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Share Picks 2020

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Comments

  • Registered Users Posts: 331 ✭✭peterofthebr


    so if the FED dont continue to buy up, the vultures will be at the gates..anyone got Buffets email?- i bet hes not buying..yet anyway.


  • Registered Users, Registered Users 2 Posts: 17,999 ✭✭✭✭Thargor


    The Fed targeting individual equities for investment is basically promising to financially ruin any companies or individuals that dont praise the powers that be, its 9/11 conspiracy stuff. Id say there will be an almighty drop after the election in November especially a Biden win.


  • Registered Users, Registered Users 2 Posts: 1,857 ✭✭✭Atlas_IRL


    Bob Harris wrote: »
    I picked up some on Friday and sorry now I didn't get a whole lot more as I was poised to do but played it safe and got half of what I was going to. Doing well so far and hopefully will run to the merger. Any dips and I'll be adding a few more.
    Thanks for the heads up.

    I'm waiting to add more as well. i also have Gordon Pointe Acquisition Corp as well and there are a few more spac i want to get into as well like OPES


  • Registered Users Posts: 1,224 ✭✭✭Kilboor


    Closed out $BBI for 110% gains albeit with small money.

    Holding CLRB with a price target of 1.40+ currently.

    Also opened back into NBRV to catch some run up for expected FDA approval Friday - I'm not confident this will go ahead as expected so I'll look to close this position on Thursday price permitting. PT 1.10+


  • Registered Users, Registered Users 2 Posts: 9,456 ✭✭✭Shedite27


    iAcesHigh wrote: »
    I find this quite interesting and what I thought is the reason behind market surge while economies are taking a dip: Trading Sportsbooks for Brokerages, Bored Bettors Wager on Stocks
    Speaking of betting, DraftKings and GAN (Irish owned gambling IT system) had big days yesterday, fulled by
    1. The golf tournament at the weekend was the biggest golfing gambling event of all time
    2. Casinos beginning to reopen
    3. Other sports starting to reopen

    Can see both going higher in the next few weeks. GAN have results this week


  • Registered Users Posts: 1,569 ✭✭✭Nemeses2050


    Bob Harris wrote: »
    Chinese stocks going great guns today. No fears of a second wave there.

    Looking to get into NIO, if sales figures are not fudged then it's a great buy for future think.


  • Registered Users, Registered Users 2 Posts: 11,395 ✭✭✭✭Timmaay


    The roller-coaster continues!


  • Registered Users Posts: 3,461 ✭✭✭Bob Harris


    Looking to get into NIO, if sales figures are not fudged then it's a great buy for future think.

    Despite a 200% rise in the last few months I'm only only getting into green here.
    Bought a falling knife at 7.20 way back and held since. Great upside potential still and they are fantastic cars but really need to up sales beyond the 3000 or so per month.


  • Registered Users, Registered Users 2 Posts: 9,456 ✭✭✭Shedite27


    Timmaay wrote: »
    The roller-coaster continues!

    Yesterday's futures were about down 2%, ended up 2%
    Today futures are up 3%, presume it'll go the other way?

    Fulled today by another potential drug breakthrough and good US sales figures.


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  • Registered Users Posts: 454 ✭✭MikeSoys


    buy the dips?
    if you watch the talking heads on cnbc/bloomberg... they are all very cautious!!. dare i say it even Trump said its was a bubble back in the day..see below... FED is bailing out market (new cold war) but the market being up is too quick IMO- you can 'ride the wave' and make money but usa is opening up even though cases(covid) are increasing.. caution needed.
    pick long term stocks outlook >=10yrs
    dont forget about brexit, india-china issue,covid wave +=1...

    if the market tanks you probably wont get a buyer for stocks
    its gone crazy so im on side lines until a see march 17 like drop.. note usd will go up initially on recession( fed will bail out usd) but you need to consider ur trade fee and Xe rates...a record no of fund manager think is overvalued 78%.. i think we need a bear market..money is moving into tech plc.

    https://fortune.com/2016/08/09/trump-right-about-stocks/


  • Registered Users, Registered Users 2 Posts: 1,286 ✭✭✭AmberGold


    Jerry Romine over on Y’tube does financial analysis of various sectors, interestingly Ryanair covered here.

    https://youtu.be/wHNWoRHcE6U

    Worth a look if you’re watching for an entry..


