Share Picks 2020

Sebastian Dangerfield · 11-06-2020 07:10PM

Shedite27 wrote: »

Anyone buyin?

Picked up small holdings in UBS AG, Outfront Media and BP today.

Anyone have a view on The Rubicon Project? I became a holder after the acquisition of Telaria which I held for a couple of years.

tamova · 11-06-2020 07:17PM

Coke down 5.65% today, good as stock as any.

Fol20 · 11-06-2020 07:20PM

voluntary wrote: »

No.

My realised profit/loss is now negative(red) even though i know iv 2x my principle investment.

peterofthebr · 11-06-2020 07:43PM

Shedite27 wrote: »

Anyone buyin?

nope, futures are lower too Arizona covid cases are up 300% - due to lack of mask wearing...chance to research stocks you interested in..

peterofthebr · 11-06-2020 07:44PM

tamova wrote: »

Coke down 5.65% today, good as stock as any.

good plc to have in a recession ,, it could go a we $ lower though

voluntary · 11-06-2020 07:58PM

Fol20 wrote: »

My realised profit/loss is now negative(red) even though i know iv 2x my principle investment.

Degiro is likely calculating it wrong. It often messes my daily gain/profit. For tax purposes, you take the purchase price (in EUR) and sell price (in EUR) and calculate profit based on that. Take splits and merges into consideration when calculating a unit purchase price. if you bought 40 shares for 1 euro each and now these merged into 2 share, then your purchase price is 40x1 EUR, so 20 EUR per 1 new share. If you sell one share today for 21 EUR then you make 1 EUR gain.

If you purchased all the stock in one transaction and sell also in one transaction then the calculation is straightforward.

After reverse-split, you still own the same portion of a company, the same way as 1/2 means the same as 2/4. There's no gain or loss on such operation.

bfa1509 · 11-06-2020 08:07PM

I was very pleased with myself on Monday after I halved the deficit I acquired back in February. Today I have added 50% to it

If ever there could be a silver lining it is that I sold fast as soon as the markets opened, which I always thought would be a bad idea as things can settle after an initial shock. I saved myself €300 by getting out quick rather than waiting to see what happened later in the day! Phew! Such the extent of the bloodbath.

voluntary · 11-06-2020 08:13PM

Shedite27 wrote: »

Anyone buyin?

Just bought some (not much) of Hewlett Packard Enterprise (HPE) as this is one of the stocks which hasn't rallied during the recent mad ride and may represent not great but an OK value today.

I'll get another batch if the share price drops to $9.
There's a good chance it goes way lower than that, so I split the amount I'd like to put in this stock into small batches. If it keeps dropping that's cool, I'll be buying more, if not, well - I own a few shares already!

Please share if you watch some good prospective stocks which similarly haven't rallied much since the march crash and are now WELL BELOW the pre-pandemic levels.

peterofthebr · 11-06-2020 08:20PM

DOW, S&P on course for most in 3 months...VIX is way up too.. stocks still overbought i think.
dow down 1,700:eek::eek::eek:

whatever will Trump say about today - FEDs fault:rolleyes:

AmberGold · 11-06-2020 08:21PM

Berkshire Hathaway took a significant hit for those looking for a safe value stock.

AmberGold · 11-06-2020 08:22PM

peterofthebr wrote: »

DOW, S&P on course for most in 3 months...VIX is way up too.. stocks still overbought i think.
dow down 1,700:eek::eek::eek:

Would have picked up VIX on Tuesday if it was on Degiro.

Kilboor · 11-06-2020 08:25PM

AmberGold wrote: »

Would have picked up VIX on Tuesday if it was on Degiro.

Last stock I requested was added after 1 or 2 days.

peterofthebr · 11-06-2020 08:25PM

AmberGold wrote: »

Would have picked up VIX on Tuesday if it was on Degiro.

