Share Picks 2018

Pussyhands · 21-07-2018 5:10pm

evolving_doors wrote: »

You called?

Canopy growth corp
Aphria
MPX (5cb in Europe)
Everything is down for the summer same as last summer.

Sarcasm or real? Hhaa

evolving_doors · 21-07-2018 6:04pm

Pussyhands wrote: »

Sarcasm or real? Hhaa

October 17th is lift off .
Very real

Bob Harris · 21-07-2018 6:53pm

evolving_doors wrote: »

October 17th is lift off .
Very real

The good thing about weed shares is they like to get high.

drunkmonkey · 21-07-2018 6:59pm

Still liking Disney to stomp home this year, up nicely since I called it a while back, it's got more to give but still a little volitile until things calm down. https://www.investopedia.com/news/disney-stock-could-hit-150-after-3year-triangle-breakout/

ct5amr2ig1nfhp · 23-07-2018 2:30pm

Ryanair taking another dive. I'll be buying some more.

Pussyhands · 23-07-2018 5:34pm

Anyone got any good picks for AR or VR companies?

Talking potential gamechangers in a few years?

Captainsatnav · 23-07-2018 7:08pm

I took a little punt on EVR holdings a couple of months ago based on a tip here. Down a wee bit. But involved with Facebook I believe and what they do is kinda cool. Vr recording of concerts.

OwlsZat · 23-07-2018 8:49pm

Pussyhands wrote: »

Anyone got any good picks for AR or VR companies?

Talking potential gamechangers in a few years?

Don't see it being game changing until 4k is available. Until then it's a bit clunky. Not to mention you already need a super computer with 4k still years away.

Pussyhands · 23-07-2018 10:23pm

OwlsZat wrote: »

Don't see it being game changing until 4k is available. Until then it's a bit clunky. Not to mention you already need a super computer with 4k still years away.

Yes but gates, Cuban etc all said they'd study ai if they could go back in time. You'd expect it explode in a few years like Facebook and Twitter and the likes did.

I'm talking about any young companies with small share price that could be top 500 in 5 years or so.

drunkmonkey · 23-07-2018 11:08pm

Pussyhands wrote: »

I'm talking about any young companies with small share price that could be top 500 in 5 years or so.

Think your looking at it wrong, why not pick successful companies now who should grow stronger over the next 5 years. The share price doesn't matter it's your ROCI that matters.

I love penny stocks but their in and out plays preferable in the same day, certainly not stocks for pussyhands starting off.

You want to snooze, Microsoft, Intel, Coca Cola, Disney etc on a long enough time scale they always rise.

Pussyhands · 23-07-2018 11:48pm

drunkmonkey wrote: »

Think your looking at it wrong, why not pick successful companies now who should grow stronger over the next 5 years. The share price doesn't matter it's your ROCI that matters.

I love penny stocks but their in and out plays preferable in the same day, certainly not stocks for pussyhands starting off.

You want to snooze, Microsoft, Intel, Coca Cola, Disney etc on a long enough time scale they always rise.

What about a diverse portfolio with a small holding on penny stocks?

Captainsatnav · 23-07-2018 11:57pm

Pussyhands wrote: »

drunkmonkey wrote: »

Think your looking at it wrong, why not pick successful companies now who should grow stronger over the next 5 years. The share price doesn't matter it's your ROCI that matters.

I love penny stocks but their in and out plays preferable in the same day, certainly not stocks for pussyhands starting off.

You want to snooze, Microsoft, Intel, Coca Cola, Disney etc on a long enough time scale they always rise.

What about a diverse portfolio with a small holding on penny stocks?

How much money are you thinking of putting in to degiro? Hundreds or multiple thousands?

Pussyhands · 24-07-2018 12:04am

Captainsatnav wrote: »

How much money are you thinking of putting in to degiro? Hundreds or multiple thousands?

Long term thousands. Short term hundreds.

Captainsatnav · 24-07-2018 12:08am

Pussyhands wrote: »

Captainsatnav wrote: »

How much money are you thinking of putting in to degiro? Hundreds or multiple thousands?

Long term thousands. Short term hundreds.

Maybe start of then with 30/40% in some magic beans (Hive, Providence Resources, I like Botswana Diamonds too) for the hobby/thrill factor and bang the rest in a blue chip as Drunken monkey says. Good timing
to buy a couple of Ryanair shares perhaps?

drunkmonkey · 24-07-2018 12:17am

Pussyhands wrote: »

What about a diverse portfolio with a small holding on penny stocks?

