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Share Picks 2018

b4bmm · 2017-12-27 04:20:25

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…

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#1622 12-11-2018 6:47pm
MurDawg

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SAP after their recent announcement of buying Qualtrics has dropped 5%+

Expensive acquisition but a game changer in their industry.

Might slide a little further but it will correct itself.

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#1623 12-11-2018 7:17pm
q85dw7osi4lebg

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Now happy I didn't go in on GE. Still worth a shot very long term I reckon. Maybe another bit to fall.

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#1624 12-11-2018 8:22pm
evolving_doors

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Probably late to the party but Magnis Resources (MNS:ASX) is undergoing a bit of a rally after it's name change.
It's going from just a mining to manufacturing lithium Ion Batteries etc. Might just be a small bump but still good for a long play though when they get into production. Someone tipped it yonks ago and then I did too.

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#1625 12-11-2018 8:29pm
evolving_doors

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Bob Harris wrote: »

I'll be giving Degiro a wide berth today.

Now is the time to average down while you're catching the falling knife!

I'll be holding off on going in a little on VKTX for a bit longer. Loadsa red on my books

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#1626 12-11-2018 8:46pm
butrasgali

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Any reason dalata is dropping so much..and would you buy now..??

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#1627 12-11-2018 11:40pm
Bob Harris

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Edry will announce results on thursday after close.

Leds will do so after close wednesday.

Any pop will most likely happen before each event and worth keeping an eye on.

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#1628 13-11-2018 1:30am
q85dw7osi4lebg

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https://www.bloomberg.com/press-releases/2018-11-12/viking-therapeutics-presents-results-from-phase-2-study-of-vk2809-in-patients-with-non-alcoholic-fatty-liver-disease-nafld-an

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#1629 13-11-2018 10:38am
Thargor

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Is that already priced in or will it get a bump today?

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#1630 13-11-2018 12:24pm
q85dw7osi4lebg

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Thargor wrote: »

Is that already priced in or will it get a bump today?

Maybe a bit of the usual market manipulation, probably bump then drop.

Long term this is golden, any dip back towards 12 and I'm buying again.

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#1631 13-11-2018 1:15pm
jackc101

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Saanvi Important Blank wrote: »

Now happy I didn't go in on GE. Still worth a shot very long term I reckon. Maybe another bit to fall.

Ugh, have a very long term position at roughly 21.60
No cash to lower my cost basis, which was a strategy that worked handsomely with BBL before for me

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#1632 13-11-2018 1:25pm
Bob Harris

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GE has turned into a **** show. I got out on the spike when the new CEO came on board which wasn't much more than what I'd bought at. He seems to have initiated a major clean out and with more likely to come. That and the dividend cut to nearly nothing means this has more room to fall.

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#1633 13-11-2018 4:04pm
q85dw7osi4lebg

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Saanvi Important Blank wrote: »

Maybe a bit of the usual market manipulation, probably bump then drop.

Long term this is golden, any dip back towards 12 and I'm buying again.

Annnnddddd like clockwork, in again.

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#1634 13-11-2018 4:08pm
Bob Harris

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Saanvi Important Blank wrote: »

Annnnddddd like clockwork, in again.

The market just does not want to know. MDGL down over 7% as I write after decent results presented.

GALT is proving quite resilient the last week or so. The general belief is they are looking for a buyer and the price action the last while makes me think something is afoot.

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#1635 13-11-2018 5:13pm
Underground

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butrasgali wrote: »

Any reason dalata is dropping so much..and would you buy now..??

Would be curious about this too. I remember someone on this thread advising other to not touch it with a barge pole, and this was back when it was around €7. It's looking good value at the moment.

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#1636 13-11-2018 5:14pm
ct5amr2ig1nfhp

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Keeping an eye out for Home Depot Q3 earnings, out today.

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#1637 13-11-2018 7:25pm
littlevillage

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Underground wrote: »

Would be curious about this too. I remember someone on this thread advising other to not touch it with a barge pole, and this was back when it was around €7. It's looking good value at the moment.

DrunkMonkey warned everyone to avoid Dalata back in Feb when the SP was in the low €6's. It subsequently topped out at €7.35 in July and has now slide down to €5.23 today which is almost a 30% fall.

https://www.boards.ie/vbulletin/showpost.php?p=106162260&postcount=185

The SP was falling anyway but really went into freefall after the VAT increase in the Oct Budget and continued now with the general malaise in Stock prices worldwide in October/Nov.

