Share Picks 2020

Bob Harris · 07-02-2020 8:40pm

Just saw that my order at 4.10 was filled earlier which tbh I think is very good value. I've traded Aphria a few times but I think this time it can sit in the bottom drawer as I think it's well undervalued and the SP should begin to reflect it's real worth in the next year or two.

weemcd · 08-02-2020 11:43am

Just bought a tiny, and I mean minuscule amount of shares in NIO to test out Degiro. I'd had an account for ages with a small amount of cash deposited. But I didn't do the verification steps.

Treppen · 09-02-2020 11:30pm

Bob Harris wrote: »

Just saw that my order at 4.10 was filled earlier which tbh I think is very good value. I've traded Aphria a few times but I think this time it can sit in the bottom drawer as I think it's well undervalued and the SP should begin to reflect it's real worth in the next year or two.

Bottom drawer!!! I've buried mine in the garden and will dig up in 40 years time.:pac:

Bob Harris · 10-02-2020 8:20am

Treppen wrote: »

Bottom drawer!!! I've buried mine in the garden and will dig up in 40 years time.:pac:

Wait now, are we talking about shares or dead bodies?

Mad_maxx · 10-02-2020 10:55am

Anything construction and property related taking a hiding this morning on the iseq

bcklschaps · 10-02-2020 2:52pm

Mad_maxx wrote: »

Anything construction and property related taking a hiding this morning on the iseq

Yes, everything.... builders, Reits, banks :rolleyes:

Might be a buying opportunity too though as the market tends to over react. The dust will probably settle in a few days.

10-02-2020 7:43pm

Nio down at 3.75ish...wonder could it be time for a reentry or have we further to fall?

Timmaay · 10-02-2020 9:04pm

Batrachotox wrote: »

Nio down at 3.75ish...wonder could it be time for a reentry or have we further to fall?

And I bought at 4.50 last week ugh. Small enough stake at least.

Anyone else still in with Virgin Galactic? Over 20$ now, probably overvalued but people seem to be still investing in it simply because it's one of the only space stocks out there.

Taylor365 · 10-02-2020 9:13pm

Timmaay wrote: »

And I bought at 4.50 last week ugh. Small enough stake at least.

Anyone else still in with Virgin Galactic? Over 20$ now, probably overvalued but people seem to be still investing in it simply because it's one of the only space stocks out there.

Money coming out of weed has to go somewhere :pac:

Bob Harris · 10-02-2020 9:44pm

bcklschaps wrote: »

Yes, everything.... builders, Reits, banks :rolleyes:

Might be a buying opportunity too though as the market tends to over react. The dust will probably settle in a few days.

You'd think builder shares would have gone up with all the houses Mary Lou has promised.

Bob Harris · 10-02-2020 10:02pm

Batrachotox wrote: »

Nio down at 3.75ish...wonder could it be time for a reentry or have we further to fall?

Between the Chinese new year and the virus they'll hardly have sold a car and probably can't make them either.

11-02-2020 3:44pm

Bob Harris wrote: »

Between the Chinese new year and the virus they'll hardly have sold a car and probably can't make them either.

That’s the point haha, want to get back in before they return to production and price goes back on the up

On an unrelated note, lag in processing purchase orders pissing me off - put in an order for Nio at market open @3.82, goes through to “pending” immediately and then goes through for 3.92

It’s not a huge amount but annoying all the same

bcklschaps · 11-02-2020 4:53pm

Bob Harris wrote: »

You'd think builder shares would have gone up with all the houses Mary Lou has promised.

If the state builds rakes of cheap houses it will drag down private house prices elsewhere... Builders & banks will make less money.

Either way ... I pulled the trigger today for what I hope is some bottom feeding on the ISEQ... builders and Banks :pac:

Bob Harris · 11-02-2020 5:12pm

bcklschaps wrote: »

If the state builds rakes of cheap houses it will drag down private house prices elsewhere... Builders & banks will make less money.

Either way ... I pulled the trigger today for what I hope is some bottom feeding on the ISEQ... builders and Banks :pac:

I was thinking along the lines that the market knows SF is full of hot air and won't build the half of it!

bcklschaps · 11-02-2020 5:24pm

Bob Harris wrote: »

I was thinking along the lines that the market knows SF is full of hot air and won't build the half of it!