Here's a penny stock for you, It's average volume is 50k, over 3.5 million shares moved today on takeover news, not sure if it'll go more tomorrow but returned 150% today. I know nothing about bio-tech so not for me.
https://www.nasdaq.com/article/txcell-stock-surges-on-deal-to-be-bought-by-usbased-sangamo-20180723-00143
It hit a high of 9.61 in August 15 so could have a lot more to run.

You need to be so careful with penny stocks, so keep tight stop losses and don't be afraid to take profit an hour after buying it.

TXCELL EURONEXT:TXCL

Pussyhands · 24-07-2018 11:06am

Where is Ryanair listed on degiro? I'm clicking on the plc but not showing a price.

What do people think of Ryanair and brexit? Hard brexit might mean difficulties in flying between uk and Ireland.

Captainsatnav · 24-07-2018 11:14am

Pussyhands wrote: »

Where is Ryanair listed on degiro? I'm clicking on the plc but not showing a price.

What do people think of Ryanair and brexit? Hard brexit might mean difficulties in flying between uk and Ireland.

Plenty of other destinations than the UK.

They're listed as Ryanair Holdings PLC (ISIN- RY4C). Current price €14.305

Captainsatnav · 24-07-2018 11:17am

drunkmonkey wrote: »

Here's a penny stock for you, It's average volume is 50k, over 3.5 million shares moved today on takeover news, not sure if it'll go more tomorrow but returned 150% today. I know nothing about bio-tech so not for me.
https://www.nasdaq.com/article/txcell-stock-surges-on-deal-to-be-bought-by-usbased-sangamo-20180723-00143
It hit a high of 9.61 in August 15 so could have a lot more to run.

You need to be so careful with penny stocks, so keep tight stop losses and don't be afraid to take profit an hour after buying it.

TXCELL EURONEXT:TXCL

Nah - flattening steady this morning. Ah - Just as well. Broke this month with holidays and saving for a mortgage

drunkmonkey · 24-07-2018 11:22am

Hasn't competition heated up for Ryanair also trouble in the camp, I dunno if I'd be catching that knife right now.
I think Porsche might make a run again before the end of the year sold my shares at the start but it's getting into buy territory. Mission E could see a few shaky bagholders from Tesla. There also a huge shareholder of VW shares if the take off Porsche will rise, VW are putting in a lot of infrastructure in the US and Canada for fast charging points.

drunkmonkey · 24-07-2018 11:24am

Captainsatnav wrote: »

Nah - flattening steady this morning. Ah - Just as well. Broke this month with holidays and saving for a mortgage

Wise idea, hopefully Uncle Franky comes through with his $5 help with the mortgage.

Captainsatnav · 24-07-2018 11:39am

drunkmonkey wrote: »

Wise idea, hopefully Uncle Franky comes through with his $5 help with the mortgage.

Hive will end up covering the deposit yet! Blind faith.

s3ndnudes · 24-07-2018 1:13pm

I'm not buying into RyanAir myself (purely from a risk management perspective of my own portfolio) but I do think it's at a good price in the E14 range the stock has taken several dips greater than 10% (over short periods- of recent highs) and has never gone below the E14 range in the last 52 weeks.

I also think the valuation (in terms of PE) is pretty attractive (taken from Morningstar) -

Price/Sales: 2.57
Price/Earnings: 12.26
Consensus Forward P/E: 13.21
Price/Book: 3.53

I'm not sure how great the upside is, but i'd imagine in the next few months it'll be bouncing back in the high E15/E16 range. I don't think the downside risk is too high. In terms of the competitive landscape- I think RyanAir is more than capable of holding it's own- great occupancy rates, a low (but increasing) cost base and a good management team (ok the last one is a bit contentious). In any case, even if this provides headwinds in the short-term I do think RyanAir will come out on top in the medium term at least.

evolving_doors · 24-07-2018 1:27pm

drunkmonkey wrote: »

Think your looking at it wrong, why not pick successful companies now who should grow stronger over the next 5 years. The share price doesn't matter it's your ROCI that matters.

I love penny stocks but their in and out plays preferable in the same day, certainly not stocks for pussyhands starting off.

You want to snooze, Microsoft, Intel, Coca Cola, Disney etc on a long enough time scale they always rise.

That's no fun.

Captainsatnav · 24-07-2018 2:23pm

s3ndnudes wrote: »

I'm not buying into RyanAir myself (purely from a risk management perspective of my own portfolio) but I do think it's at a good price in the E14 range the stock has taken several dips greater than 10% (over short periods- of recent highs) and has never gone below the E14 range in the last 52 weeks.