Im unsure but tried to buy VIX in past but its not open for trade to the little people...like us..gold and silver is though

voluntary · 11-06-2020 08:29PM

vix is an index, you can't directly buy indexes

Shedite27 · 11-06-2020 08:30PM

Get those shopping lists ready

peterofthebr · 11-06-2020 08:30PM

i dont pay much notice to futures but FTSE is down allot indicating it will be somewhat neg fri
https://www.investing.com/indices/uk-100-futures

Shedite27 · 11-06-2020 08:34PM

peterofthebr wrote: »

i dont pay much notice to futures but FTSE is down allot indicating it will be somewhat neg fri
https://www.investing.com/indices/uk-100-futures

That's just mimicing the action that's going on in US since the UK markets shut down a few hours back

bfa1509 · 11-06-2020 08:36PM

peterofthebr wrote: »

Im unsure but tried to buy VIX in past but its not open for trade to the little people...like us..gold and silver is though

voluntary wrote: »

vix is an index, you can't directly buy indexes

You can buy etfs that track vix however:

LYXOR UCITS ETF S&P500 VIX FU EN ROL LUX

LYXOR ETF VIX EUR

both up 6-7%

Nemeses2050 · 11-06-2020 08:37PM

Got some AAL and NHCL

voluntary · 11-06-2020 08:38PM

Ryanair is likely going to be crushed tomorrow. US airlines long way down.

peterofthebr · 11-06-2020 08:40PM

voluntary wrote: »

Ryanair is likely going to be crushed tomorrow. US airlines long way down.

ryanair sub €10 is a steel

AmberGold · 11-06-2020 08:41PM

voluntary wrote: »

Ryanair is likely going to be crushed tomorrow. US airlines long way down.

I'm waiting patiently, missed the last time!

On another note would folks feel the March drops are a measure of the bottom, can't imagine the fear factor being much more than then with vaccines even closer.

peterofthebr · 11-06-2020 08:46PM

covid is circuling [wave 1 only] in usa...think USA airlines might go further south...usa wont close ecomomy again ,,so if covid tkes off people wont shop,fly etc...
FED might need to 'say' there going to add more $$into economy...boeing down 25% since monday...

voluntary · 11-06-2020 08:49PM

Vaccine is like a carrot on a stick. We chase it and it's so close but we never catch it. I'm also sceptical about the vaccine's effectiveness. I get flu vaccines every year and had the worst flue ever like 2 years ago.

If people start dying in huge numbers again then further lockdowns are inevitable. You can't say we won't do more lockdown just because the economy is too fragile. The virus doesn't stop just because we're already tired.

peterofthebr · 11-06-2020 08:50PM

DOW now in line for its worst day since march 16th --

robman60 · 11-06-2020 08:51PM

What UK stocks do people fancy? I've been picking up Shell and got some Aviva/Legal and General when they were way down.

Interested to hear some more creative choices as I'll be dipping in in the morning.

tamova · 11-06-2020 08:53PM

AmberGold wrote: »

Berkshire Hathaway took a significant hit for those looking for a safe value stock.

I was thinking about getting this, as I know they bought nothing in March, they are probably sitting on a lot of capital to buy at the drop now - just my thoughts. They'd be stupid to make the same mistake twice?

Taylor365 · 11-06-2020 09:26PM

I have my list of prices I consider bargains. Can sit and wait!

Bob24 · 11-06-2020 09:30PM

peterofthebr wrote: »

Im unsure but tried to buy VIX in past but its not open for trade to the little people...like us..gold and silver is though

I am uber-bullish gold in the medium/long term will all that money printing.

I wouldn't use it as an alternative for the VIX though (if this is what you had in mind).

While gold is a safe heaven asset, it also tends to see short term panic/forced sales when markets are panicking (i.e. the quid of situation when the VIX goes up). It then terms to recover quickly and sharply, but this doesn't mimic the behaviour of the VIX.

Bob24 · 11-06-2020 09:31PM

Taylor365 wrote: »

I have my list of prices I consider bargains. Can sit and wait!

That's the attitude!

Share Picks 2020

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