nav[aria-label="Primary Navigation"] { padding: 0; & ul { list-style: none; width: 100%; display: flex; flex-direction: row; justify-content: start; align-items: start; gap: 30px; padding: 0; & li { margin: 0; } & ul li { list-style: none; } } }

Child Item

Share Picks 2018

b4bmm

Tawana resources. TAW Asx Lithium player. Tipped this a while back when it was mid 20s. Approaching 50c now and has a long way to run. Way undervalued compared to peers. Best mangement in the lithium space. Big year ahead.

Nzuri copper. NZC, Asx cobalt/copper play. Being buying this from high teens and it ran hard before I could get all I wanted. It’s low 30s now which is similar to my average buy in price. Very good buy at this level. Lowest capital cost cobalt play on the asx. Located in Congo. Strong Chinese partners. Big exploration upside. This will go hard in 2018 is way undervalued compare to poor grade high capex asx cobalt peers. Management owns over 50% of compnay extremely tight register. Feasibility study already proven robust economics for the project now optimatstion studies being carried out which will take the NPV to a whole new level and the SP along with it hopefully. This is by far the best cobalt play on the asx right now imo.

Wish everyone a prosperous 2018

Find more posts tagged with

Quick Links

Comments

Gangu

Any views on Ten Cent? Holding a few share but was thinking of increasing.

Pussyhands

Captainsatnav wrote: »

Popped your cherry so. At least you're not in Hive Blockchain Technologies...or are you?

What are they about? Anyone get stung here?

I am in crypto though and I put 1k in at an ATH so that's pretty much lost...70% down.

Captainsatnav

Pussyhands wrote: »

Intel shares down 8%.

Anything I touch drops. Hhaa luckily only a 100 quid in it.

Popped your cherry so. At least you're not in Hive Blockchain Technologies...or are you?

retalivity

Twitter down 19%, will take a punt on that

Pussyhands

Intel shares down 8%.

Anything I touch drops. Hhaa luckily only a 100 quid in it.

Blackjack

Captainsatnav wrote: »

Thanks a mill - first 4;30 mins explains it pretty weel actually. He says you can only short 'high' caps though - is that a defined regulatory term? Is there a threshold like?
Also - seems I can't go short on GROW? They're a US company?

Only listened to the first minute so if this is explained better later in the video, then please do pardon me - by High caps he probably refers to Large Caps.
Definitions on precisely what determines a large cap or small cap vary to some degree but by and large, anyone referring to a list of US large caps is going to have broadly the same list of companies - similarly the case in the UK and elsewhere.
He also mentions you can't short US stocks on the platform, but you can short the CFD - technically a CFD is a bet on the price changing so if you're shorting using a CFD as he described, your CFD contract is really a bet that the price will be lesser than when you struck the contract.

Captainsatnav

drunkmonkey wrote: »

You put in a sell order instead of buy, you can't have an open position when your shorting you'll only end up selling your own shares.
Plenty of crypto stocks out there, Hut8, Hive etc. You could go as far as putting Nvidia in with them.

https://www.youtube.com/watch?v=cMyi24OlHew

Thanks a mill - first 4;30 mins explains it pretty weel actually. He says you can only short 'high' caps though - is that a defined regulatory term? Is there a threshold like?
Also - seems I can't go short on GROW? They're a US company?

D'Agger

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

I'm looking at tech related stocks as I'd work in the field and have a slight idea on how good some of the products are.

Docusign seems good, but I'm not sure I see it hitting really big numbers to be honest. They went public and have been steadily rising, plus with GDPR going live, there's a shít tonne of documentation flying around now meaning the product is getting great use but I'd be cautious of buying still.

Anybody here using sharewise.com for reviewing of stocks, seems to have a simple enough UI.

Interesting that they seem to think PaloAlto is overpriced at the moment, I was looking to invest a bit more into them but might look to hold off in case it dips in Q3/Q4

retalivity

I would have suggested atlassian and was looking to get in myself, however it looks like i missed the boat

drunkmonkey

Pussyhands wrote: »

How do you short stocks? Or bitcoin?

You put in a sell order instead of buy, you can't have an open position when your shorting you'll only end up selling your own shares.
Plenty of crypto stocks out there, Hut8, Hive etc. You could go as far as putting Nvidia in with them.

https://www.youtube.com/watch?v=cMyi24OlHew

Captainsatnav

drunkmonkey wrote: »

Short a crypto stock, Bitcoin going down, down, down, might not rise again until the run up to the next ETF decision https://www.nytimes.com/reuters/2018/07/26/business/26reuters-bitcoin-etf.html

U.S. Global Investors, Inc.
NASDAQ: GROW
1.98 USD −0.12 (5.71%)
It could drop a good whack today when the market opens.

Sitting on the sidelines for the day, haven't time to partake.

Thanks but I'm not really that educated on stock markets yet to really understand that aspect of things...

Pussyhands

How do you short stocks? Or bitcoin?

PenguinEggs

drunkmonkey wrote: »

A new member with 15 posts

Piss on my chips why don't you?:D

drunkmonkey

unkel wrote: »

Your bid must have been higher than mine, I didn't get them yet

Made enough off them last year, wasn't going to haggle over a few cent.

drunkmonkey

Captainsatnav wrote: »

Have a few hundred (max 600) to play around with. Woke up this morning intending on buying 4 or 5 Facebook shares...any better advice out there?

Short a crypto stock, Bitcoin going down, down, down, might not rise again until the run up to the next ETF decision https://www.nytimes.com/reuters/2018/07/26/business/26reuters-bitcoin-etf.html

U.S. Global Investors, Inc.
NASDAQ: GROW
1.98 USD −0.12 (5.71%)
It could drop a good whack today when the market opens.

Sitting on the sidelines for the day, haven't time to partake.

unkel

drunkmonkey wrote: »

Went back into Porsche this morning

Your bid must have been higher than mine, I didn't get them yet

Captainsatnav

Have a few hundred (max 600) to play around with. Woke up this morning intending on buying 4 or 5 Facebook shares...any better advice out there?

Captainsatnav

drunkmonkey wrote: »

A new member with 15 posts

Went back into Porsche this morning, still got some more to spend....half tempted to short grow and jump out with 5-10% as I can't short hive as still not in the green.

Cancelled

Skelet0n

$PAVM that I tipped a few posts ago just got a SA article for anyone curious.
https://seekingalpha.com/article/4190955-pavmed-medical-device-innovator-robust-pipeline

Ya can get it cheaper than the $1.51 I paid too at the moment.

retalivity

drunkmonkey wrote: »

Anyone else notice a US cash fund now showing in their account, what's that about it looks like my Disney dividend.

Yeah i have had that for a month or so now. Always zero balanced, thinks its for dividend payments

drunkmonkey

Captainsatnav wrote: »

Yea didn't bother in the end. Put in an order for 75 Amyris shares, based on little else but the tip above and a cursory google read.

A new member with 15 posts

Went back into Porsche this morning, still got some more to spend....half tempted to short grow and jump out with 5-10% as I can't short hive as still not in the green.

Captainsatnav

drunkmonkey wrote: »

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.

Yea didn't bother in the end. Put in an order for 75 Amyris shares, based on little else but the tip above and a cursory google read.

drunkmonkey

Anyone else notice a US cash fund now showing in their account, what's that about it looks like my Disney dividend.

drunkmonkey

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.

Captainsatnav

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 .

PenguinEggs

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

boars

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*

Pussyhands

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

Thargor

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.

dublin2000

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