I also think the valuation (in terms of PE) is pretty attractive (taken from Morningstar) -

Price/Sales: 2.57
Price/Earnings: 12.26
Consensus Forward P/E: 13.21
Price/Book: 3.53

I'm not sure how great the upside is, but i'd imagine in the next few months it'll be bouncing back in the high E15/E16 range. I don't think the downside risk is too high. In terms of the competitive landscape- I think RyanAir is more than capable of holding it's own- great occupancy rates, a low (but increasing) cost base and a good management team (ok the last one is a bit contentious). In any case, even if this provides headwinds in the short-term I do think RyanAir will come out on top in the medium term at least.

What's the P/E for the sector?

ct5amr2ig1nfhp · 24-07-2018 3:00pm

Ryanair just dipped below 14.

s3ndnudes · 24-07-2018 3:21pm

There goes my strong resistance at E14 :L Be interesting to see how much lower it will go- can't imagine there's a huge amount more downside?

drunkmonkey · 24-07-2018 3:27pm

Captainsatnav wrote: »

Hive will end up covering the deposit yet! Blind faith.

It's alive today better not mention it in here again though as it's still probably not considered a real company.

q85dw7osi4lebg · 26-07-2018 10:26am

Any thoughts on Facebook over the last 24 hours? Possibly oversold in after hours ?

drunkmonkey · 26-07-2018 10:39am

I wouldn't be touching it until the dust settles and it finds a base probably best keep clear.

Bob Harris · 26-07-2018 10:43am

Saanvi Important Blank wrote: »

Any thoughts on Facebook over the last 24 hours? Possibly oversold in after hours ?

I had an FB account once upon a time. Closed it when it was at about $32.
I remember it went down for a few days after. They missed me that much.
Fcukers don't miss me anymore.

evolving_doors · 26-07-2018 10:50am

I think the proposed sports streaming from FB is going to take off. Sky packages have just gotton too expensive.

thomas 123 · 26-07-2018 10:56am

Bit of a thick question,

I dabble in Crypto and have an e-trade account(not a brokerage account) for work shares.

How/where do most of you buy/sell shares for the likes of Ryan Air?

drunkmonkey · 26-07-2018 10:59am

Degiro

thomas 123 · 26-07-2018 11:06am

drunkmonkey wrote: »

Degiro

That will do, thank you!

sham09 · 26-07-2018 2:14pm

Guys, I want to buy Facebook shares using my Degiro account. When I search for "Facebook" or "FB" in Degiro I am getting multiple options. I presume I should be looking at the main stock traded on the NASDAQ (FB / US30303M1027) - can anyone give me a steer? Cheers!
noAy18

drunkmonkey · 26-07-2018 3:15pm

sham09 wrote: »

Guys, I want to buy Facebook shares using my Degiro account. When I search for "Facebook" or "FB" in Degiro I am getting multiple options. I presume I should be looking at the main stock traded on the NASDAQ (FB / US30303M1027) - can anyone give me a steer? Cheers!

Yea think that's the cheapest one to buy on Degiro but steady this could easily test 140 or below over the next few months.

crushproof · 26-07-2018 3:33pm

Took on a few FB shares today after the drop. They're still in a outrageously dominant position so not going anywhere anytime soon.
After watching the FANNG stocks go up and up over the past year I've finally jumped in after missing out on the spectacular growth.

drunkmonkey · 26-07-2018 3:53pm

Yere mad, anyway each to their own.

crushproof · 26-07-2018 3:57pm

drunkmonkey wrote: »

Yere mad, anyway each to their own.

Tell me about it. It's my play around fund so not too serious. See how it works out over the next few weeks

drunkmonkey · 26-07-2018 4:00pm

$140- $160 in the next few weeks, they have issued a warning that revenue is going down while costs are getting higher.

whatever76 · 26-07-2018 4:03pm

looks like I made right decision keeping the MSFT shares - $110 today .. woohhhoo !!

drunkmonkey · 26-07-2018 4:30pm

Ha I was going to say it earlier...nice little return in a short time. Disney still ticking away nicely as well.
Going back into Porsche once the money hits my account hoping to be over €80 by the end of October.

whatever76 · 26-07-2018 5:15pm

drunkmonkey wrote: »

Ha I was going to say it earlier...nice little return in a short time. Disney still ticking away nicely as well.
Going back into Porsche once the money hits my account hoping to be over €80 by the end of October.

trying not to be greedy now on when to sell - 120 price target is being predicted now

.

dublin2000 · 26-07-2018 8:43pm

Does anyone looking at semi-conductor shares, for example AMD?