  • Registered Users Posts: 454 ✭✭MikeSoys


    AmberGold wrote: »
    Jerry Romine over on Y’tube does financial analysis of various sectors, interestingly Ryanair covered here.

    https://youtu.be/wHNWoRHcE6U

    Worth a look if you’re watching for an entry..

    yeah always wary of why i havent heard of these youtubers
    ..and what their selling at the end of the video?
    reminds me of the guys selling shovels during the gold rush... thanks will look at his older videos


  • Registered Users, Registered Users 2 Posts: 1,286 ✭✭✭AmberGold


    Shedite27 wrote: »
    FMCI (Forum Merger II Corporation).
    This is a blank shell corporation that was setup to accept a reverse merger, allowing a company to go public without the IPO process. Same route that VEctoIQ/Nikola took to great success this week.
    The rumour was that this would be Impossible Foods, which is a rival to Beyond Meat which is flying this week, and the price went from $10-$15 on that rumour (Full disclosure, I bought at $13.50)
    The news is out now that it will actually be another smaller competitor called Tattoo Chef. Now it's not Impossible Foods (which would have driven this stock up 4 times), so a lot of disappointed holders will be selling this morning. Should drop the price significantly today and a lovely entry point. Tattoo Chef will be a small company, starting off with a market cap of about $300m. 2021 estimated revenue is $220m.
    I see this going to $30 fairly quickly.

    So good so far... the financials stack up too..


  • Registered Users Posts: 1,519 ✭✭✭Take Your Pants Off


    https://www.bbc.com/news/health-53061281
    Could see a rise tomorrow maybe in UK stocks?


  • Registered Users, Registered Users 2 Posts: 2,251 ✭✭✭massdebater


    Shedite27 wrote: »
    Speaking of betting, DraftKings and GAN (Irish owned gambling IT system) had big days yesterday, fulled by
    1. The golf tournament at the weekend was the biggest golfing gambling event of all time
    2. Casinos beginning to reopen
    3. Other sports starting to reopen

    Can see both going higher in the next few weeks. GAN have results this week

    I jumped in on both DKNG and GAN recently, along with GMBL (Esports Entertaining Group). Lots of room for growth in North America with sports betting only legal in a few states with loads more pending. Not to mention everyone is starved of sports recently, I see those companies doing well as their customer base opens up


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  • Registered Users, Registered Users 2 Posts: 1,101 ✭✭✭bcklschaps


    I jumped in on both DKNG and GAN recently, along with GMBL (Esports Entertaining Group). Lots of room for growth in North America with sports betting only legal in a few states with loads more pending. Not to mention everyone is starved of sports recently, I see those companies doing well as their customer base opens up

    My thoughts precisely. I have a small holding of GAN. I got in about 2 weeks ago on the basis that Michael Smurfit snr invested. I assume his family connections advised him it was a good investment.


    https://www.reuters.com/article/brief-michael-smurfit-sr-reports-98-stak/brief-michael-smurfit-sr-reports-98-stake-in-gan-ltd-idUSFWN2DF0D1


    SP promptly went down 17% of course from that point.... I'm just about back up at BEP now. But onwards and upwards


  • Registered Users Posts: 1,569 ✭✭✭Nemeses2050


    Are we gonna see a sell-off today? anything interesting?


  • Registered Users, Registered Users 2 Posts: 6,019 ✭✭✭sReq | uTeK


    Are we gonna see a sell-off today? anything interesting?

    Sold Glanbia, been a year until i got back up to BEP!


  • Registered Users, Registered Users 2 Posts: 201 ✭✭plasmin


    Shedite27 wrote: »
    FMCI (Forum Merger II Corporation).
    This is a blank shell corporation that was setup to accept a reverse merger, allowing a company to go public without the IPO process. Same route that VEctoIQ/Nikola took to great success this week.
    The rumour was that this would be Impossible Foods, which is a rival to Beyond Meat which is flying this week, and the price went from $10-$15 on that rumour (Full disclosure, I bought at $13.50)
    The news is out now that it will actually be another smaller competitor called Tattoo Chef. Now it's not Impossible Foods (which would have driven this stock up 4 times), so a lot of disappointed holders will be selling this morning. Should drop the price significantly today and a lovely entry point. Tattoo Chef will be a small company, starting off with a market cap of about $300m. 2021 estimated revenue is $220m.
    I see this going to $30 fairly quickly.

    https://www.google.com/amp/s/www.forbes.com/sites/douglasyu/2020/06/15/tattooed-chefs-owner-ittella-international-to-go-public-expands-plant-based-foods-in-frozen-aisle/amp/

    Picked up some at 19


  • Registered Users Posts: 398 ✭✭liamoreilly


    ...Hertz shares halted, I know a few here have been buying and selling...


