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Share Picks 2020

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Shedite27

manonboard wrote: »

A part of investing is about being patient to wait through those emotional storms.

The unfortunate side effect of this trap is that the losing is giving ALOT more time show time than the gaining! Stacks the odds against themselves.

If you are investing, don't watch the fluctuations each day unless necessary for some reason. It's an easy trap, and one i fell into many many times.

I agree with the principle but as littlemac said above, with the current situation there's a lot more time on my hands so end up checking in far more than often.

Of course, the amount of 3-5% swings recently makes it a lot more entertaining than normal course of action.

manonboard

littlemac1980 wrote: »

For me everyday I don’t sell feels like a day I’m passively deciding I would buy at this price and today more than others I felt I probably wouldn’t have bought Zoom. PayPal... meh? Maybe... but sold it anyway.

A part of investing is about being patient to wait through those emotional storms.
One of the traps new investors fall into is they hold too long on companies that are losing money, and too short on companies that are making them money.

The losing brings up thoughts of "No, i must stay in until i get my money back, or most of it".. all the while, they lose money.

The making money brings up thoughts of "I should sell now, and solidify my profits, i don't want to lose these gains".

The unfortunate side effect of this trap is that the losing is giving ALOT more time show time than the gaining! Stacks the odds against themselves.

If you are investing, don't watch the fluctuations each day unless necessary for some reason. It's an easy trap, and one i fell into many many times.

Kilboor

littlemac1980 wrote: »

Sorry to be spamming this thread (though it has been pretty quiet) but I’m finding I enjoy following the stocks now that I made an effort to get involved and it’s passing the time well I’m the lockdown.

I may yet regretting it but I sold my Zoom and PayPal today, felt it was the right time and though I expect them to keep rising overall I’m also anticipating that there may yet be overall forces ahead that drive markets down again and I can then get back in at lower prices.

For me everyday I don’t sell feels like a day I’m passively deciding I would buy at this price and today more than others I felt I probably wouldn’t have bought Zoom. PayPal... meh? Maybe... but sold it anyway.

Got a feeling tomorrow might be reddish, anyone still on here got any thoughts on how tomorrow might go?

I would contribute but I don't trade with feelings or emotions. I look for companies that are under valued with certain identifiable catalysts for making that value known.

If the market is red tomorrow it makes no difference to me. I am always at peace

OwlsZat

littlemac1980 wrote: »

Bad news tre the potential for Gileads virus treatment:

[url] https://apple.news/A5NOdXrSPRa-80SmsmJ5l6g[/url]

Obviously this is not bad news across the board on certain stocks, eg Zoom, but terrible news for most and for the world generally.

Good news for Pluristem. Up 15% today.

Padre_Pio

I have not an ounce of experience, but the EU agreed a recovery package today. I may do something to assuage fears, similar to Trump's announcement of reopening the economy.

littlemac1980

Sorry to be spamming this thread (though it has been pretty quiet) but I’m finding I enjoy following the stocks now that I made an effort to get involved and it’s passing the time well I’m the lockdown.

I may yet regretting it but I sold my Zoom and PayPal today, felt it was the right time and though I expect them to keep rising overall I’m also anticipating that there may yet be overall forces ahead that drive markets down again and I can then get back in at lower prices.

For me everyday I don’t sell feels like a day I’m passively deciding I would buy at this price and today more than others I felt I probably wouldn’t have bought Zoom. PayPal... meh? Maybe... but sold it anyway.

Got a feeling tomorrow might be reddish, anyone still on here got any thoughts on how tomorrow might go?

littlemac1980

Bad news tre the potential for Gileads virus treatment:

[url] https://apple.news/A5NOdXrSPRa-80SmsmJ5l6g[/url]

Obviously this is not bad news across the board on certain stocks, eg Zoom, but terrible news for most and for the world generally.

littlemac1980

littlemac1980 wrote: »

Zoom starting well this morning following news on latest update to address security concerns:

https://apple.news/AkwW4AhxFRdyRN1WuxbJ7tg

Up 6% right now.

Citrix on the other hand is currently down over 7% in a very steep drop, anyone any idea what’s driving their price down this morning?

Just another article on Zoom here, seems today’s big jump is also based on recent reports from the company about just how much their user base has increased.

https://apple.news/AQ50ne8a-QxugTQ_IM6JIUw

Just 22c off it’s 52 wk high now (albeit that was very recent and COVID influenced)

Nemeses2050

Yeah Big Oil stocks doing very well...

littlemac1980

littlemac1980 wrote: »

Yeah I agree I got some Exxon yesterday so can’t complain about it being up almost 10% at one point today.

Not counting my chickens yet by any account, totally prepared for it to lose that and swing back to negative days at little or no notice. But yes, I was influenced by their statement to commit to continue paying dividends, whether or not that statement still holds water in 3 months time is another issue of course. Let’s see what happens.

