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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

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Mickiemcfist

Saanvi Important Blank wrote: »

As opposed to advice I'm just sharing how I operate and have operated for years. Don't just view your YTD losses as money down the drain, look at the bigger picture. Percentages mean nothing in reality. A different story if you are trading and just looking to get in / get out obviously.

Increasing the holding in blue chip anchors in my portfolio will as always eventually erode any losses in the riskier investments.

So forget the %, just invest in what you think are wise & rational investments. Literally throwing money into the account to skew the percentage in the corner is head in the sand stuff.

[Deleted User]

unkel wrote: »

Maybe against the spirit of this thread, but people should think about investing in a pension before they think about investing in shares. You get full relief at you marginal rate of tax so if you are a higher rate payer, if you use EUR60 of your net income and stick it into a pension fund...............

Executive pensions for self employed folk are better again and you can really lash the money into them.

q85dw7osi4lebg

Skelet0n wrote: »

Chasing losses like that is bad idea.

EDIT: I mean investing in other stocks not the loss making ones.

Skelet0n

Saanvi Important Blank wrote: »

I'm down nearly 4k this year but majority of my portfolio is up. Think long and don't check every day unless you plan on buying more. The more you invest, the less % you'll be down which eases the pain, albeit an illusion.

You are down 33% YTD. Increase portfolio to 4k and you'll only be down 20% etc. Might sound silly, but it's how I operate.

Chasing losses like that is bad idea.

q85dw7osi4lebg

Mickiemcfist wrote: »

That is frankly terrifying advice

As opposed to advice I'm just sharing how I operate and have operated for years. Don't just view your YTD losses as money down the drain, look at the bigger picture. Percentages mean nothing in reality. A different story if you are trading and just looking to get in / get out obviously.

Increasing the holding in blue chip anchors in my portfolio will as always eventually erode any losses in the riskier investments.

unkel

Maybe against the spirit of this thread, but people should think about investing in a pension before they think about investing in shares. You get full relief at you marginal rate of tax so if you are a higher rate payer, if you use EUR60 of your net income and stick it into a pension fund, it means EUR100 goes in. You also don't pay anything in capital gains taxes and you won't start paying anything until you take retirement. At which point you can take a huge chunk tax free and you might only pay lower rate on the rest

Those kinds of net after tax gains are pretty much impossible to reach if you are investing in shares yourself, unless you hit something real lucky (like winning the lotto)

Mickiemcfist

Saanvi Important Blank wrote: »

I'm down nearly 4k this year but majority of my portfolio is up. Think long and don't check every day unless you plan on buying more. The more you invest, the less % you'll be down which eases the pain, albeit an illusion.

You are down 33% YTD. Increase portfolio to 4k and you'll only be down 20% etc. Might sound silly, but it's how I operate.

That is frankly terrifying advice

q85dw7osi4lebg

Captainsatnav wrote: »

I've a lot of my savings in stocks on DeGiro as it is. Don't know if I'm comfortable putting in more until I get more experience. Only bought my first shares in February. Have about €3k invested but value is down at €1965 this morning.

I'm down nearly 4k this year but majority of my portfolio is up. Think long and don't check every day unless you plan on buying more. The more you invest, the less % you'll be down which eases the pain, albeit an illusion.

You are down 33% YTD. Increase portfolio to 4k and you'll only be down 20% etc. Might sound silly, but it's how I operate.

Captainsatnav

Saanvi Important Blank wrote: »

If you believe in the company and product (I do) would you not grow your holding ? I've another order in for this afternoon.

I've a lot of my savings in stocks on DeGiro as it is. Don't know if I'm comfortable putting in more until I get more experience. Only bought my first shares in February. Have about €3k invested but value is down at €1965 this morning.

Skelet0n

Captainsatnav wrote: »

Yes - I understand that now. Thanks for the opinion. I'll hold onto them (as they say, it's not a loss until you sell for less than you bought them for - which was $9.25)

Don't get into biotech stocks if ya can't handle swings like that, that's nothing. Stocks can move 20% easily on no news, most manipulated regulated sector by far.

q85dw7osi4lebg

Captainsatnav wrote: »

Yes - I understand that now. Thanks for the opinion. I'll hold onto them (as they say, it's not a loss until you sell for less than you bought them for - which was $9.25)

If you believe in the company and product (I do) would you not grow your holding ? I've another order in for this afternoon.

Captainsatnav

Bob Harris wrote: »

Often enough with big news pending the SP goes down before it is announced. It's probably some investors getting a little nervous that the announcement won't be positive and banking profits and MM's doing a bit of market manipulation and getting their hands on cheaper shares for bigger profits.
Look at Madrigal Pharma - in May it went from $130 to $108 in the days leading up to it's NASH announcement and when it hit went to over $300.

Yes - I understand that now. Thanks for the opinion. I'll hold onto them (as they say, it's not a loss until you sell for less than you bought them for - which was $9.25)

unkel

drunkmonkey wrote: »

You'd want to aim a little higher, take profit somewhere between €75 and €90. VW and Porsche sales in China are going good. Thank the Donald.

Good morning this morning, almost back in black

Might aim a bit higher than I usually do alright. This is a lower risk stock than any of the ones I've invested in before.