That's my thinking precisely Bob. The market will probably realise that too eventually and hopefully sp's of Irish property related stocks will recover after the recent sell off.... earning me a nice profit &#55357;&#56397;

Cairn homes already up 3% today.

Shedite27 · 11-02-2020 5:37pm

Bob Harris wrote: »

I was thinking along the lines that the market knows SF is full of hot air and won't build the half of it!

Sounds like when they said Trump would kill the US shares

Lex Luthor · 11-02-2020 9:12pm

PAVM up approx 20% today
been doing well so far in 2020

letitroll · 11-02-2020 9:31pm

If SF wanna build homes, they’ll need building firms to do it......Glenveagh has a specific division ‘Glenveagh Living’ designed to specifically to do this.......I.e. master plan and build homes on spec on public lands for housing authorities, councils or pension funds / asset management companies.

SF public housing program would be a boom for them - its a much better business and less capital intensive to provide master planning and building services than speculate on land, buy it, go through planning process and then build and sell it yourself.

Buying GLV as whatever way you slice they will be Ireland’s dominant (3,000 + at full scale) and lowest cost producer of starter homes in the country

liamoreilly · 12-02-2020 1:11am

...How much thought are people giving to the coronavirus when picking their stocks...What is the best way to gauge the impact it could have...I know we can look at revenue, production locations, are there any other factors worth noting?... Also, FEC looks like it going after the big tech companies, wonder what kinda affect it will have on the FAANG stocks...

themossinator · 12-02-2020 2:43am

liamoreilly wrote: »

...How much thought are people giving to the coronavirus when picking their stocks...What is the best way to gauge the impact it could have...I know we can look at revenue, production locations, are there any other factors worth noting?... Also, FEC looks like it going after the big tech companies, wonder what kinda affect it will have on the FAANG stocks...

I would wait until March and see where things are, also keep an eye on the VIX (volatility index), if it looks like it’s going up then stocks will drop as they’re inversely correlated at the moment

littlevillage · 12-02-2020 4:38am

In these days of Coronavirus hysteria is anybody keeping an eye on drug trials/genome research companies ?

“During the gold rush its a good time to be in the pick and shovel business” ― Mark Twain

I like Open Orphan (ORPH : AIM) ? ... they are a drug trials/genome research company that have recently doubled in size as a result of a merger, and gained a potential block buster flu vaccine drug in the process.

CEO Cathal Friel seems to be a serious deal maker who talks a great game and he is making no secret of the fact that its going up for sale once the combined entity is profitable.... somewhere in next 12 months. (he owns a stack of the equity himself and is locked in for 3 years).

SP has actually slipped a few % this week so far... soo might be a buying opportunity.

Disclaimer : This is still a small London AIM listed company soo ....DYOR

littlevillage · 12-02-2020 12:15pm

bcklschaps wrote: »

Yes, everything.... builders, Reits, banks :rolleyes:

Might be a buying opportunity too though as the market tends to over react. The dust will probably settle in a few days.

Nice tip... got in yesterday and out today for a free days wages

12-02-2020 6:17pm

Sunpower doing bits for me, long may it continue

Lex Luthor · 12-02-2020 6:33pm

Decent start again today from PAVM

APPS Digital Turbines +12% need this one to recover from its recent dip

beertons · 13-02-2020 9:33am

Lex Luthor wrote: »

APPS Digital Turbines +12% need this one to recover from its recent dip

What's their dividend like?

Bob Harris · 13-02-2020 9:39am

beertons wrote: »

What's their dividend like?

0.

magic_murph · 13-02-2020 10:26am

Out of curiosity what app / service are you guys using to buy shares?

Thanks

Kilboor · 13-02-2020 10:37am

magic_murph wrote: »

Out of curiosity what app / service are you guys using to buy shares?

Thanks

Degiro

BailMeOut · 13-02-2020 12:10pm

magic_murph wrote: »

Out of curiosity what app / service are you guys using to buy shares?

Thanks

Davy

all about the mane · 13-02-2020 8:17pm

JD looking at new heights. Hope people filled their boots

Share Picks 2020

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