Up over 12% in under a week, that’s a pleasant surprise. Until the next surprise, which may not be pleasant... who knows.

littlemac1980

Zoom starting well this morning following news on latest update to address security concerns:

https://apple.news/AkwW4AhxFRdyRN1WuxbJ7tg

Up 6% right now.

Citrix on the other hand is currently down over 7% in a very steep drop, anyone any idea what’s driving their price down this morning?

Bob24

Caiden Immense Porterhouse wrote: »

Into the following having not held anything bar Bitcoin for over a year:

Ryanair 9.90
Murphy Oil Corp 7.90
BOI 1.30

Don't feel the bottom is in for any of these but have this is the start of a year or two of DCA'ing hopefully.

You’ve very brave to go near an Eurozone bank (especially an Irish one, better than a Greek one but still :-)).

IMO banks won’t go bankrupt as the ECB will Do whatever is needed to save them (unless the EZ collapses which I wouldn’t discard). But the actions of the ECB are also destroying their business model so I don’t see how they can be private independent entities making profits.

Mad_maxx

iAcesHigh wrote: »

With current situation that won't be resolved that fast, actually many countries saying they'll keep quarantine for 14 days throughout summer for any foreigners coming in, I'm not really sure that Ryanair reached its bottom just yet. Indeed, they'll probably recover fastest compared to other European air-flight companies, but I think we're still long way from there...

i think ryanair has bottomed but easyjet has more upside

not in either of them

iAcesHigh

Caiden Immense Porterhouse wrote: »

Into the following having not held anything bar Bitcoin for over a year:

Ryanair 9.90
Murphy Oil Corp 7.90
BOI 1.30

Don't feel the bottom is in for any of these but have this is the start of a year or two of DCA'ing hopefully.

With current situation that won't be resolved that fast, actually many countries saying they'll keep quarantine for 14 days throughout summer for any foreigners coming in, I'm not really sure that Ryanair reached its bottom just yet. Indeed, they'll probably recover fastest compared to other European air-flight companies, but I think we're still long way from there...

Shedite27

I know Mane has been touting Alibaba for ages on this but finally bought myself some of it this week. They announced this week that they're going to invest £28bn into their cloud computing area over the next 3 years. They're already the number 3 provider in the world behind Amazon and Microsoft and number 1 in Asia. It's a clear sign of intention to grow to their scale IMO.

q85dw7osi4lebg

Into the following having not held anything bar Bitcoin for over a year:

Ryanair 9.90
Murphy Oil Corp 7.90
BOI 1.30

Don't feel the bottom is in for any of these but have this is the start of a year or two of DCA'ing hopefully.

Pinsnbushings

hottipper wrote: »

what stocks do you have and whats your entry price?
will take a look see if you can trade out of it or just have to wait.

Apologies they were spread bets and the positions are closed. Thanks anyway.

Lex Luthor

Scottie99 wrote: »

Exxon and know doubt others are selling assets to pay the dividends.

I’d say that price you quote will continue to drop over the years to single figures.

https://investorplace.com/2020/04/xom-stock-attractive-dividend-yield/

There surely has be better opportunities out there?

I'l be keeping an eye on it and see what happens although you never know
Might scale in slow

Scottie99

Lex Luthor wrote: »

I might take a punt on the Select Sector SPDR ETF (XLE) if it drops below the $29 level

I'm going to go against the herd on this one as most people are probably thinking why would you buy oil stocks right now

There's also a 12% dividend yield on this ETF

Exxon and know doubt others are selling assets to pay the dividends.

I’d say that price you quote will continue to drop over the years to single figures.

https://investorplace.com/2020/04/xom-stock-attractive-dividend-yield/

There surely has be better opportunities out there?

Lex Luthor

I might take a punt on the Select Sector SPDR ETF (XLE) if it drops below the $29 level

I'm going to go against the herd on this one as most people are probably thinking why would you buy oil stocks right now

There's also a 12% dividend yield on this ETF

littlemac1980

Analyst at Deutsche Bank raised Paypal's Target price to $147 for those interested:

https://thefly.com/landingPageNews.php?id=3075778&headline=PYPL-PayPal-price-target-raised-to--from--at-Deutsche-Bank

FYI : The link I selected was literally the first one I hit on a google search without a paywall so pay no heed to my selection of source. Just google it if you wish to research.

hottipper

Pinsnbushings wrote: »

Thanks for this I guessed as much was pretty stupid thing to do in hindsight, but it's not the first time I've blown a nice chunk of money so I suppose I'll get over it. A fool and his money are easily parted. It won't break me but its the guts of a years savings I'm down I suppose. Lots of people will be worse off than me after all this if there lucky enough to be alive at all, so don't get me wrong I'm not whinging.
I still have deposit for house with bit to spare, but the problem I had pre crisis was 3.5 times my income was no where near house valuations.

what stocks do you have and whats your entry price?
will take a look see if you can trade out of it or just have to wait.

littlemac1980

manonboard wrote: »

What was the super good news they had in 2015? Its promising bet given the speedy expected nature of the results. The scary part is the huge downward trend they have been under.
Of course, Pharma is in a great position to rebound during a pandemic if any!