Bob Harris

Captainsatnav wrote: »

Wtf happened Verastem today?? Down nearly 8%

Often enough with big news pending the SP goes down before it is announced. It's probably some investors getting a little nervous that the announcement won't be positive and banking profits and MM's doing a bit of market manipulation and getting their hands on cheaper shares for bigger profits.
Look at Madrigal Pharma - in May it went from $130 to $108 in the days leading up to it's NASH announcement and when it hit went to over $300.

Lisland

Captainsatnav wrote: »

Wtf happened Verastem today?? Down nearly 8%

I don't have shares in VSTM but have followed a bit. They are pending FDA approval (Oct 5th) for phase III (DUO). Getting to this point has moved the SP up from 4's; lack of confidence will bring buyers out close to the approval date. Also, if approval comes there will be spike but dip too because lack of confidence in post phase III for bio with op cost. It's a gamble with bio firms like this at the moment but I could profiteer from pulling a % of shares now whilst being able to account for some to pull if approval comes and then some for the long, they can be very profitable whilst still hedging.

Captainsatnav

Wtf happened Verastem today?? Down nearly 8%

ballyharpat

Captainsatnav wrote: »

I am losing my boll0cks on DeGiro the last couple of months. Portfolio down 29%

It happens, the market is in a lot of turmoil at the moment, Ive been holding USO for 2.5 years and making good money on it, but what I am making on the Turkey ETF profit I am losing on the AMS.ag loss, hopefully that one will come back, it hit a 52 week low today

drunkmonkey

You'd want to aim a little higher, take profit somewhere between €75 and €90. VW and Porsche sales in China are going good. Thank the Donald.

unkel

drunkmonkey wrote: »

You must be up you bought in lower than me and I'm up

Nah bought at 57.5 ( a little big lower than you) on August 1st (a few days after you)

Happy to hold till I get my 10% or so

[Deleted User]

drunkmonkey wrote: »

....... I'd knock 20% off Tesla valuation just on the fact it exists. ..............

20% of the Tesla evaluation when it was $400 or the current price? This Chinese crowd have existed for a while like, surely the market is aware of them ?

TG860

Saanvi Important Blank wrote: »

unkel wrote: »

Every single one of my investments I've had on DeGiro has realised a profit. But I'm down on the only holding I have at the moment, Porsche AG. Not a chance I'll be selling it until it is in the black though

Bought into Porsche at the recent low so got lucky there myself, looks like the chart has started to turn for the better.

Just to make sure, you guys are aware that that isn't an investment in Porsche per-se? It's basically a holding company of Volkswagen shares, plus a few minor technology investments. So the price of the "Porsche" shares is effectively going to mirror the price of Volkswagen shares. (https://www.markuselsaesser.com/en/blog/post/surprise-on-the-stock-market-porsche-is-not-the-same-as-porsche-14174)

drunkmonkey

You must be up you bought in lower than me and I'm up, didn't buy the cheaper ones as transfer bounced back from Degiro.
Steady ride up now over the next 8 weeks or so hopefully.

q85dw7osi4lebg

unkel wrote: »

Every single one of my investments I've had on DeGiro has realised a profit. But I'm down on the only holding I have at the moment, Porsche AG. Not a chance I'll be selling it until it is in the black though

Bought into Porsche at the recent low so got lucky there myself, looks like the chart has started to turn for the better.

unkel

Every single one of my investments I've had on DeGiro has realised a profit. But I'm down on the only holding I have at the moment, Porsche AG. Not a chance I'll be selling it until it is in the black though

q85dw7osi4lebg

Captainsatnav wrote: »

I am losing my boll0cks on DeGiro the last couple of months. Portfolio down 29%

Back the truck up. Stock up on Ryanair, don't get too deep into Verastem, and hang onto HIVE until $5.

I have all three and a few other risky ones but Berkshire Hathaway, Coke (just about to pay dividend), Apple, Microsoft etc help to stomach the losses. Of course they aren't losses until you sell, which I don't.

Captainsatnav

I am losing my boll0cks on DeGiro the last couple of months. Portfolio down 29%

Bob Harris

Saanvi Important Blank wrote: »

NIO down 10%

Picking up some myself.

Probably due to Trumps planned tariffs.

q85dw7osi4lebg

drunkmonkey wrote: »

China's launched their own Tesla, huge gains in it the other day, couple that with Trump tarrifs on Tesla in China and no new Tesla being sold in China and they could do a fair bit of damage to Tesla, I'd knock 20% off Tesla valuation just on the fact it exists. Not to mention the competition revving up from every other car manufacturer.
Tesla first mover advantage is starting to go up in smoke, half the price of a Tesla in China https://www.nio.io/es8

NIO down 10%

Picking up some myself.

drunkmonkey

Augeo wrote: »

Have no clue what NIO is TBH

China's launched their own Tesla, huge gains in it the other day, couple that with Trump tarrifs on Tesla in China and no new Tesla being sold in China and they could do a fair bit of damage to Tesla, I'd knock 20% off Tesla valuation just on the fact it exists. Not to mention the competition revving up from every other car manufacturer.
Tesla first mover advantage is starting to go up in smoke, half the price of a Tesla in China https://www.nio.io/es8

[Deleted User]

Lisland wrote: »

NIO showed volatile jumps today and appeared to be good for shorts with quick in and out but it's a huge risk/gamble too?

Have no clue what NIO is TBH