When you see a 30% fall in the SP of a former ISEQ darling, its tempting to pile in, especially when the business is virtually unaffected, but my advice would be to hold your powder until we see where the market is going in the medium term....you might just get a better bargain in another Month or two.

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#1638 13-11-2018 9:51pm
q85dw7osi4lebg

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VKTX 14.50 pre market, 11.33 now. Picked up a few more just now.

Definitely going back to the highs sooner or later.

Serious manipulation !

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#1639 13-11-2018 10:31pm
q85dw7osi4lebg

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Saanvi Important Blank wrote: »

Any thoughts on RGSE?

More dilution incoming but sentiment is good.

Maybe an easy in and out play, down 8% today.

I'm up 30% here already. Anyone else jump on board ?

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#1640 13-11-2018 10:57pm
Thargor

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Saanvi Important Blank wrote: »

I'm up 30% here already. Anyone else jump on board ?

We really should have tracked the tips in this thread like a proper fund, I might set up a Google doc for 2019 if Im bored at work some day.

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#1641 14-11-2018 12:12am
evolving_doors

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Thargor wrote: »

We really should have tracked the tips in this thread like a proper fund, I might set up a Google doc for 2019 if Im bored at work some day.

Done by cefh17 as far as September, just PM for editing abilities. There's a few errors in it.
https://www.boards.ie/vbulletin/showthread.php?p=108142237

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#1642 14-11-2018 12:56am
BonesJones1

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What percentage of your portfolio is dividend paying stocks? Any suggestions?

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#1643 14-11-2018 12:25pm
cefh17

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Micro focus up 8% today, what are people's aim point to sell?

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#1644 14-11-2018 1:01pm
retalivity

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Pound vs euro is going to be all over the shop today, may be value in london stocks in the afternoon

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#1645 14-11-2018 1:52pm
Gruffalo22

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cefh17 wrote: »

Micro focus up 8% today, what are people's aim point to sell?

With a high dividend, improving outlook and 230m share buyback in progress I don't plan on selling for the forseeable future. I am hoping that the SP will continue to rise and no guarantees but hopefully will reach 18GBP over the next year or two. Brexit is obviously a big uncertainty for UK shares. MCRO is at book value (significant goodwill & intangibles) though so relatively safe long term. The SUSE sale money is funding the buybacks which will continue until next February and I think a further tranche/other return to shareholders will be announced after. It'll be used to pay down debt also.

You can check the buyback progress here under regulatory news

https://www.londonstockexchange.com/exchange/prices-and-markets/stocks/summary/company-summary/GB00BD8YWM01GBGBXSET1.html

I would be inclined to keep my core holdings but buy extra on large dips (in the 12s) for trading purposes as others have done. The SP fell after the first tranche of buybacks ended. I bought some more around 12 when the second buyback was announced

Share chat here
https://uk.advfn.com/stock-market/london/micro-focus-international-MCRO/share-chat

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#1646 14-11-2018 2:55pm
cefh17

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Some reading to be done on it, thanks very much!

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#1647 14-11-2018 4:22pm
q85dw7osi4lebg

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Picked up some VKTX in the 10s, deep in there now. Still in the green (in since it was first tipped here), but could do with finding a higher base line.

RGSE down 10% today after being up 18% yesterday, picked up some more.

Order for Aphria if it gets to 12.50

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#1648 14-11-2018 4:51pm
beaner92

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Saanvi Important Blank wrote: »

Picked up some VKTX in the 10s, deep in there now. Still in the green (in since it was first tipped here), but could do with finding a higher base line.

RGSE down 10% today after being up 18% yesterday, picked up some more.

Order for Aphria if it gets to 12.50

I am on the other side of this via put contracts For the last few weeks. It is closer to the 52w low than the 52w high. Tgt 7.50 in January.

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#1649 14-11-2018 5:06pm
Skelet0n

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beaner92 wrote: »

I am on the other side of this via put contracts For the last few weeks. It is closer to the 52w low than the 52w high. Tgt 7.50 in January.

Don’t fancy your chances mate.

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#1650 15-11-2018 12:51pm
Mickiemcfist

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beaner92 wrote: »

I am on the other side of this via put contracts For the last few weeks. It is closer to the 52w low than the 52w high. Tgt 7.50 in January.

Where are you getting put contracts? Do they do these in Degiro?

Thanks

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#1651 15-11-2018 1:17pm
Pussyhands

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Can you do forex in degiro?

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