Share Picks 2020

cnocbui · 18-03-2020 02:21PM

antimatterx wrote: »

Deemed disposable though?

What?

Mad_maxx · 18-03-2020 02:28PM

Nemeses2050 wrote: »

CRH looks very tempting, but as you said in 2011 and 2002 €11.50 was the lowest it went. so there's a bit more to go.

IRES and HIB Reit both down nearly 50% from their peaks a month ago.

Kingspan and kerry are holding up incredibly well

Kingspan is the best managed company in Ireland this past five years with kerry a close second

Smurfit kappa ( which I own) is holding up pretty well too, it dropped to two euro during the last crash

Mad_maxx · 18-03-2020 02:29PM

cnocbui wrote: »

What?

European domiciled funds force the holder to pay a 40% plus exit tax after eight yeara

Nemeses2050 · 18-03-2020 02:40PM

bought BP on monday @19.30 and it was dropping so quickly made me consider my position and got out quickly @19.00, not much harm done it's now 17.40...so guys hold jumping into energy stocks yet

cnocbui · 18-03-2020 02:52PM

Mad_maxx wrote: »

European domiciled funds force the holder to pay a 40% plus exit tax after eight yeara

Ah, no, Australian stock exchange.

MightyMandarin · 18-03-2020 03:05PM

Nemeses2050 wrote: »

CRH looks very tempting, but as you said in 2011 and 2002 €11.50 was the lowest it went. so there's a bit more to go.

IRES and HIB Reit both down nearly 50% from their peaks a month ago.

Commercial RE will get absolutely battered in the next year. I'm avoiding it like the plague, even with the low prices.

Shedite27 · 18-03-2020 04:47PM

Just had an order fulfilled for Disney at $85

lastusername · 18-03-2020 05:03PM

alchemist33 wrote: »

I spoke to my brother today, who's a pilot, and he bought into Easyjet and IAG this week.
He didn't say this, but I'd be wary of the American airlines. I think COVID is going to hit hard there.

They look like good bets - too big to fail possibly? Not sure if Easyjet is though? Could take many years for them to get back to or above their pre-Covid highs of course.

voluntary · 18-03-2020 05:28PM

Catching falling knifes.

Nemeses2050 · 18-03-2020 05:34PM

lastusername wrote: »

They look like good bets - too big to fail possibly? Not sure if Easyjet is though? Could take many years for them to get back to or above their pre-Covid highs of course.

American Airlines/cruise companies taking a battering today...anyone following metal companies please BHP, Rio et al

Thargor · 18-03-2020 05:38PM

So what if it's too big to fail? They'll just print a billion shares and give them to whichever government bails them out, you'll get diluted to nothing.

Browney7 · 18-03-2020 05:48PM

Boeing at $99

voluntary · 18-03-2020 05:53PM

Nobody yet believes NASDAQ can drop to ~3000 region.

Shedite27 · 18-03-2020 05:54PM

Sounds like Delta and AA are racing to be the first one to go bankrupt

voluntary · 18-03-2020 05:54PM

Don't lose all your ammunition today. Cash will be the king starting mid/end April.

voluntary · 18-03-2020 05:56PM

Thargor wrote: »

So what if it's too big to fail? They'll just print a billion shares and give them to whichever government bails them out, you'll get diluted to nothing.

Or sold to another bank/airline etc for symbolic 1 USD/EUR (like it happened before) in return for some form of an emergency plan saving jobs and stuff.

greenfield21 · 18-03-2020 05:58PM

How many more days are we going to see like this, crazy times

Mad_maxx · 18-03-2020 06:06PM

Nemeses2050 wrote: »

bought BP on monday @19.30 and it was dropping so quickly made me consider my position and got out quickly @19.00, not much harm done it's now 17.40...so guys hold jumping into energy stocks yet

Same happened me with shell a fortnight ago, dumped @17

Mad_maxx · 18-03-2020 06:07PM

cnocbui wrote: »

Ah, no, Australian stock exchange.

Even thinner volume

voluntary · 18-03-2020 06:09PM

AIB below 1 EUR per share :eek:

Timmaay · 18-03-2020 06:19PM

I absolutely don't feel sick at all anymore for selling up most my portfolio for a 10% loss a week or so ago, if I'd hung in I'd be looking at a 30% loss now.

Pkiernan · 18-03-2020 06:21PM

If you've got the bottle buy AMD every morning and sell every evening.

Coil Kilcrea · 18-03-2020 06:23PM

greenfield21 wrote: »

How many more days are we going to see like this, crazy times

Until we wake up and hear that someone has a cure for this bastard. Until then, we’re in free fall. Ackman is right. Lock the shop for a month so we self isolate to the point that we get this poison under control.

ELM327 · 18-03-2020 06:24PM

voluntary wrote: »

AIB below 1 EUR per share :eek:

Would prefer BOI if goping that way. AIB still state owned.

https://finance.yahoo.com/quote/BIRG.IR?p=BIRG.IR&.tsrc=fin-srch

Have no access to Irish shares though, US only through Revolut. Not paying for premium etrade (have the basic account through company for RSU/PSU shares)

Timmaay · 18-03-2020 06:27PM

Pkiernan wrote: »

If you've got the bottle buy AMD every morning and sell every evening.

Dlr not bad for swing trading also the sec.

Nemeses2050 · 18-03-2020 06:28PM

I would stay miles away from any Bank shares....Irish Banks wouldn't touch them with a barge pole, once bitten twice shy

all about the mane · 18-03-2020 06:38PM

Does anyone here trade options? If so, what broker do you use?

voluntary · 18-03-2020 06:38PM

Checking AIB out of pure curiosity and having some satisfaction as I was saying for years that the state should sell all shares ASAP. No reason for the State to gamble owning a commercial bank.

pearcider · 18-03-2020 06:51PM

4000 new cases in Italy. 500 dead in one day. I imagine the markets will be closed for a few months soon.

coolshannagh28 · 18-03-2020 07:37PM

There is no bottom in this market ; s+p can go below 1000

Share Picks 2020

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