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  • Registered Users Posts: 1,569 ✭✭✭Nemeses2050


    plasmin wrote: »

    Was looking at it last nite and it shot-up, will wait for any dip...seems like last friday they had sudden dip went down to 12...


  • Registered Users Posts: 243 ✭✭hottipper


    Are we gonna see a sell-off today? anything interesting?

    nah market is just waiting on powell from the fed to say something nothing bad so far.

    Was looking at $net might be worth picking up some shares on a dip


  • Registered Users Posts: 1,569 ✭✭✭Nemeses2050


    it seems all Tech stocks are close to their highs.


  • Registered Users Posts: 237 ✭✭HelloYoungBoy


    it seems all Tech stocks are close to their highs.

    I'm looking to get into a few Tech stocks like Data Dog. Hold back for the moment be the best advice here lads?


  • Registered Users Posts: 3,461 ✭✭✭Bob Harris


    ...Hertz shares halted, I know a few here have been buying and selling...

    Bought once, sold once for very little profit. Wouldn't touch it with a ten foot pole now.


  • Registered Users, Registered Users 2 Posts: 1,284 ✭✭✭Scottie99


    Bob Harris wrote: »
    Bought once, sold once for very little profit. Wouldn't touch it with a ten foot pole now.

    All that risk for so little, was it worth it?


  • Registered Users, Registered Users 2 Posts: 144 ✭✭TheBetsy


    Anyone looking at Trinity Biotech $TRIB? Irish company with covid tests in the pipeline. Expecting FDA approval by end of June. Thinking it could go on strong run with covid spiking in some countries


  • Registered Users, Registered Users 2 Posts: 1,286 ✭✭✭AmberGold


    TheBetsy wrote: »
    Anyone looking at Trinity Biotech $TRIB? Irish company with covid tests in the pipeline. Expecting FDA approval by end of June. Thinking it could go on strong run with covid spiking in some countries

    1 post! Insider?


  • Registered Users, Registered Users 2 Posts: 144 ✭✭TheBetsy


    AmberGold wrote: »
    1 post! Insider?

    Hahaha no, just new!


  • Registered Users, Registered Users 2 Posts: 6,426 ✭✭✭positron


    Kilboor wrote: »
    Interesting play with Sony! Hadn't even thought of gaming stocks outside of GME which I watch closely (waiting on a sub 3.50 entry)

    In fairness I don't know how much impact a succesful PS5 launch will have to Sony's overall share price, they are ginormous after all.

    But I am quietly confident on PS5 - it looks great, games look stunning, and the new digital only console should work out cheaper, with less things to go wrong, and more game revenue should go directly to Sony. This of course could mean bad news to GME type businesses - no more used games trade-in/sale model.


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  • Registered Users Posts: 3,461 ✭✭✭Bob Harris


    Scottie99 wrote: »
    All that risk for so little, was it worth it?

    well I didn't risk my life savings, it was about 5% of my portfolio...made a few quid...timing wasn't perfect but I did follow Warren Buffett's first two rules of investing...


  • Registered Users Posts: 1,298 ✭✭✭RedRochey


    positron wrote: »
    In fairness I don't know how much impact a succesful PS5 launch will have to Sony's overall share price, they are ginormous after all.

    But I am quietly confident on PS5 - it looks great, games look stunning, and the new digital only console should work out cheaper, with less things to go wrong, and more game revenue should go directly to Sony. This of course could mean bad news to GME type businesses - no more used games trade-in/sale model.

    If you check the playstation thread a lot of people dont seem too convinced by the digital only version, would still prefer the disc version

    Plus a couple of them said how consoles are usually loss making for the first few years, the main money comes from new games and there wasnt really any big announcements on that front


  • Registered Users Posts: 1,224 ✭✭✭Kilboor


    Today I'm still holding NBRV. Possibly sell this before day end, otherwise stop loss if it gets above 1.10.