Thargor · 26-07-2018 8:49pm

dublin2000 wrote: »

Does anyone looking at semi-conductor shares, for example AMD?

I'm always looking but I always end up asking where the growth is going to come from to justify the mad valuations and what's stopping them releasing a warning that will cause a 20% drop like Facebook today, I have a few lithium miners and that's all I'm holding at the moment, too nervous for everything else.

Pussyhands · 26-07-2018 10:09pm

Thargor wrote: »

I'm always looking but I always end up asking where the growth is going to come from to justify the mad valuations and what's stopping them releasing a warning that will cause a 20% drop like Facebook today, I have a few lithium miners and that's all I'm holding at the moment, too nervous for everything else.

Data centers

boars · 27-07-2018 11:20am

I'm not too concerned about the valuations of FANG stocks- although I do expect some will grow (albeit more slowly) in the coming months/ years.

I'm really happy with my theory that Facebook would meet earnings but future growth estimation would be lower- which will should also level off pricing within the stock in the coming quarters. I expect it will move sideways with volatility, breaching its all time highs pending q3 results.

I expect Amazon will continue with its current trend upwards and I theorize it will enter a hyperbolic state at some point in the future. Its earnings were absolutely ridiculous compared with estimations. I love this company. If there Is a bubble- according to the majority, and it does pop- this is the one company that will be left.

I'm not keen on Netflix and I don't exactly know why. I feel that's its valuations are too high- even after a 12% drop. There is plenty more air between the sky and the ground. I could be wrong but I think the bears have finally taken over. There are plenty of other players entering the game in video content.

Google is entering hyperbolic state. I expect a blowoff top in Q3/ Q4. Not much more to say other than I wouldn't buy or short. I don't know a lot about google to be fair.

In the mean time i'm looking at other stocks outside of the FANG to diversify away from tech heavy.

At the start of the year I bought Amryris- a tiny, but cool looking company which produces non-animal environmentally friendly oils for make up which young female millennials seem to love. Try not to have a heart attack by looking at their ten year chart- but it is now trending upwards and the company is making profit and is beating earnings expectations. Completely different company from ten years ago and I really like it.

I also bought AXON- a company which produces bodycams for cops. I used to be a cop way back In the day and I realised that all of the different police forces tend to buy from the same vendor- needless to say the stock is entering hyperbolic. Plenty more room for growth IMO as every police agency in the USA is loving the whole bodycam tech atm. I'm up 100% from the start of the year- will buy more if dip

I bought oil stocks a few months ago- Abraxas is trending upwards and oil is now increasing in price with the sanctions on Iran, I expect oil will hit $100 per barrel with the US economy also going nuts atm.

I own NVIDA- I feel this stock is so under-priced it's criminal. Every single device that a teenager owns right now with a graphical interface will have something belonging to Nvidia in it.

I've thrown a tiny percentage of my portfolio into IQIYI. It's like Netflix but china. China is a terrible country to invest in because of reasons I wont go into here, but as I said- its a tiny position and a gamble. High Risk/ High reward

I also purchased IWMO two years back. It's an Irish ETF which only owns stocks in trending stocks and gets rid of the ones that don't trend after 6 months. The trend is your friend! It makes up about 50% of my portfolio, my only other ETF is the S&P 500 ETF- which makes up 25% of my portfolio. All of the other above make up the remainder %. I own no FANG.

Other than that, on the Macro America is looking great I see no bubble in the S&P 500. I'm skeptical of the EU. I'm bearish on China. Some Middle eastern countries caught my eye but i'm staying away. Ireland looks good although I don't know a lot about it. Stay away from Japan, Australia, India, South America.

first post on boards after 5 years, hi fellas.

edit grammar*

PenguinEggs · 27-07-2018 12:22pm

Motley Fool tip - DocuSign (DOCO Nasdaq $55.51)
Biggest player in the e-sig space with competition from Adobe

e-sig is a growth market 2016 $662m 2022 estimate $3.2b

Captainsatnav · 27-07-2018 1:15pm

PenguinEggs wrote: »

Motley Fool tip - DocuSign (DOCO Nasdaq $55.51)
Biggest player in the e-sig space with competition from Adobe

e-sig is a growth market 2016 $662m 2022 estimate $3.2b

Think I'll put €300 into them .

drunkmonkey · 27-07-2018 1:26pm

Motely fool are pumpers and dumpers, I'd expect a little rise then a sell off, just day traders pumping will be down before close.

Share Picks 2018

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