or do you reckon they are just figureheads for the fund at this stage??

patsy_mccabe

Apple (AAPL) now makes up 43% of Berkshire Hathaway. So in effect, you are buying Apple when buying Berkshire. If Apple takes a big hit, it will pass onto Berkshire. Worth considering.

I wonder will Berkshire be the same, when Buffett and Munger are gone. It's like Alex Ferguson leaving Man Utd. It doesn't always continue as in the past. Brilliance isn't always replaced.

antimatterx

https://www.boards.ie/discussion/comment/118422558#Comment_118422558

Are Buffet and Munger active much now days? I assumed the majority of investments were not through them anymore.

Pussyhands

https://www.boards.ie/discussion/comment/118422461#Comment_118422461

They've left the company in good hands. It's not like they'll die and BRK.B is gonna start investing in crypto and go crazy speculative.

One thing to remember is that BRK is not just an investment fund, they wholly own many companies. Energy, railroads, insurance etc. This means they decide (or buy them in place) who leads the company. So they are hands off but make sure the leadership is good. Greg Abel for example is CEO of Berkshire Energy who is the heir to Buffet.

Pussyhands

Annoying day!

Was up 1.5% earlier, now down 0.6%.

My NET is just up 24% now despite being up over 100% couple months ago.

DKNG and LMND are getting binned on the next green pump day.

patsy_mccabe

https://www.boards.ie/discussion/comment/118423267#Comment_118423267

https://www.boards.ie/discussion/comment/118423267#Comment_118423267

Ya, I should have said Apple is 43% of the Equities they have.

80s Child

https://www.boards.ie/discussion/comment/118416464#Comment_118416464

Cheers.

The code given is IE00B3XXRP09.

Again there are a number of options, on which exchange etc. Does it make a difference which one I choose?

TalleyRand83

My boring pick to start 2022 is to lump up my Amazon % & the more speculative pick is DraftKings as I'm betting (pun intended) this has a good run as surely the US gambling market opening up more helps this company and also I like their foot in the door approach with the fantasy games side of things, plenty of competition but room for a few big players.

Pussyhands

Almost into the green overall once again. My portfolio went from +12% a couple months ago to -10% a couple weeks ago.

Mostly due to BABA as I kept averaging down.

BABA has had a nice start to 2022.

BABA and BRK.B makes up 75% of my portfolio right now. It'll only increase as they increase.

BRK.B is up 16% since 1 December.

patsy_mccabe

Charlie Munger, you fecking legend. He loaded up on BABA last quarter.

DATAROMA Stock Activity History

RaggyDays

https://www.boards.ie/discussion/comment/118440105#Comment_118440105

What do people expect. This guy is a pure money man, just listen to any interview he gives. At 98 he is still sharp as a razor. People selling out are transferring wealth to him. He didn't get rich by jumping from stock to stock or chasing the next fad after it has already happened.

littlevillage

https://www.boards.ie/discussion/comment/118440105#Comment_118440105

Looking at his overall filing, at a quick glance I'd say Charlie's BEP is somewhere around $155 on BABA (current SP $130) soo he's still in the red.

Meanwhile he's made a stack of money 💰 on Wells Fargo. I got in a few months back (Thanks to whoever tipped it here last year and of course Jim Cramer). Its been a nice winner. Results out next Friday ...they are going to be very good (but probably priced into the SP at this stage).