    Also holding CLRB still, more of a medium term hold. No other plays on the horizon right now


  • Registered Users Posts: 1,569 ✭✭✭Nemeses2050


    Yep no action this week....everytime it looks like we'll see a sell-off someone is propping up.


  • Registered Users, Registered Users 2 Posts: 3,337 ✭✭✭Wombatman


    positron wrote: »
    In fairness I don't know how much impact a succesful PS5 launch will have to Sony's overall share price, they are ginormous after all.

    But I am quietly confident on PS5 - it looks great, games look stunning, and the new digital only console should work out cheaper, with less things to go wrong, and more game revenue should go directly to Sony. This of course could mean bad news to GME type businesses - no more used games trade-in/sale model.

    Sony have been a great performer for me over the last couple of years. I know it won't be anything like it with the PS5, but have a look at the Sony share price in the lead up to to the release of the PS2 in March 2000. The stock was trending nicely in the months prior to Covid.


  • Registered Users, Registered Users 2 Posts: 6,420 ✭✭✭Doodee


    positron wrote: »
    In fairness I don't know how much impact a succesful PS5 launch will have to Sony's overall share price, they are ginormous after all.

    But I am quietly confident on PS5 - it looks great, games look stunning, and the new digital only console should work out cheaper, with less things to go wrong, and more game revenue should go directly to Sony. This of course could mean bad news to GME type businesses - no more used games trade-in/sale model.

    If you want to do a comparison you could check out the effect on the MS share price when they released the digital only Xbox.

    The thing to consider with the digital only versions is that the platform holders are moving to a subscription model, as with Xbox game pass, and the digital only console + subscription is the value. The catalog will be a big part of that.

    Microsoft are already doing well there and heavily invested in streaming too. The big feather is that your subscription to Xbox game pass allows you to play the same games on your windows PC.

    On that front streaming services will become a major part of the eco system so you can effectively play anywhere there is internet.


  • Registered Users, Registered Users 2 Posts: 6,426 ✭✭✭positron


    RedRochey wrote: »
    If you check the playstation thread a lot of people dont seem too convinced by the digital only version, would still prefer the disc version

    Plus a couple of them said how consoles are usually loss making for the first few years, the main money comes from new games and there wasnt really any big announcements on that front

    I guess predicting the outcome of console wars is almost as hard as trying to time the stock market.. :) PS5 digital will sell though - the entire world is moving away from hard media / discs, so no two ways about this. The only concern is how well MS will fight back (after losing last four rounds).

    And although I am personally on the PS5 camp, I am really curious about the upcoming Flight Simulator, which I am sure is going to be an XBOX/PC exclusive.


  • Registered Users Posts: 1,569 ✭✭✭Nemeses2050


    Anyone looking at Wirecard AG? down 60% apparently another company with cooked books...didn't think we would have such company's in Europe? that too top 30 company.


  • Registered Users Posts: 369 ✭✭codrulz


    Anyone looking at Wirecard AG? down 60% apparently another company with cooked books...didn't think we would have such company's in Europe? that too top 30 company.


    The Financial Times reported in October that Wirecard staff appeared to have conspired to fraudulently inflate sales and profits at Wirecard subsidiaries in Dubai and Dublin and mislead EY, the group’s auditor for a decade.


    As per the FT this morn, not a good look! 1.9 BIO is a lot to just drop of a balance sheet..


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  • Registered Users, Registered Users 2 Posts: 11,220 ✭✭✭✭Lex Luthor


    picked up some $VISL the other day at $0.69

    Bodycams could be in high demand going forward, not only on the law enforcement side but in sport aswell...


  • Registered Users, Registered Users 2 Posts: 11,220 ✭✭✭✭Lex Luthor


    $SWBI results out today and forecast for rest of year


  • Registered Users Posts: 3,461 ✭✭✭Bob Harris


    "Cruise stocks set for another selloff after Carnival's disappointing results"

    You have to wonder at headlines like these.


  • Registered Users Posts: 1,224 ✭✭✭Kilboor


    Strategy out the window and I've held NBRV for news. Again I let emotions get the better of me and try scalp some profit from the run up - it didn't materialise. Now gambling on some positive news (if any news) being released today.