I think 4d is one of the 5 companies producing COVID test kits for the US that have obtained actual FDA approval. 2 Others being Abbot & Chembio.

Not sure what is affecting their price, but Abbot has been declining a bit lately also - despite the States (and everyone) crying out for more testing.

Also there is apparently a shortage of reagents which is limiting testing so they may not be able to capitalize on all the demand right now.

Also worth bearing in mind that the US are allowing other companies to provide tests and to run private testing labs, but I have seen a few commentators from the front lines expressing serious concerns about the accuracy of some of these other “unapproved” tests with one Doctor (I saw on Sun night) in New York staying that in his experience up to 70% of the unapproved tests are giving incorrect results. However the FDA Approved companies still share the market for tests with these companies and share the demand for reagents with them too.

iAcesHigh

Pinsnbushings wrote: »

Thanks for this I guessed as much was pretty stupid thing to do in hindsight, but it's not the first time I've blown a nice chunk of money so I suppose I'll get over it. A fool and his money are easily parted. It won't break me but its the guts of a years savings I'm down I suppose. Lots of people will be worse off than me after all this if there lucky enough to be alive at all, so don't get me wrong I'm not whinging.
I still have deposit for house with bit to spare, but the problem I had pre crisis was 3.5 times my income was no where near house valuations.

best thing you can probably do is hold on to what you bought and consider it mid to long term savings instead of pulling it out now with significant losses. Not sure what you bought, but eventually market will recover and you will most like than not end up in the +

Pinsnbushings

manonboard wrote: »

Take this advice.
Banks dont want to see anything risky on Average Joe. If you are asked about it and the word 'betting' is mentioned. They'll strongly dislike your application.

Its different if you make your money this way and are showing business accounts. It's very normal then. Thats pretty rare though. Definitely dont show the account your mortgage bank is going to look at with anything remotely considered gambling (or transactions related to undisclosed pregnancy)

Haha I've problems but neither me nor anybody I wasn't keeping my social distance from is pregnant as far as I know.
Unforntunately in relation to account I had given the bank 12 months statements for that account before the virus.

Pinsnbushings

Fred Cryton wrote: »

It won't be looked on favourably by the bank...you really shouldn't be doing it if the bank will be looking at your accounts for a mortgage in the short term.

My advice - take out whatever is left in your spread betting account before you lose the rest of it. Then have some clean accounts to show your bank in 6 months time when this virus stuff blows over.

Thanks for this I guessed as much was pretty stupid thing to do in hindsight, but it's not the first time I've blown a nice chunk of money so I suppose I'll get over it. A fool and his money are easily parted. It won't break me but its the guts of a years savings I'm down I suppose. Lots of people will be worse off than me after all this if there lucky enough to be alive at all, so don't get me wrong I'm not whinging.
I still have deposit for house with bit to spare, but the problem I had pre crisis was 3.5 times my income was no where near house valuations.

Jesper

Good bump for BioNTech in Germany today. Posted earlier in this thread. I see that Pfizer is buying/sharing options of up to $750m and Fosun of up to $135m so the bigger boys must see promise also.

Germany approves Covid-19 vaccine trial
Financial Times•April 22, 2020
The German biotech company BioNTech will become the first European business to proceed with clinical trials of a Covid-19 vaccine, after receiving regulatory approval for accelerated testing. BioNTech, which has also secured a $135m investment from Shanghai-based Fosun to commercialise the product in China, said US approval was “expected shortly”.

manonboard

Augeo wrote: »

https://pharmafield.co.uk/pharma_news/mhra_fast_track_nod_for_uk_pharma_companys_covid-19_study/

4d Pharma PLC

What was the super good news they had in 2015? Its promising bet given the speedy expected nature of the results. The scary part is the huge downward trend they have been under.
Of course, Pharma is in a great position to rebound during a pandemic if any!

Jesper

Augeo wrote: »

https://pharmafield.co.uk/pharma_news/mhra_fast_track_nod_for_uk_pharma_companys_covid-19_study/

4d Pharma PLC

currently under 60p, was £1 prior to a placing in Feb that was at 50p, RNS yesterday regarding Phase II study in COVID-19.

Company is funded for the short term after the recent placing, they are working on a treatment not a vaccine........ as folk likely know, a vaccine being developed isn't at all guaranteed.

I'd put this one as low risk but potential high reward, and it'll be sooner rather then later

Currently .76p on the STU. 4DY.SG

currently 58.80 on the LSE. DDDD.L

what is the difference in the two markets? the upside could be huge.

retalivity

Heineken profit down 30% in Q1, Q2 "will be worse", they say themselves.
Currently ~€76.50, hit a 3year low of €70.78 in March.

On the watchlist for the rest of the year.