    Still holding CLRB otherwise


  • Registered Users, Registered Users 2 Posts: 2,226 ✭✭✭robman60


    What do people make of PayPal? Bought at around $105 in December and the climb since March has been astounding. I think it's one of those that's benefitted hugely from the move to online but I'm not sure if that benefit starts diminishing gradually. Considering selling some on opening today but input welcomed.


  • Registered Users Posts: 812 ✭✭✭jams100


    Sold all of my FTSE shares today (Aviva, Centrica, Coca-Cola HBC and Tesco).
    No longer comfortable holding these over weekends anymore, with covid and general economy. Going to hold onto some of the bigger players (Amazon, Microsoft and DraftKings as these are longer term shares anyway and would in my opinion recover quickly from another covid crash :)


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  • Registered Users Posts: 1,224 ✭✭✭Kilboor


    robman60 wrote: »
    What do people make of PayPal? Bought at around $105 in December and the climb since March has been astounding. I think it's one of those that's benefitted hugely from the move to online but I'm not sure if that benefit starts diminishing gradually. Considering selling some on opening today but input welcomed.

    Long term I'm not too sure about Paypal. The fintech startup scene and beyond is booming, it's only a matter of time before we have widespread adoption of services already used in China like WePay or Alipay (well their western equivalents). Whether Paypal will be at the forefront of this transition is another topic of discussion but I can't see them advancing beyond their existing business model


  • Registered Users, Registered Users 2 Posts: 447 ✭✭iAcesHigh


    Kilboor wrote: »
    Long term I'm not too sure about Paypal. The fintech startup scene and beyond is booming, it's only a matter of time before we have widespread adoption of services already used in China like WePay or Alipay (well their western equivalents). Whether Paypal will be at the forefront of this transition is another topic of discussion but I can't see them advancing beyond their existing business model

    Kind of hold the same opinion, but would argue PayPal has a nice start to being on top later on as well. Nevertheless, I would feel much comfortable investing in Mastercard/Visa for the long-term perspective...
    jams100 wrote: »
    Sold all of my FTSE shares today (Aviva, Centrica, Coca-Cola HBC and Tesco).
    No longer comfortable holding these over weekends anymore, with covid and general economy. Going to hold onto some of the bigger players (Amazon, Microsoft and DraftKings as these are longer term shares anyway and would in my opinion recover quickly from another covid crash :)

    In my opinion, likes of Coca-Cola are always good long-term investment as they are not going anywhere while DraftKings in particular is quite a gamble for which I'm not really sure what's going to happen once market gets a bit more clear of punters.... just my 2 cents...


  • Registered Users, Registered Users 2 Posts: 11,220 ✭✭✭✭Lex Luthor


    Kilboor wrote: »
    Strategy out the window and I've held NBRV for news. Again I let emotions get the better of me and try scalp some profit from the run up - it didn't materialise. Now gambling on some positive news (if any news) being released today.

    Still holding CLRB otherwise

    ya wasnt sure on this one when I bought in at $0.805 recently, so I decided to sell all @ $0.91

    I'm happy for now to be taking small profits rather than keeping shares longer term as there is so much uncertainty

    If I manage 10% on each purchase I'm satisfied


  • Registered Users, Registered Users 2 Posts: 9,456 ✭✭✭Shedite27


    robman60 wrote: »
    What do people make of PayPal? Bought at around $105 in December and the climb since March has been astounding. I think it's one of those that's benefitted hugely from the move to online but I'm not sure if that benefit starts diminishing gradually. Considering selling some on opening today but input welcomed.
    I own PayPal. Also own Square and StoneCo. I love the simplicity of taking a cut from transactions. Money is dead, I have the same fiver in my wallet for 3 months now.

    I reckon it continues to innovate and grow faster that Mastercard/Visa.


  • Registered Users, Registered Users 2 Posts: 9,456 ✭✭✭Shedite27


    Sad story coming out of America this morning, 20 year old guy who got into Robinhood (their Degiro), misunderstood his balance and thought he was $700k in debt and committed suicide as a result

    https://www.cnbc.com/2020/06/18/young-trader-dies-by-suicide-after-thinking-he-racked-up-big-losses-on-robinhood.html


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